| 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 811-01944 | ||||||||
| Principal Variable Contracts Funds, Inc. | ||||||||
| --------------------------------------------------------------------------------------------------------------- | ||||||||
| (Exact name of registrant as specified in charter) | ||||||||
| 711 High Street, Des Moines, Iowa 50392 | ||||||||
| --------------------------------------------------------------------------------------------------------------- | ||||||||
| (Address of principal executive offices) (Zip code) | ||||||||
| LAURA B. LATHAM | ||||||||
| Principal Financial Group | ||||||||
| Des Moines, Iowa 50392 | ||||||||
| --------------------------------------------------------------------------------------------------------------- | ||||||||
| (Name and address of agent for service) | ||||||||
| Registrant's telephone number, including area code: 515-247-5419 | ||||||||
| Date of fiscal year end: 12/31 | ||||||||
| Date of reporting period: 07/01/2022 - 06/30/2023 | ||||||||
FORM N-PX
ICA File Number: 811-01944
Registrant Name: PRINCIPAL VARIABLE CONTRACTS FUNDS INC
Reporting Period: 07/01/2022 - 06/30/2023
Blue Chip Account
| 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 |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Brett Biggs | Management | For | For |
| 1c | Elect Director Melanie Boulden | Management | For | For |
| 1d | Elect Director Frank Calderoni | Management | For | For |
| 1e | Elect Director Laura Desmond | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Spencer Neumann | Management | For | For |
| 1h | Elect Director Kathleen Oberg | Management | For | For |
| 1i | Elect Director Dheeraj Pandey | Management | For | For |
| 1j | Elect Director David Ricks | Management | For | For |
| 1k | Elect Director Daniel Rosensweig | Management | For | For |
| 1l | Elect Director John Warnock | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | Against |
| 1e | Elect Director Frances H. Arnold | Management | For | Against |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | For |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | For |
| 1k | Elect Director Robin L. Washington | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | For |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | For |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | For |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | For |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | 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 |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | For |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1g | Elect Director Judith A. McGrath | Management | For | For |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | Against |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | Against |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | Against |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | Against |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | Against |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | Against |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | 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 |
| 1a | Elect Director Thomas A. Bartlett | Management | For | For |
| 1b | Elect Director Kelly C. Chambliss | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director Raymond P. Dolan | Management | For | For |
| 1e | Elect Director Kenneth R. Frank | Management | For | For |
| 1f | Elect Director Robert D. Hormats | Management | For | For |
| 1g | Elect Director Grace D. Lieblein | Management | For | For |
| 1h | Elect Director Craig Macnab | Management | For | For |
| 1i | Elect Director JoAnn A. Reed | Management | For | For |
| 1j | Elect Director Pamela D. A. Reeve | Management | For | For |
| 1k | Elect Director Bruce L. Tanner | Management | For | For |
| 1l | Elect Director Samme L. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BROOKFIELD ASSET MANAGEMENT INC. Meeting Date: NOV 09, 2022 Record Date: OCT 03, 2022 Meeting Type: SPECIAL | ||||
| Ticker: BAM.A Security ID: 112585104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Division of the Corporation into Two Publicly Traded Companies and the Distribution of its Asset Management Business Ownership | Management | For | For |
| 2 | Approve MSOP Resolution | Management | For | For |
| 3 | Approve NQMSOP Resolution | Management | For | For |
| 4 | Approve Manager Escrowed Stock Plan Resolution | Management | For | For |
| BROOKFIELD ASSET MANAGEMENT LTD. Meeting Date: JUN 09, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: BAM Security ID: 113004105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marcel R. Coutu | Management | For | For |
| 1.2 | Elect Director Olivia (Liv) Garfield | Management | For | For |
| 1.3 | Elect Director Nili Gilbert | Management | For | For |
| 1.4 | Elect Director Allison Kirkby | Management | For | For |
| 1.5 | Elect Director Diana Noble | Management | For | For |
| 1.6 | Elect Director Satish Rai | Management | For | For |
| 2 | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Amend Escrowed Stock Plan | Management | For | For |
| BROOKFIELD ASSET MANAGEMENT REINSURANCE PARTNERS LTD. Meeting Date: NOV 09, 2022 Record Date: OCT 03, 2022 Meeting Type: SPECIAL | ||||
| Ticker: BAMR Security ID: G16169107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Reduction in Stated Capital | Management | For | For |
| 2 | Change Company Name to Brookfield Reinsurance Ltd. | Management | For | For |
| BROOKFIELD CORPORATION Meeting Date: JUN 09, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: BN Security ID: 11271J107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Decrease in Size of Board from Sixteen to Fourteen | Management | For | For |
| 2.1 | Elect Director M. Elyse Allan | Management | For | For |
| 2.2 | Elect Director Angela F. Braly | Management | For | For |
| 2.3 | Elect Director Janice Fukakusa | Management | For | For |
| 2.4 | Elect Director Maureen Kempston Darkes | Management | For | For |
| 2.5 | Elect Director Frank J. McKenna | Management | For | For |
| 2.6 | Elect Director Hutham S. Olayan | Management | For | For |
| 2.7 | Elect Director Diana L. Taylor | Management | For | For |
| 3 | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 5 | Amend Escrowed Stock Plan | Management | For | For |
| 6 | Approve BNRE Restricted Stock Plan | Management | For | For |
| 7 | SP: Report on Tax Transparency | Shareholder | Against | Against |
| CARMAX, INC. Meeting Date: JUN 27, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KMX Security ID: 143130102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Bensen | Management | For | For |
| 1b | Elect Director Ronald E. Blaylock | Management | For | For |
| 1c | Elect Director Sona Chawla | Management | For | For |
| 1d | Elect Director Thomas J. Folliard | Management | For | For |
| 1e | Elect Director Shira Goodman | Management | For | For |
| 1f | Elect Director David W. McCreight | Management | For | For |
| 1g | Elect Director William D. Nash | Management | For | For |
| 1h | Elect Director Mark F. O'Neil | Management | For | For |
| 1i | Elect Director Pietro Satriano | Management | For | For |
| 1j | Elect Director Marcella Shinder | Management | For | For |
| 1k | Elect Director Mitchell D. Steenrod | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| COPART, INC. Meeting Date: OCT 31, 2022 Record Date: OCT 03, 2022 Meeting Type: SPECIAL | ||||
| Ticker: CPRT Security ID: 217204106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| COPART, INC. Meeting Date: DEC 02, 2022 Record Date: OCT 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CPRT Security ID: 217204106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Willis J. Johnson | Management | For | For |
| 1.2 | Elect Director A. Jayson Adair | Management | For | For |
| 1.3 | Elect Director Matt Blunt | Management | For | For |
| 1.4 | Elect Director Steven D. Cohan | Management | For | For |
| 1.5 | Elect Director Daniel J. Englander | Management | For | For |
| 1.6 | Elect Director James E. Meeks | Management | For | For |
| 1.7 | Elect Director Thomas N. Tryforos | Management | For | For |
| 1.8 | Elect Director Diane M. Morefield | Management | For | For |
| 1.9 | Elect Director Stephen Fisher | Management | For | For |
| 1.10 | Elect Director Cherylyn Harley LeBon | Management | For | For |
| 1.11 | Elect Director Carl D. Sparks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| COSTAR GROUP, INC. Meeting Date: JUN 08, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CSGP Security ID: 22160N109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael R. Klein | Management | For | For |
| 1b | Elect Director Andrew C. Florance | Management | For | For |
| 1c | Elect Director Michael J. Glosserman | Management | For | For |
| 1d | Elect Director John W. Hill | Management | For | For |
| 1e | Elect Director Laura Cox Kaplan | Management | For | For |
| 1f | Elect Director Robert W. Musslewhite | Management | For | For |
| 1g | Elect Director Christopher J. Nassetta | Management | For | For |
| 1h | Elect Director Louise S. Sams | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Kenneth D. Denman | Management | For | For |
| 1c | Elect Director Richard A. Galanti | Management | For | For |
| 1d | Elect Director Hamilton E. James | Management | For | For |
| 1e | Elect Director W. Craig Jelinek | Management | For | For |
| 1f | Elect Director Sally Jewell | Management | For | For |
| 1g | Elect Director Charles T. Munger | Management | For | For |
| 1h | Elect Director Jeffrey S. Raikes | Management | For | For |
| 1i | Elect Director John W. Stanton | Management | For | For |
| 1j | Elect Director Ron M. Vachris | Management | For | For |
| 1k | Elect Director Mary Agnes (Maggie) Wilderotter | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Rainer M. Blair | Management | For | For |
| 1b | Elect Director Feroz Dewan | Management | For | For |
| 1c | Elect Director Linda Filler | Management | For | For |
| 1d | Elect Director Teri List | Management | For | Against |
| 1e | Elect Director Walter G. Lohr, Jr. | Management | For | For |
| 1f | Elect Director Jessica L. Mega | Management | For | For |
| 1g | Elect Director Mitchell P. Rales | Management | For | For |
| 1h | Elect Director Steven M. Rales | Management | For | For |
| 1i | Elect Director Pardis C. Sabeti | Management | For | For |
| 1j | Elect Director A. Shane Sanders | Management | For | Against |
| 1k | Elect Director John T. Schwieters | Management | For | Against |
| 1l | Elect Director Alan G. Spoon | Management | For | For |
| 1m | Elect Director Raymond C. Stevens | Management | For | Against |
| 1n | Elect Director Elias A. Zerhouni | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | 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 |
| 1a | Elect Director Christopher J. Nassetta | Management | For | For |
| 1b | Elect Director Jonathan D. Gray | Management | For | For |
| 1c | Elect Director Charlene T. Begley | Management | For | For |
| 1d | Elect Director Chris Carr | Management | For | For |
| 1e | Elect Director Melanie L. Healey | Management | For | For |
| 1f | Elect Director Raymond E. Mabus, Jr. | Management | For | For |
| 1g | Elect Director Judith A. McHale | Management | For | For |
| 1h | Elect Director Elizabeth A. Smith | Management | For | For |
| 1i | Elect Director Douglas M. Steenland | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| IDEXX LABORATORIES, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IDXX Security ID: 45168D104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel M. Junius | Management | For | For |
| 1b | Elect Director Lawrence D. Kingsley | Management | For | For |
| 1c | Elect Director Sophie V. Vandebroek | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INTUIT INC. Meeting Date: JAN 19, 2023 Record Date: NOV 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: INTU Security ID: 461202103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eve Burton | Management | For | For |
| 1b | Elect Director Scott D. Cook | Management | For | For |
| 1c | Elect Director Richard L. Dalzell | Management | For | For |
| 1d | Elect Director Sasan K. Goodarzi | Management | For | For |
| 1e | Elect Director Deborah Liu | Management | For | For |
| 1f | Elect Director Tekedra Mawakana | Management | For | For |
| 1g | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1h | Elect Director Thomas Szkutak | Management | For | For |
| 1i | Elect Director Raul Vazquez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| INTUITIVE SURGICAL, INC. Meeting Date: APR 27, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ISRG Security ID: 46120E602 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig H. Barratt | Management | For | For |
| 1b | Elect Director Joseph C. Beery | Management | For | For |
| 1c | Elect Director Gary S. Guthart | Management | For | For |
| 1d | Elect Director Amal M. Johnson | Management | For | For |
| 1e | Elect Director Don R. Kania | Management | For | For |
| 1f | Elect Director Amy L. Ladd | Management | For | For |
| 1g | Elect Director Keith R. Leonard, Jr. | Management | For | For |
| 1h | Elect Director Alan J. Levy | Management | For | For |
| 1i | Elect Director Jami Dover Nachtsheim | Management | For | For |
| 1j | Elect Director Monica P. Reed | Management | For | For |
| 1k | Elect Director Mark J. Rubash | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Gender/Racial Pay Gap | Shareholder | Against | For |
| LINDE PLC Meeting Date: JUL 25, 2022 Record Date: JUL 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LIN Security ID: G5494J103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen F. Angel | Management | For | For |
| 1b | Elect Director Sanjiv Lamba | Management | For | For |
| 1c | Elect Director Ann-Kristin Achleitner | Management | For | For |
| 1d | Elect Director Thomas Enders | Management | For | For |
| 1e | Elect Director Edward G. Galante | Management | For | For |
| 1f | Elect Director Joe Kaeser | Management | For | For |
| 1g | Elect Director Victoria E. Ossadnik | Management | For | For |
| 1h | Elect Director Martin H. Richenhagen | Management | For | For |
| 1i | Elect Director Alberto Weisser | Management | For | For |
| 1j | Elect Director Robert L. Wood | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 2b | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Remuneration Report | Management | For | For |
| 5 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | Against |
| LINDE PLC Meeting Date: JAN 18, 2023 Record Date: JAN 16, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: LIN Security ID: G5494J103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Approve Common Draft Terms of Merger | Management | For | For |
| LINDE PLC Meeting Date: JAN 18, 2023 Record Date: JAN 16, 2023 Meeting Type: COURT | ||||
| Ticker: LIN Security ID: G5494J111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | 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 |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MOODY'S CORPORATION Meeting Date: APR 18, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MCO Security ID: 615369105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jorge A. Bermudez | Management | For | For |
| 1b | Elect Director Therese Esperdy | Management | For | For |
| 1c | Elect Director Robert Fauber | Management | For | For |
| 1d | Elect Director Vincent A. Forlenza | Management | For | For |
| 1e | Elect Director Kathryn M. Hill | Management | For | For |
| 1f | Elect Director Lloyd W. Howell, Jr. | Management | For | For |
| 1g | Elect Director Jose M. Minaya | Management | For | For |
| 1h | Elect Director Leslie F. Seidman | Management | For | For |
| 1i | Elect Director Zig Serafin | Management | For | For |
| 1j | Elect Director Bruce Van Saun | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Mathias Dopfner | Management | For | For |
| 1b | Elect Director Reed Hastings | Management | For | For |
| 1c | Elect Director Jay C. Hoag | Management | For | For |
| 1d | Elect Director Ted Sarandos | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | For |
| 6 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| 7 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 8 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | 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 |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| O'REILLY AUTOMOTIVE, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ORLY Security ID: 67103H107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David O'Reilly | Management | For | For |
| 1b | Elect Director Larry O'Reilly | Management | For | For |
| 1c | Elect Director Greg Henslee | Management | For | For |
| 1d | Elect Director Jay D. Burchfield | Management | For | For |
| 1e | Elect Director Thomas T. Hendrickson | Management | For | For |
| 1f | Elect Director John R. Murphy | Management | For | For |
| 1g | Elect Director Dana M. Perlman | Management | For | For |
| 1h | Elect Director Maria A. Sastre | Management | For | For |
| 1i | Elect Director Andrea M. Weiss | Management | For | For |
| 1j | Elect Director Fred Whitfield | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| ROPER TECHNOLOGIES, INC. Meeting Date: JUN 13, 2023 Record Date: APR 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ROP Security ID: 776696106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye L. Archambeau | Management | For | For |
| 1.2 | Elect Director Amy Woods Brinkley | Management | For | For |
| 1.3 | Elect Director Irene M. Esteves | Management | For | For |
| 1.4 | Elect Director L. Neil Hunn | Management | For | For |
| 1.5 | Elect Director Robert D. Johnson | Management | For | For |
| 1.6 | Elect Director Thomas P. Joyce, Jr. | Management | For | For |
| 1.7 | Elect Director Laura G. Thatcher | Management | For | For |
| 1.8 | Elect Director Richard F. Wallman | Management | For | For |
| 1.9 | Elect Director Christopher Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| S&P GLOBAL INC. Meeting Date: MAY 03, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SPGI Security ID: 78409V104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marco Alvera | Management | For | For |
| 1.2 | Elect Director Jacques Esculier | Management | For | For |
| 1.3 | Elect Director Gay Huey Evans | Management | For | For |
| 1.4 | Elect Director William D. Green | Management | For | For |
| 1.5 | Elect Director Stephanie C. Hill | Management | For | For |
| 1.6 | Elect Director Rebecca Jacoby | Management | For | For |
| 1.7 | Elect Director Robert P. Kelly | Management | For | For |
| 1.8 | Elect Director Ian Paul Livingston | Management | For | For |
| 1.9 | Elect Director Deborah D. McWhinney | Management | For | For |
| 1.10 | Elect Director Maria R. Morris | Management | For | For |
| 1.11 | Elect Director Douglas L. Peterson | Management | For | For |
| 1.12 | Elect Director Richard E. Thornburgh | Management | For | For |
| 1.13 | Elect Director Gregory Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Marc Benioff | Management | For | For |
| 1b | Elect Director Laura Alber | Management | For | For |
| 1c | Elect Director Craig Conway | Management | For | For |
| 1d | Elect Director Arnold Donald | Management | For | For |
| 1e | Elect Director Parker Harris | Management | For | For |
| 1f | Elect Director Neelie Kroes | Management | For | For |
| 1g | Elect Director Sachin Mehra | Management | For | For |
| 1h | Elect Director G. Mason Morfit | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director John V. Roos | Management | For | For |
| 1k | Elect Director Robin Washington | Management | For | For |
| 1l | Elect Director Maynard Webb | Management | For | For |
| 1m | Elect Director Susan Wojcicki | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Steven E. Bernstein | Management | For | For |
| 1.2 | Elect Director Laurie Bowen | Management | For | For |
| 1.3 | Elect Director Amy E. Wilson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SNOWFLAKE INC. Meeting Date: JUL 07, 2022 Record Date: MAY 13, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SNOW Security ID: 833445109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kelly A. Kramer | Management | For | Withhold |
| 1b | Elect Director Frank Slootman | Management | For | Withhold |
| 1c | Elect Director Michael L. Speiser | Management | For | Withhold |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE CHARLES SCHWAB CORPORATION Meeting Date: MAY 18, 2023 Record Date: ��MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SCHW Security ID: 808513105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marianne C. Brown | Management | For | For |
| 1b | Elect Director Frank C. Herringer | Management | For | For |
| 1c | Elect Director Gerri K. Martin-Flickinger | Management | For | For |
| 1d | Elect Director Todd M. Ricketts | Management | For | For |
| 1e | Elect Director Carolyn Schwab-Pomerantz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Gender/Racial Pay Gap | Shareholder | Against | For |
| 6 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Danelle M. Barrett | Management | For | For |
| 1b | Elect Director Philip Bleser | Management | For | For |
| 1c | Elect Director Stuart B. Burgdoerfer | Management | For | For |
| 1d | Elect Director Pamela J. Craig | Management | For | For |
| 1e | Elect Director Charles A. Davis | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Lawton W. Fitt | Management | For | For |
| 1h | Elect Director Susan Patricia Griffith | Management | For | For |
| 1i | Elect Director Devin C. Johnson | Management | For | For |
| 1j | Elect Director Jeffrey D. Kelly | Management | For | For |
| 1k | Elect Director Barbara R. Snyder | Management | For | For |
| 1l | Elect Director Kahina Van Dyke | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | 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 |
| 1a | Elect Director Kerrii B. Anderson | Management | For | For |
| 1b | Elect Director Arthur F. Anton | Management | For | For |
| 1c | Elect Director Jeff M. Fettig | Management | For | For |
| 1d | Elect Director John G. Morikis | Management | For | For |
| 1e | Elect Director Christine A. Poon | Management | For | For |
| 1f | Elect Director Aaron M. Powell | Management | For | For |
| 1g | Elect Director Marta R. Stewart | Management | For | For |
| 1h | Elect Director Michael H. Thaman | Management | For | For |
| 1i | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TRANSDIGM GROUP INCORPORATED Meeting Date: JUL 12, 2022 Record Date: MAY 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TDG Security ID: 893641100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Barr | Management | For | For |
| 1.2 | Elect Director Jane Cronin | Management | For | For |
| 1.3 | Elect Director Mervin Dunn | Management | For | For |
| 1.4 | Elect Director Michael Graff | Management | For | For |
| 1.5 | Elect Director Sean Hennessy | Management | For | For |
| 1.6 | Elect Director W. Nicholas Howley | Management | For | For |
| 1.7 | Elect Director Gary E. McCullough | Management | For | For |
| 1.8 | Elect Director Michele Santana | Management | For | For |
| 1.9 | Elect Director Robert Small | Management | For | For |
| 1.10 | Elect Director John Staer | Management | For | For |
| 1.11 | Elect Director Kevin Stein | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TRANSDIGM GROUP INCORPORATED Meeting Date: MAR 09, 2023 Record Date: JAN 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TDG Security ID: 893641100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Barr | Management | For | For |
| 1.2 | Elect Director Jane Cronin | Management | For | For |
| 1.3 | Elect Director Mervin Dunn | Management | For | For |
| 1.4 | Elect Director Michael Graff | Management | For | For |
| 1.5 | Elect Director Sean Hennessy | Management | For | For |
| 1.6 | Elect Director W. Nicholas Howley | Management | For | For |
| 1.7 | Elect Director Gary E. McCullough | Management | For | For |
| 1.8 | Elect Director Michele Santana | Management | For | For |
| 1.9 | Elect Director Robert Small | Management | For | For |
| 1.10 | Elect Director John Staer | Management | For | For |
| 1.11 | Elect Director Kevin Stein | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One 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 |
| 1a | Elect Director William J. DeLaney | Management | For | For |
| 1b | Elect Director David B. Dillon | Management | For | For |
| 1c | Elect Director Sheri H. Edison | Management | For | For |
| 1d | Elect Director Teresa M. Finley | Management | For | For |
| 1e | Elect Director Lance M. Fritz | Management | For | For |
| 1f | Elect Director Deborah C. Hopkins | Management | For | For |
| 1g | Elect Director Jane H. Lute | Management | For | For |
| 1h | Elect Director Michael R. McCarthy | Management | For | For |
| 1i | Elect Director Jose H. Villarreal | Management | For | For |
| 1j | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| ZOETIS INC. Meeting Date: MAY 18, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ZTS Security ID: 98978V103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul M. Bisaro | Management | For | For |
| 1b | Elect Director Vanessa Broadhurst | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Michael B. McCallister | Management | For | For |
| 1e | Elect Director Gregory Norden | Management | For | For |
| 1f | Elect Director Louise M. Parent | Management | For | For |
| 1g | Elect Director Kristin C. Peck | Management | For | For |
| 1h | Elect Director Robert W. Scully | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | For |
Bond Market Index Account
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
Core Plus Bond Account
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
Diversified Balanced Account
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
Diversified Balanced Managed Volatility Account
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
Diversified Balanced Volatility Control Account
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
Diversified Growth Account
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
Diversified Growth Managed Volatility Account
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
Diversified Growth Volatility Control Account
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
Diversified Income Account
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
Diversified International Account
| 3I GROUP PLC Meeting Date: JUN 29, 2023 Record Date: JUN 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: III Security ID: G88473148 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4 | Approve Increase in Limit on the Aggregate Amount of Fees Payable to Directors | Management | For | For |
| 5 | Approve Dividend | Management | For | For |
| 6 | Re-elect Simon Borrows as Director | Management | For | For |
| 7 | Re-elect Stephen Daintith as Director | Management | For | For |
| 8 | Re-elect Jasi Halai as Director | Management | For | For |
| 9 | Re-elect James Hatchley as Director | Management | For | For |
| 10 | Re-elect David Hutchison as Director | Management | For | For |
| 11 | Re-elect Lesley Knox as Director | Management | For | For |
| 12 | Re-elect Coline McConville as Director | Management | For | For |
| 13 | Re-elect Peter McKellar as Director | Management | For | For |
| 14 | Re-elect Alexandra Schaapveld as Director | Management | For | For |
| 15 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 16 | Authorise Board Acting Through the Audit and Compliance Committee to Fix Remuneration of Auditors | Management | For | For |
| 17 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 18 | Authorise Issue of Equity | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| ABC-MART, INC. Meeting Date: MAY 30, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2670 Security ID: J00056101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 85 | Management | For | For |
| 2.1 | Elect Director Noguchi, Minoru | Management | For | Against |
| 2.2 | Elect Director Katsunuma, Kiyoshi | Management | For | For |
| 2.3 | Elect Director Kikuchi, Takashi | Management | For | For |
| 2.4 | Elect Director Hattori, Kiichiro | Management | For | For |
| 2.5 | Elect Director Ishii, Yasuo | Management | For | For |
| 3.1 | Elect Director and Audit Committee Member Matsuoka, Tadashi | Management | For | For |
| 3.2 | Elect Director and Audit Committee Member Sugahara, Taio | Management | For | For |
| 3.3 | Elect Director and Audit Committee Member Toyoda, Ko | Management | For | For |
| 4 | Approve Director Retirement Bonus | Management | For | Against |
| ADVANTEST CORP. Meeting Date: JUN 27, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 6857 Security ID: J00210104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Yoshida, Yoshiaki | Management | For | For |
| 1.2 | Elect Director Douglas Lefever | Management | For | For |
| 1.3 | Elect Director Tsukui, Koichi | Management | For | For |
| 1.4 | Elect Director Urabe, Toshimitsu | Management | For | For |
| 1.5 | Elect Director Nicholas Benes | Management | For | For |
| 1.6 | Elect Director Nishida, Naoto | Management | For | For |
| 2.1 | Elect Director and Audit Committee Member Kurita, Yuichi | Management | For | For |
| 2.2 | Elect Director and Audit Committee Member Nakada, Tomoko | Management | For | For |
| 3 | Elect Alternate Director and Audit Committee Member Nicholas Benes | Management | For | For |
| AIA GROUP LIMITED Meeting Date: MAY 18, 2023 Record Date: MAY 12, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 1299 Security ID: Y002A1105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Elect Edmund Sze-Wing Tse as Director | Management | For | For |
| 4 | Elect Jack Chak-Kwong So as Director | Management | For | For |
| 5 | Elect Lawrence Juen-Yee Lau as Director | Management | For | For |
| 6 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7A | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| 7B | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 8 | Approve Increase in Rate of Directors' Fees | Management | For | For |
| 9 | Amend Share Option Scheme | Management | For | For |
| 10 | Amend Restricted Share Unit Scheme | Management | For | For |
| 11 | Amend Employee Share Purchase Plan | Management | For | For |
| 12 | Amend Agency Share Purchase Plan | Management | For | For |
| AIB GROUP PLC Meeting Date: MAY 04, 2023 Record Date: APR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: A5G Security ID: G0R4HJ106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 5a | Re-elect Anik Chaumartin as Director | Management | For | For |
| 5b | Re-elect Donal Galvin as Director | Management | For | For |
| 5c | Re-elect Basil Geoghegan as Director | Management | For | For |
| 5d | Re-elect Tanya Horgan as Director | Management | For | For |
| 5e | Re-elect Colin Hunt as Director | Management | For | For |
| 5f | Re-elect Sandy Kinney Pritchard as Director | Management | For | For |
| 5g | Re-elect Elaine MacLean as Director | Management | For | For |
| 5h | Re-elect Andy Maguire as Director | Management | For | For |
| 5i | Re-elect Brendan McDonagh as Director | Management | For | For |
| 5j | Re-elect Helen Normoyle as Director | Management | For | For |
| 5k | Re-elect Ann O'Brien as Director | Management | For | For |
| 5l | Re-elect Fergal O'Dwyer as Director | Management | For | For |
| 5m | Re-elect Jim Pettigrew Director | Management | For | For |
| 5n | Re-elect Jan Sijbrand as Director | Management | For | For |
| 5o | Re-elect Raj Singh as Director | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Remuneration Policy | Management | For | For |
| 8 | Authorise Issue of Equity | Management | For | For |
| 9a | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 9b | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 10 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 11 | Determine the Price Range at which Treasury Shares may be Re-issued Off-Market | Management | For | For |
| 12 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 13 | Approve the Directed Buyback Contract with the Minister for Finance | Management | For | For |
| AIR LIQUIDE SA Meeting Date: MAY 03, 2023 Record Date: APR 28, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: AI Security ID: FR0000120073 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2.95 per Share | Management | For | For |
| 4 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 5 | Elect Catherine Guillouard as Director | Management | For | For |
| 6 | Elect Christina Law as Director | Management | For | For |
| 7 | Elect Alexis Perakis-Valat as Director | Management | For | For |
| 8 | Elect Michael H. Thaman as Director | Management | For | For |
| 9 | Ratify Appointment of Monica de Virgiliis as Director | Management | For | For |
| 10 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 11 | Approve Compensation of Benoit Potier, Chairman and CEO from January 1, 2022 to May 31, 2022 | Management | For | For |
| 12 | Approve Compensation of Francois Jackow, CEO from June 1, 2022 to December 31, 2022 | Management | For | For |
| 13 | Approve Compensation of Benoit Potier, Chairman of the Board from June 1, 2022 to December 31, 2022 | Management | For | For |
| 14 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 15 | Approve Remuneration Policy of CEO | Management | For | For |
| 16 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 17 | Approve Remuneration Policy of Directors | Management | For | For |
| 18 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 19 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 470 Million | Management | For | For |
| 20 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above | Management | For | For |
| 21 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 22 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees and Corporate Officers of International Subsidiaries | Management | For | For |
| 23 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| ALCON INC. Meeting Date: MAY 05, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: ALC Security ID: H01301128 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Discharge of Board and Senior Management | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of CHF 0.21 per Share | Management | For | For |
| 4.1 | Approve Remuneration Report (Non-Binding) | Management | For | For |
| 4.2 | Approve Remuneration of Directors in the Amount of CHF 3.9 Million | Management | For | For |
| 4.3 | Approve Remuneration of Executive Committee in the Amount of CHF 41.9 Million | Management | For | For |
| 5.1 | Reelect Michael Ball as Director and Board Chair | Management | For | For |
| 5.2 | Reelect Lynn Bleil as Director | Management | For | For |
| 5.3 | Reelect Raquel Bono as Director | Management | For | For |
| 5.4 | Reelect Arthur Cummings as Director | Management | For | For |
| 5.5 | Reelect David Endicott as Director | Management | For | For |
| 5.6 | Reelect Thomas Glanzmann as Director | Management | For | For |
| 5.7 | Reelect Keith Grossman as Director | Management | For | For |
| 5.8 | Reelect Scott Maw as Director | Management | For | For |
| 5.9 | Reelect Karen May as Director | Management | For | For |
| 5.10 | Reelect Ines Poeschel as Director | Management | For | For |
| 5.11 | Reelect Dieter Spaelti as Director | Management | For | For |
| 6.1 | Reappoint Thomas Glanzmann as Member of the Compensation Committee | Management | For | For |
| 6.2 | Reappoint Scott Maw as Member of the Compensation Committee | Management | For | For |
| 6.3 | Reappoint Karen May as Member of the Compensation Committee | Management | For | For |
| 6.4 | Reappoint Ines Poeschel as Member of the Compensation Committee | Management | For | For |
| 7 | Designate Hartmann Dreyer as Independent Proxy | Management | For | For |
| 8 | Ratify PricewaterhouseCoopers SA as Auditors | Management | For | For |
| 9.1 | Approve Creation of Capital Band within the Upper Limit of CHF 22 Million and the Lower Limit of CHF 19 Million with or without Exclusion of Preemptive Rights | Management | For | For |
| 9.2 | Approve Creation of CHF 2 Million Pool of Conditional Capital for Financings, Mergers and Acquisitions | Management | For | For |
| 9.3 | Amend Articles Re: Conversion of Shares; Subscription Rights | Management | For | For |
| 9.4 | Amend Articles Re: General Meetings | Management | For | For |
| 9.5 | Amend Articles Re: Board Meetings; Powers of the Board of Directors | Management | For | For |
| 9.6 | Amend Articles Re: Compensation; External Mandates for Members of the Board of Directors and Executive Committee | Management | For | For |
| 10 | Transact Other Business (Voting) | Management | For | Against |
| ALIMENTATION COUCHE-TARD INC. Meeting Date: AUG 31, 2022 Record Date: JUL 05, 2022 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: ATD Security ID: 01626P304 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 2.1 | Elect Director Alain Bouchard | Management | For | For |
| 2.2 | Elect Director Louis Vachon | Management | For | For |
| 2.3 | Elect Director Jean Bernier | Management | For | For |
| 2.4 | Elect Director Karinne Bouchard | Management | For | For |
| 2.5 | Elect Director Eric Boyko | Management | For | For |
| 2.6 | Elect Director Jacques D'Amours | Management | For | For |
| 2.7 | Elect Director Janice L. Fields | Management | For | For |
| 2.8 | Elect Director Eric Fortin | Management | For | For |
| 2.9 | Elect Director Richard Fortin | Management | For | For |
| 2.10 | Elect Director Brian Hannasch | Management | For | For |
| 2.11 | Elect Director Melanie Kau | Management | For | For |
| 2.12 | Elect Director Marie-Josee Lamothe | Management | For | For |
| 2.13 | Elect Director Monique F. Leroux | Management | For | For |
| 2.14 | Elect Director Real Plourde | Management | For | For |
| 2.15 | Elect Director Daniel Rabinowicz | Management | For | For |
| 2.16 | Elect Director Louis Tetu | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Amend Articles Re: Changes in the Classes of Shares of the Corporation | Management | For | For |
| 5 | SP 1: Adopt French as the Official Language of the Corporation | Shareholder | Against | Against |
| 6 | SP 2: Increase Formal Employee Representation in Highly Strategic Decision-Making | Shareholder | Against | Against |
| 7 | SP 3: Report on Representation of Women in Management Positions | Shareholder | Against | Against |
| 8 | SP 4: Business Protection | Shareholder | Against | Against |
| ANHUI HONGLU STEEL CONSTRUCTION (GROUP) CO., LTD. Meeting Date: SEP 09, 2022 Record Date: SEP 05, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 002541 Security ID: Y013AG109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Amendments to Articles of Association | Management | For | For |
| 2 | Approve Application of Credit Lines | Management | For | For |
| 3 | Approve Guarantee | Management | For | For |
| ANHUI HONGLU STEEL CONSTRUCTION (GROUP) CO., LTD. Meeting Date: FEB 02, 2023 Record Date: JAN 30, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 002541 Security ID: Y013AG109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Application for Comprehensive Credit Plan | Management | For | For |
| 2 | Approve Provision of Guarantee | Management | For | For |
| 3 | Approve Development of Accounts Receivable Factoring Business | Management | For | For |
| APL APOLLO TUBES LIMITED Meeting Date: SEP 12, 2022 Record Date: SEP 05, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 533758 Security ID: Y0181Q148 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Reelect Vinay Gupta as Director | Management | For | Against |
| 4 | Approve Remuneration of Cost Auditors | Management | For | For |
| AREZZO INDUSTRIA E COMERCIO SA Meeting Date: DEC 30, 2022 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: ARZZ3 Security ID: P04508100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Agreement to Absorb Sunset Agenciamento e Intermediacao S.A. (Sunset) | Management | For | For |
| 2 | Ratify Apsis Consultoria e Avaliacoes Ltda. as Independent Firm to Appraise Proposed Transaction | Management | For | For |
| 3 | Approve Independent Firm's Appraisal | Management | For | For |
| 4 | Approve Absorption of Sunset Agenciamento e Intermediacao S.A. (Sunset) | Management | For | For |
| AREZZO INDUSTRIA E COMERCIO SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: ARZZ3 Security ID: P04508100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 2 | Accept Management Statements for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 3 | Approve Allocation of Income and Dividends | Management | For | For |
| 4 | Fix Number of Directors at Seven | Management | For | For |
| 5 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 6.1 | Elect Alessandro Giuseppe Carlucci as Board Chairman | Management | For | For |
| 6.2 | Elect Jose Ernesto Beni Bolonha as Vice-Chairman | Management | For | Against |
| 6.3 | Elect Alexandre Cafe Birman as Director | Management | For | Against |
| 6.4 | Elect Guilherme Affonso Ferreira as Director | Management | For | Against |
| 6.5 | Elect Renata Figueiredo de Moraes Vichi as Director | Management | For | For |
| 6.6 | Elect Rony Meisler as Director | Management | For | Against |
| 6.7 | Elect Juliana Buchaim Correa da Fonseca as Director | Management | For | For |
| 7 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | None | Abstain |
| 8.1 | Percentage of Votes to Be Assigned - Elect Alessandro Giuseppe Carlucci as Board Chairman | Management | None | Abstain |
| 8.2 | Percentage of Votes to Be Assigned - Elect Jose Ernesto Beni Bolonha as Vice-Chairman | Management | None | Abstain |
| 8.3 | Percentage of Votes to Be Assigned - Elect Alexandre Cafe Birman as Director | Management | None | Abstain |
| 8.4 | Percentage of Votes to Be Assigned - Elect Guilherme Affonso Ferreira as Director | Management | None | Abstain |
| 8.5 | Percentage of Votes to Be Assigned - Elect Renata Figueiredo de Moraes Vichi as Director | Management | None | Abstain |
| 8.6 | Percentage of Votes to Be Assigned - Elect Rony Meisler as Director | Management | None | Abstain |
| 8.7 | Percentage of Votes to Be Assigned - Elect Juliana Buchaim Correa da Fonseca as Director | Management | None | Abstain |
| 9 | As an Ordinary Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 10 | Elect Alessandro Giuseppe Carlucci as Board Chairman | Management | For | For |
| 11 | Elect Jose Ernesto Beni Bolonha as Vice-Chairman | Management | For | Against |
| 12 | Approve Classification of Independent Directors | Management | For | Against |
| 13 | Approve Remuneration of Company's Management | Management | For | For |
| 14 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? | Management | None | Abstain |
| AREZZO INDUSTRIA E COMERCIO SA Meeting Date: MAY 29, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: ARZZ3 Security ID: P04508100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Agreement to Acquire Calcados Vicenza S.A. (Vicenza) | Management | For | For |
| 2 | Ratify Deloitte Touche Tohmatsu Consultores Ltda. as Independent Firm to Appraise Proposed Transaction | Management | For | For |
| 3 | Approve Independent Firm's Appraisal | Management | For | For |
| 4 | Approve Acquisition of Vicenza | Management | For | For |
| 5 | Approve Capital Increase and Issuance of Shares in Connection with Proposed Transaction | Management | For | For |
| 6 | Amend Article 5 to Reflect Changes in Capital | Management | For | For |
| 7 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| ASM INTERNATIONAL NV Meeting Date: MAY 15, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ASM Security ID: N07045201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Dividends | Management | For | For |
| 6 | Approve Discharge of Management Board | Management | For | For |
| 7 | Approve Discharge of Supervisory Board | Management | For | For |
| 8 | Adopt Remuneration Policy for Management Board | Management | For | For |
| 9 | Ratify KPMG Accountants N.V. as Auditors | Management | For | For |
| 10a | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 10b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 11 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 12 | Other Business (Non-Voting) | Management | None | None |
| 13 | Close Meeting | Management | None | None |
| ASML HOLDING NV Meeting Date: APR 26, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ASML Security ID: N07059202 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Discuss the Company's Business, Financial Situation and Sustainability | Management | None | None |
| 3a | Approve Remuneration Report | Management | For | For |
| 3b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3c | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 3d | Approve Dividends | Management | For | For |
| 4a | Approve Discharge of Management Board | Management | For | For |
| 4b | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Approve Number of Shares for Management Board | Management | For | For |
| 6a | Amend Remuneration Policy for the Supervisory Board | Management | For | For |
| 6b | Amend Remuneration of the Members of the Supervisory Board | Management | For | For |
| 7 | Receive Information on the Composition of the Management Board and Announce Intention to Appoint W.R. Allan to Management Board | Management | None | None |
| 8 | Elect N.S. Andersen to Supervisory Board | Management | For | For |
| 8b | Elect J.P. de Kreij to Supervisory Board | Management | For | For |
| 8c | Discuss Composition of the Supervisory Board | Management | None | None |
| 9 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 10a | Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition | Management | For | For |
| 10b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 11 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 12 | Authorize Cancellation of Repurchased Shares | Management | For | For |
| 13 | Other Business (Non-Voting) | Management | None | None |
| 14 | Close Meeting | Management | None | None |
| ASR NEDERLAND NV Meeting Date: JAN 17, 2023 Record Date: DEC 20, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: ASRNL Security ID: N0709G103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2a | Approve Acquisition of Aegon Nederland | Management | For | For |
| 2b | Grant Board Authority to Issue Shares | Management | For | For |
| 2c | Authorize Board to Exclude Preemptive Rights | Management | For | For |
| 3a | Extend Term of Appointment of Jos Baeten as Member and Chairman of the Executive Board | Management | None | None |
| 4a | Announce Nomination by Supervisory Board to Appoint Two New Members of the Supervisory Board | Management | None | None |
| 4b | Opportunity to Make Recommendations to the Supervisory Board | Management | For | For |
| 4c | Elect Danielle Jansen Heijtmajer to Supervisory Board | Management | For | For |
| 4d | Elect Lard Friese to Supervisory Board | Management | For | For |
| 5 | Allow Questions | Management | None | None |
| 6 | Close Meeting | Management | None | None |
| ASR NEDERLAND NV Meeting Date: MAY 31, 2023 Record Date: MAY 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ASRNL Security ID: N0709G103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.a | Receive Report of Executive Board (Non-Voting) | Management | None | None |
| 2.b | Receive Report of Supervisory Board (Non-Voting) | Management | None | None |
| 2.c | Discussion on Company's Corporate Governance Structure | Management | None | None |
| 2.d | Approve Remuneration Report | Management | For | For |
| 3.a | Amend Remuneration Policy for Executive Board | Management | For | For |
| 3.b | Approve Remuneration of the Chairman of the Executive Board | Management | For | For |
| 3.c | Approve Remuneration of Supervisory Board | Management | For | For |
| 4.a | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 4.b | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 4.c | Approve Dividends | Management | For | For |
| 5.a | Approve Discharge of Management Board | Management | For | For |
| 5.b | Approve Discharge of Supervisory Board | Management | For | For |
| 6.a | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 6.b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 6.c | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 7.a | Approve Cancellation of Repurchased Shares | Management | For | For |
| 8 | Announce Intention to Reappoint Ingrid de Swart to Executive Board | Management | None | None |
| 9.a | Reelect Gisella Van Vollenhoven to Supervisory Board | Management | For | For |
| 9.b | Reelect Gerard Van Olphen to Supervisory Board | Management | For | For |
| 10 | Allow Questions | Management | None | None |
| 11 | Close Meeting | Management | None | None |
| ASTRAZENECA PLC Meeting Date: APR 27, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AZN Security ID: G0593M107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividends | Management | For | For |
| 3 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 5a | Re-elect Michel Demare as Director | Management | For | For |
| 5b | Re-elect Pascal Soriot as Director | Management | For | For |
| 5c | Re-elect Aradhana Sarin as Director | Management | For | For |
| 5d | Re-elect Philip Broadley as Director | Management | For | For |
| 5e | Re-elect Euan Ashley as Director | Management | For | For |
| 5f | Re-elect Deborah DiSanzo as Director | Management | For | For |
| 5g | Re-elect Diana Layfield as Director | Management | For | For |
| 5h | Re-elect Sheri McCoy as Director | Management | For | For |
| 5i | Re-elect Tony Mok as Director | Management | For | For |
| 5j | Re-elect Nazneen Rahman as Director | Management | For | For |
| 5k | Re-elect Andreas Rummelt as Director | Management | For | For |
| 5l | Re-elect Marcus Wallenberg as Director | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 8 | Authorise Issue of Equity | Management | For | For |
| 9 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 10 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 11 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 12 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 13 | Adopt New Articles of Association | Management | For | For |
| ATLAS COPCO AB Meeting Date: APR 27, 2023 Record Date: APR 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ATCO.A Security ID: W1R924252 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Opening of Meeting; Elect Chairman of Meeting | Management | For | For |
| 2 | Prepare and Approve List of Shareholders | Management | For | For |
| 3 | Approve Agenda of Meeting | Management | For | For |
| 4 | Designate Inspector(s) of Minutes of Meeting | Management | For | For |
| 5 | Acknowledge Proper Convening of Meeting | Management | For | For |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7 | Receive CEO's Report | Management | None | None |
| 8.a | Accept Financial Statements and Statutory Reports | Management | For | For |
| 8.b1 | Approve Discharge of Staffan Bohman | Management | For | For |
| 8.b2 | Approve Discharge of Johan Forssell | Management | For | For |
| 8.b3 | Approve Discharge of Helene Mellquist | Management | For | For |
| 8.b4 | Approve Discharge of Anna Ohlsson-Leijon | Management | For | For |
| 8.b5 | Approve Discharge of Mats Rahmstrom | Management | For | For |
| 8.b6 | Approve Discharge of Gordon Riske | Management | For | For |
| 8.b7 | Approve Discharge of Hans Straberg | Management | For | For |
| 8.b8 | Approve Discharge of Peter Wallenberg Jr | Management | For | For |
| 8.b9 | Approve Discharge of Mikael Bergstedt | Management | For | For |
| 8.b10 | Approve Discharge of Benny Larsson | Management | For | For |
| 8.b11 | Approve Discharge of CEO Mats Rahmstrom | Management | For | For |
| 8.c | Approve Allocation of Income and Dividends of SEK 2.30 Per Share | Management | For | For |
| 8.d | Approve Record Date for Dividend Payment | Management | For | For |
| 9.a | Determine Number of Members (8) and Deputy Members of Board (0) | Management | For | For |
| 9.b | Determine Number of Auditors (1) and Deputy Auditors (0) | Management | For | For |
| 10.a1 | Reelect Johan Forssell as Director | Management | For | Against |
| 10.a2 | Reelect Helene Mellquist as Director | Management | For | For |
| 10.a3 | Reelect Anna Ohlsson-Leijon as Director | Management | For | For |
| 10.a4 | Reelect Mats Rahmstrom as Director | Management | For | For |
| 10.a5 | Reelect Gordon Riske as Director | Management | For | For |
| 10.a6 | Reelect Hans Straberg as Director | Management | For | Against |
| 10.a7 | Reelect Peter Wallenberg Jr as Director | Management | For | Against |
| 10.b | Elect Jumana Al-Sibai as New Director | Management | For | For |
| 10.c | Reelect Hans Straberg as Board Chair | Management | For | Against |
| 10.d | Ratify Ernst & Young as Auditors | Management | For | For |
| 11.a | Approve Remuneration of Directors in the Amount of SEK 3.2 Million to Chair and SEK 1 Million to Other Directors; Approve Remuneration for Committee Work; Approve Delivering Part of Remuneration in form of Synthetic Shares | Management | For | For |
| 11.b | Approve Remuneration of Auditors | Management | For | For |
| 12.a | Approve Remuneration Report | Management | For | For |
| 12.b | Approve Stock Option Plan 2023 for Key Employees | Management | For | For |
| 13.a | Acquire Class A Shares Related to Personnel Option Plan for 2022 and 2023 | Management | For | For |
| 13.b | Acquire Class A Shares Related to Remuneration of Directors in the Form of Synthetic Shares | Management | For | For |
| 13.c | Transfer Class A Shares Related to Personnel Option Plan for 2023 | Management | For | For |
| 13.d | Sell Class A Shares to Cover Costs Related to Synthetic Shares to the Board | Management | For | For |
| 13.e | Sell Class A to Cover Costs in Relation to the Personnel Option Plans for 2017, 2018, 2019 and 2020 | Management | For | For |
| 14 | Amend Articles Re: Attendance at General Meeting | Management | For | For |
| 15 | Close Meeting | Management | None | None |
| AXA SA Meeting Date: APR 27, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: CS Security ID: FR0000120628 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1.70 per Share | Management | For | For |
| 4 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 5 | Approve Compensation of Denis Duverne, Chairman of the Board until April 28, 2022 | Management | For | For |
| 6 | Approve Compensation of Antoine Gosset-Grainville, Chairman of the Board since April 28, 2022 | Management | For | For |
| 7 | Approve Compensation of Thomas Buberl, CEO | Management | For | For |
| 8 | Approve Remuneration Policy of CEO | Management | For | For |
| 9 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 10 | Approve Remuneration Policy of Directors | Management | For | For |
| 11 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 12 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 13 | Authorize Capitalization of Reserves of Up to EUR 1 Billion for Bonus Issue or Increase in Par Value | Management | For | For |
| 14 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 2 Billion | Management | For | For |
| 15 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 500 Million | Management | For | For |
| 16 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 500 Million | Management | For | For |
| 17 | Authorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights | Management | For | For |
| 18 | Authorize Capital Increase of Up to EUR 500 Million for Future Exchange Offers | Management | For | For |
| 19 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 20 | Authorize Issuance of Equity Upon Conversion of a Subsidiary's Equity-Linked Securities without Preemptive Rights for Up to EUR 500 Million | Management | For | For |
| 21 | Authorize Issuance of Equity Upon Conversion of a Subsidiary's Equity-Linked Securities with Preemptive Rights for Up to EUR 2 Billion | Management | For | For |
| 22 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 23 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 24 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 25 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| BAE SYSTEMS PLC Meeting Date: MAY 04, 2023 Record Date: MAY 02, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BA Security ID: G06940103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Policy | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Final Dividend | Management | For | For |
| 5 | Re-elect Nicholas Anderson as Director | Management | For | For |
| 6 | Re-elect Thomas Arseneault as Director | Management | For | For |
| 7 | Re-elect Crystal Ashby as Director | Management | For | For |
| 8 | Re-elect Dame Elizabeth Corley as Director | Management | For | For |
| 9 | Re-elect Bradley Greve as Director | Management | For | For |
| 10 | Re-elect Jane Griffiths as Director | Management | For | For |
| 11 | Re-elect Christopher Grigg as Director | Management | For | For |
| 12 | Re-elect Ewan Kirk as Director | Management | For | For |
| 13 | Re-elect Stephen Pearce as Director | Management | For | For |
| 14 | Re-elect Nicole Piasecki as Director | Management | For | For |
| 15 | Re-elect Charles Woodburn as Director | Management | For | For |
| 16 | Elect Cressida Hogg as Director | Management | For | For |
| 17 | Elect Lord Sedwill as Director | Management | For | For |
| 18 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 19 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 20 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 21 | Approve Long-Term Incentive Plan | Management | For | For |
| 22 | Authorise Issue of Equity | Management | For | For |
| 23 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 24 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 25 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| BAJAJ FINANCE LIMITED Meeting Date: JUN 15, 2023 Record Date: APR 28, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 500034 Security ID: Y0547D112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Arindam Bhattacharya as Director | Management | For | For |
| 2 | Elect Anup Kumar Saha as Director and Approve Appointment and Remuneration of Anup Kumar Saha as Executive Director | Management | For | Against |
| 3 | Elect Rakesh Induprasad Bhatt as Director and Approve Appointment and Remuneration of Rakesh Induprasad Bhatt as Executive Director | Management | For | Against |
| BANCO BTG PACTUAL SA Meeting Date: SEP 23, 2022 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: BPAC11 Security ID: P1R8ZJ253 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Partial Spin-Off of Banco Sistema S.A. and Absorption of Partial Spun-Off Assets Without Capital Increase | Management | For | Did Not Vote |
| 2 | Ratify RSM ACAL Auditores Independentes S/S as Independent Firm to Appraise Proposed Transaction | Management | For | Did Not Vote |
| 3 | Approve Agreement for Partial Spin-Off of Banco Sistema S.A. and Absorption of Partial Spun-Off Assets Without Capital Increase, and Approve Independent Firm's Appraisal | Management | For | Did Not Vote |
| 4 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | Did Not Vote |
| BANCO BTG PACTUAL SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: BPAC11 Security ID: P1R8ZJ253 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Article 3 Re: Corporate Purpose | Management | For | For |
| 2 | Consolidate Bylaws | Management | For | For |
| BANCO BTG PACTUAL SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: BPAC11 Security ID: P1R8ZJ253 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 4.1 | Elect Andre Santos Esteves as Director | Management | For | Against |
| 4.2 | Elect Eduardo Henrique de Mello Motta Loyo as Independent Director | Management | For | Against |
| 4.3 | Elect Guillermo Ortiz Martinez as Director | Management | For | Against |
| 4.4 | Elect John Huw Gwili Jenkins as Director | Management | For | Against |
| 4.5 | Elect Mark Clifford Maletz as Independent Director | Management | For | For |
| 4.6 | Elect Nelson Azevedo Jobim as Director | Management | For | Against |
| 4.7 | Elect Roberto Balls Sallouti as Director | Management | For | Against |
| 4.8 | Elect Sofia De Fatima Esteves as Independent Director | Management | For | For |
| 4.9 | Elect Joao Marcello Dantas Leite as Director | Management | For | Against |
| 5 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | None | Abstain |
| 6.1 | Percentage of Votes to Be Assigned - Elect Andre Santos Esteves as Director | Management | None | Abstain |
| 6.2 | Percentage of Votes to Be Assigned - Elect Eduardo Henrique de Mello Motta Loyo as Independent Director | Management | None | Abstain |
| 6.3 | Percentage of Votes to Be Assigned - Elect Guillermo Ortiz Martinez as Director | Management | None | Abstain |
| 6.4 | Percentage of Votes to Be Assigned - Elect John Huw Gwili Jenkins as Director | Management | None | Abstain |
| 6.5 | Percentage of Votes to Be Assigned - Elect Mark Clifford Maletz as Independent Director | Management | None | Abstain |
| 6.6 | Percentage of Votes to Be Assigned - Elect Nelson Azevedo Jobim as Director | Management | None | Abstain |
| 6.7 | Percentage of Votes to Be Assigned - Elect Roberto Balls Sallouti as Director | Management | None | Abstain |
| 6.8 | Percentage of Votes to Be Assigned - Elect Sofia De Fatima Esteves as Independent Director | Management | None | Abstain |
| 6.9 | Percentage of Votes to Be Assigned - Elect Joao Marcello Dantas Leite as Director | Management | None | Abstain |
| 7 | As an Ordinary Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 8 | As a Preferred Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 9 | Approve Remuneration of Company's Management | Management | For | Against |
| 10 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? | Management | None | Abstain |
| 11 | In Case Neither Class of Shares Reaches the Minimum Quorum Required by the Brazilian Corporate Law to Elect a Board Representative in Separate Elections, Would You Like to Use Your Votes to Elect the Candidate with More Votes to Represent Both Classes? | Management | None | For |
| BANK LEUMI LE-ISRAEL LTD. Meeting Date: AUG 04, 2022 Record Date: JUL 06, 2022 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: LUMI Security ID: M16043107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Discuss Financial Statements and the Report of the Board | Management | None | None |
| 2 | Reappoint Somekh Chaikin (KPMG) and Brightman Almagor Zohar and Co. (Deloitte) as Joint Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Elect Dan Laluz as External Director | Management | For | Abstain |
| 4 | Elect Zvi Nagan as External Director | Management | For | For |
| 5 | Elect Esther Eldan as Director | Management | For | For |
| 6 | Elect Esther Dominisini as Director | Management | For | For |
| 7 | Elect Irit Shlomi as Director | Management | For | Against |
| 8 | Amend Bank Articles | Management | For | For |
| 9 | Approve Amended Compensation Policy for the Directors and Officers of the Company | Management | For | For |
| A | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | Management | None | Against |
| B1 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Management | None | Against |
| B2 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Management | None | Against |
| B3 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | Management | None | For |
| BANK OF IRELAND GROUP PLC Meeting Date: MAY 23, 2023 Record Date: MAY 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BIRG Security ID: G0756R109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Final Dividend | Management | For | Did Not Vote |
| 3a | Re-elect Myles O'Grady as Director | Management | For | Did Not Vote |
| 3b | Re-elect Giles Andrews as Director | Management | For | Did Not Vote |
| 3c | Re-elect Evelyn Bourke as Director | Management | For | Did Not Vote |
| 3d | Re-elect Ian Buchanan as Director | Management | For | Did Not Vote |
| 3e | Re-elect Eileen Fitzpatrick as Director | Management | For | Did Not Vote |
| 3f | Re-elect Richard Goulding as Director | Management | For | Did Not Vote |
| 3g | Re-elect Michele Greene as Director | Management | For | Did Not Vote |
| 3h | Re-elect Patrick Kennedy as Director | Management | For | Did Not Vote |
| 3i | Re-elect Fiona Muldoon as Director | Management | For | Did Not Vote |
| 3j | Re-elect Steve Pateman as Director | Management | For | Did Not Vote |
| 3k | Re-elect Mark Spain as Director | Management | For | Did Not Vote |
| 4 | Ratify KPMG as Auditors | Management | For | Did Not Vote |
| 5 | Authorise Board to Fix Remuneration of Auditors | Management | For | Did Not Vote |
| 6 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | Did Not Vote |
| 7 | Approve Remuneration Report | Management | For | Did Not Vote |
| 8 | Approve Remuneration Policy | Management | For | Did Not Vote |
| 9 | Authorise Market Purchase of Ordinary Shares | Management | For | Did Not Vote |
| 10 | Authorise Issue of Equity | Management | For | Did Not Vote |
| 11 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | Did Not Vote |
| 12 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | Did Not Vote |
| 13 | Authorise Issue of Equity in Relation to Additional Tier 1 Contingent Equity Conversion Notes | Management | For | Did Not Vote |
| 14 | Authorise Issue of Equity without Pre-emptive Rights in Relation to Additional Tier 1 Contingent Equity Conversion Notes | Management | For | Did Not Vote |
| BANKINTER SA Meeting Date: MAR 23, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BKT Security ID: E2116H880 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated and Standalone Financial Statements | Management | For | For |
| 2 | Approve Non-Financial Information Statement | Management | For | For |
| 3 | Approve Discharge of Board | Management | For | For |
| 4 | Approve Allocation of Income and Dividends | Management | For | For |
| 5 | Renew Appointment of PricewaterhouseCoopers as Auditor | Management | For | For |
| 6.1 | Reelect Maria Dolores Dancausa Trevino as Director | Management | For | For |
| 6.2 | Reelect Maria Teresa Pulido Mendoza as Director | Management | For | For |
| 6.3 | Reelect Maria Luisa Jorda Castro as Director | Management | For | For |
| 6.4 | Reelect Alvaro Alvarez-Alonso Plaza as Director | Management | For | For |
| 6.5 | Fix Number of Directors at 11 | Management | For | For |
| 7 | Approve Restricted Capitalization Reserve | Management | For | For |
| 8.1 | Approve Delivery of Shares under FY 2022 Variable Pay Scheme | Management | For | For |
| 8.2 | Fix Maximum Variable Compensation Ratio | Management | For | For |
| 9 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| 10 | Advisory Vote on Remuneration Report | Management | For | For |
| 11 | Receive Amendments to Board of Directors Regulations | Management | None | None |
| BAYERISCHE MOTOREN WERKE AG Meeting Date: MAY 11, 2023 Record Date: APR 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BMW Security ID: D12096109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 8.50 per Ordinary Share and EUR 8.52 per Preferred Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Norbert Reithofer for Fiscal Year 2022 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Manfred Schoch for Fiscal Year 2022 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Stefan Quandt for Fiscal Year 2022 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Stefan Schmid for Fiscal Year 2022 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Kurt Bock for Fiscal Year 2022 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Christiane Benner for Fiscal Year 2022 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Marc Bitzer for Fiscal Year 2022 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Bernhard Ebner for Fiscal Year 2022 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Rachel Empey for Fiscal Year 2022 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Heinrich Hiesinger for Fiscal Year 2022 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Johann Horn for Fiscal Year 2022 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Susanne Klatten for Fiscal Year 2022 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Jens Koehler for Fiscal Year 2022 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Gerhard Kurz for Fiscal Year 2022 | Management | For | For |
| 4.15 | Approve Discharge of Supervisory Board Member Andre Mandl for Fiscal Year 2022 | Management | For | For |
| 4.16 | Approve Discharge of Supervisory Board Member Dominique Mohabeer for Fiscal Year 2022 | Management | For | For |
| 4.17 | Approve Discharge of Supervisory Board Member Anke Schaeferkordt for Fiscal Year 2022 | Management | For | For |
| 4.18 | Approve Discharge of Supervisory Board Member Christoph Schmidt for Fiscal Year 2022 | Management | For | For |
| 4.19 | Approve Discharge of Supervisory Board Member Vishal Sikka for Fiscal Year 2022 | Management | For | For |
| 4.20 | Approve Discharge of Supervisory Board Member Sibylle Wankel for Fiscal Year 2022 | Management | For | For |
| 4.21 | Approve Discharge of Supervisory Board Member Thomas Wittig for Fiscal Year 2022 | Management | For | For |
| 4.22 | Approve Discharge of Supervisory Board Member Werner Zierer for Fiscal Year 2022 | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 | Management | For | For |
| 7 | Elect Kurt Bock to the Supervisory Board | Management | For | For |
| 8.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 8.2 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| BEIJING NEW BUILDING MATERIALS PUBLIC LTD. CO. Meeting Date: OCT 25, 2022 Record Date: OCT 17, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 000786 Security ID: Y07708103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Yu Kaijun as Supervisor | Shareholder | For | For |
| BEIJING ORIENTAL YUHONG WATERPROOF TECHNOLOGY CO., LTD. Meeting Date: SEP 16, 2022 Record Date: SEP 09, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 002271 Security ID: Y07729109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Li Weiguo as Director | Management | For | For |
| 1.2 | Elect Xu Limin as Director | Management | For | For |
| 1.3 | Elect Xiang Jinming as Director | Management | For | For |
| 1.4 | Elect Zhang Zhiping as Director | Management | For | For |
| 1.5 | Elect Zhang Ying as Director | Management | For | For |
| 1.6 | Elect Zhang Hongtao as Director | Management | For | For |
| 1.7 | Elect Yang Haocheng as Director | Management | For | For |
| 1.8 | Elect Wang Xiaoxia as Director | Management | For | For |
| 2.1 | Elect Cai Zhaoyun as Director | Management | For | For |
| 2.2 | Elect Huang Qinglin as Director | Management | For | For |
| 2.3 | Elect Chen Guangjin as Director | Management | For | For |
| 2.4 | Elect Zhu Dongqing as Director | Management | For | For |
| 3.1 | Elect Wang Jing as Supervisor | Management | For | For |
| 3.2 | Elect Zou Menglan as Supervisor | Management | For | For |
| 4 | Approve Repurchase and Cancellation of Performance Shares | Management | For | For |
| 5 | Approve Amendments to Articles of Association to Expand Business Scope | Management | For | For |
| BEIJING ORIENTAL YUHONG WATERPROOF TECHNOLOGY CO., LTD. Meeting Date: MAY 05, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 002271 Security ID: Y07729109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Financial Statements | Management | For | For |
| 4 | Approve Financial Budget Report | Management | For | For |
| 5 | Approve Profit Distribution | Management | For | For |
| 6 | Approve Annual Report and Summary | Management | For | For |
| 7 | Approve to Appoint Auditor | Management | For | For |
| 8 | Approve Remuneration of Directors | Management | For | For |
| 9 | Approve Remuneration of Supervisors | Management | For | For |
| 10 | Approve Application of Comprehensive Credit Lines | Management | For | For |
| 11 | Approve Guarantee Provision for Comprehensive Credit Lines | Management | For | For |
| 12 | Approve External Guarantee | Management | For | For |
| 13 | Approve Provision of Guarantee for Wholly-owned Subsidiary | Management | For | For |
| 14 | Approve Decrease in Capital | Management | For | For |
| 15 | Amend Articles of Association | Management | For | For |
| 16 | Approve Purchase of Liability Insurance for Directors, Supervisors and Senior Management Members | Management | For | For |
| 17 | Approve Change in Usage of Raised Funds and Use of Excess Funds to Replenish Working Capital | Management | For | For |
| BHP GROUP LIMITED Meeting Date: NOV 10, 2022 Record Date: NOV 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BHP Security ID: Q1498M100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Elect Michelle Hinchliffe as Director | Management | For | For |
| 3 | Elect Catherine Tanna as Director | Management | For | For |
| 4 | Elect Terry Bowen as Director | Management | For | For |
| 5 | Elect Xiaoqun Clever as Director | Management | For | For |
| 6 | Elect Ian Cockerill as Director | Management | For | For |
| 7 | Elect Gary Goldberg as Director | Management | For | For |
| 8 | Elect Ken MacKenzie as Director | Management | For | For |
| 9 | Elect Christine O'Reilly as Director | Management | For | For |
| 10 | Elect Dion Weisler as Director | Management | For | For |
| 11 | Approve Remuneration Report | Management | For | For |
| 12 | Approve Grant of Awards to Mike Henry | Management | For | For |
| 13 | Approve the Amendments to the Company's Constitution | Shareholder | Against | Against |
| 14 | Approve Policy Advocacy | Shareholder | Against | Against |
| 15 | Approve Climate Accounting and Audit | Shareholder | Against | Against |
| BOSIDENG INTERNATIONAL HOLDINGS LIMITED Meeting Date: AUG 22, 2022 Record Date: AUG 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 3998 Security ID: G12652106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3.1 | Elect Gao Xiaodong as Director | Management | For | For |
| 3.2 | Elect Dong Binggen as Director | Management | For | For |
| 3.3 | Elect Ngai Wai Fung as Director | Management | For | For |
| 3.4 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve KPMG as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 6 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 8 | Amend Existing Amended and Restated Articles of Association and Adopt New Amended and Restated Articles of Association | Management | For | For |
| BP PLC Meeting Date: APR 27, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BP Security ID: G12793108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4 | Re-elect Helge Lund as Director | Management | For | For |
| 5 | Re-elect Bernard Looney as Director | Management | For | For |
| 6 | Re-elect Murray Auchincloss as Director | Management | For | For |
| 7 | Re-elect Paula Reynolds as Director | Management | For | For |
| 8 | Re-elect Melody Meyer as Director | Management | For | For |
| 9 | Re-elect Tushar Morzaria as Director | Management | For | For |
| 10 | Re-elect Sir John Sawers as Director | Management | For | For |
| 11 | Re-elect Pamela Daley as Director | Management | For | For |
| 12 | Re-elect Karen Richardson as Director | Management | For | For |
| 13 | Re-elect Johannes Teyssen as Director | Management | For | For |
| 14 | Elect Amanda Blanc as Director | Management | For | For |
| 15 | Elect Satish Pai as Director | Management | For | For |
| 16 | Elect Hina Nagarajan as Director | Management | For | For |
| 17 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 18 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 19 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 20 | Authorise Issue of Equity | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 22 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 23 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 24 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 25 | Approve Shareholder Resolution on Climate Change Targets | Shareholder | Against | Against |
| BROOKFIELD ASSET MANAGEMENT INC. Meeting Date: NOV 09, 2022 Record Date: OCT 03, 2022 Meeting Type: SPECIAL | ||||
| Ticker: BAM.A Security ID: 112585104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Division of the Corporation into Two Publicly Traded Companies and the Distribution of its Asset Management Business Ownership | Management | For | For |
| 2 | Approve MSOP Resolution | Management | For | For |
| 3 | Approve NQMSOP Resolution | Management | For | Against |
| 4 | Approve Manager Escrowed Stock Plan Resolution | Management | For | For |
| BROOKFIELD ASSET MANAGEMENT LTD. Meeting Date: JUN 09, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: BAM Security ID: 113004105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marcel R. Coutu | Management | For | For |
| 1.2 | Elect Director Olivia (Liv) Garfield | Management | For | For |
| 1.3 | Elect Director Nili Gilbert | Management | For | For |
| 1.4 | Elect Director Allison Kirkby | Management | For | For |
| 1.5 | Elect Director Diana Noble | Management | For | For |
| 1.6 | Elect Director Satish Rai | Management | For | For |
| 2 | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Amend Escrowed Stock Plan | Management | For | For |
| BROOKFIELD CORPORATION Meeting Date: JUN 09, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: BN Security ID: 11271J107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Decrease in Size of Board from Sixteen to Fourteen | Management | For | For |
| 2.1 | Elect Director M. Elyse Allan | Management | For | For |
| 2.2 | Elect Director Angela F. Braly | Management | For | For |
| 2.3 | Elect Director Janice Fukakusa | Management | For | For |
| 2.4 | Elect Director Maureen Kempston Darkes | Management | For | For |
| 2.5 | Elect Director Frank J. McKenna | Management | For | For |
| 2.6 | Elect Director Hutham S. Olayan | Management | For | For |
| 2.7 | Elect Director Diana L. Taylor | Management | For | For |
| 3 | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 5 | Amend Escrowed Stock Plan | Management | For | For |
| 6 | Approve BNRE Restricted Stock Plan | Management | For | For |
| 7 | SP: Report on Tax Transparency | Shareholder | Against | Against |
| CANADIAN NATIONAL RAILWAY COMPANY Meeting Date: APR 25, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CNR Security ID: 136375102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Shauneen Bruder | Management | For | For |
| 1B | Elect Director Jo-ann dePass Olsovsky | Management | For | For |
| 1C | Elect Director David Freeman | Management | For | For |
| 1D | Elect Director Denise Gray | Management | For | For |
| 1E | Elect Director Justin M. Howell | Management | For | For |
| 1F | Elect Director Susan C. Jones | Management | For | For |
| 1G | Elect Director Robert Knight | Management | For | For |
| 1H | Elect Director Michel Letellier | Management | For | For |
| 1I | Elect Director Margaret A. McKenzie | Management | For | For |
| 1J | Elect Director Al Monaco | Management | For | For |
| 1K | Elect Director Tracy Robinson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Management Advisory Vote on Climate Change | Management | For | For |
| CANADIAN PACIFIC KANSAS CITY LIMITED Meeting Date: JUN 15, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CP Security ID: 13646K108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 2 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 3 | Management Advisory Vote on Climate Change | Management | For | For |
| 4.1 | Elect Director John Baird | Management | For | For |
| 4.2 | Elect Director Isabelle Courville | Management | For | For |
| 4.3 | Elect Director Keith E. Creel | Management | For | For |
| 4.4 | Elect Director Gillian H. Denham | Management | For | For |
| 4.5 | Elect Director Antonio Garza | Management | For | For |
| 4.6 | Elect Director David Garza-Santos | Management | For | For |
| 4.7 | Elect Director Edward R. Hamberger | Management | For | For |
| 4.8 | Elect Director Janet H. Kennedy | Management | For | For |
| 4.9 | Elect Director Henry J. Maier | Management | For | For |
| 4.10 | Elect Director Matthew H. Paull | Management | For | For |
| 4.11 | Elect Director Jane L. Peverett | Management | For | For |
| 4.12 | Elect Director Andrea Robertson | Management | For | For |
| 4.13 | Elect Director Gordon T. Trafton | Management | For | For |
| CAPGEMINI SE Meeting Date: MAY 16, 2023 Record Date: MAY 12, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: CAP Security ID: FR0000125338 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 3.25 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 6 | Approve Compensation of Paul Hermelin, Chairman of the Board | Management | For | For |
| 7 | Approve Compensation of Aiman Ezzat, CEO | Management | For | For |
| 8 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 9 | Approve Remuneration Policy of CEO | Management | For | For |
| 10 | Approve Remuneration Policy of Directors | Management | For | For |
| 11 | Elect Megan Clarken as Director | Management | For | For |
| 12 | Elect Ulrica Fearn as Director | Management | For | For |
| 13 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 14 | Authorize up to 1.2 Percent of Issued Capital for Use in Restricted Stock Plans Under Performance Conditions Reserved for Employees and Corporate Officers | Management | For | For |
| 15 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 16 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 17 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| CAPITALAND INTEGRATED COMMERCIAL TRUST Meeting Date: APR 19, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: C38U Security ID: Y1100L160 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Proposed Entry Into the New Singapore Property Management Agreement | Management | For | For |
| CAPITALAND INTEGRATED COMMERCIAL TRUST Meeting Date: APR 19, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: C38U Security ID: Y1100L160 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Trustee's Report, the Manager's Statement, Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 4 | Authorize Unit Repurchase Program | Management | For | For |
| COMPASS GROUP PLC Meeting Date: FEB 09, 2023 Record Date: FEB 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CPG Security ID: G23296208 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | Against |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Ian Meakins as Director | Management | For | For |
| 5 | Re-elect Dominic Blakemore as Director | Management | For | For |
| 6 | Re-elect Palmer Brown as Director | Management | For | For |
| 7 | Re-elect Gary Green as Director | Management | For | For |
| 8 | Re-elect Carol Arrowsmith as Director | Management | For | Abstain |
| 9 | Re-elect Stefan Bomhard as Director | Management | For | For |
| 10 | Re-elect John Bryant as Director | Management | For | For |
| 11 | Re-elect Arlene Isaacs-Lowe as Director | Management | For | For |
| 12 | Re-elect Anne-Francoise Nesmes as Director | Management | For | For |
| 13 | Re-elect Sundar Raman as Director | Management | For | For |
| 14 | Re-elect Nelson Silva as Director | Management | For | For |
| 15 | Re-elect Ireena Vittal as Director | Management | For | For |
| 16 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 22 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 23 | Authorise the Company to Call General Meeting with 14 Clear Days' Notice | Management | For | For |
| CREDICORP LTD. Meeting Date: MAR 27, 2023 Record Date: FEB 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BAP Security ID: G2519Y108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Present Board Chairman Report of the Annual and Sustainability Report | Management | None | None |
| 2 | Present Audited Consolidated Financial Statements of Credicorp and its Subsidiaries for FY 2022, Including External Auditors' Report | Management | None | None |
| 3.a1 | Elect Antonio Abruna Puyol as Director | Management | For | For |
| 3.a2 | Elect Nuria Alino Perez as Director | Management | For | For |
| 3.a3 | Elect Maria Teresa Aranzabal Harreguy as Director | Management | For | For |
| 3.a4 | Elect Alexandre Gouvea as Director | Management | For | For |
| 3.a5 | Elect Patricia Lizarraga Guthertz as Director | Management | For | For |
| 3.a6 | Elect Raimundo Morales Dasso as Director | Management | For | For |
| 3.a7 | Elect Leslie Pierce Diez-Canseco as Director | Management | For | For |
| 3.a8 | Elect Luis Romero Belismelis as Director | Management | For | For |
| 3.a9 | Elect Pedro Rubio Feijoo as Director | Management | For | For |
| 3.b1 | Approve Remuneration of Directors | Management | For | For |
| 4 | Approve Tanaka, Valdivia & Asociados, Member Firm of Ernst & Young, as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| CRH PLC Meeting Date: APR 27, 2023 Record Date: APR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CRH Security ID: G25508105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4a | Re-elect Richie Boucher as Director | Management | For | For |
| 4b | Re-elect Caroline Dowling as Director | Management | For | For |
| 4c | Re-elect Richard Fearon as Director | Management | For | For |
| 4d | Re-elect Johan Karlstrom as Director | Management | For | For |
| 4e | Re-elect Shaun Kelly as Director | Management | For | For |
| 4f | Elect Badar Khan as Director | Management | For | For |
| 4g | Re-elect Lamar McKay as Director | Management | For | For |
| 4h | Re-elect Albert Manifold as Director | Management | For | For |
| 4i | Re-elect Jim Mintern as Director | Management | For | For |
| 4j | Re-elect Gillian Platt as Director | Management | For | For |
| 4k | Re-elect Mary Rhinehart as Director | Management | For | For |
| 4l | Re-elect Siobhan Talbot as Director | Management | For | For |
| 4m | Elect Christina Verchere as Director | Management | For | For |
| 5 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 6 | Ratify Deloitte Ireland LLP as Auditors | Management | For | For |
| 7 | Authorise Issue of Equity | Management | For | For |
| 8 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 9 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 10 | Authorise Reissuance of Treasury Shares | Management | For | For |
| CRH PLC Meeting Date: JUN 08, 2023 Record Date: JUN 04, 2023 Meeting Type: SPECIAL | ||||
| Ticker: CRH Security ID: G25508105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Transfer of the Company's Primary Listing of Ordinary Shares to the New York Stock Exchange | Management | For | For |
| 2 | Approve Transfer of the Company's Category of Listing from a Premium Listing to a Standard Listing | Management | For | For |
| 3 | Adopt New Articles of Association | Management | For | For |
| 4 | Authorise Market Purchase and Overseas Market Purchase of Ordinary Shares | Management | For | For |
| 5 | Authorise Reissuance of Treasury Shares | Management | For | For |
| 6 | Amend Articles of Association Re: Article 4A | Management | For | For |
| CRH PLC Meeting Date: JUN 08, 2023 Record Date: JUN 04, 2023 Meeting Type: COURT | ||||
| Ticker: CRH Security ID: G25508105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| CSL LIMITED Meeting Date: OCT 12, 2022 Record Date: OCT 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CSL Security ID: Q3018U109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2a | Elect Marie McDonald as Director | Management | For | For |
| 2b | Elect Megan Clark as Director | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Grant of Performance Share Units to Paul Perreault | Management | For | For |
| DANONE SA Meeting Date: APR 27, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: BN Security ID: FR0000120644 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2 per Share | Management | For | For |
| 4 | Reelect Valerie Chapoulaud-Floquet as Director | Management | For | For |
| 5 | Reelect Gilles Schnepp as Director | Management | For | For |
| 6 | Ratify Appointment of Gilbert Ghostine as Director Following Resignation of Guido Barilla | Management | For | For |
| 7 | Ratify Appointment of Lise Kingo as Director Following Resignation of Cecile Cabanis | Management | For | For |
| 8 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 9 | Approve Compensation of Antoine de Saint-Affrique, CEO | Management | For | For |
| 10 | Approve Compensation of Gilles Schnepp, Chairman of the Board | Management | For | For |
| 11 | Approve Remuneration Policy of Executive Corporate Officers | Management | For | For |
| 12 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 13 | Approve Remuneration Policy of Directors | Management | For | For |
| 14 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 15 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 50 Million | Management | For | For |
| 16 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights with Binding Priority Right up to Aggregate Nominal Amount of EUR 16.9 Million | Management | For | For |
| 17 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Item 16 | Management | For | For |
| 18 | Authorize Capital Increase of Up to EUR 16.9 Million for Future Exchange Offers | Management | For | For |
| 19 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 20 | Authorize Capitalization of Reserves of Up to EUR 42 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 21 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 22 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 23 | Authorize up to 0.5 Percent of Issued Capital for Use in Restricted Stock Plans with Performance Conditions Attached | Management | For | For |
| 24 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 25 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| 26 | Elect Sanjiv Mehta as Director | Management | For | For |
| DASSAULT SYSTEMES SA Meeting Date: MAY 24, 2023 Record Date: MAY 22, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: DSY Security ID: FR0014003TT8 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 0.21 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Renew Appointment of PricewaterhouseCoopers Audit as Auditor | Management | For | For |
| 6 | Approve Remuneration Policy of Corporate Officers | Management | For | Against |
| 7 | Approve Compensation of Charles Edelstenne, Chairman of the Board Until January 8, 2023 | Management | For | For |
| 8 | Approve Compensation of Bernard Charles, Vice-Chairman of the Board and CEO Until January 8, 2023 | Management | For | For |
| 9 | Approve Compensation Report of Corporate Officers | Management | For | Against |
| 10 | Reelect Catherine Dassault as Director | Management | For | For |
| 11 | Elect Genevieve Berger as Director | Management | For | For |
| 12 | Authorize Repurchase of Up to 25 Million Issued Share Capital | Management | For | For |
| 13 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 14 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 12 Million | Management | For | For |
| 15 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 12 Million | Management | For | For |
| 16 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements up to Aggregate Nominal Amount of EUR 12 Million | Management | For | For |
| 17 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 14-16 | Management | For | For |
| 18 | Authorize Capitalization of Reserves of Up to EUR 12 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 19 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 20 | Authorize up to 1.5 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | For |
| 21 | Authorize up to 3 Percent of Issued Capital for Use in Stock Option Plans | Management | For | For |
| 22 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 23 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees and Corporate Officers of International Subsidiaries | Management | For | For |
| 24 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| DBS GROUP HOLDINGS LTD. Meeting Date: MAR 31, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: D05 Security ID: Y20246107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2 | Approve Final and Special Dividend | Management | For | For |
| 3 | Approve Directors' Remuneration | Management | For | For |
| 4 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Elect Peter Seah Lim Huat as Director | Management | For | For |
| 6 | Elect Punita Lal as Director | Management | For | For |
| 7 | Elect Anthony Lim Weng Kin as Director | Management | For | For |
| 8 | Approve Grant of Awards and Issuance of Shares Under the DBSH Share Plan | Management | For | For |
| 9 | Approve Grant of Awards and Issuance of Shares Under the California Sub-Plan to the DBSH Share Plan | Management | For | For |
| 10 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 11 | Approve Issuance of Shares Pursuant to the DBSH Scrip Dividend Scheme | Management | For | For |
| 12 | Authorize Share Repurchase Program | Management | For | For |
| DEUTSCHE BOERSE AG Meeting Date: MAY 16, 2023 Record Date: MAY 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DB1 Security ID: D1882G119 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 3.60 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 5.2 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 5.3 | Amend Articles Re: AGM Convocation | Management | For | For |
| 6 | Amend Articles Re: Registration in the Share Register | Management | For | For |
| 7 | Approve Remuneration Report | Management | For | For |
| 8 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for the First Half of Fiscal Year 2023 | Management | For | For |
| DIAGEO PLC Meeting Date: OCT 06, 2022 Record Date: OCT 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DGE Security ID: G42089113 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Elect Karen Blackett as Director | Management | For | For |
| 5 | Re-elect Melissa Bethell as Director | Management | For | For |
| 6 | Re-elect Lavanya Chandrashekar as Director | Management | For | For |
| 7 | Re-elect Valerie Chapoulaud-Floquet as Director | Management | For | For |
| 8 | Re-elect Javier Ferran as Director | Management | For | For |
| 9 | Re-elect Susan Kilsby as Director | Management | For | For |
| 10 | Re-elect Sir John Manzoni as Director | Management | For | For |
| 11 | Re-elect Lady Mendelsohn as Director | Management | For | For |
| 12 | Re-elect Ivan Menezes as Director | Management | For | For |
| 13 | Re-elect Alan Stewart as Director | Management | For | For |
| 14 | Re-elect Ireena Vittal as Director | Management | For | For |
| 15 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 16 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 17 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 18 | Amend Irish Share Ownership Plan | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| DINO POLSKA SA Meeting Date: JUN 26, 2023 Record Date: JUN 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DNP Security ID: X188AF102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Meeting Chairman | Management | For | For |
| 3 | Acknowledge Proper Convening of Meeting | Management | None | None |
| 4 | Approve Agenda of Meeting | Management | For | For |
| 5 | Receive Management Board Report on Company's and Group's Operations, Financial Statements, and Management Board Proposal on Allocation of Income | Management | None | None |
| 6 | Receive Supervisory Board Reports on Its Activities, Management Board Report on Company's and Group's Operations, Financial Statements, and Management Board Proposal on Allocation of Income | Management | None | None |
| 7 | Receive Supervisory Board Requests on Approval of Management Board Report on Company's and Group's Operations, Financial Statements, Management Board Proposal on Allocation of Income, and Discharge of Management Board Members | Management | None | None |
| 8.1 | Approve Management Board Report on Company's and Group's Operations | Management | For | For |
| 8.2 | Approve Financial Statements | Management | For | For |
| 8.3 | Approve Consolidated Financial Statements | Management | For | For |
| 9 | Approve Allocation of Income and Omission of Dividends | Management | For | For |
| 10.1 | Approve Discharge of Michal Krauze (Management Board Member) | Management | For | For |
| 10.2 | Approve Discharge of Michal Muskala (Management Board Member) | Management | For | For |
| 10.3 | Approve Discharge of Izabela Biadala (Management Board Member) | Management | For | For |
| 10.4 | Approve Discharge of Piotr Scigala (Management Board Member) | Management | For | For |
| 11.1 | Approve Discharge of Tomasz Biernacki (Supervisory Board Chairman) | Management | For | For |
| 11.2 | Approve Discharge of Eryk Bajer (Supervisory Board Member) | Management | For | For |
| 11.3 | Approve Discharge of Slawomir Jakszuk (Supervisory Board Member) | Management | For | For |
| 11.4 | Approve Discharge of Piotr Nowjalis (Supervisory Board Member) | Management | For | For |
| 11.5 | Approve Discharge of Maciej Polanowski (Supervisory Board Member) | Management | For | For |
| 12 | Approve Remuneration Report | Management | For | Against |
| 13.1 | Amend Statute Re: General Meeting; Supervisory Board | Management | For | For |
| 13.2 | Approve Consolidated Text of Statute | Management | For | For |
| 14 | Close Meeting | Management | None | None |
| DOLLARAMA INC. Meeting Date: JUN 07, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DOL Security ID: 25675T107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Joshua Bekenstein | Management | For | For |
| 1B | Elect Director Gregory David | Management | For | For |
| 1C | Elect Director Elisa D. Garcia C. | Management | For | For |
| 1D | Elect Director Stephen Gunn | Management | For | For |
| 1E | Elect Director Kristin Mugford | Management | For | For |
| 1F | Elect Director Nicholas Nomicos | Management | For | For |
| 1G | Elect Director Neil Rossy | Management | For | For |
| 1H | Elect Director Samira Sakhia | Management | For | For |
| 1I | Elect Director Thecla Sweeney | Management | For | For |
| 1J | Elect Director Huw Thomas | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | SP 1: Report on Emissions and Gender Target and its Overall Significance on the Company's ESG Strategy | Shareholder | Against | Against |
| 5 | SP 2: Report on Third-Party Employment Agencies | Shareholder | Against | Against |
| 6 | SP 3: Adopt Net Zero Targets in Alignment with the Paris Agreement | Shareholder | Against | Against |
| EBARA CORP. Meeting Date: MAR 29, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 6361 Security ID: J12600128 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 108 | Management | For | For |
| 2.1 | Elect Director Maeda, Toichi | Management | For | For |
| 2.2 | Elect Director Asami, Masao | Management | For | For |
| 2.3 | Elect Director Sawabe, Hajime | Management | For | For |
| 2.4 | Elect Director Oeda, Hiroshi | Management | For | For |
| 2.5 | Elect Director Nishiyama, Junko | Management | For | For |
| 2.6 | Elect Director Fujimoto, Mie | Management | For | For |
| 2.7 | Elect Director Kitayama, Hisae | Management | For | For |
| 2.8 | Elect Director Nagamine, Akihiko | Management | For | For |
| 2.9 | Elect Director Shimamura, Takuya | Management | For | For |
| 2.10 | Elect Director Koge, Teiji | Management | For | For |
| 2.11 | Elect Director Numagami, Tsuyoshi | Management | For | For |
| 3 | Appoint Deloitte Touche Tohmatsu LLC as New External Audit Firm | Management | For | For |
| EXOR NV Meeting Date: MAY 31, 2023 Record Date: MAY 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EXO Security ID: N3140A107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.a | Receive Board Report (Non-Voting) | Management | None | None |
| 2.b | Approve Remuneration Report | Management | For | Against |
| 2.c | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2.d | Receive Explanation on Company's Dividend Policy | Management | None | None |
| 2.e | Approve Dividends | Management | For | For |
| 3.a | Ratify Deloitte Accountants B.V. as Auditors | Management | For | For |
| 3.b | Amend Remuneration Policy | Management | For | Against |
| 4.a | Approve Discharge of Executive Director | Management | For | For |
| 4.b | Approve Discharge of Non-Executive Directors | Management | For | For |
| 5.a | Reelect John Elkann as Executive Director | Management | For | For |
| 6.a | Elect Nitin Nohria as Non-Executive Director | Management | For | For |
| 6.b | Elect Sandra Dembeck as Non-Executive Director | Management | For | For |
| 6.c | Elect Tiberto Ruy Brandolini d'Adda as Non-Executive Director | Management | For | For |
| 6.d | Reelect Marc Bolland as Non-Executive Director | Management | For | For |
| 6.e | Reelect Melissa Bethell as Non-Executive Director | Management | For | For |
| 6.f | Reelect Laurence Debroux as Non-Executive Director | Management | For | For |
| 6.g | Reelect Axel Dumas as Non-Executive Director | Management | For | For |
| 6.h | Reelect Ginevra Elkann as Non-Executive Director | Management | For | For |
| 6.i | Reelect Alessandro Nasi as Non-Executive Director | Management | For | For |
| 7.a | Authorize Repurchase of Shares | Management | For | For |
| 7.b | Approve Cancellation of Repurchased Shares | Management | For | For |
| 8 | Close Meeting | Management | None | None |
| FAIRFAX FINANCIAL HOLDINGS LIMITED Meeting Date: APR 20, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FFH Security ID: 303901102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Gunn | Management | For | Against |
| 1.2 | Elect Director David L. Johnston | Management | For | For |
| 1.3 | Elect Director Karen L. Jurjevich | Management | For | For |
| 1.4 | Elect Director R. William McFarland | Management | For | For |
| 1.5 | Elect Director Christine N. McLean | Management | For | For |
| 1.6 | Elect Director Brian J. Porter | Management | For | For |
| 1.7 | Elect Director Timothy R. Price | Management | For | For |
| 1.8 | Elect Director Brandon W. Sweitzer | Management | For | For |
| 1.9 | Elect Director Lauren C. Templeton | Management | For | For |
| 1.10 | Elect Director Benjamin P. Watsa | Management | For | For |
| 1.11 | Elect Director V. Prem Watsa | Management | For | For |
| 1.12 | Elect Director William C. Weldon | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| FERRARI NV Meeting Date: APR 14, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RACE Security ID: N3167Y103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.a | Receive Director's Board Report (Non-Voting) | Management | None | None |
| 2.b | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 2.c | Approve Remuneration Report | Management | For | For |
| 2.d | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2.e | Approve Dividends of EUR 1.810 Per Share | Management | For | For |
| 2.f | Approve Discharge of Directors | Management | For | For |
| 3.a | Reelect John Elkann as Executive Director | Management | For | Against |
| 3.b | Reelect Benedetto Vigna as Executive Director | Management | For | For |
| 3.c | Reelect Piero Ferrari as Non-Executive Director | Management | For | For |
| 3.d | Reelect Delphine Arnault as Non-Executive Director | Management | For | For |
| 3.e | Reelect Francesca Bellettini as Non-Executive Director | Management | For | For |
| 3.f | Reelect Eduardo H. Cue as Non-Executive Director | Management | For | For |
| 3.g | Reelect Sergio Duca as Non-Executive Director | Management | For | For |
| 3.h | Reelect John Galantic as Non-Executive Director | Management | For | For |
| 3.i | Reelect Maria Patrizia Grieco as Non-Executive Director | Management | For | For |
| 3.j | Reelect Adam Keswick as Non-Executive Director | Management | For | Against |
| 3.k | Elect Michelangelo Volpi as Non-Executive Director | Management | For | For |
| 4.1 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | For | For |
| 4.2 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 5 | Authorize Repurchase of Up to 10 Percent of Issued Common Shares | Management | For | For |
| 6 | Approve Awards to Executive Director | Management | For | For |
| 7 | Close Meeting | Management | None | None |
| FINECOBANK SPA Meeting Date: APR 27, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: FBK Security ID: T4R999104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Approve Elimination of Negative Reserves | Management | For | For |
| 4 | Adjust Remuneration of External Auditors | Management | For | For |
| 5 | Fix Number of Directors | Management | For | For |
| 6 | Fix Board Terms for Directors | Management | For | For |
| 7.1 | Slate 1 Submitted by Board of Directors | Management | For | For |
| 7.2 | Slate 2 Submitted by Institutional Investors (Assogestioni) | Shareholder | None | Against |
| 8 | Approve Remuneration of Directors | Management | For | For |
| 9 | Slate 1 Submitted by Institutional Investors (Assogestioni) | Shareholder | None | For |
| 10 | Approve Internal Auditors' Remuneration | Shareholder | None | For |
| 11 | Approve Remuneration Policy | Management | For | For |
| 12 | Approve Second Section of the Remuneration Report | Management | For | For |
| 13 | Approve 2023 Incentive System for Employees | Management | For | For |
| 14 | Approve 2023 Incentive System for Personal Financial Advisors | Management | For | For |
| 15 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares to Service the 2023 PFA System | Management | For | For |
| 1 | Authorize Board to Increase Capital to Service 2023 Incentive System | Management | For | For |
| 2 | Authorize Board to Increase Capital to Service 2022 Incentive System | Management | For | For |
| A | Deliberations on Possible Legal Action Against Directors if Presented by Shareholders | Management | None | Against |
| FRANCO-NEVADA CORPORATION Meeting Date: MAY 02, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: FNV Security ID: 351858105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Harquail | Management | For | For |
| 1.2 | Elect Director Paul Brink | Management | For | For |
| 1.3 | Elect Director Tom Albanese | Management | For | For |
| 1.4 | Elect Director Derek W. Evans | Management | For | For |
| 1.5 | Elect Director Catharine Farrow | Management | For | For |
| 1.6 | Elect Director Maureen Jensen | Management | For | For |
| 1.7 | Elect Director Jennifer Maki | Management | For | For |
| 1.8 | Elect Director Randall Oliphant | Management | For | For |
| 1.9 | Elect Director Jacques Perron | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| GENMAB A/S Meeting Date: MAR 29, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GMAB Security ID: K3967W102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Report of Board | Management | None | None |
| 2 | Accept Financial Statements and Statutory Reports; Approve Discharge of Management and Board | Management | For | For |
| 3 | Approve Allocation of Income and Omission of Dividends | Management | For | For |
| 4 | Approve Remuneration Report (Advisory Vote) | Management | For | For |
| 5.a | Reelect Deirdre P. Connelly as Director | Management | For | For |
| 5.b | Reelect Pernille Erenbjerg as Director | Management | For | For |
| 5.c | Reelect Rolf Hoffmann as Director | Management | For | For |
| 5.d | Reelect Elizabeth OFarrell as Director | Management | For | For |
| 5.e | Reelect Paolo Paoletti as Director | Management | For | For |
| 5.f | Reelect Anders Gersel Pedersen as Director | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 7.a | Approve Remuneration of Directors in the Amount of DKK 1.2 Million for Chairman, DKK 900,000 for Vice Chairman, and DKK 600,000 for Other Directors; Approve Remuneration for Committee Work | Management | For | Against |
| 7.b | Amend Remuneration Policy | Management | For | Against |
| 7.c | Amendment to Remuneration Policy for Board of Directors and Executive Management | Management | For | Against |
| 7.d | Authorize Share Repurchase Program | Management | For | For |
| 8 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | Management | For | For |
| 9 | Other Business | Management | None | None |
| GILDAN ACTIVEWEAR INC. Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: GIL Security ID: 375916103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify KPMG LLP as Auditors | Management | For | For |
| 2.1 | Elect Director Donald C. Berg | Management | For | For |
| 2.2 | Elect Director Maryse Bertrand | Management | For | For |
| 2.3 | Elect Director Dhaval Buch | Management | For | For |
| 2.4 | Elect Director Marc Caira | Management | For | For |
| 2.5 | Elect Director Glenn J. Chamandy | Management | For | For |
| 2.6 | Elect Director Shirley E. Cunningham | Management | For | For |
| 2.7 | Elect Director Charles M. Herington | Management | For | For |
| 2.8 | Elect Director Luc Jobin | Management | For | For |
| 2.9 | Elect Director Craig A. Leavitt | Management | For | For |
| 2.10 | Elect Director Anne Martin-Vachon | Management | For | For |
| 3 | Re-approve Shareholder Rights Plan | Management | For | For |
| 4 | Amend Long-Term Incentive Plan | Management | For | For |
| 5 | Amend Long-Term Incentive Plan | Management | For | For |
| 6 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 7 | Review Human Capital Management KPIs and SPTs Addressing Human Rights in its Supply Chain, and Improving Employee Safety and Reducing Workplace Risks and Include One Such KPI/SPT in its Next Sustainability Linked Credit Facility in 2027 | Shareholder | Against | Against |
| GRUPO FINANCIERO BANORTE SAB DE CV Meeting Date: NOV 29, 2022 Record Date: NOV 15, 2022 Meeting Type: ORDINARY SHAREHOLDERS | ||||
| Ticker: GFNORTEO Security ID: P49501201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Approve Cash Dividends of MXN 5.81 Per Share | Management | For | For |
| 1.2 | Approve Dividend to Be Paid on Dec. 8, 2022 | Management | For | For |
| 2 | Set Aggregate Nominal Amount of Share Repurchase Reserve | Management | For | For |
| 3 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| GRUPO FINANCIERO BANORTE SAB DE CV Meeting Date: NOV 29, 2022 Record Date: NOV 15, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: GFNORTEO Security ID: P49501201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Approve Incorporation of Banco Bineo S.A., Institucion de Banca Multiple, Grupo Financiero Banorte as Financial Entity Member of Grupo Financiero Banorte S.A.B. de C.V. | Management | For | For |
| 1.2 | Amend Article 2 Re: Incorporation of Banco Bineo S.A., Institucion de Banca Multiple, Grupo Financiero Banorte as Financial Entity Member of Grupo Financiero Banorte S.A.B. de C.V. | Management | For | For |
| 1.3 | Resolutions of Previous Item 1.1 of this Agenda will be Subject to Approval from Corresponding Regulatory Authorities | Management | For | For |
| 2.1 | Approve Modifications of Sole Responsibility Agreement | Management | For | For |
| 2.2 | Resolutions of Previous Item 2.1 of this Agenda will be Subject to Approval from Corresponding Regulatory Authorities | Management | For | For |
| 3 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| GRUPO FINANCIERO BANORTE SAB DE CV Meeting Date: APR 21, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GFNORTEO Security ID: P49501201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.a | Approve CEO's Report on Financial Statements and Statutory Reports | Management | For | For |
| 1.b | Approve Board's Report on Policies and Accounting Information and Criteria Followed in Preparation of Financial Information | Management | For | For |
| 1.c | Approve Board's Report on Operations and Activities Undertaken by Board | Management | For | For |
| 1.d | Approve Report on Activities of Audit and Corporate Practices Committee | Management | For | For |
| 1.e | Approve All Operations Carried out by Company and Ratify Actions Carried out by Board, CEO and Audit and Corporate Practices Committee | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Receive Auditor's Report on Tax Position of Company | Management | None | None |
| 4.a1 | Elect Carlos Hank Gonzalez as Board Chairman | Management | For | For |
| 4.a2 | Elect Juan Antonio Gonzalez Moreno as Director | Management | For | For |
| 4.a3 | Elect David Juan Villarreal Montemayor as Director | Management | For | For |
| 4.a4 | Elect Jose Marcos Ramirez Miguel as Director | Management | For | For |
| 4.a5 | Elect Carlos de la Isla Corry as Director | Management | For | For |
| 4.a6 | Elect Everardo Elizondo Almaguer as Director | Management | For | For |
| 4.a7 | Elect Alicia Alejandra Lebrija Hirschfeld as Director | Management | For | For |
| 4.a8 | Elect Clemente Ismael Reyes Retana Valdes as Director | Management | For | For |
| 4.a9 | Elect Mariana Banos Reynaud as Director | Management | For | For |
| 4.a10 | Elect Federico Carlos Fernandez Senderos as Director | Management | For | For |
| 4.a11 | Elect David Penaloza Alanis as Director | Management | For | For |
| 4.a12 | Elect Jose Antonio Chedraui Eguia as Director | Management | For | For |
| 4.a13 | Elect Alfonso de Angoitia Noriega as Director | Management | For | For |
| 4.a14 | Elect Thomas Stanley Heather Rodriguez as Director | Management | For | For |
| 4.a15 | Elect Graciela Gonzalez Moreno as Alternate Director | Management | For | For |
| 4.a16 | Elect Juan Antonio Gonzalez Marcos as Alternate Director | Management | For | For |
| 4.a17 | Elect Alberto Halabe Hamui as Alternate Director | Management | For | For |
| 4.a18 | Elect Gerardo Salazar Viezca as Alternate Director | Management | For | For |
| 4.a19 | Elect Alberto Perez-Jacome Friscione as Alternate Director | Management | For | For |
| 4.a20 | Elect Diego Martinez Rueda-Chapital as Alternate Director | Management | For | For |
| 4.a21 | Elect Roberto Kelleher Vales as Alternate Director | Management | For | For |
| 4.a22 | Elect Cecilia Goya de Riviello Meade as Alternate Director | Management | For | For |
| 4.a23 | Elect Jose Maria Garza Trevino as Alternate Director | Management | For | For |
| 4.a24 | Elect Manuel Francisco Ruiz Camero as Alternate Director | Management | For | For |
| 4.a25 | Elect Carlos Cesarman Kolteniuk as Alternate Director | Management | For | For |
| 4.a26 | Elect Humberto Tafolla Nunez as Alternate Director | Management | For | For |
| 4.a27 | Elect Carlos Phillips Margain as Alternate Director | Management | For | For |
| 4.a28 | Elect Ricardo Maldonado Yanez as Alternate Director | Management | For | For |
| 4.b | Elect Hector Avila Flores (Non-Member) as Board Secretary | Management | For | For |
| 4.c | Approve Directors Liability and Indemnification | Management | For | For |
| 5 | Approve Remuneration of Directors | Management | For | For |
| 6 | Elect Thomas Stanley Heather Rodriguez as Chairman of Audit and Corporate Practices Committee | Management | For | For |
| 7.1 | Approve Report on Share Repurchase | Management | For | For |
| 7.2 | Set Aggregate Nominal Amount of Share Repurchase Reserve | Management | For | For |
| 8 | Approve Certification of Company's Bylaws | Management | For | For |
| 9 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| GRUPO FINANCIERO BANORTE SAB DE CV Meeting Date: JUN 02, 2023 Record Date: MAY 22, 2023 Meeting Type: ORDINARY SHAREHOLDERS | ||||
| Ticker: GFNORTEO Security ID: P49501201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Approve Cash Dividends of MXN 7.87 Per Share | Management | For | For |
| 1.2 | Approve Dividend to Be Paid on June 12, 2023 | Management | For | For |
| 2 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| HAIER SMART HOME CO., LTD. Meeting Date: JUN 26, 2023 Record Date: JUN 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 6690 Security ID: Y298BN100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements | Management | For | For |
| 2 | Approve Annual Report and Annual Report Summary | Management | For | For |
| 3 | Approve Report on the Work of the Board of Directors | Management | For | For |
| 4 | Approve Report on the Work of the Board of Supervisors | Management | For | For |
| 5 | Approve Audit Report on Internal Control | Management | For | For |
| 6 | Approve Profit Distribution Plan | Management | For | For |
| 7 | Approve Appointment of PRC Accounting Standards Auditors | Management | For | For |
| 8 | Approve Appointment of International Accounting Standards Auditors | Management | For | For |
| 9 | Approve Renewal of the Financial Services Framework Agreement and Its Expected Related-Party Transaction Limit with Haier Group Corporation and Haier Group Finance Co., Ltd. | Management | For | Against |
| 10 | Approve Anticipated Guarantees' Amounts for the Company and Its Subsidiaries | Management | For | For |
| 11 | Approve Conduct of Foreign Exchange Fund Derivatives Business | Management | For | For |
| 12 | Approve Purchase of Liability Insurance for Directors, Supervisors, and Senior Management | Management | For | For |
| 13 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for Additional Issuance of A Shares | Management | For | For |
| 14 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for Additional Issuance of H Shares | Management | For | For |
| 15 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for Additional Issuance of D Shares | Management | For | For |
| 16 | Approve Grant of General Mandate to the Board to Repurchase H Shares | Management | For | For |
| 17 | Approve Grant of General Mandate to the Board to Repurchase D Shares | Management | For | For |
| 18 | Approve 2023 A Share Core Employee Stock Ownership Plan (Draft) and Its Summary | Shareholder | For | For |
| 19 | Approve 2023 H Share Core Employee Stock Ownership Plan (Draft) and Its Summary | Shareholder | For | For |
| HAIER SMART HOME CO., LTD. Meeting Date: JUN 26, 2023 Record Date: JUN 16, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 6690 Security ID: Y298BN100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Grant of General Mandate to the Board to Repurchase H Shares | Management | For | For |
| 2 | Approve Grant of General Mandate to the Board to Repurchase D Shares | Management | For | For |
| HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED Meeting Date: NOV 25, 2022 Record Date: NOV 18, 2022 Meeting Type: COURT | ||||
| Ticker: 500010 Security ID: Y37246207 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Amalgamation | Management | For | For |
| HOWDEN JOINERY GROUP PLC Meeting Date: MAY 04, 2023 Record Date: MAY 02, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HWDN Security ID: G4647J102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Elect Peter Ventress as Director | Management | For | For |
| 5 | Re-elect Karen Caddick as Director | Management | For | For |
| 6 | Re-elect Andrew Cripps as Director | Management | For | For |
| 7 | Re-elect Louise Fowler as Director | Management | For | For |
| 8 | Re-elect Paul Hayes as Director | Management | For | For |
| 9 | Re-elect Andrew Livingston as Director | Management | For | For |
| 10 | Re-elect Debbie White as Director | Management | For | For |
| 11 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 12 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 13 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 14 | Authorise Issue of Equity | Management | For | For |
| 15 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 16 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 17 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| HOYA CORP. Meeting Date: JUN 23, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 7741 Security ID: J22848105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Yoshihara, Hiroaki | Management | For | For |
| 1.2 | Elect Director Abe, Yasuyuki | Management | For | For |
| 1.3 | Elect Director Hasegawa, Takayo | Management | For | For |
| 1.4 | Elect Director Nishimura, Mika | Management | For | For |
| 1.5 | Elect Director Sato, Mototsugu | Management | For | For |
| 1.6 | Elect Director Ikeda, Eiichiro | Management | For | For |
| 1.7 | Elect Director Hiroka, Ryo | Management | For | For |
| HSBC HOLDINGS PLC Meeting Date: MAY 05, 2023 Record Date: MAY 04, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HSBA Security ID: G4634U169 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3a | Elect Geraldine Buckingham as Director | Management | For | For |
| 3b | Elect Georges Elhedery as Director | Management | For | For |
| 3c | Elect Kalpana Morparia as Director | Management | For | For |
| 3d | Re-elect Rachel Duan as Director | Management | For | For |
| 3e | Re-elect Dame Carolyn Fairbairn as Director | Management | For | For |
| 3f | Re-elect James Forese as Director | Management | For | For |
| 3g | Re-elect Steven Guggenheimer as Director | Management | For | For |
| 3h | Re-elect Jose Antonio Meade Kuribrena as Director | Management | For | For |
| 3i | Re-elect Eileen Murray as Director | Management | For | For |
| 3j | Re-elect David Nish as Director | Management | For | For |
| 3k | Re-elect Noel Quinn as Director | Management | For | For |
| 3l | Re-elect Mark Tucker as Director | Management | For | For |
| 4 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Authorise the Group Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 6 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 7 | Authorise Issue of Equity | Management | For | For |
| 8 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 9 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 10 | Authorise Directors to Allot Any Repurchased Shares | Management | For | For |
| 11 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 12 | Approve Share Repurchase Contract | Management | For | For |
| 13 | Authorise Issue of Equity in Relation to Contingent Convertible Securities | Management | For | For |
| 14 | Authorise Issue of Equity without Pre-emptive Rights in Relation to Contingent Convertible Securities | Management | For | For |
| 15 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 16 | Revisit the "State Deduction" Applied to Members of the Post 1974 Section of the Midland Bank Pension Scheme by Introducing a "Safety Net" | Shareholder | Against | Against |
| 17 | Devise, Implement and Report Quarterly on a Plan and Strategy Aiming at Increasing Its Value by Structural Reforms Including But Not Limited to Spinning Off, Strategic Reorganisation and Restructuring Its Asia Businesses | Shareholder | Against | Against |
| 18 | Devise and Implement a Long-Term and Stable Dividend Policy | Shareholder | Against | Against |
| IBERDROLA SA Meeting Date: APR 28, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IBE Security ID: E6165F166 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated and Standalone Financial Statements | Management | For | For |
| 2 | Approve Consolidated and Standalone Management Reports | Management | For | For |
| 3 | Approve Non-Financial Information Statement | Management | For | For |
| 4 | Approve Discharge of Board | Management | For | For |
| 5 | Amend Preamble and Heading of the Preliminary Title of the Bylaws | Management | For | For |
| 6 | Amend Articles Re: Corporate Structure of the Iberdola Group | Management | For | For |
| 7 | Amend Article 8 Re: Internal Regulations and Compliance System | Management | For | For |
| 8 | Approve Engagement Dividend | Management | For | For |
| 9 | Approve Allocation of Income and Dividends | Management | For | For |
| 10 | Approve Scrip Dividends | Management | For | For |
| 11 | Approve Scrip Dividends | Management | For | For |
| 12 | Approve Reduction in Share Capital via Amortization of Treasury Shares | Management | For | For |
| 13 | Advisory Vote on Remuneration Report | Management | For | For |
| 14 | Approve Restricted Stock Plan | Management | For | For |
| 15 | Reelect Maria Helena Antolin Raybaud as Director | Management | For | For |
| 16 | Ratify Appointment of and Elect Armando Martinez Martinez as Director | Management | For | For |
| 17 | Reelect Manuel Moreu Munaiz as Director | Management | For | For |
| 18 | Reelect Sara de la Rica Goiricelaya as Director | Management | For | For |
| 19 | Reelect Xabier Sagredo Ormaza as Director | Management | For | For |
| 20 | Reelect Jose Ignacio Sanchez Galan as Director | Management | For | For |
| 21 | Fix Number of Directors at 14 | Management | For | For |
| 22 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| ICICI LOMBARD GENERAL INSURANCE COMPANY LIMITED Meeting Date: AUG 05, 2022 Record Date: JUL 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 540716 Security ID: Y3R55N101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Confirm Interim Dividend | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Reelect Sandeep Batra as Director | Management | For | For |
| 5 | Approve Remuneration of PKF Sridhar & Santhanam LLP, Chartered Accountants and Chaturvedi & Co., Chartered Accountants as Joint Statutory Auditors | Management | For | For |
| 6 | Elect Rakesh Jha as Director | Management | For | For |
| 7 | Approve Revision in Remuneration of Bhargav Dasgupta as Managing Director and CEO | Management | For | For |
| 8 | Approve Revision in Remuneration of Alok Kumar Agarwal as Whole-Time Director Designated as Executive Director-Wholesale | Management | For | For |
| 9 | Approve Revision in Remuneration of Sanjeev Mantri as Whole-Time Director Designated as Executive Director-Retail | Management | For | For |
| 10 | Approve Material Related Party Transaction for Current Bank Account Balances | Management | For | For |
| 11 | Approve Material Related Party Transaction for Subscribing to Securities Issued by Related Parties and Purchase of Securities from Related Parties | Management | For | For |
| 12 | Approve Material Related Party Transaction for Sale of Securities to Related Parties | Management | For | For |
| 13 | Approve Material Related Party Transaction for Undertaking Repurchase (Repo) Transactions and Other Permitted Short-Term Borrowing Transactions | Management | For | For |
| 14 | Approve Material Related Party Transaction for Reverse Repurchase (Reverse Repo) and Other Permitted Short-Term Lending Transactions | Management | For | For |
| ICON PLC Meeting Date: JUL 26, 2022 Record Date: JUN 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ICLR Security ID: G4705A100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steve Cutler | Management | For | For |
| 1.2 | Elect Director John Climax | Management | For | For |
| 1.3 | Elect Director Ronan Murphy | Management | For | For |
| 2 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 3 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 4 | Authorize Issue of Equity | Management | For | For |
| 5 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| 6 | Authorize Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 7 | Authorize Share Repurchase Program | Management | For | For |
| 8 | Approve the Price Range for the Reissuance of Shares | Management | For | For |
| INFINEON TECHNOLOGIES AG Meeting Date: FEB 16, 2023 Record Date: FEB 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IFX Security ID: D35415104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 0.32 per Share | Management | For | For |
| 3.1 | Approve Discharge of Management Board Member Jochen Hanebeck for Fiscal Year 2022 | Management | For | For |
| 3.2 | Approve Discharge of Management Board Member Constanze Hufenbecher for Fiscal Year 2022 | Management | For | For |
| 3.3 | Approve Discharge of Management Board Member Sven Schneider for Fiscal Year 2022 | Management | For | For |
| 3.4 | Approve Discharge of Management Board Member Andreas Urschitz (from June 1, 2022) for Fiscal Year 2022 | Management | For | For |
| 3.5 | Approve Discharge of Management Board Member Rutger Wijburg (from April 1, 2022) for Fiscal Year 2022 | Management | For | For |
| 3.6 | Approve Discharge of Management Board Member Reinhard Ploss (until March 31, 2022) for Fiscal Year 2022 | Management | For | For |
| 3.7 | Approve Discharge of Management Board Member Helmut Gassel (until May 31, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Wolfgang Eder for Fiscal Year 2022 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Xiaoqun Clever for Fiscal Year 2022 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Johann Dechant for Fiscal Year 2022 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Friedrich Eichiner for Fiscal Year 2022 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Annette Engelfried for Fiscal Year 2022 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Peter Gruber for Fiscal Year 2022 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Hans-Ulrich Holdenried for Fiscal Year 2022 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Susanne Lachenmann for Fiscal Year 2022 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Geraldine Picaud for Fiscal Year 2022 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Manfred Puffer for Fiscal Year 2022 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Melanie Riedl for Fiscal Year 2022 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Juergen Scholz for Fiscal Year 2022 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Ulrich Spiesshofer for Fiscal Year 2022 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Margret Suckale for Fiscal Year 2022 | Management | For | For |
| 4.15 | Approve Discharge of Supervisory Board Member Mirco Synde (from June 1, 2023) for Fiscal Year 2022 | Management | For | For |
| 4.16 | Approve Discharge of Supervisory Board Member Diana Vitale for Fiscal Year 2022 | Management | For | For |
| 4.17 | Approve Discharge of Supervisory Board Member Kerstin Schulzendorf (until May 31, 2022) for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify KPMG AG as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Reports for the First Half of Fiscal Year 2023 | Management | For | For |
| 6.1 | Elect Herbert Diess to the Supervisory Board | Management | For | For |
| 6.2 | Elect Klaus Helmrich to the Supervisory Board | Management | For | For |
| 7 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| 8 | Authorize Use of Financial Derivatives when Repurchasing Shares | Management | For | For |
| 9.1 | Amend Article Re: Location of Annual Meeting | Management | For | For |
| 9.2 | Approve Virtual-Only Shareholder Meetings Until 2028 | Management | For | For |
| 9.3 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 10 | Approve Remuneration Policy | Management | For | For |
| 11 | Approve Remuneration Report | Management | For | For |
| INFOSYS LIMITED Meeting Date: DEC 02, 2022 Record Date: OCT 28, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 500209 Security ID: Y4082C133 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Buyback of Equity Shares | Management | For | For |
| INFOSYS LIMITED Meeting Date: MAR 31, 2023 Record Date: FEB 24, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 500209 Security ID: Y4082C133 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Govind Vaidiram Iyer as Director | Management | For | For |
| INTERMEDIATE CAPITAL GROUP PLC Meeting Date: JUL 21, 2022 Record Date: JUL 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ICP Security ID: G4807D192 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 5 | Approve Final Dividend | Management | For | For |
| 6 | Re-elect Vijay Bharadia as Director | Management | For | For |
| 7 | Re-elect Benoit Durteste as Director | Management | For | For |
| 8 | Re-elect Virginia Holmes as Director | Management | For | For |
| 9 | Re-elect Michael Nelligan as Director | Management | For | For |
| 10 | Re-elect Kathryn Purves as Director | Management | For | For |
| 11 | Re-elect Amy Schioldager as Director | Management | For | For |
| 12 | Re-elect Andrew Sykes as Director | Management | For | For |
| 13 | Re-elect Stephen Welton as Director | Management | For | For |
| 14 | Re-elect Antje Hensel-Roth as Director | Management | For | For |
| 15 | Re-elect Rosemary Leith as Director | Management | For | For |
| 16 | Re-elect Matthew Lester as Director | Management | For | For |
| 17 | Authorise Issue of Equity | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 20 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 21 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| ITOCHU CORP. Meeting Date: JUN 23, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 8001 Security ID: J2501P104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, With a Final Dividend of JPY 75 | Management | For | For |
| 2.1 | Elect Director Okafuji, Masahiro | Management | For | Against |
| 2.2 | Elect Director Ishii, Keita | Management | For | Against |
| 2.3 | Elect Director Kobayashi, Fumihiko | Management | For | For |
| 2.4 | Elect Director Hachimura, Tsuyoshi | Management | For | For |
| 2.5 | Elect Director Tsubai, Hiroyuki | Management | For | For |
| 2.6 | Elect Director Naka, Hiroyuki | Management | For | For |
| 2.7 | Elect Director Kawana, Masatoshi | Management | For | For |
| 2.8 | Elect Director Nakamori, Makiko | Management | For | For |
| 2.9 | Elect Director Ishizuka, Kunio | Management | For | For |
| 2.10 | Elect Director Ito, Akiko | Management | For | For |
| 3.1 | Appoint Statutory Auditor Matoba, Yoshiko | Management | For | For |
| 3.2 | Appoint Statutory Auditor Uryu, Kentaro | Management | For | For |
| 3.3 | Appoint Statutory Auditor Fujita, Tsutomu | Management | For | For |
| 3.4 | Appoint Statutory Auditor Kobayashi, Kumi | Management | For | For |
| JD SPORTS FASHION PLC Meeting Date: JUL 22, 2022 Record Date: JUL 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JD Security ID: G5144Y120 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | Against |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Neil Greenhalgh as Director | Management | For | For |
| 5 | Re-elect Andrew Long as Director | Management | For | For |
| 6 | Re-elect Kath Smith as Director | Management | For | For |
| 7 | Elect Bert Hoyt as Director | Management | For | For |
| 8 | Elect Helen Ashton as Director | Management | For | For |
| 9 | Elect Mahbobeh Sabetnia as Director | Management | For | For |
| 10 | Elect Suzi Williams as Director | Management | For | For |
| 11 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 12 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 13 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 14 | Authorise Issue of Equity | Management | For | For |
| 15 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 16 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| JD SPORTS FASHION PLC Meeting Date: DEC 13, 2022 Record Date: DEC 09, 2022 Meeting Type: SPECIAL | ||||
| Ticker: JD Security ID: G5144Y120 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Remuneration Policy | Management | For | For |
| 2 | Approve Long Term Incentive Plan | Management | For | For |
| 3 | Approve Deferred Bonus Plan | Management | For | For |
| JD SPORTS FASHION PLC Meeting Date: JUN 27, 2023 Record Date: JUN 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: JD Security ID: G5144Y120 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Elect Regis Schultz as Director | Management | For | For |
| 5 | Re-elect Neil Greenhalgh as Director | Management | For | For |
| 6 | Re-elect Andrew Long as Director | Management | For | For |
| 7 | Re-elect Kath Smith as Director | Management | For | For |
| 8 | Re-elect Bert Hoyt as Director | Management | For | For |
| 9 | Re-elect Helen Ashton as Director | Management | For | For |
| 10 | Re-elect Mahbobeh Sabetnia as Director | Management | For | For |
| 11 | Re-elect Suzi Williams as Director | Management | For | For |
| 12 | Elect Andrew Higginson as Director | Management | For | For |
| 13 | Elect Ian Dyson as Director | Management | For | For |
| 14 | Elect Angela Luger as Director | Management | For | For |
| 15 | Elect Darren Shapland as Director | Management | For | For |
| 16 | Appoint Deloitte LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 22 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| K+S AG Meeting Date: MAY 10, 2023 Record Date: MAY 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SDF Security ID: D48164129 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 1.00 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 | Management | For | For |
| 6.1 | Elect Elke Eller to the Supervisory Board | Management | For | For |
| 6.2 | Elect Christiane Hoelz to the Supervisory Board | Management | For | For |
| 6.3 | Elect Christine Wolff to the Supervisory Board | Management | For | For |
| 7 | Approve Remuneration Report | Management | For | Against |
| 8 | Approve Remuneration Policy for the Management Board | Management | For | For |
| 9 | Approve Remuneration Policy for the Supervisory Board | Management | For | For |
| 10 | Amend Articles Re: Supervisory Board Chair | Management | For | For |
| 11 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 12 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 13 | Approve EUR 38.3 Million Reduction in Share Capital via Cancellation of Repurchased Shares | Shareholder | Against | Against |
| 14 | Voting Instructions for Motions or Nominations by Shareholders that are not Made Accessible Before the AGM and that are Made or Amended in the Course of the AGM | Management | None | Against |
| KASIKORNBANK PUBLIC CO. LTD. Meeting Date: APR 07, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KBANK Security ID: Y4591R118 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Acknowledge Operations Report | Management | None | None |
| 2 | Approve Financial Statements | Management | For | For |
| 3 | Approve Allocation of Income and Dividend Payment | Management | For | For |
| 4.1 | Elect Suphajee Suthumpun as Director | Management | For | For |
| 4.2 | Elect Chanin Donavanik as Director | Management | For | For |
| 4.3 | Elect Sara Lamsam as Director | Management | For | For |
| 4.4 | Elect Chonchanum Soonthornsaratoon as Director | Management | For | For |
| 4.5 | Elect Kattiya Indaravijaya as Director | Management | For | For |
| 4.6 | Elect Patchara Samalapa as Director | Management | For | For |
| 5 | Approve Remuneration of Directors | Management | For | For |
| 6 | Approve KPMG Phoomchai Audit Limited as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Other Business | Management | None | None |
| KEYENCE CORP. Meeting Date: JUN 14, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 6861 Security ID: J32491102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 150 | Management | For | For |
| 2.1 | Elect Director Takizaki, Takemitsu | Management | For | For |
| 2.2 | Elect Director Nakata, Yu | Management | For | Against |
| 2.3 | Elect Director Yamaguchi, Akiji | Management | For | For |
| 2.4 | Elect Director Yamamoto, Hiroaki | Management | For | For |
| 2.5 | Elect Director Nakano, Tetsuya | Management | For | For |
| 2.6 | Elect Director Yamamoto, Akinori | Management | For | For |
| 2.7 | Elect Director Taniguchi, Seiichi | Management | For | For |
| 2.8 | Elect Director Suenaga, Kumiko | Management | For | For |
| 2.9 | Elect Director Yoshioka, Michifumi | Management | For | For |
| 3 | Appoint Statutory Auditor Komura, Koichiro | Management | For | For |
| 4 | Appoint Alternate Statutory Auditor Yamamoto, Masaharu | Management | For | For |
| KIA CORP. Meeting Date: MAR 17, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 000270 Security ID: Y47601102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Amend Articles of Incorporation | Management | For | For |
| 3.1 | Elect Ju Woo-jeong as Inside Director | Management | For | For |
| 3.2 | Elect Shin Jae-yong as Outside Director | Management | For | For |
| 3.3 | Elect Jeon Chan-hyeok as Outside Director | Management | For | For |
| 4.1 | Elect Shin Jae-yong as a Member of Audit Committee | Management | For | For |
| 4.2 | Elect Jeon Chan-hyeok as a Member of Audit Committee | Management | For | For |
| 5.1 | Approve Terms of Retirement Pay | Management | For | For |
| 5.2 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| KOTAK MAHINDRA BANK LIMITED Meeting Date: AUG 27, 2022 Record Date: AUG 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 500247 Security ID: Y4964H150 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Standalone Financial Statements and Statutory Reports | Management | For | For |
| 2 | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Confirm Interim Dividend on Preference Shares | Management | For | For |
| 4 | Approve Dividend | Management | For | For |
| 5 | Reelect KVS Manian as Director | Management | For | For |
| 6 | Reelect Gaurang Shah as Director | Management | For | For |
| 7 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 8 | Approve KKC & Associates LLP, Chartered Accountants as Joint Statutory Auditors | Management | For | For |
| 9 | Authorize Board to Fix Remuneration of Auditors For The Financial Year 2022-23 | Management | For | For |
| 10 | Approve Reappointment and Remuneration of KVS Manian as Whole Time Director | Management | For | For |
| 11 | Elect Shanti Ekambaram as Director and Approve Appointment and Remuneration of Shanti Ekambaram as Whole Time Director | Management | For | For |
| 12 | Approve Material Related Party Transaction with Infina Finance Private Limited | Management | For | For |
| 13 | Approve Material Related Party Transaction with Uday Kotak | Management | For | For |
| KOTAK MAHINDRA BANK LIMITED Meeting Date: DEC 07, 2022 Record Date: NOV 04, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 500247 Security ID: Y4964H150 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect C S Rajan as Director | Management | For | For |
| KOTAK MAHINDRA BANK LIMITED Meeting Date: APR 20, 2023 Record Date: MAR 17, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 500247 Security ID: Y4964H150 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Issuance of Unsecured, Redeemable, Non-Convertible Debentures / Bonds / Other Debt Securities on a Private Placement Basis | Management | For | For |
| 2 | Elect Uday Suresh Kotak as Director | Management | For | For |
| 3 | Approve Material Related Party Transactions with Uday Kotak for FY 2023-24 | Management | For | For |
| 4 | Approve Material Related Party Transactions with Infina Finance Private Limited for FY 2023-24 | Management | For | For |
| KWEICHOW MOUTAI CO., LTD. Meeting Date: DEC 14, 2022 Record Date: DEC 05, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 600519 Security ID: Y5070V116 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles of Association | Management | For | Against |
| 2 | Amend Rules and Procedures Regarding Meetings of Board of Directors | Management | For | For |
| 3 | Approve Shareholder Special Dividend Return Plan | Management | For | For |
| KWEICHOW MOUTAI CO., LTD. Meeting Date: JUN 13, 2023 Record Date: JUN 02, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 600519 Security ID: Y5070V116 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Report of the Independent Directors | Management | For | For |
| 4 | Approve Annual Report and Summary | Management | For | For |
| 5 | Approve Financial Statements | Management | For | For |
| 6 | Approve Financial Budget Plan | Management | For | For |
| 7 | Approve Profit Distribution | Management | For | For |
| 8 | Approve to Appoint Financial Auditor and Internal Control Auditor | Management | For | For |
| 9 | Approve Signing of Trademark License Agreement with Related Party | Management | For | For |
| 10 | Approve Participation in the Establishment of Industrial Development Funds | Management | For | Against |
| 11.1 | Elect Ding Xiongjun as Director | Management | For | For |
| 11.2 | Elect Li Jingren as Director | Management | For | For |
| 11.3 | Elect Liu Shizhong as Director | Management | For | For |
| 12.1 | Elect Jiang Guohua as Director | Management | For | For |
| 12.2 | Elect Guo Tianyong as Director | Management | For | For |
| 12.3 | Elect Sheng Leiming as Director | Management | For | For |
| 13.1 | Elect You Yalin as Supervisor | Management | For | For |
| 13.2 | Elect Li Qiangqing as Supervisor | Management | For | For |
| L'OREAL SA Meeting Date: APR 21, 2023 Record Date: APR 19, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: OR Security ID: FR0000120321 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 6 per Share and an Extra of EUR 0.60 per Share to Long Term Registered Shares | Management | For | For |
| 4 | Reelect Sophie Bellon as Director | Management | For | For |
| 5 | Reelect Fabienne Dulac as Director | Management | For | For |
| 6 | Approve Remuneration of Directors in the Aggregate Amount of EUR 1.7 Million | Management | For | For |
| 7 | Approve Compensation Report of Corporate Officers | Management | For | Against |
| 8 | Approve Compensation of Jean-Paul Agon, Chairman of the Board | Management | For | For |
| 9 | Approve Compensation of Nicolas Hieronimus, CEO | Management | For | For |
| 10 | Approve Remuneration Policy of Directors | Management | For | For |
| 11 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 12 | Approve Remuneration Policy of CEO | Management | For | For |
| 13 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 14 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 149,852,237.36 | Management | For | For |
| 15 | Authorize Capitalization of Reserves for Bonus Issue or Increase in Par Value | Management | For | For |
| 16 | Authorize Capital Increase of up to 2 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 17 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 18 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 19 | Approve Contribution in Kind of 25,383,118 Shares from Affaires Marche France et Domaines d'Excellence and Luxury of Retail, their Valuation and Remuneration | Management | For | For |
| 20 | Approve Contribution in Kind of 1,277,836 Shares from l'Oreal International Distribution, its Valuation and Remuneration | Management | For | For |
| 21 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| LI NING COMPANY LIMITED Meeting Date: JUN 14, 2023 Record Date: JUN 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2331 Security ID: G5496K124 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3.1a | Elect Wang Yajuan as Director | Management | For | For |
| 3.1b | Elect Wang Ya Fei as Director | Management | For | For |
| 3.1c | Elect Chan Chung Bun, Bunny as Director | Management | For | For |
| 3.2 | Authorize Board to Fix the Remuneration of Directors | Management | For | For |
| 4 | Approve PricewaterhouseCoopers, Certified Public Accountants as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| 6 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 7 | Approve Amendments to the Existing Memorandum and Articles of Association and Adopt the Amended and Restated Memorandum and Articles of Association | Management | For | For |
| LI NING COMPANY LIMITED Meeting Date: JUN 14, 2023 Record Date: JUN 08, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 2331 Security ID: G5496K124 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt 2023 Share Option Scheme and Terminate 2014 Share Option Scheme | Management | For | Against |
| 2 | Adopt 2023 Share Award Scheme | Management | For | Against |
| LLOYDS BANKING GROUP PLC Meeting Date: MAY 18, 2023 Record Date: MAY 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LLOY Security ID: G5533W248 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Elect Cathy Turner as Director | Management | For | For |
| 3 | Elect Scott Wheway as Director | Management | For | For |
| 4 | Re-elect Robin Budenberg as Director | Management | For | For |
| 5 | Re-elect Charlie Nunn as Director | Management | For | For |
| 6 | Re-elect William Chalmers as Director | Management | For | For |
| 7 | Re-elect Alan Dickinson as Director | Management | For | For |
| 8 | Re-elect Sarah Legg as Director | Management | For | For |
| 9 | Re-elect Lord Lupton as Director | Management | For | For |
| 10 | Re-elect Amanda Mackenzie as Director | Management | For | For |
| 11 | Re-elect Harmeen Mehta as Director | Management | For | For |
| 12 | Re-elect Catherine Woods as Director | Management | For | For |
| 13 | Approve Remuneration Policy | Management | For | For |
| 14 | Approve Remuneration Report | Management | For | For |
| 15 | Approve Final Dividend | Management | For | For |
| 16 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Approve Long-Term Incentive Plan | Management | For | For |
| 19 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 20 | Authorise Issue of Equity | Management | For | For |
| 21 | Authorise Issue of Equity in Relation to the Issue of Regulatory Capital Convertible Instruments | Management | For | For |
| 22 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 23 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 24 | Authorise Issue of Equity without Pre-Emptive Rights in Relation to the Issue of Regulatory Capital Convertible Instruments | Management | For | For |
| 25 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 26 | Authorise Market Purchase of Preference Shares | Management | For | For |
| 27 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| LOCALIZA RENT A CAR SA Meeting Date: APR 25, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: RENT3 Security ID: P6330Z111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3.1 | Elect Carla Trematore as Fiscal Council Member and Juliano Lima Pinheiro as Alternate | Management | For | For |
| 3.2 | Elect Antonio de Padua Soares Policarpo as Fiscal Council Member and Guilherme Bottrel Pereira Tostes as Alternate | Management | For | For |
| 3.3 | Elect Pierre Carvalho Magalhaes as Fiscal Council Member and Antonio Lopes Matoso as Alternate | Management | For | Abstain |
| 3.4 | Elect Marcia Fragoso Soares as Fiscal Council Member and Roberto Frota Decourt as Alternate Appointed by PREVI - Caixa de Previdencia dos Funcionarios do Banco do Brasil | Shareholder | None | For |
| 4 | Approve Remuneration of Fiscal Council Members | Management | For | For |
| 5 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 6 | Fix Number of Directors at Eight | Management | For | For |
| 7 | Approve Classification of Independent Directors | Management | For | Against |
| 8.1 | Elect Eugenio Pacelli Mattar as Board Chairman | Management | For | For |
| 8.2 | Elect Luis Fernando Memoria Porto as Vice-Chairman | Management | For | For |
| 8.3 | Elect Adriana Waltrick Santos as Independent Director | Management | For | For |
| 8.4 | Elect Artur Noemio Crynbaum as Independent Director | Management | For | For |
| 8.5 | Elect Maria Leticia de Freitas Costa as Independent Director | Management | For | For |
| 8.6 | Elect Paulo Antunes Veras as Independent Director | Management | For | For |
| 8.7 | Elect Pedro de Godoy Bueno as Independent Director | Management | For | For |
| 8.8 | Elect Sergio Augusto Guerra de Resende as Director | Management | For | For |
| 9 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | None | Abstain |
| 10.1 | Percentage of Votes to Be Assigned - Elect Eugenio Pacelli Mattar as Board Chairman | Management | None | Abstain |
| 10.2 | Percentage of Votes to Be Assigned - Elect Luis Fernando Memoria Porto as Vice-Chairman | Management | None | Abstain |
| 10.3 | Percentage of Votes to Be Assigned - Elect Adriana Waltrick Santos as Independent Director | Management | None | Abstain |
| 10.4 | Percentage of Votes to Be Assigned - Elect Artur Noemio Crynbaum as Independent Director | Management | None | Abstain |
| 10.5 | Percentage of Votes to Be Assigned - Elect Maria Leticia de Freitas Costa as Independent Director | Management | None | Abstain |
| 10.6 | Percentage of Votes to Be Assigned - Elect Paulo Antunes Veras as Independent Director | Management | None | Abstain |
| 10.7 | Percentage of Votes to Be Assigned - Elect Pedro de Godoy Bueno as Independent Director | Management | None | Abstain |
| 10.8 | Percentage of Votes to Be Assigned - Elect Sergio Augusto Guerra de Resende as Director | Management | None | Abstain |
| 11 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| 12 | Approve Remuneration of Company's Management | Management | For | For |
| LOCALIZA RENT A CAR SA Meeting Date: APR 25, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: RENT3 Security ID: P6330Z111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles | Management | For | For |
| 2 | Consolidate Bylaws | Management | For | For |
| 3 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| LOGITECH INTERNATIONAL S.A. Meeting Date: SEP 14, 2022 Record Date: SEP 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LOGN Security ID: H50430232 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Appropriation of Retained Earnings and Declaration of Dividend | Management | For | For |
| 4 | Approve Creation of CHF 4.3 Million Pool of Authorized Capital with or without Exclusion of Preemptive Rights | Management | For | For |
| 5 | Amend Articles Re: Virtual General Meeting | Management | For | For |
| 6 | Change Location of Registered Office to Hautemorges, Switzerland | Management | For | For |
| 7 | Amend Omnibus Stock Plan | Management | For | For |
| 8 | Approve Discharge of Board and Senior Management | Management | For | For |
| 9A | Elect Director Patrick Aebischer | Management | For | For |
| 9B | Elect Director Wendy Becker | Management | For | For |
| 9C | Elect Director Edouard Bugnion | Management | For | For |
| 9D | Elect Director Bracken Darrell | Management | For | For |
| 9E | Elect Director Guy Gecht | Management | For | For |
| 9F | Elect Director Marjorie Lao | Management | For | For |
| 9G | Elect Director Neela Montgomery | Management | For | For |
| 9H | Elect Director Michael Polk | Management | For | For |
| 9I | Elect Director Deborah Thomas | Management | For | For |
| 9J | Elect Director Christopher Jones | Management | For | For |
| 9K | Elect Director Kwok Wang Ng | Management | For | For |
| 9L | Elect Director Sascha Zahnd | Management | For | For |
| 10 | Elect Wendy Becker as Board Chairman | Management | For | For |
| 11A | Appoint Edouard Bugnion as Member of the Compensation Committee | Management | For | For |
| 11B | Appoint Neela Montgomery as Member of the Compensation Committee | Management | For | For |
| 11C | Appoint Michael Polk as Member of the Compensation Committee | Management | For | For |
| 11D | Appoint Kwok Wang Ng as Member of the Compensation Committee | Management | For | For |
| 12 | Approve Remuneration of Board of Directors in the Amount of CHF 3,900,000 | Management | For | For |
| 13 | Approve Remuneration of the Group Management Team in the Amount of USD 24,900,000 | Management | For | For |
| 14 | Ratify KPMG AG as Auditors and Ratify KPMG LLP as Independent Registered Public Accounting Firm for Fiscal Year 2023 | Management | For | For |
| 15 | Designate Etude Regina Wenger & Sarah Keiser-Wuger as Independent Representative | Management | For | For |
| A | Authorize Independent Representative to Vote on Any Amendment to Previous Resolutions | Management | For | Against |
| LONDON STOCK EXCHANGE GROUP PLC Meeting Date: APR 27, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LSEG Security ID: G5689U103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Remuneration Policy | Management | For | For |
| 5 | Re-elect Dominic Blakemore as Director | Management | For | For |
| 6 | Re-elect Martin Brand as Director | Management | For | For |
| 7 | Re-elect Kathleen DeRose as Director | Management | For | For |
| 8 | Re-elect Tsega Gebreyes as Director | Management | For | For |
| 9 | Re-elect Cressida Hogg as Director | Management | For | For |
| 10 | Re-elect Anna Manz as Director | Management | For | For |
| 11 | Re-elect Val Rahmani as Director | Management | For | For |
| 12 | Re-elect Don Robert as Director | Management | For | For |
| 13 | Re-elect David Schwimmer as Director | Management | For | For |
| 14 | Re-elect Douglas Steenland as Director | Management | For | For |
| 15 | Re-elect Ashok Vaswani as Director | Management | For | For |
| 16 | Elect Scott Guthrie as Director | Management | For | For |
| 17 | Elect William Vereker as Director | Management | For | For |
| 18 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 19 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 20 | Authorise Issue of Equity | Management | For | For |
| 21 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 22 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 23 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 24 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 25 | Authorise Off-Market Purchase of Shares from Consortium Shareholders | Management | For | For |
| 26 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| LONZA GROUP AG Meeting Date: MAY 05, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: LONN Security ID: H50524133 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Discharge of Board and Senior Management | Management | For | For |
| 4 | Approve Allocation of Income and Dividends of CHF 3.50 per Share | Management | For | For |
| 5.1.1 | Reelect Albert Baehny as Director | Management | For | For |
| 5.1.2 | Reelect Marion Helmes as Director | Management | For | For |
| 5.1.3 | Reelect Angelica Kohlmann as Director | Management | For | For |
| 5.1.4 | Reelect Christoph Maeder as Director | Management | For | For |
| 5.1.5 | Reelect Roger Nitsch as Director | Management | For | For |
| 5.1.6 | Reelect Barbara Richmond as Director | Management | For | For |
| 5.1.7 | Reelect Juergen Steinemann as Director | Management | For | For |
| 5.1.8 | Reelect Olivier Verscheure as Director | Management | For | For |
| 5.2 | Reelect Albert Baehny as Board Chair | Management | For | For |
| 5.3.1 | Reappoint Angelica Kohlmann as Member of the Nomination and Compensation Committee | Management | For | For |
| 5.3.2 | Reappoint Christoph Maeder as Member of the Nomination and Compensation Committee | Management | For | For |
| 5.3.3 | Reappoint Juergen Steinemann as Member of the Nomination and Compensation Committee | Management | For | For |
| 6 | Ratify KPMG AG as Auditors for Fiscal Year 2023 | Management | For | For |
| 7 | Ratify Deloitte AG as Auditors for Fiscal Year 2024 | Management | For | For |
| 8 | Designate ThomannFischer as Independent Proxy | Management | For | For |
| 9.1 | Amend Corporate Purpose | Management | For | For |
| 9.2 | Approve Creation of Capital Band within the Upper Limit of CHF 86.6 Million and the Lower Limit of CHF 67.1 Million with or without Exclusion of Preemptive Rights | Management | For | For |
| 9.3 | Amend Articles Re: Voting on the Executive Committee Compensation | Management | For | For |
| 9.4 | Amend Articles of Association | Management | For | For |
| 10 | Approve Remuneration of Directors in the Amount of CHF 2.9 Million | Management | For | For |
| 11.1 | Approve Variable Short-Term Remuneration of Executive Committee in the Amount of CHF 3.5 Million for Fiscal Year 2022 | Management | For | For |
| 11.2 | Approve Variable Long-Term Remuneration of Executive Committee in the Amount of CHF 12.1 Million for Fiscal Year 2023 | Management | For | For |
| 11.3 | Approve Fixed Remuneration of Executive Committee in the Amount of CHF 3.3 Million for the Period July 1, 2023 - December 31, 2023 | Management | For | For |
| 11.4 | Approve Fixed and Variable Long-Term Remuneration of Executive Committee in the Amount of CHF 19.6 Million for the Period January 1, 2024 - December 31, 2024 | Management | For | For |
| 12 | Transact Other Business (Voting) | Management | For | Against |
| LVMH MOET HENNESSY LOUIS VUITTON SE Meeting Date: APR 20, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: MC Security ID: FR0000121014 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 12.00 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions | Management | For | Against |
| 5 | Reelect Delphine Arnault as Director | Management | For | Against |
| 6 | Reelect Antonio Belloni as Director | Management | For | Against |
| 7 | Reelect Marie-Josee Kravis as Director | Management | For | Against |
| 8 | Reelect Marie-Laure Sauty de Chalon as Director | Management | For | For |
| 9 | Reelect Natacha Valla as Director | Management | For | For |
| 10 | Elect Laurent Mignon as Director | Management | For | For |
| 11 | Renew Appointment of Lord Powell of Bayswater as Censor | Management | For | Against |
| 12 | Appoint Diego Della Valle as Censor | Management | For | Against |
| 13 | Approve Compensation Report of Corporate Officers | Management | For | Against |
| 14 | Approve Compensation of Bernard Arnault, Chairman and CEO | Management | For | Against |
| 15 | Approve Compensation of Antonio Belloni, Vice-CEO | Management | For | Against |
| 16 | Approve Remuneration Policy of Directors | Management | For | For |
| 17 | Approve Remuneration Policy of Chairman and CEO | Management | For | Against |
| 18 | Approve Remuneration Policy of Vice-CEO | Management | For | Against |
| 19 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 20 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 21 | Authorize Capitalization of Reserves of Up to EUR 20 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 22 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 20 Million | Management | For | For |
| 23 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights With Binding Priority Right up to Aggregate Nominal Amount of EUR 20 Million | Management | For | Against |
| 24 | Approve Issuance of Equity or Equity-Linked Securities for Qualified Investors, up to Aggregate Nominal Amount of EUR 20 Million | Management | For | Against |
| 25 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above | Management | For | Against |
| 26 | Authorize Capital Increase of Up to EUR 20 Million for Future Exchange Offers | Management | For | Against |
| 27 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 28 | Authorize up to 1 Percent of Issued Capital for Use in Stock Option Plans Reserved for Employees and Corporate Officers | Management | For | Against |
| 29 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 30 | Set Total Limit for Capital Increase to Result from All Issuance Requests at EUR 20 Million | Management | For | For |
| MATSUKIYOCOCOKARA & CO. Meeting Date: JUN 23, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 3088 Security ID: J41208109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 45 | Management | For | For |
| 2.1 | Elect Director Matsumoto, Namio | Management | For | Against |
| 2.2 | Elect Director Matsumoto, Kiyo | Management | For | Against |
| 2.3 | Elect Director Tsukamoto, Atsushi | Management | For | For |
| 2.4 | Elect Director Matsumoto, Takashi | Management | For | For |
| 2.5 | Elect Director Obe, Shingo | Management | For | For |
| 2.6 | Elect Director Ishibashi, Akio | Management | For | For |
| 2.7 | Elect Director Yamamoto, Tsuyoshi | Management | For | For |
| 2.8 | Elect Director Watanabe, Ryoichi | Management | For | For |
| 2.9 | Elect Director Matsuda, Takashi | Management | For | For |
| 2.10 | Elect Director Matsushita, Isao | Management | For | For |
| 2.11 | Elect Director Omura, Hiro | Management | For | For |
| 2.12 | Elect Director Kimura, Keiji | Management | For | For |
| 2.13 | Elect Director Tanima, Makoto | Management | For | For |
| 2.14 | Elect Director Kawai, Junko | Management | For | For |
| 2.15 | Elect Director Okiyama, Tomoko | Management | For | For |
| 3 | Appoint Statutory Auditor Honta, Hisao | Management | For | For |
| MERCK KGAA Meeting Date: APR 28, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MRK Security ID: D5357W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Accept Financial Statements and Statutory Reports for Fiscal Year 2022 | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2.20 per Share | Management | For | For |
| 4 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 5 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 2.5 Billion; Approve Creation of EUR 16.8 Million Pool of Capital to Guarantee Conversion Rights | Management | For | For |
| 8.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 8.2 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| MITSUBISHI ELECTRIC CORP. Meeting Date: JUN 29, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 6503 Security ID: J43873116 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Yabunaka, Mitoji | Management | For | Against |
| 1.2 | Elect Director Watanabe, Kazunori | Management | For | For |
| 1.3 | Elect Director Koide, Hiroko | Management | For | For |
| 1.4 | Elect Director Kosaka, Tatsuro | Management | For | For |
| 1.5 | Elect Director Yanagi, Hiroyuki | Management | For | For |
| 1.6 | Elect Director Egawa, Masako | Management | For | For |
| 1.7 | Elect Director Matsuyama, Haruka | Management | For | For |
| 1.8 | Elect Director Uruma, Kei | Management | For | Against |
| 1.9 | Elect Director Kawagoishi, Tadashi | Management | For | For |
| 1.10 | Elect Director Masuda, Kuniaki | Management | For | For |
| 1.11 | Elect Director Nagasawa, Jun | Management | For | For |
| 1.12 | Elect Director Takeda, Satoshi | Management | For | For |
| MITSUBISHI ESTATE CO., LTD. Meeting Date: JUN 29, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 8802 Security ID: J43916113 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 19 | Management | For | For |
| 2.1 | Elect Director Yoshida, Junichi | Management | For | Against |
| 2.2 | Elect Director Nakajima, Atsushi | Management | For | Against |
| 2.3 | Elect Director Naganuma, Bunroku | Management | For | For |
| 2.4 | Elect Director Umeda, Naoki | Management | For | For |
| 2.5 | Elect Director Hirai, Mikihito | Management | For | For |
| 2.6 | Elect Director Nishigai, Noboru | Management | For | For |
| 2.7 | Elect Director Katayama, Hiroshi | Management | For | For |
| 2.8 | Elect Director Okamoto, Tsuyoshi | Management | For | For |
| 2.9 | Elect Director Narukawa, Tetsuo | Management | For | For |
| 2.10 | Elect Director Shirakawa, Masaaki | Management | For | For |
| 2.11 | Elect Director Nagase, Shin | Management | For | For |
| 2.12 | Elect Director Sueyoshi, Wataru | Management | For | For |
| 2.13 | Elect Director Sonoda, Ayako | Management | For | For |
| 2.14 | Elect Director Melanie Brock | Management | For | For |
| MITSUBISHI HEAVY INDUSTRIES, LTD. Meeting Date: JUN 29, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 7011 Security ID: J44002178 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 70 | Management | For | For |
| 2.1 | Elect Director Miyanaga, Shunichi | Management | For | Against |
| 2.2 | Elect Director Izumisawa, Seiji | Management | For | Against |
| 2.3 | Elect Director Kaguchi, Hitoshi | Management | For | For |
| 2.4 | Elect Director Kozawa, Hisato | Management | For | For |
| 2.5 | Elect Director Kobayashi, Ken | Management | For | For |
| 2.6 | Elect Director Hirano, Nobuyuki | Management | For | For |
| 2.7 | Elect Director Furusawa, Mitsuhiro | Management | For | For |
| 3.1 | Elect Director and Audit Committee Member Tokunaga, Setsuo | Management | For | For |
| 3.2 | Elect Director and Audit Committee Member Unora, Hiro | Management | For | For |
| 3.3 | Elect Director and Audit Committee Member Morikawa, Noriko | Management | For | For |
| 3.4 | Elect Director and Audit Committee Member Ii, Masako | Management | For | For |
| 4 | Elect Alternate Director and Audit Committee Member Oka, Nobuhiro | Management | For | For |
| MS&AD INSURANCE GROUP HOLDINGS, INC. Meeting Date: JUN 26, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 8725 Security ID: J4687C105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 100 | Management | For | For |
| 2.1 | Elect Director Karasawa, Yasuyoshi | Management | For | Against |
| 2.2 | Elect Director Kanasugi, Yasuzo | Management | For | For |
| 2.3 | Elect Director Hara, Noriyuki | Management | For | Against |
| 2.4 | Elect Director Higuchi, Tetsuji | Management | For | For |
| 2.5 | Elect Director Shimazu, Tomoyuki | Management | For | For |
| 2.6 | Elect Director Shirai, Yusuke | Management | For | For |
| 2.7 | Elect Director Bando, Mariko | Management | For | For |
| 2.8 | Elect Director Tobimatsu, Junichi | Management | For | For |
| 2.9 | Elect Director Rochelle Kopp | Management | For | For |
| 2.10 | Elect Director Ishiwata, Akemi | Management | For | For |
| 2.11 | Elect Director Suzuki, Jun | Management | For | For |
| 3 | Appoint Statutory Auditor Suzuki, Keiji | Management | For | For |
| MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG Meeting Date: MAY 05, 2023 Record Date: APR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MUV2 Security ID: D55535104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 11.60 per Share | Management | For | For |
| 3.1 | Approve Discharge of Management Board Member Joachim Wenning for Fiscal Year 2022 | Management | For | For |
| 3.2 | Approve Discharge of Management Board Member Thomas Blunck for Fiscal Year 2022 | Management | For | For |
| 3.3 | Approve Discharge of Management Board Member Nicholas Gartside for Fiscal Year 2022 | Management | For | For |
| 3.4 | Approve Discharge of Management Board Member Stefan Golling for Fiscal Year 2022 | Management | For | For |
| 3.5 | Approve Discharge of Management Board Member Doris Hoepke (until April 30, 2022) for Fiscal Year 2022 | Management | For | For |
| 3.6 | Approve Discharge of Management Board Member Christoph Jurecka for Fiscal Year 2022 | Management | For | For |
| 3.7 | Approve Discharge of Management Board Member Torsten Jeworrek for Fiscal Year 2022 | Management | For | For |
| 3.8 | Approve Discharge of Management Board Member Achim Kassow for Fiscal Year 2022 | Management | For | For |
| 3.9 | Approve Discharge of Management Board Member Clarisse Kopf (from Dec. 1, 2022) for Fiscal Year 2022 | Management | For | For |
| 3.10 | Approve Discharge of Management Board Member Markus Riess for Fiscal Year 2022 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Nikolaus von Bomhard for Fiscal Year 2022 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Anne Horstmann for Fiscal Year 2022 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Ann-Kristin Achleitner for Fiscal Year 2022 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Clement Booth for Fiscal Year 2022 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Ruth Brown for Fiscal Year 2022 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Stephan Eberl for Fiscal Year 2022 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Frank Fassin for Fiscal Year 2022 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Ursula Gather for Fiscal Year 2022 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Gerd Haeusler for Fiscal Year 2022 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Angelika Herzog for Fiscal Year 2022 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Renata Bruengger for Fiscal Year 2022 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Stefan Kaindl for Fiscal Year 2022 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Carinne Knoche-Brouillon for Fiscal Year 2022 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Gabriele Muecke for Fiscal Year 2022 | Management | For | For |
| 4.15 | Approve Discharge of Supervisory Board Member Ulrich Plottke for Fiscal Year 2022 | Management | For | For |
| 4.16 | Approve Discharge of Supervisory Board Member Manfred Rassy for Fiscal Year 2022 | Management | For | For |
| 4.17 | Approve Discharge of Supervisory Board Member Gabriele Sinz-Toporzysek (until Jan. 31, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.18 | Approve Discharge of Supervisory Board Member Carsten Spohr for Fiscal Year 2022 | Management | For | For |
| 4.19 | Approve Discharge of Supervisory Board Member Karl-Heinz Streibich for Fiscal Year 2022 | Management | For | For |
| 4.20 | Approve Discharge of Supervisory Board Member Markus Wagner (from Feb. 1, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.21 | Approve Discharge of Supervisory Board Member Maximilian Zimmerer for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2023 and for the Review of the Interim Financial Statements for Fiscal Year 2023 and First Quarter of Fiscal Year 2024 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 7.2 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 7.3 | Amend Articles Re: Editorial Changes | Management | For | For |
| 8 | Amend Articles Re: Registration in the Share Register | Management | For | For |
| NARI TECHNOLOGY CO., LTD. Meeting Date: JAN 19, 2023 Record Date: JAN 12, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 600406 Security ID: Y6S99Q112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Hu Minqiang as Director | Management | For | For |
| 2.1 | Elect Wei Rong as Supervisor | Management | For | For |
| NARI TECHNOLOGY CO., LTD. Meeting Date: MAY 26, 2023 Record Date: MAY 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 600406 Security ID: Y6S99Q112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements | Management | For | For |
| 2 | Approve Profit Distribution and Capitalization of Capital Reserves | Management | For | For |
| 3 | Approve Report of the Independent Directors | Management | For | For |
| 4 | Approve Report of the Board of Directors | Management | For | For |
| 5 | Approve Report of the Board of Supervisors | Management | For | For |
| 6 | Approve Financial Budget Report | Management | For | For |
| 7 | Approve Related Party Transaction | Management | For | For |
| 8 | Approve Financial Business Services Agreement | Management | For | Against |
| 9 | Approve Appointment of Financial Auditor and Internal Control Auditor | Management | For | For |
| 10 | Approve Amendments to Articles of Association | Management | For | For |
| 11 | Approve Formulation of Measures for the Administration of External Guarantees | Management | For | For |
| 12 | Approve Formulation of Measures for the Administration of External Donations | Management | For | For |
| 13 | Amend Administrative Measures for Decision-Making of Related Party Transactions | Management | For | Against |
| 14 | Approve Annual Report and Summary | Management | For | For |
| 15.1 | Elect Hua Dingzhong as Director | Management | For | For |
| NEMETSCHEK SE Meeting Date: MAY 23, 2023 Record Date: APR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NEM Security ID: D56134105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 0.45 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Kurt Dobitsch for Fiscal Year 2022 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Bill Krouch for Fiscal Year 2022 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Georg Nemetschek (until May 12, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Ruediger Herzog (until May 12, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Patricia Geibel-Conrad (from May 12, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Christine Schoeneweis (from May 25, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Andreas Soeffing (from May 25, 2022) for Fiscal Year 2022 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Gernot Strube (from May 12, 2022) for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for the First Half of Fiscal Year 2023 | Management | For | For |
| 6 | Approve Virtual-Only Shareholder Meetings Until 2028 | Management | For | For |
| 7 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 8 | Approve Remuneration Report | Management | For | Against |
| NESTLE SA Meeting Date: APR 20, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: NESN Security ID: H57312649 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 1.2 | Approve Remuneration Report | Management | For | For |
| 2 | Approve Discharge of Board and Senior Management | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of CHF 2.95 per Share | Management | For | For |
| 4.1.a | Reelect Paul Bulcke as Director and Board Chair | Management | For | For |
| 4.1.b | Reelect Ulf Schneider as Director | Management | For | For |
| 4.1.c | Reelect Henri de Castries as Director | Management | For | For |
| 4.1.d | Reelect Renato Fassbind as Director | Management | For | For |
| 4.1.e | Reelect Pablo Isla as Director | Management | For | For |
| 4.1.f | Reelect Patrick Aebischer as Director | Management | For | For |
| 4.1.g | Reelect Kimberly Ross as Director | Management | For | For |
| 4.1.h | Reelect Dick Boer as Director | Management | For | For |
| 4.1.i | Reelect Dinesh Paliwal as Director | Management | For | For |
| 4.1.j | Reelect Hanne Jimenez de Mora as Director | Management | For | For |
| 4.1.k | Reelect Lindiwe Sibanda as Director | Management | For | For |
| 4.1.l | Reelect Chris Leong as Director | Management | For | For |
| 4.1.m | Reelect Luca Maestri as Director | Management | For | For |
| 4.2.1 | Elect Rainer Blair as Director | Management | For | For |
| 4.2.2 | Elect Marie-Gabrielle Ineichen-Fleisch as Director | Management | For | For |
| 4.3.1 | Reappoint Pablo Isla as Member of the Compensation Committee | Management | For | For |
| 4.3.2 | Reappoint Patrick Aebischer as Member of the Compensation Committee | Management | For | For |
| 4.3.3 | Reappoint Dick Boer as Member of the Compensation Committee | Management | For | For |
| 4.3.4 | Reappoint Dinesh Paliwal as Member of the Compensation Committee | Management | For | For |
| 4.4 | Ratify Ernst & Young AG as Auditors | Management | For | For |
| 4.5 | Designate Hartmann Dreyer as Independent Proxy | Management | For | For |
| 5.1 | Approve Remuneration of Directors in the Amount of CHF 10.5 Million | Management | For | For |
| 5.2 | Approve Remuneration of Executive Committee in the Amount of CHF 72 Million | Management | For | For |
| 6 | Approve CHF 8 Million Reduction in Share Capital as Part of the Share Buyback Program via Cancellation of Repurchased Shares | Management | For | For |
| 7.1 | Amend Articles Re: General Meeting (Incl. Virtual-Only or Hybrid Shareholder Meetings) | Management | For | For |
| 7.2 | Amend Articles of Association | Management | For | For |
| 8 | Transact Other Business (Voting) | Management | Against | Against |
| NEXON CO., LTD. Meeting Date: MAR 24, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 3659 Security ID: J4914X104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Owen Mahoney | Management | For | Against |
| 1.2 | Elect Director Uemura, Shiro | Management | For | Against |
| 1.3 | Elect Director Junghun Lee | Management | For | For |
| 1.4 | Elect Director Patrick Soderlund | Management | For | For |
| 1.5 | Elect Director Mitchell Lasky | Management | For | For |
| 2 | Approve Deep Discount Stock Option Plan | Management | For | Against |
| NINTENDO CO., LTD. Meeting Date: JUN 23, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 7974 Security ID: J51699106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, With a Final Dividend of JPY 123 | Management | For | For |
| 2.1 | Elect Director Furukawa, Shuntaro | Management | For | Against |
| 2.2 | Elect Director Miyamoto, Shigeru | Management | For | For |
| 2.3 | Elect Director Takahashi, Shinya | Management | For | For |
| 2.4 | Elect Director Shibata, Satoru | Management | For | For |
| 2.5 | Elect Director Shiota, Ko | Management | For | For |
| 2.6 | Elect Director Chris Meledandri | Management | For | For |
| NIPPON STEEL CORP. Meeting Date: JUN 23, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 5401 Security ID: J55678106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 90 | Management | For | For |
| 2 | Amend Articles to Amend Business Lines | Management | For | For |
| 3.1 | Elect Director Shindo, Kosei | Management | For | Against |
| 3.2 | Elect Director Hashimoto, Eiji | Management | For | Against |
| 3.3 | Elect Director Sato, Naoki | Management | For | For |
| 3.4 | Elect Director Mori, Takahiro | Management | For | For |
| 3.5 | Elect Director Hirose, Takashi | Management | For | For |
| 3.6 | Elect Director Fukuda, Kazuhisa | Management | For | For |
| 3.7 | Elect Director Imai, Tadashi | Management | For | For |
| 3.8 | Elect Director Funakoshi, Hirofumi | Management | For | For |
| 3.9 | Elect Director Tomita, Tetsuro | Management | For | For |
| 3.10 | Elect Director Urano, Kuniko | Management | For | For |
| NIPPON TELEGRAPH & TELEPHONE CORP. Meeting Date: JUN 22, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 9432 Security ID: J59396101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 60 | Management | For | For |
| 2.1 | Appoint Statutory Auditor Yanagi, Keiichiro | Management | For | For |
| 2.2 | Appoint Statutory Auditor Takahashi, Kanae | Management | For | For |
| 2.3 | Appoint Statutory Auditor Kanda, Hideki | Management | For | For |
| 2.4 | Appoint Statutory Auditor Kashima, Kaoru | Management | For | For |
| NOBLE CORPORATION PLC Meeting Date: MAY 02, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NE Security ID: G65431127 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Robert W. Eifler | Management | For | For |
| 2 | Elect Director Claus V. Hemmingsen | Management | For | For |
| 3 | Elect Director Alan J. Hirshberg | Management | For | For |
| 4 | Elect Director Kristin H. Holth | Management | For | For |
| 5 | Elect Director Alastair Maxwell | Management | For | For |
| 6 | Elect Director Ann D. Pickard | Management | For | Against |
| 7 | Elect Director Charles M. Sledge | Management | For | For |
| 8 | Ratify PricewaterhouseCoopers LLP (US) as Auditors | Management | For | For |
| 9 | Reappoint PricewaterhouseCoopers LLP (UK) as Auditors | Management | For | For |
| 10 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 12 | Approve Remuneration Report | Management | For | For |
| 13 | Approve Remuneration Policy | Management | For | For |
| 14 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NORDEA BANK ABP Meeting Date: MAR 23, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NDA.SE Security ID: X5S8VL105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Call the Meeting to Order | Management | None | None |
| 3 | Designate Inspector or Shareholder Representative(s) of Minutes of Meeting | Management | None | None |
| 4 | Acknowledge Proper Convening of Meeting | Management | None | None |
| 5 | Prepare and Approve List of Shareholders | Management | None | None |
| 6 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 8 | Approve Allocation of Income and Dividends | Management | For | For |
| 9 | Approve Discharge of Board and President | Management | For | For |
| 10 | Approve Remuneration Report (Advisory Vote) | Management | For | For |
| 11 | Approve Remuneration of Directors in the Amount of EUR 352,000 for Chairman, EUR 165,500 for Vice Chairman, and EUR 105,500 for Other Directors; Approve Remuneration for Committee Work | Management | For | For |
| 12 | Determine Number of Members (10) and Deputy Members (1) of Board | Management | For | For |
| 13.a | Reelect Stephen Hester as Director (Chair) | Management | For | For |
| 13.b | Reelect Petra van Hoeken as Director | Management | For | For |
| 13.c | Reelect John Maltby as Director | Management | For | For |
| 13.d | Reelect Lene Skole as Director | Management | For | For |
| 13.e | Reelect Birger Steen as Director | Management | For | For |
| 13.f | Reelect Jonas Synnergren as Director | Management | For | For |
| 13.g | Reelect Arja Talma as Director | Management | For | For |
| 13.h | Reelect Kjersti Wiklund as Director | Management | For | For |
| 13.i | Elect Risto Murto as Director | Management | For | For |
| 13.j | Elect Per Stromberg as Director | Management | For | For |
| 14 | Approve Remuneration of Auditors | Management | For | For |
| 15 | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 16 | Amend Articles Re: General Meeting Participation; General Meeting | Management | For | Against |
| 17 | Approve Issuance of Convertible Instruments without Preemptive Rights | Management | For | For |
| 18 | Authorize Share Repurchase Program in the Securities Trading Business | Management | For | For |
| 19 | Authorize Reissuance of Repurchased Shares | Management | For | For |
| 20 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | For |
| 21 | Approve Issuance of up to 30 Million Shares without Preemptive Rights | Management | For | For |
| 22 | Close Meeting | Management | None | None |
| NOVO NORDISK A/S Meeting Date: MAR 23, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NOVO.B Security ID: K72807132 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Report of Board | Management | None | None |
| 2 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of DKK 8.15 Per Share | Management | For | For |
| 4 | Approve Remuneration Report (Advisory Vote) | Management | For | For |
| 5.1 | Approve Remuneration of Directors in the Aggregate Amount of DKK 20.2 Million | Management | For | For |
| 5.2 | Approve Remuneration of Directors in the Amount of DKK 3.1 Million for the Chairman, DKK 1.56 Million for the Vice Chairman, and DKK 784,000 for Other Directors; Approve Remuneration for Committee Work | Management | For | For |
| 5.3 | Amendment to Remuneration Policy for Board of Directors and Executive Management | Management | For | For |
| 6.1 | Reelect Helge Lund as Board Chairman | Management | For | For |
| 6.2 | Reelect Henrik Poulsen as Vice Chairman | Management | For | For |
| 6.3a | Reelect Laurence Debroux as Director | Management | For | For |
| 6.3b | Reelect Andreas Fibig as Director | Management | For | For |
| 6.3c | Reelect Sylvie Gregoire as Director | Management | For | For |
| 6.3d | Reelect Kasim Kutay as Director | Management | For | For |
| 6.3e | Reelect Christina Law as Director | Management | For | For |
| 6.3f | Reelect Martin Mackay as Director | Management | For | For |
| 7 | Ratify Deloitte as Auditor | Management | For | For |
| 8.1 | Approve DKK 5 Million Reduction in Share Capital via Share Cancellation of B Shares | Management | For | For |
| 8.2 | Authorize Share Repurchase Program | Management | For | For |
| 8.3 | Approve Creation of DKK 45.1 Million Pool of Capital with Preemptive Rights; Approve Creation of DKK 45.1 Million Pool of Capital without Preemptive Rights; Maximum Increase in Share Capital under Both Authorizations up to DKK 45.1 Million | Management | For | For |
| 8.4 | Product Pricing Proposal | Shareholder | Against | Against |
| 9 | Other Business | Management | None | None |
| NUTRIEN LTD. Meeting Date: MAY 10, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NTR Security ID: 67077M108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christopher M. Burley | Management | For | For |
| 1.2 | Elect Director Maura J. Clark | Management | For | For |
| 1.3 | Elect Director Russell K. Girling | Management | For | For |
| 1.4 | Elect Director Michael J. Hennigan | Management | For | For |
| 1.5 | Elect Director Miranda C. Hubbs | Management | For | For |
| 1.6 | Elect Director Raj S. Kushwaha | Management | For | For |
| 1.7 | Elect Director Alice D. Laberge | Management | For | For |
| 1.8 | Elect Director Consuelo E. Madere | Management | For | For |
| 1.9 | Elect Director Keith G. Martell | Management | For | For |
| 1.10 | Elect Director Aaron W. Regent | Management | For | For |
| 1.11 | Elect Director Ken A. Seitz | Management | For | For |
| 1.12 | Elect Director Nelson L. C. Silva | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| PETROLEO BRASILEIRO SA Meeting Date: AUG 19, 2022 Record Date: JUL 29, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: PETR4 Security ID: 71654V408 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Directors | Management | For | Against |
| 2 | In Case There is Any Change to the Board Slate Composition, May Your Votes Still be Counted for the Proposed Slate? | Management | None | Against |
| 3 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | For |
| 4.1 | Percentage of Votes to Be Assigned - Elect Gileno Gurjao Barreto as Director | Management | None | Abstain |
| 4.2 | Percentage of Votes to Be Assigned - Elect Caio Mario Paes de Andrade as Director | Management | None | Abstain |
| 4.3 | Percentage of Votes to Be Assigned - Elect Edison Antonio Costa Britto Garcia as Independent Director | Management | None | Abstain |
| 4.4 | Percentage of Votes to Be Assigned - Elect Ieda Aparecida de Moura Cagni as Independent Director | Management | None | Abstain |
| 4.5 | Percentage of Votes to Be Assigned - Elect Marcio Andrade Weber as Independent Director | Management | None | Abstain |
| 4.6 | Percentage of Votes to Be Assigned - Elect Ruy Flaks Schneider as Independent Director | Management | None | Abstain |
| 4.7 | Percentage of Votes to Be Assigned - Elect Jose Joao Abdalla Filho as Independent Director Appointed by Minority Shareholder | Shareholder | None | For |
| 4.8 | Percentage of Votes to Be Assigned - Elect Marcelo Gasparino da Silva as Independent Director Appointed by Minority Shareholder | Shareholder | None | For |
| 5 | Elect Gileno Gurjao Barreto as Board Chairman | Management | For | Against |
| 6 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| PINDUODUO INC. Meeting Date: FEB 08, 2023 Record Date: JAN 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDD Security ID: 722304102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Lei Chen | Management | For | For |
| 2 | Elect Director Anthony Kam Ping Leung | Management | For | For |
| 3 | Elect Director Haifeng Lin | Management | For | For |
| 4 | Elect Director Qi Lu | Management | For | For |
| 5 | Elect Director George Yong-Boon Yeo | Management | For | Against |
| 6 | Change Company Name to PDD Holdings Inc. | Management | For | For |
| 7 | Amend Memorandum and Articles of Association | Management | For | For |
| PRUDENTIAL PLC Meeting Date: MAY 25, 2023 Record Date: MAY 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PRU Security ID: G72899100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4 | Elect Arijit Basu as Director | Management | For | For |
| 5 | Elect Claudia Dyckerhoff as Director | Management | For | For |
| 6 | Elect Anil Wadhwani as Director | Management | For | For |
| 7 | Re-elect Shriti Vadera as Director | Management | For | For |
| 8 | Re-elect Jeremy Anderson as Director | Management | For | For |
| 9 | Re-elect Chua Sock Koong as Director | Management | For | For |
| 10 | Re-elect David Law as Director | Management | For | For |
| 11 | Re-elect Ming Lu as Director | Management | For | For |
| 12 | Re-elect George Sartorel as Director | Management | For | For |
| 13 | Re-elect Jeanette Wong as Director | Management | For | For |
| 14 | Re-elect Amy Yip as Director | Management | For | For |
| 15 | Appoint Ernst & Young LLP as Auditors | Management | For | For |
| 16 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 17 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 18 | Approve Sharesave Plan | Management | For | For |
| 19 | Approve Long Term Incentive Plan | Management | For | For |
| 20 | Approve International Savings-Related Share Option Scheme for Non-Employees | Management | For | For |
| 21 | Approve the ISSOSNE Service Provider Sublimit | Management | For | For |
| 22 | Approve Agency Long Term Incentive Plan | Management | For | For |
| 23 | Approve the Agency LTIP Service Provider Sublimit | Management | For | For |
| 24 | Authorise Issue of Equity | Management | For | For |
| 25 | Authorise Issue of Equity to Include Repurchased Shares | Management | For | For |
| 26 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 27 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 28 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 29 | Adopt New Articles of Association | Management | For | For |
| 30 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| PT BANK CENTRAL ASIA TBK Meeting Date: MAR 16, 2023 Record Date: FEB 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BBCA Security ID: Y7123P138 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report, Financial Statements, Statutory Reports and Discharge of Directors and Commissioners | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3 | Approve Remuneration and Tantiem of Directors and Commissioners | Management | For | For |
| 4 | Approve Auditors | Management | For | For |
| 5 | Approve Payment of Interim Dividends | Management | For | For |
| 6 | Approve Revised Recovery Plan | Management | For | For |
| 7 | Approve Resolution Plan | Management | For | For |
| PT BANK NEGARA INDONESIA (PERSERO) TBK Meeting Date: AUG 31, 2022 Record Date: AUG 08, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: BBNI Security ID: Y74568166 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Presentation of the Company's Performance until the First Semester of 2022 | Shareholder | None | None |
| 2 | Approve Changes in the Boards of the Company | Shareholder | None | Against |
| PT BANK NEGARA INDONESIA (PERSERO) TBK Meeting Date: MAR 15, 2023 Record Date: FEB 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BBNI Security ID: Y74568166 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements, Statutory Reports, Annual Report, Report of the Micro and Small Business Funding Program (PUMK), and Discharge of Directors and Commissioners | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3 | Approve Remuneration and Tantiem of Directors and Commissioners | Management | For | For |
| 4 | Approve Auditors of the Company and the Micro and Small Business Funding Program (PUMK) | Management | For | For |
| 5 | Approve Share Repurchase Program and Transfer of Treasury Stock | Management | For | Against |
| 6 | Approve Resolution Plan and Recovery Plan of the Company | Management | For | For |
| 7 | Authorize Board of Commissioners to Approve the Written Statement in Relation to Amending the Company's Pension Fund Regulations based on the GMS Decision on Deed Number 42 of 1999 | Management | For | Against |
| 8 | Approve Report on the Use of Proceeds from the Public Offerings of the Green Bond I PT Bank Negara Indonesia (Persero) Tbk | Management | For | For |
| 9 | Approve Changes in the Boards of the Company | Management | For | Against |
| PT BANK RAKYAT INDONESIA (PERSERO) TBK Meeting Date: MAR 13, 2023 Record Date: FEB 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BBRI Security ID: Y0697U112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report, Financial Statements, Statutory Reports, Financial Statements of Micro and Small Enterprise Funding Program and Discharge of Directors and Commissioners | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Approve Remuneration and Tantiem of Directors and Commissioners | Management | For | For |
| 4 | Approve Auditors of the Company and the Micro and Small Enterprise Funding Program's Financial Statements and Implementation Report | Management | For | For |
| 5 | Approve Resolution Plan and Update of Recovery Plan of the Company | Management | For | For |
| 6 | Accept Report on the Use of Proceeds | Management | None | None |
| 7 | Approve Share Repurchase Program | Management | For | For |
| 8 | Approve Changes in the Boards of the Company | Management | For | Against |
| RELIANCE INDUSTRIES LTD. Meeting Date: AUG 29, 2022 Record Date: AUG 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 500325 Security ID: Y72596102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Accept Standalone Financial Statements and Statutory Reports | Management | For | For |
| 1b | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividend | Management | For | For |
| 3 | Reelect Nita M. Ambani as Director | Management | For | For |
| 4 | Reelect Hital R. Meswani as Director | Management | For | For |
| 5 | Approve Deloitte Haskins & Sells LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Approve Reappointment and Remuneration of Nikhil R. Meswani as a Whole-time Driector | Management | For | For |
| 7 | Elect K. V. Chowdary as Director | Management | For | For |
| 8 | Approve Remuneration of Cost Auditors | Management | For | For |
| 9 | Amend Object Clause of the Memorandum of Association | Management | For | For |
| 10 | Approve Material Related Party Transactions of the Company | Management | For | For |
| 11 | Approve Material Related Party Transactions of Subsidiaries of the Company | Management | For | For |
| RELIANCE INDUSTRIES LTD. Meeting Date: DEC 30, 2022 Record Date: NOV 25, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 500325 Security ID: Y72596102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect K. V. Kamath as Director | Management | For | For |
| 2 | Amend Objects Clause of Memorandum of Association | Management | For | For |
| RELIANCE INDUSTRIES LTD. Meeting Date: MAY 02, 2023 Record Date: APR 25, 2023 Meeting Type: COURT | ||||
| Ticker: 500325 Security ID: Y72596102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| RENESAS ELECTRONICS CORP. Meeting Date: MAR 30, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 6723 Security ID: J4881V107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shibata, Hidetoshi | Management | For | For |
| 1.2 | Elect Director Iwasaki, Jiro | Management | For | For |
| 1.3 | Elect Director Selena Loh Lacroix | Management | For | For |
| 1.4 | Elect Director Yamamoto, Noboru | Management | For | For |
| 1.5 | Elect Director Hirano, Takuya | Management | For | For |
| 2 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| REXEL SA Meeting Date: APR 20, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: RXL Security ID: FR0010451203 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Treatment of Losses and Dividends of EUR 1.2 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 6 | Approve Remuneration Policy of Directors | Management | For | For |
| 7 | Approve Remuneration Policy of CEO | Management | For | For |
| 8 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 9 | Approve Compensation of Ian Meakins, Chairman of the Board | Management | For | For |
| 10 | Approve Compensation of Guillaume Texier, CEO | Management | For | For |
| 11 | Elect Marie-Christine Lombard as Director | Management | For | For |
| 12 | Elect Steven Borges as Director | Management | For | For |
| 13 | Reelect Ian Meakins as Director | Management | For | For |
| 14 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 15 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 16 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 720 Million | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 140 Million | Management | For | For |
| 18 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 140 Million | Management | For | For |
| 19 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 16-18 | Management | For | For |
| 20 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 21 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 22 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans for International Employees | Management | For | For |
| 23 | Authorize Capitalization of Reserves of Up to EUR 200 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 24 | Amend Article 16 of Bylaws Re: Age Limit of Chairman of the Board | Management | For | For |
| 25 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| RIO TINTO LIMITED Meeting Date: OCT 25, 2022 Record Date: OCT 23, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: RIO Security ID: Q81437107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Proposed Joint Venture with China Baowu Steel Group Co., Ltd | Management | For | For |
| 2 | Approve Any Acquisition or Disposal of a Substantial Asset from or to China Baowu Steel Group Co., Ltd or its Associates Pursuant to a Future Transaction | Management | For | For |
| SAMSUNG ELECTRONICS CO., LTD. Meeting Date: NOV 03, 2022 Record Date: SEP 19, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 005930 Security ID: Y74718100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Heo Eun-nyeong as Outside Director | Management | For | For |
| 1.2 | Elect Yoo Myeong-hui as Outside Director | Management | For | For |
| SAMSUNG ELECTRONICS CO., LTD. Meeting Date: MAR 15, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 005930 Security ID: Y74718100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Elect Han Jong-hui as Inside Director | Management | For | For |
| 3 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| SANOFI Meeting Date: MAY 25, 2023 Record Date: MAY 23, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: SAN Security ID: FR0000120578 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 3.56 per Share | Management | For | For |
| 4 | Elect Frederic Oudea as Director | Management | For | For |
| 5 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 6 | Approve Compensation of Serge Weinberg, Chairman of the Board | Management | For | For |
| 7 | Approve Compensation of Paul Hudson, CEO | Management | For | For |
| 8 | Approve Remuneration of Directors in the Aggregate Amount of EUR 2.5 Million | Management | For | For |
| 9 | Approve Remuneration Policy of Directors | Management | For | For |
| 10 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 11 | Approve Remuneration Policy of CEO | Management | For | For |
| 12 | Renew Appointment of PricewaterhouseCoopers Audit as Auditor | Management | For | For |
| 13 | Ratify Change Location of Registered Office to 46, Avenue de la Grande Armee, 75017 Paris and Amend Article 4 of Bylaws Accordingly | Management | For | For |
| 14 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 15 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 16 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 997 Million | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 240 Million | Management | For | For |
| 18 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 240 Million | Management | For | For |
| 19 | Approve Issuance of Debt Securities Giving Access to New Shares of Subsidiaries and/or Debt Securities, up to Aggregate Amount of EUR 7 Billion | Management | For | For |
| 20 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 16-18 | Management | For | For |
| 21 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 22 | Authorize Capitalization of Reserves of Up to EUR 500 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 23 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 24 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SAO MARTINHO SA Meeting Date: JUL 29, 2022 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: SMTO3 Security ID: P8493J108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended March 31, 2022 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3 | Elect Directors | Management | For | Against |
| 4 | In Case There is Any Change to the Board Slate Composition, May Your Votes Still be Counted for the Proposed Slate? | Management | None | Against |
| 5 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | None | Abstain |
| 6.1 | Percentage of Votes to Be Assigned - Elect Mauricio Krug Ometto as Board Chairman | Management | None | Abstain |
| 6.2 | Percentage of Votes to Be Assigned - Elect Guilherme Fontes Ribeiro as Board Vice-Chairman | Management | None | Abstain |
| 6.3 | Percentage of Votes to Be Assigned - Elect Joao Carlos Costa Brega as Independent Director | Management | None | Abstain |
| 6.4 | Percentage of Votes to Be Assigned - Elect Marcelo Campos Ometto as Director | Management | None | Abstain |
| 6.5 | Percentage of Votes to Be Assigned - Elect Murilo Cesar Lemos Dos Santos Passos as Independent Director | Management | None | Abstain |
| 6.6 | Percentage of Votes to Be Assigned - Elect Nelson Marques Ferreira Ometto as Director | Management | None | Abstain |
| 6.7 | Percentage of Votes to Be Assigned - Elect Olga Stankevicius Colpo as Director | Management | None | Abstain |
| 7 | As an Ordinary Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 8 | Elect Murilo Cesar Lemos Dos Santos Passos as Independent Director Appointed by Minority Shareholder | Shareholder | None | Against |
| 9 | In Case Neither Class of Shares Reaches the Minimum Quorum Required by the Brazilian Corporate Law to Elect a Board Representative in Separate Elections, Would You Like to Use Your Votes to Elect the Candidate with More Votes to Represent Both Classes? | Management | None | For |
| 10 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 11 | Elect Fiscal Council Members | Management | For | Abstain |
| 12 | In Case One of the Nominees Leaves the Fiscal Council Slate Due to a Separate Minority Election, as Allowed Under Articles 161 and 240 of the Brazilian Corporate Law, May Your Votes Still Be Counted for the Proposed Slate? | Management | None | Against |
| 13 | As an Ordinary Shareholder, Would You Like to Request a Separate Election of a Member of the Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? | Management | None | For |
| 14.1 | Elect Maria Elvira Lopes Gimenez as Fiscal Council Member and Massao Fabio Oya as Alternate Appointed by Minority Shareholder | Shareholder | None | For |
| 14.2 | Elect Paulo Nobrega Frade as Fiscal Council Member and Rafael Alves Rodrigues as Alternate Appointed by Minority Shareholder | Shareholder | None | Abstain |
| 15 | Approve Remuneration of Company's Management and Fiscal Council | Management | For | Against |
| 16 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| SAO MARTINHO SA Meeting Date: JUL 29, 2022 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: SMTO3 Security ID: P8493J108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Authorize Capitalization of Reserves Without Issuance of Shares and Amend Article 5 Accordingly | Management | For | For |
| 2 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| SARTORIUS STEDIM BIOTECH SA Meeting Date: MAR 27, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: DIM Security ID: FR0013154002 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Discharge Directors | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1.44 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Approve Remuneration Policy of Directors; Approve Remuneration of Directors in the Aggregate Amount of EUR 325,800 | Management | For | For |
| 6 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 7 | Approve Compensation of Joachim Kreuzburg, Chairman and CEO | Management | For | For |
| 8 | Approve Remuneration Policy of Chairman and CEO | Management | For | Against |
| 9 | Approve Compensation of Rene Faber, Vice-CEO | Management | For | For |
| 10 | Approve Remuneration Policy of Vice-CEO | Management | For | Against |
| 11 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | Against |
| 12 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| 13 | Approve Issuance of Equity or Equity-Linked Securities Reserved for Specific Beneficiaries, up to Aggregate Nominal Amount of EUR 133,980 | Management | For | For |
| 14 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 15 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | Against | Against |
| 16 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SCHLUMBERGER N.V. 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 |
| 1.1 | Elect Director Peter Coleman | Management | For | For |
| 1.2 | Elect Director Patrick de La Chevardiere | Management | For | For |
| 1.3 | Elect Director Miguel Galuccio | Management | For | For |
| 1.4 | Elect Director Olivier Le Peuch | Management | For | For |
| 1.5 | Elect Director Samuel Leupold | Management | For | For |
| 1.6 | Elect Director Tatiana Mitrova | Management | For | For |
| 1.7 | Elect Director Maria Moraeus Hanssen | Management | For | For |
| 1.8 | Elect Director Vanitha Narayanan | Management | For | For |
| 1.9 | Elect Director Mark Papa | Management | For | For |
| 1.10 | Elect Director Jeff Sheets | Management | For | For |
| 1.11 | Elect Director Ulrich Spiesshofer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt and Approve Financials and Dividends | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SEVEN & I HOLDINGS CO., LTD. Meeting Date: MAY 25, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 3382 Security ID: J7165H108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 63.5 | Management | For | For |
| 2.1 | Elect Director Isaka, Ryuichi | Management | For | Against |
| 2.2 | Elect Director Goto, Katsuhiro | Management | For | Against |
| 2.3 | Elect Director Yonemura, Toshiro | Management | For | Against |
| 2.4 | Elect Director Wada, Shinji | Management | For | Against |
| 2.5 | Elect Director Hachiuma, Fuminao | Management | For | Against |
| 3 | Appoint Statutory Auditor Matsuhashi, Kaori | Management | For | For |
| 4.1 | Elect Director Ito, Junro | Management | For | For |
| 4.2 | Elect Director Nagamatsu, Fumihiko | Management | For | For |
| 4.3 | Elect Director Joseph M. DePinto | Management | For | For |
| 4.4 | Elect Director Maruyama, Yoshimichi | Management | For | For |
| 4.5 | Elect Director Izawa, Yoshiyuki | Management | For | For |
| 4.6 | Elect Director Yamada, Meyumi | Management | For | For |
| 4.7 | Elect Director Jenifer Simms Rogers | Management | For | For |
| 4.8 | Elect Director Paul Yonamine | Management | For | For |
| 4.9 | Elect Director Stephen Hayes Dacus | Management | For | For |
| 4.10 | Elect Director Elizabeth Miin Meyerdirk | Management | For | For |
| 5.1 | Elect Shareholder Director Nominee Natori, Katsuya | Shareholder | Against | For |
| 5.2 | Elect Shareholder Director Nominee Dene Rogers | Shareholder | Against | For |
| 5.3 | Elect Shareholder Director Nominee Ronald Gill | Shareholder | Against | For |
| 5.4 | Elect Shareholder Director Nominee Brittni Levinson | Shareholder | Against | For |
| SHELL PLC Meeting Date: MAY 23, 2023 Record Date: MAY 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SHEL Security ID: G80827101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Policy | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Elect Wael Sawan as Director | Management | For | For |
| 5 | Elect Cyrus Taraporevala as Director | Management | For | For |
| 6 | Elect Sir Charles Roxburgh as Director | Management | For | For |
| 7 | Elect Leena Srivastava as Director | Management | For | For |
| 8 | Re-elect Sinead Gorman as Director | Management | For | For |
| 9 | Re-elect Dick Boer as Director | Management | For | For |
| 10 | Re-elect Neil Carson as Director | Management | For | For |
| 11 | Re-elect Ann Godbehere as Director | Management | For | For |
| 12 | Re-elect Jane Lute as Director | Management | For | For |
| 13 | Re-elect Catherine Hughes as Director | Management | For | For |
| 14 | Re-elect Sir Andrew Mackenzie as Director | Management | For | For |
| 15 | Re-elect Abraham Schot as Director | Management | For | For |
| 16 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise Issue of Equity | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 20 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 21 | Authorise Off-Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 23 | Adopt New Articles of Association | Management | For | For |
| 24 | Approve Share Plan | Management | For | For |
| 25 | Approve the Shell Energy Transition Progress | Management | For | For |
| 26 | Request Shell to Align its Existing 2030 Reduction Target Covering the Greenhouse Gas (GHG) Emissions of the Use of its Energy Products (Scope 3) with the Goal of the Paris Climate Agreement | Shareholder | Against | Against |
| SHIMADZU CORP. Meeting Date: JUN 28, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 7701 Security ID: J72165129 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, With a Final Dividend of JPY 32 | Management | For | For |
| 2.1 | Elect Director Ueda, Teruhisa | Management | For | Against |
| 2.2 | Elect Director Yamamoto, Yasunori | Management | For | Against |
| 2.3 | Elect Director Watanabe, Akira | Management | For | For |
| 2.4 | Elect Director Maruyama, Shuzo | Management | For | For |
| 2.5 | Elect Director Wada, Hiroko | Management | For | For |
| 2.6 | Elect Director Hanai, Nobuo | Management | For | For |
| 2.7 | Elect Director Nakanishi, Yoshiyuki | Management | For | For |
| 2.8 | Elect Director Hamada, Nami | Management | For | For |
| 3.1 | Appoint Statutory Auditor Koyazaki, Makoto | Management | For | For |
| 3.2 | Appoint Statutory Auditor Hayashi, Yuka | Management | For | For |
| SHIMANO, INC. Meeting Date: MAR 29, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 7309 Security ID: J72262108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 142.5 | Management | For | For |
| 2 | Amend Articles to Disclose Shareholder Meeting Materials on Internet | Management | For | For |
| 3.1 | Elect Director Chia Chin Seng | Management | For | For |
| 3.2 | Elect Director Ichijo, Kazuo | Management | For | For |
| 3.3 | Elect Director Katsumaru, Mitsuhiro | Management | For | For |
| 3.4 | Elect Director Sakakibara, Sadayuki | Management | For | For |
| 3.5 | Elect Director Wada, Hiromi | Management | For | For |
| 4 | Approve Restricted Stock Plan | Management | For | For |
| SHIN-ETSU CHEMICAL CO., LTD. Meeting Date: JUN 29, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 4063 Security ID: J72810120 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 275 | Management | For | For |
| 2.1 | Elect Director Akiya, Fumio | Management | For | For |
| 2.2 | Elect Director Saito, Yasuhiko | Management | For | Against |
| 2.3 | Elect Director Ueno, Susumu | Management | For | For |
| 2.4 | Elect Director Todoroki, Masahiko | Management | For | For |
| 2.5 | Elect Director Fukui, Toshihiko | Management | For | Against |
| 2.6 | Elect Director Komiyama, Hiroshi | Management | For | Against |
| 2.7 | Elect Director Nakamura, Kuniharu | Management | For | For |
| 2.8 | Elect Director Michael H. McGarry | Management | For | For |
| 2.9 | Elect Director Hasegawa, Mariko | Management | For | For |
| 3.1 | Appoint Statutory Auditor Onezawa, Hidenori | Management | For | For |
| 3.2 | Appoint Statutory Auditor Kaneko, Hiroko | Management | For | Against |
| 4 | Approve Stock Option Plan | Management | For | For |
| SK HYNIX, INC. Meeting Date: MAR 29, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 000660 Security ID: Y8085F100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Han Ae-ra as Outside Director | Management | For | For |
| 2.2 | Elect Kim Jeong-won as Outside Director | Management | For | For |
| 2.3 | Elect Jeong Deok-gyun as Outside Director | Management | For | For |
| 3.1 | Elect Han Ae-ra as a Member of Audit Committee | Management | For | For |
| 3.2 | Elect Kim Jeong-won as a Member of Audit Committee | Management | For | For |
| 4 | Elect Park Seong-ha as Non-Independent Non-Executive Director | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| SOCIONEXT, INC. Meeting Date: JUN 28, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 6526 Security ID: J75866103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Koezuka, Masahiro | Management | For | Against |
| 1.2 | Elect Director Otsuki, Koichi | Management | For | For |
| 1.3 | Elect Director Kubo, Noriaki | Management | For | For |
| 1.4 | Elect Director Yoneyama, Yutaka | Management | For | For |
| 1.5 | Elect Director Yoshida, Hisato | Management | For | For |
| 1.6 | Elect Director Suzuki, Masatoshi | Management | For | For |
| 1.7 | Elect Director Kasano, Sachiko | Management | For | For |
| 2.1 | Elect Director and Audit Committee Member Ichikawa, Yasuyoshi | Management | For | For |
| 2.2 | Elect Director and Audit Committee Member Ikemoto, Morimasa | Management | For | For |
| 2.3 | Elect Director and Audit Committee Member Yoneda, Noriko | Management | For | For |
| 3 | Elect Alternate Director and Audit Committee Member Anan, Go | Management | For | For |
| SSE PLC Meeting Date: JUL 21, 2022 Record Date: JUL 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SSE Security ID: G8842P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4 | Amend Performance Share Plan | Management | For | For |
| 5 | Approve Final Dividend | Management | For | For |
| 6 | Re-elect Gregor Alexander as Director | Management | For | For |
| 7 | Elect Dame Elish Angiolini as Director | Management | For | For |
| 8 | Elect John Bason as Director | Management | For | For |
| 9 | Re-elect Dame Sue Bruce as Director | Management | For | For |
| 10 | Re-elect Tony Cocker as Director | Management | For | For |
| 11 | Elect Debbie Crosbie as Director | Management | For | For |
| 12 | Re-elect Peter Lynas as Director | Management | For | For |
| 13 | Re-elect Helen Mahy as Director | Management | For | For |
| 14 | Re-elect Sir John Manzoni as Director | Management | For | For |
| 15 | Re-elect Alistair Phillips-Davies as Director | Management | For | For |
| 16 | Re-elect Martin Pibworth as Director | Management | For | For |
| 17 | Re-elect Melanie Smith as Director | Management | For | For |
| 18 | Re-elect Dame Angela Strank as Director | Management | For | For |
| 19 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 20 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 21 | Approve Net Zero Transition Report | Management | For | For |
| 22 | Authorise Issue of Equity | Management | For | For |
| 23 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 24 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 25 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| SUNCOR ENERGY INC. Meeting Date: MAY 09, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SU Security ID: 867224107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ian R. Ashby | Management | For | For |
| 1.2 | Elect Director Patricia M. Bedient | Management | For | For |
| 1.3 | Elect Director Russell K. Girling | Management | For | For |
| 1.4 | Elect Director Jean Paul (JP) Gladu | Management | For | For |
| 1.5 | Elect Director Dennis M. Houston | Management | For | For |
| 1.6 | Elect Director Richard M. Kruger | Management | For | For |
| 1.7 | Elect Director Brian P. MacDonald | Management | For | For |
| 1.8 | Elect Director Lorraine Mitchelmore | Management | For | For |
| 1.9 | Elect Director Daniel Romasko | Management | For | For |
| 1.10 | Elect Director Christopher R. Seasons | Management | For | For |
| 1.11 | Elect Director M. Jacqueline Sheppard | Management | For | For |
| 1.12 | Elect Director Eira M. Thomas | Management | For | For |
| 1.13 | Elect Director Michael M. Wilson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | SP 1: Report on Alignment of Capital Expenditure Plans with 2030 Emissions Reductions Target and 2050 Net Zero Pledge | Shareholder | Against | Against |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. Meeting Date: JUN 06, 2023 Record Date: APR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2330 Security ID: Y84629107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Issuance of Restricted Stocks | Management | For | For |
| 3 | Amend Procedures for Endorsement and Guarantees | Management | For | Against |
| 4 | Amend the Name of Audit Committee in the Policies (I)Procedures for Acquisition or Disposal of Assets (II)Procedures for Financial Derivatives Transactions (III)Procedures for Lending Funds to Other Parties (IV)Procedures for Endorsement and Guarantee | Management | For | For |
| TAYLOR WIMPEY PLC Meeting Date: APR 27, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TW Security ID: G86954107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Re-elect Irene Dorner as Director | Management | For | For |
| 4 | Re-elect Robert Noel as Director | Management | For | For |
| 5 | Re-elect Jennie Daly as Director | Management | For | For |
| 6 | Re-elect Chris Carney as Director | Management | For | For |
| 7 | Re-elect Humphrey Singer as Director | Management | For | For |
| 8 | Re-elect Lord Jitesh Gadhia as Director | Management | For | For |
| 9 | Re-elect Scilla Grimble as Director | Management | For | For |
| 10 | Elect Mark Castle as Director | Management | For | For |
| 11 | Elect Clodagh Moriarty as Director | Management | For | For |
| 12 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 13 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 14 | Authorise Issue of Equity | Management | For | For |
| 15 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 16 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 17 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 18 | Approve Remuneration Report | Management | For | For |
| 19 | Approve Remuneration Policy | Management | For | For |
| 20 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 21 | Approve Sharesave Plan | Management | For | For |
| 22 | Approve Renewal and Amendments to the Share Incentive Plan | Management | For | For |
| 23 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| TECHNOPRO HOLDINGS, INC. Meeting Date: SEP 29, 2022 Record Date: JUN 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 6028 Security ID: J82251109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 52 | Management | For | For |
| 2 | Amend Articles to Adopt Board Structure with Audit Committee - Disclose Shareholder Meeting Materials on Internet - Amend Provisions on Number of Directors - Authorize Directors to Execute Day to Day Operations without Full Board Approval | Management | For | For |
| 3.1 | Elect Director Nishio, Yasuji | Management | For | For |
| 3.2 | Elect Director Yagi, Takeshi | Management | For | Against |
| 3.3 | Elect Director Shimaoka, Gaku | Management | For | Against |
| 3.4 | Elect Director Asai, Koichiro | Management | For | For |
| 3.5 | Elect Director Hagiwara, Toshihiro | Management | For | For |
| 3.6 | Elect Director Watabe, Tsunehiro | Management | For | For |
| 3.7 | Elect Director Yamada, Kazuhiko | Management | For | For |
| 3.8 | Elect Director Sakamoto, Harumi | Management | For | For |
| 3.9 | Elect Director Takase, Shoko | Management | For | For |
| 4.1 | Elect Director and Audit Committee Member Madarame, Hitoshi | Management | For | For |
| 4.2 | Elect Director and Audit Committee Member Takao, Mitsutoshi | Management | For | For |
| 4.3 | Elect Director and Audit Committee Member Tanabe, Rumiko | Management | For | For |
| 5 | Elect Alternate Director and Audit Committee Member Kitaarai, Yoshio | Management | For | For |
| 6 | Approve Compensation Ceiling for Directors Who Are Not Audit Committee Members | Management | For | For |
| 7 | Approve Compensation Ceiling for Directors Who Are Audit Committee Members | Management | For | For |
| 8 | Approve Performance Share Plan | Management | For | For |
| TELEPERFORMANCE SE Meeting Date: APR 13, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: TEP Security ID: FR0000051807 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 3.85 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 6 | Approve Compensation of Daniel Julien, Chairman and CEO | Management | For | For |
| 7 | Approve Compensation of Olivier Rigaudy, Vice-CEO | Management | For | For |
| 8 | Approve Remuneration Policy of Directors | Management | For | For |
| 9 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 10 | Approve Remuneration Policy of Vice-CEO | Management | For | For |
| 11 | Reelect Christobel Selecky as Director | Management | For | For |
| 12 | Reelect Angela Maria Sierra-Moreno as Director | Management | For | For |
| 13 | Reelect Jean Guez as Director | Management | For | For |
| 14 | Elect Varun Bery as Director | Management | For | For |
| 15 | Elect Bhupender Singh as Director | Management | For | For |
| 16 | Appoint PricewaterhouseCoopers Audit SAS as Auditor | Management | For | For |
| 17 | Renew Appointment of Deloitte & Associes SA as Auditor | Management | For | For |
| 18 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 19 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 20 | Authorize Capitalization of Reserves of Up to EUR 142 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 21 | Authorize Capital Increase for Contributions in Kind, up to Aggregate Nominal Amount of EUR 7.2 Million | Management | For | For |
| 22 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| THE SWATCH GROUP AG Meeting Date: MAY 10, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: UHR Security ID: H83949141 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 2 | Approve Discharge of Board and Senior Management | Management | For | Did Not Vote |
| 3 | Approve Allocation of Income and Dividends of CHF 1.20 per Registered Share and CHF 6.00 per Bearer Share | Management | For | Did Not Vote |
| 4.1.1 | Approve Fixed Remuneration of Non-Executive Directors in the Amount of CHF 1 Million | Management | For | Did Not Vote |
| 4.1.2 | Approve Fixed Remuneration of Executive Directors in the Amount of CHF 2.6 Million | Management | For | Did Not Vote |
| 4.2 | Approve Fixed Remuneration of Executive Committee in the Amount of CHF 5.7 Million | Management | For | Did Not Vote |
| 4.3 | Approve Variable Remuneration of Executive Directors in the Amount of CHF 7 Million | Management | For | Did Not Vote |
| 4.4 | Approve Variable Remuneration of Executive Committee in the Amount of CHF 14.5 Million | Management | For | Did Not Vote |
| 5.1 | Reelect Nayla Hayek as Director | Management | For | Did Not Vote |
| 5.2 | Reelect Ernst Tanner as Director | Management | For | Did Not Vote |
| 5.3 | Reelect Daniela Aeschlimann as Director | Management | For | Did Not Vote |
| 5.4 | Reelect Georges Hayek as Director | Management | For | Did Not Vote |
| 5.5 | Reelect Claude Nicollier as Director | Management | For | Did Not Vote |
| 5.6 | Reelect Jean-Pierre Roth as Director | Management | For | Did Not Vote |
| 5.7 | Reelect Nayla Hayek as Board Chair | Management | For | Did Not Vote |
| 6.1 | Reappoint Nayla Hayek as Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.2 | Reappoint Ernst Tanner as Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.3 | Reappoint Daniela Aeschlimann as Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.4 | Reappoint Georges Hayek as Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.5 | Reappoint Claude Nicollier as Member of the Compensation Committee | Management | For | Did Not Vote |
| 6.6 | Reappoint Jean-Pierre Roth as Member of the Compensation Committee | Management | For | Did Not Vote |
| 7 | Designate Bernhard Lehmann as Independent Proxy | Management | For | Did Not Vote |
| 8 | Ratify PricewaterhouseCoopers AG as Auditors | Management | For | Did Not Vote |
| 9 | Transact Other Business (Voting) | Management | For | Did Not Vote |
| THE TORONTO-DOMINION BANK Meeting Date: APR 20, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TD Security ID: 891160509 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cherie L. Brant | Management | For | For |
| 1.2 | Elect Director Amy W. Brinkley | Management | For | For |
| 1.3 | Elect Director Brian C. Ferguson | Management | For | For |
| 1.4 | Elect Director Colleen A. Goggins | Management | For | For |
| 1.5 | Elect Director David E. Kepler | Management | For | For |
| 1.6 | Elect Director Brian M. Levitt | Management | For | For |
| 1.7 | Elect Director Alan N. MacGibbon | Management | For | For |
| 1.8 | Elect Director Karen E. Maidment | Management | For | For |
| 1.9 | Elect Director Bharat B. Masrani | Management | For | For |
| 1.10 | Elect Director Claude Mongeau | Management | For | For |
| 1.11 | Elect Director S. Jane Rowe | Management | For | For |
| 1.12 | Elect Director Nancy G. Tower | Management | For | For |
| 1.13 | Elect Director Ajay K. Virmani | Management | For | For |
| 1.14 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | SP 1: Disclose Assessment on Human Rights Risk in Connection with Clients Owning Canadian Multi-Family Rental REITs in Canada | Shareholder | Against | Against |
| 5 | SP 2: Amend the Bank's Policy Guidelines for Sensitive Sectors and Activities | Shareholder | Against | Against |
| 6 | SP 3: Advisory Vote on Environmental Policies | Shareholder | Against | Against |
| 7 | SP 4: Invest in and Finance the Canadian Oil and Gas Sector | Shareholder | Against | Against |
| 8 | SP 5: Disclose the CEO Compensation to Median Worker Pay Ratio on an Annual Basis | Shareholder | Against | Against |
| 9 | SP 6: Disclose Transition Plan Towards 2030 Emission Reduction Goals | Shareholder | Against | Against |
| THE WEIR GROUP PLC Meeting Date: APR 27, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WEIR Security ID: G95248137 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Barbara Jeremiah as Director | Management | For | For |
| 5 | Re-elect Jon Stanton as Director | Management | For | For |
| 6 | Re-elect John Heasley as Director | Management | For | For |
| 7 | Elect Dame Nicole Brewer as Director | Management | For | For |
| 8 | Re-elect Clare Chapman as Director | Management | For | For |
| 9 | Elect Tracey Kerr as Director | Management | For | For |
| 10 | Re-elect Ben Magara as Director | Management | For | For |
| 11 | Re-elect Sir Jim McDonald as Director | Management | For | For |
| 12 | Re-elect Srinivasan Venkatakrishnan as Director | Management | For | For |
| 13 | Re-elect Stephen Young as Director | Management | For | For |
| 14 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 15 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 16 | Authorise Issue of Equity | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| THK CO., LTD. Meeting Date: MAR 18, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 6481 Security ID: J83345108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 50 | Management | For | For |
| 2.1 | Elect Director Teramachi, Akihiro | Management | For | Against |
| 2.2 | Elect Director Teramachi, Toshihiro | Management | For | For |
| 2.3 | Elect Director Imano, Hiroshi | Management | For | For |
| 2.4 | Elect Director Teramachi, Takashi | Management | For | For |
| 2.5 | Elect Director Maki, Nobuyuki | Management | For | For |
| 2.6 | Elect Director Shimomaki, Junji | Management | For | For |
| 2.7 | Elect Director Nakane, Kenji | Management | For | For |
| 2.8 | Elect Director Kainosho, Masaaki | Management | For | For |
| 2.9 | Elect Director Kai, Junko | Management | For | For |
| TIS, INC. (JAPAN) Meeting Date: JUN 23, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 3626 Security ID: J8T622102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 35 | Management | For | For |
| 2.1 | Elect Director Kuwano, Toru | Management | For | Against |
| 2.2 | Elect Director Okamoto, Yasushi | Management | For | Against |
| 2.3 | Elect Director Yanai, Josaku | Management | For | For |
| 2.4 | Elect Director Horiguchi, Shinichi | Management | For | For |
| 2.5 | Elect Director Kitaoka, Takayuki | Management | For | For |
| 2.6 | Elect Director Hikida, Shuzo | Management | For | For |
| 2.7 | Elect Director Sano, Koichi | Management | For | For |
| 2.8 | Elect Director Tsuchiya, Fumio | Management | For | For |
| 2.9 | Elect Director Mizukoshi, Naoko | Management | For | For |
| 3 | Appoint Statutory Auditor Tsujimoto, Makoto | Management | For | For |
| TOPPAN, INC. Meeting Date: JUN 29, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 7911 Security ID: 890747108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Adoption of Holding Company Structure and Transfer of Operations to Wholly Owned Subsidiary | Management | For | For |
| 2 | Amend Articles to Change Company Name - Amend Business Lines | Management | For | For |
| 3.1 | Elect Director Kaneko, Shingo | Management | For | Against |
| 3.2 | Elect Director Maro, Hideharu | Management | For | Against |
| 3.3 | Elect Director Sakai, Kazunori | Management | For | For |
| 3.4 | Elect Director Kurobe, Takashi | Management | For | For |
| 3.5 | Elect Director Saito, Masanori | Management | For | For |
| 3.6 | Elect Director Soeda, Hideki | Management | For | For |
| 3.7 | Elect Director Noma, Yoshinobu | Management | For | Against |
| 3.8 | Elect Director Toyama, Ryoko | Management | For | For |
| 3.9 | Elect Director Nakabayashi, Mieko | Management | For | For |
| 4 | Appoint Statutory Auditor Kubozono, Itaru | Management | For | For |
| TOURMALINE OIL CORP. Meeting Date: JUN 07, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TOU Security ID: 89156V106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael L. Rose | Management | For | For |
| 1b | Elect Director Brian G. Robinson | Management | For | For |
| 1c | Elect Director Jill T. Angevine | Management | For | For |
| 1d | Elect Director William D. Armstrong | Management | For | For |
| 1e | Elect Director Lee A. Baker | Management | For | For |
| 1f | Elect Director John W. Elick | Management | For | For |
| 1g | Elect Director Andrew B. MacDonald | Management | For | For |
| 1h | Elect Director Lucy M. Miller | Management | For | For |
| 1i | Elect Director Janet L. Weiss | Management | For | For |
| 1j | Elect Director Ronald C. Wigham | Management | For | For |
| 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Re-approve Stock Option Plan | Management | For | For |
| TRYG A/S Meeting Date: MAR 30, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TRYG Security ID: K9640A110 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Report of Board | Management | None | None |
| 2.a | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2.b | Approve Discharge of Management and Board | Management | For | For |
| 3 | Approve Allocation of Income and Omission of Dividends | Management | For | For |
| 4 | Approve Remuneration Report (Advisory Vote) | Management | For | For |
| 5 | Approve Remuneration of Directors in the Amount of DKK 1.35 Million for Chairman, DKK 900,000 for Vice Chairman, and DKK 450,000 for Other Directors; Approve Remuneration for Committee Work | Management | For | For |
| 6.a | Approve DKK 99 Million Reduction in Share Capital via Share Cancellation | Management | For | For |
| 6.b | Approve Creation of DKK 317.4 Million Pool of Capital with Preemptive Rights; Approve Creation of DKK 314.4 Million Pool of Capital without Preemptive Rights; Maximum Increase in Share Capital under Both Authorizations up to DKK 314.4 Million | Management | For | For |
| 6.c | Authorize Share Repurchase Program | Management | For | For |
| 6.d | Approve Guidelines for Incentive-Based Compensation for Executive Management and Board | Management | For | For |
| 7.1 | Reelect Jukka Pertola as Member of Board | Management | For | For |
| 7.2 | Reelect Mari Thjomoe as Member of Board | Management | For | For |
| 7.3 | Reelect Carl-Viggo Ostlund as Member of Board | Management | For | For |
| 7.4 | Reelect Mengmeng Du as Member of Board | Management | For | For |
| 7.5 | Elect Thomas Hofman-Bang as Director | Management | For | For |
| 7.6 | Elect Steffen Kragh as Director | Management | For | For |
| 8 | Ratify PricewaterhouseCoopers as Auditor | Management | For | For |
| 9 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | Management | For | For |
| 10 | Other Business | Management | None | None |
| UNILEVER PLC Meeting Date: MAY 03, 2023 Record Date: MAY 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ULVR Security ID: G92087165 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | Against |
| 3 | Re-elect Nils Andersen as Director | Management | For | For |
| 4 | Re-elect Judith Hartmann as Director | Management | For | For |
| 5 | Re-elect Adrian Hennah as Director | Management | For | For |
| 6 | Re-elect Alan Jope as Director | Management | For | For |
| 7 | Re-elect Andrea Jung as Director | Management | For | For |
| 8 | Re-elect Susan Kilsby as Director | Management | For | For |
| 9 | Re-elect Ruby Lu as Director | Management | For | For |
| 10 | Re-elect Strive Masiyiwa as Director | Management | For | For |
| 11 | Re-elect Youngme Moon as Director | Management | For | For |
| 12 | Re-elect Graeme Pitkethly as Director | Management | For | For |
| 13 | Re-elect Feike Sijbesma as Director | Management | For | For |
| 14 | Elect Nelson Peltz as Director | Management | For | For |
| 15 | Elect Hein Schumacher as Director | Management | For | For |
| 16 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 17 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 22 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 23 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| UNITED OVERSEAS BANK LIMITED (SINGAPORE) Meeting Date: APR 21, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: U11 Security ID: Y9T10P105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Directors' Fees | Management | For | For |
| 4 | Approve Ernst & Young LLP as Auditors and Authorize Directors to Fix Their Remuneration | Management | For | For |
| 5 | Elect Wee Ee Cheong as Director | Management | For | For |
| 6 | Elect Steven Phan Swee Kim as Director | Management | For | For |
| 7 | Elect Chia Tai Tee as Director | Management | For | For |
| 8 | Elect Ong Chong Tee as Director | Management | For | For |
| 9 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 10 | Approve Issuance of Shares Pursuant to the UOB Scrip Dividend Scheme | Management | For | For |
| 11 | Authorize Share Repurchase Program | Management | For | For |
| VAMOS LOCACAO DE CAMINHOES, MAQUINAS E EQUIPAMENTOS SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: VAMO3 Security ID: P9680U112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3 | Elect Directors | Management | For | Against |
| 4 | In Case There is Any Change to the Board Slate Composition, May Your Votes Still be Counted for the Proposed Slate? | Management | None | Against |
| 5 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | None | Abstain |
| 6.1 | Percentage of Votes to Be Assigned - Elect Fernando Antonio Simoes as Director | Management | None | Abstain |
| 6.2 | Percentage of Votes to Be Assigned - Elect Denys Marc Ferrez as Director | Management | None | Abstain |
| 6.3 | Percentage of Votes to Be Assigned - Elect Antonio da Silva Barreto Junior as Director | Management | None | Abstain |
| 6.4 | Percentage of Votes to Be Assigned - Elect Paulo Sergio Kakinoff as Independent Director | Management | None | Abstain |
| 6.5 | Percentage of Votes to Be Assigned - Elect Maria Fernanda Teixeira dos Santos as Independent Director | Management | None | Abstain |
| 7 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? | Management | None | For |
| 8 | Elect Paulo Nobrega Frade as Fiscal Council Member and Rafael Alves Rodrigues as Alternate Appointed by Minority Shareholder | Shareholder | None | For |
| 9 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| VAMOS LOCACAO DE CAMINHOES, MAQUINAS E EQUIPAMENTOS SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: VAMO3 Security ID: P9680U112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Remuneration of Company's Management | Management | For | For |
| 2 | Amend Article 1 | Management | For | For |
| 3 | Amend Article 2 | Management | For | For |
| 4 | Remove Article 4 | Management | For | For |
| 5 | Amend Article 6 to Reflect Changes in Capital | Management | For | For |
| 6 | Amend Article 7 | Management | For | For |
| 7 | Amend Article 10 | Management | For | For |
| 8 | Amend Article 12 | Management | For | For |
| 9 | Amend Article 13 | Management | For | For |
| 10 | Amend Article 15 Re: Fix Board Size | Management | For | For |
| 11 | Amend Article 17 | Management | For | For |
| 12 | Amend Article 18 | Management | For | For |
| 13 | Amend Article 19 | Management | For | For |
| 14 | Amend Article 20 | Management | For | For |
| 15 | Amend Article 21 | Management | For | For |
| 16 | Amend Article 22 | Management | For | For |
| 17 | Amend Article 26 | Management | For | For |
| 18 | Amend Article 27 | Management | For | For |
| 19 | Add New Article Re: Audit Committee | Management | For | For |
| 20 | Amend Article 28 | Management | For | For |
| 21 | Consolidate Bylaws | Management | For | For |
| 22 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| VARUN BEVERAGES LIMITED Meeting Date: JUN 02, 2023 Record Date: APR 28, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 540180 Security ID: Y9T53H101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Sub-Division of Equity Shares | Management | For | For |
| 2 | Amend Capital Clause of the Memorandum of Association Re: Sub-Division of Equity Shares | Management | For | For |
| 3 | Elect Abhiram Seth as Director | Management | For | For |
| 4 | Elect Anil Kumar Sondhi as Director | Management | For | For |
| VINCI SA Meeting Date: APR 13, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: DG Security ID: FR0000125486 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 4 per Share | Management | For | For |
| 4 | Reelect Caroline Gregoire Sainte Marie as Director | Management | For | For |
| 5 | Elect Carlos Aguilar as Director | Management | For | For |
| 6 | Elect Annette Messemer as Director | Management | For | For |
| 7 | Elect Dominique Muller as Representative of Employee Shareholders to the Board | Management | For | For |
| 8 | Elect Agnes Daney de Marcillac as Representative of Employee Shareholders to the Board | Management | For | Against |
| 9 | Elect Ronald Kouwenhoven as Representative of Employee Shareholders to the Board | Management | For | Against |
| 10 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 11 | Approve Remuneration Policy of Directors | Management | For | For |
| 12 | Approve Remuneration Policy of Xavier Huillard, Chairman and CEO | Management | For | For |
| 13 | Approve Compensation Report | Management | For | For |
| 14 | Approve Compensation of Xavier Huillard, Chairman and CEO | Management | For | For |
| 15 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 16 | Authorize Capitalization of Reserves for Bonus Issue or Increase in Par Value | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 300 Million | Management | For | For |
| 18 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 150 Million | Management | For | For |
| 19 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 150 Million | Management | For | For |
| 20 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 17-19 | Management | For | For |
| 21 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 22 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 23 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 24 | Authorize up to 1 Percent of Issued Capital for Use in Restricted Stock Plans Reserved for Employees With Performance Conditions Attached | Management | For | For |
| 25 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| WAL-MART DE MEXICO SAB DE CV Meeting Date: MAR 30, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WALMEX Security ID: P98180188 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Approve Report of Audit and Corporate Practices Committees | Management | For | For |
| 1b | Approve CEO's Report | Management | For | For |
| 1c | Approve Board Opinion on CEO's Report | Management | For | For |
| 1d | Approve Board of Directors' Report | Management | For | For |
| 1e | Approve Report Re: Employee Stock Purchase Plan | Management | For | For |
| 2 | Approve Consolidated Financial Statements | Management | For | For |
| 3a | Approve Allocation of Income | Management | For | For |
| 3b | Approve Ordinary Dividend of MXN 1.12 Per Share | Management | For | For |
| 3c | Approve Extraordinary Dividend of MXN 1.57 Per Share | Management | For | For |
| 4 | Approve Report on Share Repurchase Reserves | Management | For | For |
| 5a1 | Accept Resignation of Blanca Trevino as Director | Management | For | For |
| 5b1 | Ratify Maria Teresa Arnal as Director | Management | For | For |
| 5b2 | Ratify Adolfo Cerezo as Director | Management | For | For |
| 5b3 | Ratify Ernesto Cervera as Director | Management | For | For |
| 5b4 | Ratify Kirsten Evans as Director | Management | For | For |
| 5b5 | Ratify Eric Perez Grovas as Director | Management | For | For |
| 5b6 | Ratify Leigh Hopkins as Director | Management | For | For |
| 5b7 | Ratify Elizabeth Kwo as Director | Management | For | For |
| 5b8 | Ratify Guilherme Loureiro as Director | Management | For | For |
| 5b9 | Ratify Judith McKenna as Board Chairman | Management | For | For |
| 5b10 | Ratify Karthik Raghupathy as Director | Management | For | For |
| 5b11 | Ratify Tom Ward as Director | Management | For | For |
| 5c1 | Ratify Adolfo Cerezo as Chairman of Audit and Corporate Practices Committees | Management | For | For |
| 5c2 | Approve Discharge of Board of Directors and Officers | Management | For | For |
| 5c3 | Approve Directors and Officers Liability | Management | For | For |
| 5d1 | Approve Remuneration of Board Chairman | Management | For | For |
| 5d2 | Approve Remuneration of Director | Management | For | For |
| 5d3 | Approve Remuneration of Chairman of Audit and Corporate Practices Committees | Management | For | For |
| 5d4 | Approve Remuneration of Member of Audit and Corporate Practices Committees | Management | For | For |
| 6 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| WANT WANT CHINA HOLDINGS LIMITED Meeting Date: AUG 23, 2022 Record Date: AUG 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 151 Security ID: G9431R103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2a | Approve Final Dividend | Management | For | For |
| 2b | Approve Special Dividend | Management | For | For |
| 3a1 | Elect Tsai Eng-Meng as Director | Management | For | For |
| 3a2 | Elect Huang Yung-Sung as Director | Management | For | For |
| 3a3 | Elect Lai Hong Yee as Director | Management | For | For |
| 3a4 | Elect Cheng Wen-Hsien as Director | Management | For | For |
| 3a5 | Elect Pei Kerwei as Director | Management | For | For |
| 3b | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve Ernst & Young as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 6 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 8 | Amend Existing Memorandum and Articles of Association and Adopt New Memorandum and Articles of Association | Management | For | For |
| WNS (HOLDINGS) LIMITED Meeting Date: SEP 22, 2022 Record Date: AUG 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WNS Security ID: 92932M101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Ratify Grant Thornton Bharat LLP as Auditors | Management | For | For |
| 3 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 4 | Reelect Timothy L. Main as a Director | Management | For | For |
| 5 | Reelect Thi Nhuoc Lan Tu as a Director | Management | For | For |
| 6 | Reelect Mario P. Vitale as a Director | Management | For | For |
| 7 | Reelect Gareth Williams as a Director | Management | For | For |
| 8 | Approve Remuneration of Directors | Management | For | For |
| 9 | Amend Omnibus Stock Plan | Management | For | Against |
| YAMAHA MOTOR CO., LTD. Meeting Date: MAR 22, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 7272 Security ID: J95776126 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 67.5 | Management | For | For |
| 2.1 | Elect Director Watanabe, Katsuaki | Management | For | Against |
| 2.2 | Elect Director Hidaka, Yoshihiro | Management | For | Against |
| 2.3 | Elect Director Maruyama, Heiji | Management | For | For |
| 2.4 | Elect Director Matsuyama, Satohiko | Management | For | For |
| 2.5 | Elect Director Shitara, Motofumi | Management | For | For |
| 2.6 | Elect Director Nakata, Takuya | Management | For | For |
| 2.7 | Elect Director Kamigama, Takehiro | Management | For | For |
| 2.8 | Elect Director Tashiro, Yuko | Management | For | For |
| 2.9 | Elect Director Ohashi, Tetsuji | Management | For | For |
| 2.10 | Elect Director Jin Song Montesano | Management | For | For |
| 3.1 | Appoint Statutory Auditor Saito, Junzo | Management | For | For |
| 3.2 | Appoint Statutory Auditor Tsumabuki, Tadashi | Management | For | For |
| 3.3 | Appoint Statutory Auditor Yone, Masatake | Management | For | For |
| 3.4 | Appoint Statutory Auditor Ujihara, Ayumi | Management | For | For |
| YUM CHINA HOLDINGS, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: YUMC Security ID: 98850P109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fred Hu | Management | For | For |
| 1b | Elect Director Joey Wat | Management | For | For |
| 1c | Elect Director Peter A. Bassi | Management | For | For |
| 1d | Elect Director Edouard Ettedgui | Management | For | For |
| 1e | Elect Director Ruby Lu | Management | For | For |
| 1f | Elect Director Zili Shao | Management | For | For |
| 1g | Elect Director William Wang | Management | For | For |
| 1h | Elect Director Min (Jenny) Zhang | Management | For | For |
| 1i | Elect Director Christina Xiaojing Zhu | Management | For | For |
| 2 | Ratify KPMG Huazhen LLP and KPMG as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Issuance of Shares for a Private Placement | Management | For | For |
| 6 | Authorize Share Repurchase Program | Management | For | For |
Equity Income Account
| 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 |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Claire Babineaux-Fontenot | Management | For | For |
| 1.3 | Elect Director Sally E. Blount | Management | For | For |
| 1.4 | Elect Director Robert B. Ford | Management | For | For |
| 1.5 | Elect Director Paola Gonzalez | Management | For | For |
| 1.6 | Elect Director Michelle A. Kumbier | Management | For | For |
| 1.7 | Elect Director Darren W. McDew | Management | For | For |
| 1.8 | Elect Director Nancy McKinstry | Management | For | For |
| 1.9 | Elect Director Michael G. O'Grady | Management | For | For |
| 1.10 | Elect Director Michael F. Roman | Management | For | For |
| 1.11 | Elect Director Daniel J. Starks | Management | For | For |
| 1.12 | Elect Director John G. Stratton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Against |
| AIR PRODUCTS AND CHEMICALS, INC. Meeting Date: JAN 26, 2023 Record Date: NOV 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: APD Security ID: 009158106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tonit M. Calaway | Management | For | For |
| 1b | Elect Director Charles I. Cogut | Management | For | For |
| 1c | Elect Director Lisa A. Davis | Management | For | For |
| 1d | Elect Director Seifollah (Seifi) Ghasemi | Management | For | For |
| 1e | Elect Director David H. Y. Ho | Management | For | For |
| 1f | Elect Director Edward L. Monser | Management | For | For |
| 1g | Elect Director Matthew H. Paull | Management | For | For |
| 1h | Elect Director Wayne T. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ALEXANDRIA REAL ESTATE EQUITIES, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ARE Security ID: 015271109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joel S. Marcus | Management | For | For |
| 1b | Elect Director Steven R. Hash | Management | For | For |
| 1c | Elect Director James P. Cain | Management | For | For |
| 1d | Elect Director Cynthia L. Feldmann | Management | For | For |
| 1e | Elect Director Maria C. Freire | Management | For | For |
| 1f | Elect Director Richard H. Klein | Management | For | For |
| 1g | Elect Director Michael A. Woronoff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Amend Proxy Access Right | Shareholder | Against | For |
| BANK OF AMERICA CORPORATION Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BAC Security ID: 060505104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1c | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1d | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1e | Elect Director Arnold W. Donald | Management | For | For |
| 1f | Elect Director Linda P. Hudson | Management | For | For |
| 1g | Elect Director Monica C. Lozano | Management | For | For |
| 1h | Elect Director Brian T. Moynihan | Management | For | For |
| 1i | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1j | Elect Director Denise L. Ramos | Management | For | For |
| 1k | Elect Director Clayton S. Rose | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 1m | Elect Director Thomas D. Woods | Management | For | For |
| 1n | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 8 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | For |
| 10 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 11 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| BCE INC. Meeting Date: MAY 04, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BCE Security ID: 05534B760 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mirko Bibic | Management | For | For |
| 1.2 | Elect Director David F. Denison | Management | For | For |
| 1.3 | Elect Director Robert P. Dexter | Management | For | For |
| 1.4 | Elect Director Katherine Lee | Management | For | For |
| 1.5 | Elect Director Monique F. Leroux | Management | For | For |
| 1.6 | Elect Director Sheila A. Murray | Management | For | For |
| 1.7 | Elect Director Gordon M. Nixon | Management | For | For |
| 1.8 | Elect Director Louis P. Pagnutti | Management | For | For |
| 1.9 | Elect Director Calin Rovinescu | Management | For | For |
| 1.10 | Elect Director Karen Sheriff | Management | For | For |
| 1.11 | Elect Director Robert C. Simmonds | Management | For | For |
| 1.12 | Elect Director Jennifer Tory | Management | For | For |
| 1.13 | Elect Director Louis Vachon | Management | For | For |
| 1.14 | Elect Director Cornell Wright | Management | For | For |
| 2 | Ratify Deloitte LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| BECTON, DICKINSON AND COMPANY Meeting Date: JAN 24, 2023 Record Date: DEC 05, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BDX Security ID: 075887109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William M. Brown | Management | For | For |
| 1.2 | Elect Director Catherine M. Burzik | Management | For | For |
| 1.3 | Elect Director Carrie L. Byington | Management | For | For |
| 1.4 | Elect Director R. Andrew Eckert | Management | For | For |
| 1.5 | Elect Director Claire M. Fraser | Management | For | For |
| 1.6 | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1.7 | Elect Director Christopher Jones | Management | For | For |
| 1.8 | Elect Director Marshall O. Larsen | Management | For | For |
| 1.9 | Elect Director Thomas E. Polen | Management | For | For |
| 1.10 | Elect Director Timothy M. Ring | Management | For | For |
| 1.11 | Elect Director Bertram L. Scott | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| BLACKROCK, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BLK Security ID: 09247X101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bader M. Alsaad | Management | For | For |
| 1b | Elect Director Pamela Daley | Management | For | For |
| 1c | Elect Director Laurence D. Fink | Management | For | For |
| 1d | Elect Director William E. Ford | Management | For | For |
| 1e | Elect Director Fabrizio Freda | Management | For | For |
| 1f | Elect Director Murry S. Gerber | Management | For | For |
| 1g | Elect Director Margaret "Peggy" L. Johnson | Management | For | For |
| 1h | Elect Director Robert S. Kapito | Management | For | For |
| 1i | Elect Director Cheryl D. Mills | Management | For | For |
| 1j | Elect Director Gordon M. Nixon | Management | For | For |
| 1k | Elect Director Kristin C. Peck | Management | For | For |
| 1l | Elect Director Charles H. Robbins | Management | For | For |
| 1m | Elect Director Marco Antonio Slim Domit | Management | For | For |
| 1n | Elect Director Hans E. Vestberg | Management | For | For |
| 1o | Elect Director Susan L. Wagner | Management | For | For |
| 1p | Elect Director Mark Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Report on Ability to Engineer Decarbonization in the Real Economy | Shareholder | Against | Against |
| 7 | Report on Societal Impacts of Aerospace & Defense Industry ETF | Shareholder | Against | Against |
| CABLE ONE, INC. Meeting Date: MAY 19, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CABO Security ID: 12685J105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brad D. Brian | Management | For | For |
| 1b | Elect Director Deborah J. Kissire | Management | For | For |
| 1c | Elect Director Julia M. Laulis | Management | For | For |
| 1d | Elect Director Mary E. Meduski | Management | For | For |
| 1e | Elect Director Thomas O. Might | Management | For | For |
| 1f | Elect Director Sherrese M. Smith | Management | For | For |
| 1g | Elect Director Wallace R. Weitz | Management | For | For |
| 1h | Elect Director Katharine B. Weymouth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Marillyn A. Hewson | Management | For | For |
| 1f | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1g | Elect Director Charles W. Moorman | Management | For | For |
| 1h | Elect Director Dambisa F. Moyo | Management | For | For |
| 1i | Elect Director Debra Reed-Klages | Management | For | For |
| 1j | Elect Director D. James Umpleby, III | Management | For | For |
| 1k | Elect Director Cynthia J. Warner | Management | For | For |
| 1l | Elect Director Michael K. (Mike) Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Rescind Scope 3 GHG Reduction Proposal | Shareholder | Against | Against |
| 6 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 7 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 8 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 9 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 10 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2.1 | Allocate Disposable Profit | Management | For | For |
| 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | For | For |
| 3 | Approve Discharge of Board of Directors | Management | For | For |
| 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | For | For |
| 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | For | For |
| 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | For |
| 5.1 | Elect Director Evan G. Greenberg | Management | For | For |
| 5.2 | Elect Director Michael P. Connors | Management | For | Against |
| 5.3 | Elect Director Michael G. Atieh | Management | For | For |
| 5.4 | Elect Director Kathy Bonanno | Management | For | For |
| 5.5 | Elect Director Nancy K. Buese | Management | For | For |
| 5.6 | Elect Director Sheila P. Burke | Management | For | For |
| 5.7 | Elect Director Michael L. Corbat | Management | For | For |
| 5.8 | Elect Director Robert J. Hugin | Management | For | For |
| 5.9 | Elect Director Robert W. Scully | Management | For | For |
| 5.10 | Elect Director Theodore E. Shasta | Management | For | For |
| 5.11 | Elect Director David H. Sidwell | Management | For | For |
| 5.12 | Elect Director Olivier Steimer | Management | For | For |
| 5.13 | Elect Director Frances F. Townsend | Management | For | Against |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | Against |
| 7.1 | Elect Michael P. Connors as Member of the Compensation Committee | Management | For | For |
| 7.2 | Elect David H. Sidwell as Member of the Compensation Committee | Management | For | For |
| 7.3 | Elect Frances F. Townsend as Member of the Compensation Committee | Management | For | For |
| 8 | Designate Homburger AG as Independent Proxy | Management | For | For |
| 9.1 | Amend Articles Relating to Swiss Corporate Law Updates | Management | For | For |
| 9.2 | Amend Articles to Advance Notice Period | Management | For | For |
| 10.1 | Cancel Repurchased Shares | Management | For | For |
| 10.2 | Reduction of Par Value | Management | For | For |
| 11.1 | Approve Remuneration of Directors in the Amount of USD 5.5 Million | Management | For | For |
| 11.2 | Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024 | Management | For | For |
| 11.3 | Approve Remuneration Report | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 14 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| 15 | Report on Human Rights Risk Assessment | 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 Director Kenneth J. Bacon | Management | For | Withhold |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | Withhold |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | Withhold |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 10 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| CORTEVA, INC. Meeting Date: APR 21, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CTVA Security ID: 22052L104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lamberto Andreotti | Management | For | For |
| 1b | Elect Director Klaus A. Engel | Management | For | For |
| 1c | Elect Director David C. Everitt | Management | For | For |
| 1d | Elect Director Janet P. Giesselman | Management | For | For |
| 1e | Elect Director Karen H. Grimes | Management | For | For |
| 1f | Elect Director Michael O. Johanns | Management | For | For |
| 1g | Elect Director Rebecca B. Liebert | Management | For | For |
| 1h | Elect Director Marcos M. Lutz | Management | For | For |
| 1i | Elect Director Charles V. Magro | Management | For | For |
| 1j | Elect Director Nayaki R. Nayyar | Management | For | For |
| 1k | Elect Director Gregory R. Page | Management | For | For |
| 1l | Elect Director Kerry J. Preete | Management | For | For |
| 1m | Elect Director Patrick J. Ward | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | 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 |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Kenneth D. Denman | Management | For | For |
| 1c | Elect Director Richard A. Galanti | Management | For | For |
| 1d | Elect Director Hamilton E. James | Management | For | For |
| 1e | Elect Director W. Craig Jelinek | Management | For | For |
| 1f | Elect Director Sally Jewell | Management | For | For |
| 1g | Elect Director Charles T. Munger | Management | For | For |
| 1h | Elect Director Jeffrey S. Raikes | Management | For | For |
| 1i | Elect Director John W. Stanton | Management | For | For |
| 1j | Elect Director Ron M. Vachris | Management | For | For |
| 1k | Elect Director Mary Agnes (Maggie) Wilderotter | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| CUMMINS INC. Meeting Date: MAY 09, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CMI Security ID: 231021106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director N. Thomas Linebarger | Management | For | For |
| 2 | Elect Director Jennifer W. Rumsey | Management | For | For |
| 3 | Elect Director Gary L. Belske | Management | For | For |
| 4 | Elect Director Robert J. Bernhard | Management | For | For |
| 5 | Elect Director Bruno V. Di Leo Allen | Management | For | For |
| 6 | Elect Director Stephen B. Dobbs | Management | For | For |
| 7 | Elect Director Carla A. Harris | Management | For | For |
| 8 | Elect Director Thomas J. Lynch | Management | For | For |
| 9 | Elect Director William I. Miller | Management | For | For |
| 10 | Elect Director Georgia R. Nelson | Management | For | For |
| 11 | Elect Director Kimberly A. Nelson | Management | For | For |
| 12 | Elect Director Karen H. Quintos | Management | For | For |
| 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 14 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 15 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 16 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 17 | Require Independent Board Chairman | Shareholder | Against | For |
| 18 | Disclose Plan to Link Executive Compensation to GHG Emissions Reduction Goals | Shareholder | Against | For |
| D.R. HORTON, INC. Meeting Date: JAN 18, 2023 Record Date: NOV 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DHI Security ID: 23331A109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald R. Horton | Management | For | For |
| 1b | Elect Director Barbara K. Allen | Management | For | For |
| 1c | Elect Director Brad S. Anderson | Management | For | For |
| 1d | Elect Director Michael R. Buchanan | Management | For | For |
| 1e | Elect Director Benjamin S. Carson, Sr. | Management | For | For |
| 1f | Elect Director Maribess L. Miller | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Leanne G. Caret | Management | For | For |
| 1b | Elect Director Tamra A. Erwin | Management | For | For |
| 1c | Elect Director Alan C. Heuberger | Management | For | For |
| 1d | Elect Director Charles O. Holliday, Jr. | Management | For | For |
| 1e | Elect Director Michael O. Johanns | Management | For | For |
| 1f | Elect Director Clayton M. Jones | Management | For | For |
| 1g | Elect Director John C. May | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Sherry M. Smith | Management | For | For |
| 1j | Elect Director Dmitri L. Stockton | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | 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 |
| 1a | Elect Director Alexis Black Bjorlin | Management | For | For |
| 1b | Elect Director VeraLinn 'Dash' Jamieson | Management | For | For |
| 1c | Elect Director Kevin J. Kennedy | Management | For | For |
| 1d | Elect Director William G. LaPerch | Management | For | For |
| 1e | Elect Director Jean F.H.P. Mandeville | Management | For | For |
| 1f | Elect Director Afshin Mohebbi | Management | For | For |
| 1g | Elect Director Mark R. Patterson | Management | For | For |
| 1h | Elect Director Mary Hogan Preusse | Management | For | For |
| 1i | Elect Director Andrew P. Power | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risks Associated with Use of Concealment Clauses | Shareholder | Against | For |
| 6 | Report on Whether Company Policies Reinforce Racism in Company Culture | Shareholder | Against | Against |
| DISCOVER FINANCIAL SERVICES Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DFS Security ID: 254709108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Aronin | Management | For | For |
| 1.2 | Elect Director Mary K. Bush | Management | For | For |
| 1.3 | Elect Director Gregory C. Case | Management | For | For |
| 1.4 | Elect Director Candace H. Duncan | Management | For | For |
| 1.5 | Elect Director Joseph F. Eazor | Management | For | For |
| 1.6 | Elect Director Roger C. Hochschild | Management | For | For |
| 1.7 | Elect Director Thomas G. Maheras | Management | For | For |
| 1.8 | Elect Director John B. Owen | Management | For | For |
| 1.9 | Elect Director David L. Rawlinson, II | Management | For | For |
| 1.10 | Elect Director Beverley A. Sibblies | Management | For | For |
| 1.11 | Elect Director Mark A. Thierer | Management | For | For |
| 1.12 | Elect Director Jennifer L. Wong | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | For |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| ENTERPRISE PRODUCTS PARTNERS LP Meeting Date: NOV 22, 2022 Record Date: OCT 11, 2022 Meeting Type: SPECIAL | ||||
| Ticker: EPD Security ID: 293792107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Omnibus Stock Plan | Management | For | Against |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| EOG RESOURCES, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EOG Security ID: 26875P101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janet F. Clark | Management | For | For |
| 1b | Elect Director Charles R. Crisp | Management | For | For |
| 1c | Elect Director Robert P. Daniels | Management | For | For |
| 1d | Elect Director Lynn A. Dugle | Management | For | For |
| 1e | Elect Director C. Christopher Gaut | Management | For | For |
| 1f | Elect Director Michael T. Kerr | Management | For | For |
| 1g | Elect Director Julie J. Robertson | Management | For | For |
| 1h | Elect Director Donald F. Textor | Management | For | For |
| 1i | Elect Director Ezra Y. Yacob | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EVERSOURCE ENERGY Meeting Date: MAY 03, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ES Security ID: 30040W108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cotton M. Cleveland | Management | For | For |
| 1.2 | Elect Director Francis A. Doyle | Management | For | For |
| 1.3 | Elect Director Linda Dorcena Forry | Management | For | For |
| 1.4 | Elect Director Gregory M. Jones | Management | For | For |
| 1.5 | Elect Director Loretta D. Keane | Management | For | For |
| 1.6 | Elect Director John Y. Kim | Management | For | For |
| 1.7 | Elect Director Kenneth R. Leibler | Management | For | For |
| 1.8 | Elect Director David H. Long | Management | For | For |
| 1.9 | Elect Director Joseph R. Nolan, Jr. | Management | For | For |
| 1.10 | Elect Director William C. Van Faasen | Management | For | For |
| 1.11 | Elect Director Frederica M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EXPEDITORS INTERNATIONAL OF WASHINGTON, INC. Meeting Date: MAY 02, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EXPD Security ID: 302130109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn M. Alger | Management | For | For |
| 1.2 | Elect Director Robert P. Carlile | Management | For | For |
| 1.3 | Elect Director James M. DuBois | Management | For | For |
| 1.4 | Elect Director Mark A. Emmert | Management | For | For |
| 1.5 | Elect Director Diane H. Gulyas | Management | For | For |
| 1.6 | Elect Director Jeffrey S. Musser | Management | For | For |
| 1.7 | Elect Director Brandon S. Pedersen | Management | For | For |
| 1.8 | Elect Director Liane J. Pelletier | Management | For | For |
| 1.9 | Elect Director Olivia D. Polius | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| FIDELITY NATIONAL FINANCIAL, INC. Meeting Date: JUN 14, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FNF Security ID: 31620R303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William P. Foley, II | Management | For | For |
| 1.2 | Elect Director Douglas K. Ammerman | Management | For | For |
| 1.3 | Elect Director Thomas M. Hagerty | Management | For | For |
| 1.4 | Elect Director Peter O. Shea, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Lee Adrean | Management | For | For |
| 1b | Elect Director Ellen R. Alemany | Management | For | For |
| 1c | Elect Director Mark D. Benjamin | Management | For | For |
| 1d | Elect Director Vijay G. D'Silva | Management | For | For |
| 1e | Elect Director Stephanie L. Ferris | Management | For | For |
| 1f | Elect Director Jeffrey A. Goldstein | Management | For | For |
| 1g | Elect Director Lisa A. Hook | Management | For | For |
| 1h | Elect Director Kenneth T. Lamneck | Management | For | For |
| 1i | Elect Director Gary L. Lauer | Management | For | For |
| 1j | Elect Director Louise M. Parent | Management | For | For |
| 1k | Elect Director Brian T. Shea | Management | For | For |
| 1l | Elect Director James B. Stallings, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| HORMEL FOODS CORPORATION Meeting Date: JAN 31, 2023 Record Date: DEC 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HRL Security ID: 440452100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Prama Bhatt | Management | For | For |
| 1b | Elect Director Gary C. Bhojwani | Management | For | For |
| 1c | Elect Director Stephen M. Lacy | Management | For | For |
| 1d | Elect Director Elsa A. Murano | Management | For | For |
| 1e | Elect Director Susan K. Nestegard | Management | For | For |
| 1f | Elect Director William A. Newlands | Management | For | For |
| 1g | Elect Director Christopher J. Policinski | Management | For | For |
| 1h | Elect Director Jose Luis Prado | Management | For | For |
| 1i | Elect Director Sally J. Smith | Management | For | For |
| 1j | Elect Director James P. Snee | Management | For | For |
| 1k | Elect Director Steven A. White | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | 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 |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director Alicia Boler Davis | Management | For | For |
| 1f | Elect Director James Dimon | Management | For | For |
| 1g | Elect Director Timothy P. Flynn | Management | For | For |
| 1h | Elect Director Alex Gorsky | Management | For | For |
| 1i | Elect Director Mellody Hobson | Management | For | For |
| 1j | Elect Director Michael A. Neal | Management | For | For |
| 1k | Elect Director Phebe N. Novakovic | Management | For | For |
| 1l | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 7 | Amend Public Responsibility Committee Charter to Include Animal Welfare | Shareholder | Against | Against |
| 8 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | For |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | For |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| MAGNA INTERNATIONAL INC. Meeting Date: MAY 11, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MG Security ID: 559222401 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter G. Bowie | Management | For | For |
| 1B | Elect Director Mary S. Chan | Management | For | For |
| 1C | Elect Director V. Peter Harder | Management | For | For |
| 1D | Elect Director Jan R. Hauser | Management | For | For |
| 1E | Elect Director Seetarama S. Kotagiri | Management | For | For |
| 1F | Elect Director Jay K. Kunkel | Management | For | For |
| 1G | Elect Director Robert F. MacLellan | Management | For | For |
| 1H | Elect Director Mary Lou Maher | Management | For | For |
| 1I | Elect Director William A. Ruh | Management | For | For |
| 1J | Elect Director Indira V. Samarasekera | Management | For | For |
| 1K | Elect Director Matthew Tsien | Management | For | For |
| 1L | Elect Director Thomas Weber | Management | For | For |
| 1M | Elect Director Lisa S. Westlake | Management | For | For |
| 2 | Approve Deloitte LLP as Auditors and Authorize the Audit Committee to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | 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 |
| 1.1 | Elect Director J. Michael Stice | Management | For | For |
| 1.2 | Elect Director John P. Surma | Management | For | For |
| 1.3 | Elect Director Susan Tomasky | Management | For | For |
| 1.4 | Elect Director Toni Townes-Whitley | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Approve Increase in Size of Board | Management | For | For |
| 7 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 8 | Amend Compensation Clawback Policy | Shareholder | Against | For |
| 9 | Report on Just Transition | Shareholder | Against | Against |
| 10 | Report on Asset Retirement Obligation | Shareholder | Against | Against |
| MEDTRONIC PLC Meeting Date: DEC 08, 2022 Record Date: OCT 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MDT Security ID: G5960L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Anderson | Management | For | For |
| 1b | Elect Director Craig Arnold | Management | For | For |
| 1c | Elect Director Scott C. Donnelly | Management | For | For |
| 1d | Elect Director Lidia L. Fonseca | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Randall J. Hogan, III | Management | For | For |
| 1g | Elect Director Kevin E. Lofton | Management | For | For |
| 1h | Elect Director Geoffrey S. Martha | Management | For | For |
| 1i | Elect Director Elizabeth G. Nabel | Management | For | For |
| 1j | Elect Director Denise M. O'Leary | Management | For | For |
| 1k | Elect Director Kendall J. Powell | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 5 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 6 | Authorize Overseas Market Purchases of Ordinary 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 |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Thomas H. Glocer | Management | For | For |
| 1f | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Stephen L. Mayo | Management | For | For |
| 1h | Elect Director Paul B. Rothman | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Christine E. Seidman | Management | For | For |
| 1k | Elect Director Inge G. Thulin | Management | For | For |
| 1l | Elect Director Kathy J. Warden | Management | For | For |
| 1m | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Access to COVID-19 Products | Shareholder | Against | For |
| 7 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | For |
| 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| MICROCHIP TECHNOLOGY INCORPORATED Meeting Date: AUG 23, 2022 Record Date: JUN 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MCHP Security ID: 595017104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew W. Chapman | Management | For | For |
| 1.2 | Elect Director Esther L. Johnson | Management | For | For |
| 1.3 | Elect Director Karlton D. Johnson | Management | For | For |
| 1.4 | Elect Director Wade F. Meyercord | Management | For | For |
| 1.5 | Elect Director Ganesh Moorthy | Management | For | For |
| 1.6 | Elect Director Karen M. Rapp | Management | For | For |
| 1.7 | Elect Director Steve Sanghi | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 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 |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | 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 |
| 1a | Elect Director Alistair Darling | Management | For | For |
| 1b | Elect Director Thomas H. Glocer | Management | For | For |
| 1c | Elect Director James P. Gorman | Management | For | For |
| 1d | Elect Director Robert H. Herz | Management | For | For |
| 1e | Elect Director Erika H. James | Management | For | For |
| 1f | Elect Director Hironori Kamezawa | Management | For | For |
| 1g | Elect Director Shelley B. Leibowitz | Management | For | For |
| 1h | Elect Director Stephen J. Luczo | Management | For | For |
| 1i | Elect Director Jami Miscik | Management | For | For |
| 1j | Elect Director Masato Miyachi | Management | For | For |
| 1k | Elect Director Dennis M. Nally | Management | For | For |
| 1l | Elect Director Mary L. Schapiro | Management | For | For |
| 1m | Elect Director Perry M. Traquina | Management | For | For |
| 1n | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| NEXTERA ENERGY, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NEE Security ID: 65339F101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole S. Arnaboldi | Management | For | For |
| 1b | Elect Director Sherry S. Barrat | Management | For | For |
| 1c | Elect Director James L. Camaren | Management | For | For |
| 1d | Elect Director Kenneth B. Dunn | Management | For | For |
| 1e | Elect Director Naren K. Gursahaney | Management | For | For |
| 1f | Elect Director Kirk S. Hachigian | Management | For | For |
| 1g | Elect Director John W. Ketchum | Management | For | For |
| 1h | Elect Director Amy B. Lane | Management | For | For |
| 1i | Elect Director David L. Porges | Management | For | For |
| 1j | Elect Director Deborah "Dev" Stahlkopf | Management | For | For |
| 1k | Elect Director John A. Stall | Management | For | For |
| 1l | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Ratify Deloitte & Touche as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | For |
| NIKE, INC. Meeting Date: SEP 09, 2022 Record Date: JUL 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NKE Security ID: 654106103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1b | Elect Director Peter B. Henry | Management | For | For |
| 1c | Elect Director Michelle A. Peluso | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Adopt a Policy on China Sourcing | Shareholder | Against | Against |
| NOVARTIS AG Meeting Date: MAR 07, 2023 Record Date: JAN 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NOVN Security ID: 66987V109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Discharge of Board and Senior Management | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of CHF 3.20 per Share | Management | For | For |
| 4 | Approve CHF 63.1 Million Reduction in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 5 | Authorize Repurchase of up to CHF 10 Billion in Issued Share Capital | Management | For | For |
| 6.1 | Amend Articles Re: Electronic Participation; Virtual-Only Shareholder Meetings | Management | For | For |
| 6.2 | Amend Articles of Association | Management | For | For |
| 6.3 | Amend Articles of Association | Management | For | For |
| 7.1 | Approve Remuneration of Directors in the Amount of CHF 8.8 Million | Management | For | For |
| 7.2 | Approve Maximum Remuneration of Executive Committee in the Amount of CHF 90 Million | Management | For | For |
| 7.3 | Approve Remuneration Report | Management | For | For |
| 8.1 | Reelect Joerg Reinhardt as Director and Board Chair | Management | For | For |
| 8.2 | Reelect Nancy Andrews as Director | Management | For | For |
| 8.3 | Reelect Ton Buechner as Director | Management | For | For |
| 8.4 | Reelect Patrice Bula as Director | Management | For | For |
| 8.5 | Reelect Elizabeth Doherty as Director | Management | For | For |
| 8.6 | Reelect Bridgette Heller as Director | Management | For | For |
| 8.7 | Reelect Daniel Hochstrasser as Director | Management | For | For |
| 8.8 | Reelect Frans van Houten as Director | Management | For | For |
| 8.9 | Reelect Simon Moroney as Director | Management | For | For |
| 8.10 | Reelect Ana de Pro Gonzalo as Director | Management | For | For |
| 8.11 | Reelect Charles Sawyers as Director | Management | For | For |
| 8.12 | Reelect William Winters as Director | Management | For | For |
| 8.13 | Elect John Young as Director | Management | For | For |
| 9.1 | Reappoint Patrice Bula as Member of the Compensation Committee | Management | For | For |
| 9.2 | Reappoint Bridgette Heller as Member of the Compensation Committee | Management | For | For |
| 9.3 | Reappoint Simon Moroney as Member of the Compensation Committee | Management | For | For |
| 9.4 | Reappoint William Winters as Member of the Compensation Committee | Management | For | For |
| 10 | Ratify KPMG AG as Auditors | Management | For | For |
| 11 | Designate Peter Zahn as Independent Proxy | Management | For | For |
| 12 | Transact Other Business (Voting) | Management | For | Against |
| OMNICOMGROUP INC. Meeting Date: MAY 02, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OMC Security ID: 681919106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John D. Wren | Management | For | For |
| 1.2 | Elect Director Mary C. Choksi | Management | For | For |
| 1.3 | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1.4 | Elect Director Mark D. Gerstein | Management | For | For |
| 1.5 | Elect Director Ronnie S. Hawkins | Management | For | For |
| 1.6 | Elect Director Deborah J. Kissire | Management | For | For |
| 1.7 | Elect Director Gracia C. Martore | Management | For | For |
| 1.8 | Elect Director Patricia Salas Pineda | Management | For | For |
| 1.9 | Elect Director Linda Johnson Rice | Management | For | For |
| 1.10 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Mark C. Pigott | Management | For | For |
| 1.2 | Elect Director Dame Alison J. Carnwath | Management | For | For |
| 1.3 | Elect Director Franklin L. Feder | Management | For | For |
| 1.4 | Elect Director R. Preston Feight | Management | For | For |
| 1.5 | Elect Director Kirk S. Hachigian | Management | For | For |
| 1.6 | Elect Director Barbara B. Hulit | Management | For | For |
| 1.7 | Elect Director Roderick C. McGeary | Management | For | For |
| 1.8 | Elect Director Cynthia A. Niekamp | Management | For | For |
| 1.9 | Elect Director John M. Pigott | Management | For | For |
| 1.10 | Elect Director Ganesh Ramaswamy | Management | For | For |
| 1.11 | Elect Director Mark A. Schulz | Management | For | For |
| 1.12 | Elect Director Gregory M. E. Spierkel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Report on Climate Lobbying | Shareholder | Against | For |
| PARKER-HANNIFIN CORPORATION Meeting Date: OCT 26, 2022 Record Date: SEP 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PH Security ID: 701094104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lee C. Banks | Management | For | For |
| 1b | Elect Director Jillian C. Evanko | Management | For | For |
| 1c | Elect Director Lance M. Fritz | Management | For | For |
| 1d | Elect Director Linda A. Harty | Management | For | For |
| 1e | Elect Director William F. Lacey | Management | For | For |
| 1f | Elect Director Kevin A. Lobo | Management | For | For |
| 1g | Elect Director Joseph Scaminace | Management | For | For |
| 1h | Elect Director Ake Svensson | Management | For | For |
| 1i | Elect Director Laura K. Thompson | Management | For | For |
| 1j | Elect Director James R. Verrier | Management | For | For |
| 1k | Elect Director James L. Wainscott | Management | For | For |
| 1l | Elect Director Thomas L. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 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 |
| 1.1 | Elect Director Ronald E. Blaylock | Management | For | For |
| 1.2 | Elect Director Albert Bourla | Management | For | For |
| 1.3 | Elect Director Susan Desmond-Hellmann | Management | For | For |
| 1.4 | Elect Director Joseph J. Echevarria | Management | For | For |
| 1.5 | Elect Director Scott Gottlieb | Management | For | For |
| 1.6 | Elect Director Helen H. Hobbs | Management | For | For |
| 1.7 | Elect Director Susan Hockfield | Management | For | For |
| 1.8 | Elect Director Dan R. Littman | Management | For | For |
| 1.9 | Elect Director Shantanu Narayen | Management | For | For |
| 1.10 | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director James C. Smith | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Feasibility of Intellectual Property Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | For |
| 9 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| PPG INDUSTRIES, INC. Meeting Date: APR 20, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPG Security ID: 693506107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen F. Angel | Management | For | For |
| 1.2 | Elect Director Hugh Grant | Management | For | For |
| 1.3 | Elect Director Melanie L. Healey | Management | For | For |
| 1.4 | Elect Director Timothy M. Knavish | Management | For | For |
| 1.5 | Elect Director Guillermo Novo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | 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 |
| 1a | Elect Director Priscilla Almodovar | Management | For | For |
| 1b | Elect Director Jacqueline Brady | Management | For | For |
| 1c | Elect Director A. Larry Chapman | Management | For | For |
| 1d | Elect Director Reginald H. Gilyard | Management | For | For |
| 1e | Elect Director Mary Hogan Preusse | Management | For | For |
| 1f | Elect Director Priya Cherian Huskins | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Michael D. McKee | Management | For | For |
| 1i | Elect Director Gregory T. McLaughlin | Management | For | For |
| 1j | Elect Director Ronald L. Merriman | Management | For | For |
| 1k | Elect Director Sumit Roy | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SAP SE Meeting Date: MAY 11, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SAP Security ID: 803054204 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 2.05 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| 7 | Authorize Use of Financial Derivatives when Repurchasing Shares | Management | For | For |
| 8.a | Elect Jennifer Xin-Zhe Li to the Supervisory Board | Management | For | For |
| 8.b | Elect Qi Lu to the Supervisory Board | Management | For | For |
| 8.c | Elect Punit Renjen to the Supervisory Board | Management | For | For |
| 9 | Approve Remuneration Policy for the Management Board | Management | For | For |
| 10 | Approve Remuneration Policy for the Supervisory Board | Management | For | For |
| 11.a | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 11.b | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| SEMPRA ENERGY Meeting Date: MAY 12, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SRE Security ID: 816851109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andres Conesa | Management | For | For |
| 1b | Elect Director Pablo A. Ferrero | Management | For | For |
| 1c | Elect Director Jeffrey W. Martin | Management | For | For |
| 1d | Elect Director Bethany J. Mayer | Management | For | For |
| 1e | Elect Director Michael N. Mears | Management | For | For |
| 1f | Elect Director Jack T. Taylor | Management | For | For |
| 1g | Elect Director Cynthia L. Walker | Management | For | For |
| 1h | Elect Director Cynthia J. Warner | Management | For | For |
| 1i | Elect Director James C. Yardley | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Change Company Name to Sempra | Management | For | For |
| 7 | Amend Articles of Incorporation | Management | For | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Richard E. Allison, Jr. | Management | For | For |
| 1b | Elect Director Andrew Campion | Management | For | For |
| 1c | Elect Director Beth Ford | Management | For | For |
| 1d | Elect Director Mellody Hobson | Management | For | For |
| 1e | Elect Director Jorgen Vig Knudstorp | Management | For | For |
| 1f | Elect Director Satya Nadella | Management | For | For |
| 1g | Elect Director Laxman Narasimhan | Management | For | For |
| 1h | Elect Director Howard Schultz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Plant-Based Milk Pricing | Shareholder | Against | Against |
| 6 | Adopt Policy on Succession Planning | Shareholder | Against | Against |
| 7 | Report on Operations in Communist China | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | For |
| 9 | Establish Committee on Corporate Sustainability | Shareholder | Against | Against |
| STERIS PLC Meeting Date: JUL 28, 2022 Record Date: JUN 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: STE Security ID: G8473T100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard C. Breeden | Management | For | For |
| 1b | Elect Director Daniel A. Carestio | Management | For | For |
| 1c | Elect Director Cynthia L. Feldmann | Management | For | For |
| 1d | Elect Director Christopher S. Holland | Management | For | For |
| 1e | Elect Director Jacqueline B. Kosecoff | Management | For | For |
| 1f | Elect Director Paul E. Martin | Management | For | For |
| 1g | Elect Director Nirav R. Shah | Management | For | For |
| 1h | Elect Director Mohsen M. Sohi | Management | For | For |
| 1i | Elect Director Richard M. Steeves | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Appoint Ernst & Young Chartered Accountants as Irish Statutory Auditor | Management | For | For |
| 4 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. Meeting Date: JUN 06, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2330 Security ID: 874039100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Issuance of Restricted Stocks | Management | For | For |
| 3 | Amend Procedures for Endorsement and Guarantees | Management | For | Against |
| 4 | Amend the Name of Audit Committee in the Policies (I)Procedures for Acquisition or Disposal of Assets (II)Procedures for Financial Derivatives Transactions (III)Procedures for Lending Funds to Other Parties (IV)Procedures for Endorsement and Guarantee | Management | For | For |
| TARGET CORPORATION Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TGT Security ID: 87612E106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David P. Abney | Management | For | For |
| 1b | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1c | Elect Director George S. Barrett | Management | For | For |
| 1d | Elect Director Gail K. Boudreaux | Management | For | For |
| 1e | Elect Director Brian C. Cornell | Management | For | For |
| 1f | Elect Director Robert L. Edwards | Management | For | For |
| 1g | Elect Director Donald R. Knauss | Management | For | For |
| 1h | Elect Director Christine A. Leahy | Management | For | For |
| 1i | Elect Director Monica C. Lozano | Management | For | For |
| 1j | Elect Director Grace Puma | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 1l | Elect Director Dmitri L. Stockton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | 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 |
| 1.1 | Elect Director Herb Allen | Management | For | For |
| 1.2 | Elect Director Marc Bolland | Management | For | For |
| 1.3 | Elect Director Ana Botin | Management | For | For |
| 1.4 | Elect Director Christopher C. Davis | Management | For | For |
| 1.5 | Elect Director Barry Diller | Management | For | For |
| 1.6 | Elect Director Carolyn Everson | Management | For | For |
| 1.7 | Elect Director Helene D. Gayle | Management | For | For |
| 1.8 | Elect Director Alexis M. Herman | Management | For | For |
| 1.9 | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1.10 | Elect Director Amity Millhiser | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director Caroline J. Tsay | Management | For | For |
| 1.13 | Elect Director David B. Weinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE PNC FINANCIAL SERVICES GROUP, INC. Meeting Date: APR 26, 2023 Record Date: FEB 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PNC Security ID: 693475105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph Alvarado | Management | For | For |
| 1b | Elect Director Debra A. Cafaro | Management | For | For |
| 1c | Elect Director Marjorie Rodgers Cheshire | Management | For | For |
| 1d | Elect Director William S. Demchak | Management | For | For |
| 1e | Elect Director Andrew T. Feldstein | Management | For | For |
| 1f | Elect Director Richard J. Harshman | Management | For | For |
| 1g | Elect Director Daniel R. Hesse | Management | For | For |
| 1h | Elect Director Renu Khator | Management | For | For |
| 1i | Elect Director Linda R. Medler | Management | For | For |
| 1j | Elect Director Robert A. Niblock | Management | For | For |
| 1k | Elect Director Martin Pfinsgraff | Management | For | For |
| 1l | Elect Director Bryan S. Salesky | Management | For | For |
| 1m | Elect Director Toni Townes-whitley | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TRANE TECHNOLOGIES PLC Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TT Security ID: G8994E103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kirk E. Arnold | Management | For | For |
| 1b | Elect Director Ann C. Berzin | Management | For | For |
| 1c | Elect Director April Miller Boise | Management | For | For |
| 1d | Elect Director Gary D. Forsee | Management | For | For |
| 1e | Elect Director Mark R. George | Management | For | For |
| 1f | Elect Director John A. Hayes | Management | For | For |
| 1g | Elect Director Linda P. Hudson | Management | For | For |
| 1h | Elect Director Myles P. Lee | Management | For | For |
| 1i | Elect Director David S. Regnery | Management | For | For |
| 1j | Elect Director Melissa N. Schaeffer | Management | For | For |
| 1k | Elect Director John P. Surma | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Authorize Issue of Equity | Management | For | For |
| 6 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | 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 |
| 1a | Elect Director John H. Tyson | Management | For | Against |
| 1b | Elect Director Les R. Baledge | Management | For | Against |
| 1c | Elect Director Mike Beebe | Management | For | Against |
| 1d | Elect Director Maria Claudia Borras | Management | For | For |
| 1e | Elect Director David J. Bronczek | Management | For | Against |
| 1f | Elect Director Mikel A. Durham | Management | For | For |
| 1g | Elect Director Donnie King | Management | For | For |
| 1h | Elect Director Jonathan D. Mariner | Management | For | For |
| 1i | Elect Director Kevin M. McNamara | Management | For | For |
| 1j | Elect Director Cheryl S. Miller | Management | For | For |
| 1k | Elect Director Jeffrey K. Schomburger | Management | For | For |
| 1l | Elect Director Barbara A. Tyson | Management | For | Against |
| 1m | Elect Director Noel White | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director William J. DeLaney | Management | For | For |
| 1b | Elect Director David B. Dillon | Management | For | For |
| 1c | Elect Director Sheri H. Edison | Management | For | For |
| 1d | Elect Director Teresa M. Finley | Management | For | For |
| 1e | Elect Director Lance M. Fritz | Management | For | For |
| 1f | Elect Director Deborah C. Hopkins | Management | For | For |
| 1g | Elect Director Jane H. Lute | Management | For | For |
| 1h | Elect Director Michael R. McCarthy | Management | For | For |
| 1i | Elect Director Jose H. Villarreal | Management | For | For |
| 1j | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy | 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 |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| VERIZON COMMUNICATIONS INC. Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VZ Security ID: 92343V104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye Archambeau | Management | For | For |
| 1.2 | Elect Director Roxanne Austin | Management | For | For |
| 1.3 | Elect Director Mark Bertolini | Management | For | For |
| 1.4 | Elect Director Vittorio Colao | Management | For | For |
| 1.5 | Elect Director Melanie Healey | Management | For | For |
| 1.6 | Elect Director Laxman Narasimhan | Management | For | For |
| 1.7 | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1.8 | Elect Director Daniel Schulman | Management | For | For |
| 1.9 | Elect Director Rodney Slater | Management | For | For |
| 1.10 | Elect Director Carol Tome | Management | For | For |
| 1.11 | Elect Director Hans Vestberg | Management | For | For |
| 1.12 | Elect Director Gregory Weaver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Government Requests to Remove Content | Shareholder | Against | Against |
| 6 | Adopt a Policy Prohibiting Direct and Indirect Political Contributions to Candidates | Shareholder | Against | Against |
| 7 | Amend Clawback Policy | Shareholder | Against | For |
| 8 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 9 | Require Independent Board Chair | Shareholder | Against | Against |
| WEC ENERGY GROUP, INC. Meeting Date: MAY 04, 2023 Record Date: FEB 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WEC Security ID: 92939U106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ave M. Bie | Management | For | For |
| 1.2 | Elect Director Curt S. Culver | Management | For | For |
| 1.3 | Elect Director Danny L. Cunningham | Management | For | For |
| 1.4 | Elect Director William M. Farrow, III | Management | For | For |
| 1.5 | Elect Director Cristina A. Garcia-Thomas | Management | For | For |
| 1.6 | Elect Director Maria C. Green | Management | For | For |
| 1.7 | Elect Director Gale E. Klappa | Management | For | For |
| 1.8 | Elect Director Thomas K. Lane | Management | For | For |
| 1.9 | Elect Director Scott J. Lauber | Management | For | For |
| 1.10 | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1.11 | Elect Director Mary Ellen Stanek | Management | For | For |
| 1.12 | Elect Director Glen E. Tellock | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| XCEL ENERGY INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: XEL Security ID: 98389B100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Megan Burkhart | Management | For | For |
| 1b | Elect Director Lynn Casey | Management | For | For |
| 1c | Elect Director Bob Frenzel | Management | For | For |
| 1d | Elect Director Netha Johnson | Management | For | For |
| 1e | Elect Director Patricia Kampling | Management | For | For |
| 1f | Elect Director George Kehl | Management | For | For |
| 1g | Elect Director Richard O'Brien | Management | For | For |
| 1h | Elect Director Charles Pardee | Management | For | For |
| 1i | Elect Director Christopher Policinski | Management | For | For |
| 1j | Elect Director James Prokopanko | Management | For | For |
| 1k | Elect Director Kim Williams | Management | For | For |
| 1l | Elect Director Daniel Yohannes | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
Global Emerging Markets Account
| ACCTON TECHNOLOGY CORP. Meeting Date: JUN 15, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2345 Security ID: Y0002S109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Approve Amendments to Articles of Association | Management | For | For |
| 4 | Approve Amendments to Procedures Governing the Acquisition or Disposal of Assets | Management | For | Against |
| AIA GROUP LIMITED Meeting Date: MAY 18, 2023 Record Date: MAY 12, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 1299 Security ID: Y002A1105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Elect Edmund Sze-Wing Tse as Director | Management | For | For |
| 4 | Elect Jack Chak-Kwong So as Director | Management | For | For |
| 5 | Elect Lawrence Juen-Yee Lau as Director | Management | For | For |
| 6 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7A | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| 7B | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 8 | Approve Increase in Rate of Directors' Fees | Management | For | For |
| 9 | Amend Share Option Scheme | Management | For | For |
| 10 | Amend Restricted Share Unit Scheme | Management | For | For |
| 11 | Amend Employee Share Purchase Plan | Management | For | For |
| 12 | Amend Agency Share Purchase Plan | Management | For | For |
| AIR ARABIA PJSC Meeting Date: MAR 14, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AIRARABIA Security ID: M0367N110 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Board Report on Company Operations and Financial Position for FY 2022 | Management | For | For |
| 2 | Approve Auditors' Report on Company Financial Statements for FY 2022 | Management | For | For |
| 3 | Accept Financial Statements and Statutory Reports for FY 2022 | Management | For | For |
| 4 | Approve Dividends of AED 0.15 Per Share for FY 2022 | Management | For | For |
| 5 | Approve Remuneration of Directors for FY 2022 | Management | For | For |
| 6 | Approve Discharge of Directors for FY 2022 | Management | For | For |
| 7 | Approve Discharge of Auditors for FY 2022 | Management | For | For |
| 8 | Ratify Auditors and Fix Their Remuneration for FY 2023 | Management | For | For |
| 9 | Elect Directors | Management | For | Against |
| ALIBABA GROUP HOLDING LIMITED Meeting Date: SEP 30, 2022 Record Date: AUG 03, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 9988 Security ID: G01719114 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel Yong Zhang | Management | For | For |
| 1.2 | Elect Director Jerry Yang | Management | For | For |
| 1.3 | Elect Director Wan Ling Martello | Management | For | For |
| 1.4 | Elect Director Weijian Shan | Management | For | For |
| 1.5 | Elect Director Irene Yun-Lien Lee | Management | For | For |
| 1.6 | Elect Director Albert Kong Ping Ng | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| AMBER ENTERPRISES INDIA LIMITED Meeting Date: AUG 02, 2022 Record Date: JUL 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 540902 Security ID: Y0102T106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Reelect Jasbir Singh as Director | Management | For | For |
| 3 | Approve S.R. Batliboi & Co. LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Approve Remuneration of Cost Auditors | Management | For | For |
| 5 | Elect Arvind Uppal as Director | Management | For | For |
| 6 | Approve Reappointment and Remuneration of Daljit Singh as Managing Director | Management | For | Against |
| 7 | Approve Loans Represented by way of Book Debt to AmberPR Technoplast India Private Limited and Pravartaka Tooling Services Private Limited | Management | For | For |
| 8 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| AMERICA MOVIL SAB DE CV Meeting Date: DEC 20, 2022 Record Date: DEC 07, 2022 Meeting Type: SPECIAL | ||||
| Ticker: AMXL Security ID: 02364W105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Conversion of Series L Shares into Common Shares of New and Single Series; Amend Articles | Management | For | Against |
| 2 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | Against |
| AMERICA MOVIL SAB DE CV Meeting Date: APR 14, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: AMXB Security ID: 02390A101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Approve CEO and Auditors' Report on Operations and Results and Board's Opinion on CEO and Auditors' Report | Management | For | For |
| 1.2 | Approve Board's Report on Principal Policies and Accounting Criteria Followed in Preparation of Financial Information | Management | For | For |
| 1.3 | Approve Report on Activities and Operations Undertaken by Board | Management | For | For |
| 1.4 | Approve Audit and Corporate Practices Committee's Report on their Activities | Management | For | For |
| 1.5 | Approve Consolidated Financial Statements, Allocation of Income and Dividends | Management | For | For |
| 1.6 | Approve Report on Repurchased Shares Reserve | Management | For | For |
| 2.a | Approve Discharge of Board and CEO | Management | For | For |
| 2.b1 | Elect and/or Ratify Carlos Slim Domit as Board Chairman | Management | For | For |
| 2.b2 | Elect and/or Ratify Patrick Slim Domit as Vice-Chairman | Management | For | For |
| 2.b3 | Elect and/or Ratify Antonio Cosio Pando as Director | Management | For | For |
| 2.b4 | Elect and/or Ratify Pablo Roberto Gonzalez Guajardo as Director | Management | For | Against |
| 2.b5 | Elect and/or Ratify Daniel Hajj Aboumrad as Director | Management | For | For |
| 2.b6 | Elect and/or Ratify Vanessa Hajj Slim as Director | Management | For | For |
| 2.b7 | Elect and/or Ratify David Ibarra Munoz as Director | Management | For | For |
| 2.b8 | Elect and/or Ratify Claudia Janez Sanchez as Director | Management | For | For |
| 2.b9 | Elect and/or Ratify Rafael Moises Kalach Mizrahi as Director | Management | For | For |
| 2.b10 | Elect and/or Ratify Francisco Medina Chavez as Director | Management | For | For |
| 2.b11 | Elect and/or Ratify Gisselle Moran Jimenez as Director | Management | For | For |
| 2.b12 | Elect and/or Ratify Luis Alejandro Soberon Kuri as Director | Management | For | For |
| 2.b13 | Elect and/or Ratify Ernesto Vega Velasco as Director | Management | For | For |
| 2.b14 | Elect and/or Ratify Oscar Von Hauske Solis as Director | Management | For | For |
| 2.b15 | Elect and/or Ratify Alejandro Cantu Jimenez as Secretary (Non-Member) of Board | Management | For | For |
| 2.b16 | Elect and/or Ratify Rafael Robles Miaja as Deputy Secretary (Non-Member) of Board | Management | For | For |
| 2.c | Approve Remuneration of Directors | Management | For | For |
| 3.a | Approve Discharge of Executive Committee | Management | For | For |
| 3.b1 | Elect and/or Ratify Carlos Slim Domit as Chairman of Executive Committee | Management | For | For |
| 3.b2 | Elect and/or Ratify Patrick Slim Domit as Member of Executive Committee | Management | For | For |
| 3.b3 | Elect and/or Ratify Daniel Hajj Aboumrad as Member of Executive Committee | Management | For | For |
| 3.c | Approve Remuneration of Executive Committee | Management | For | For |
| 4.a | Approve Discharge of Audit and Corporate Practices Committee | Management | For | For |
| 4.b1 | Elect and/or Ratify Ernesto Vega Velasco as Chairman of Audit and Corporate Practices Committee | Management | For | For |
| 4.b2 | Elect and/or Ratify Pablo Roberto Gonzalez Guajardo as Member of Audit and Corporate Practices Committee | Management | For | Against |
| 4.b3 | Elect and/or Ratify Rafael Moises Kalach Mizrahi as Member of Audit and Corporate Practices Committee | Management | For | For |
| 4.c | Approve Remuneration of Members of Audit and Corporate Practices Committee | Management | For | For |
| 5 | Set Amount of Share Repurchase Reserve | Management | For | For |
| 6 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| 1 | Authorize Cancellation of All Repurchased Shares Held in Treasury | Management | For | For |
| 2 | Amend Article 6 to Reflect Changes in Capital | Management | For | For |
| 3 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| ANGLO AMERICAN PLC Meeting Date: APR 26, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AAL Security ID: G03764134 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Elect Magali Anderson as Director | Management | For | For |
| 4 | Re-elect Stuart Chambers as Director | Management | For | For |
| 5 | Re-elect Duncan Wanblad as Director | Management | For | For |
| 6 | Re-elect Stephen Pearce as Director | Management | For | For |
| 7 | Re-elect Ian Ashby as Director | Management | For | For |
| 8 | Re-elect Marcelo Bastos as Director | Management | For | For |
| 9 | Re-elect Hilary Maxson as Director | Management | For | For |
| 10 | Re-elect Hixonia Nyasulu as Director | Management | For | For |
| 11 | Re-elect Nonkululeko Nyembezi as Director | Management | For | For |
| 12 | Re-elect Ian Tyler as Director | Management | For | For |
| 13 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 14 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 15 | Approve Remuneration Policy | Management | For | For |
| 16 | Approve Remuneration Report | Management | For | For |
| 17 | Authorise Issue of Equity | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| APL APOLLO TUBES LIMITED Meeting Date: SEP 12, 2022 Record Date: SEP 05, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 533758 Security ID: Y0181Q148 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Reelect Vinay Gupta as Director | Management | For | Against |
| 4 | Approve Remuneration of Cost Auditors | Management | For | For |
| ARCA CONTINENTAL SAB DE CV Meeting Date: MAR 30, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AC Security ID: P0448R103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve CEO's Report on Results and Operations of Company, Auditor's Report and Board's Opinion; Approve Board's Report on Activities; Approve Report of Audit and Corporate Practices Committee; Receive Report on Adherence to Fiscal Obligations | Management | For | For |
| 2 | Approve Allocation of Income and Cash Dividends of MXN 3.50 Per Share | Management | For | For |
| 3 | Set Maximum Amount of Share Repurchase Reserve | Management | For | For |
| 4 | Authorize Reduction in Variable Portion of Capital via Cancellation of Repurchased Shares | Management | For | For |
| 5 | Elect Directors, Verify their Independence Classification, Approve their Remuneration and Elect Secretaries | Management | For | Against |
| 6 | Approve Remuneration of Board Committee Members; Elect Chairman of Audit and Corporate Practices Committee | Management | For | Against |
| 7 | Appoint Legal Representatives | Management | For | For |
| 8 | Approve Minutes of Meeting | Management | For | For |
| AREZZO INDUSTRIA E COMERCIO SA Meeting Date: DEC 30, 2022 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: ARZZ3 Security ID: P04508100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Agreement to Absorb Sunset Agenciamento e Intermediacao S.A. (Sunset) | Management | For | For |
| 2 | Ratify Apsis Consultoria e Avaliacoes Ltda. as Independent Firm to Appraise Proposed Transaction | Management | For | For |
| 3 | Approve Independent Firm's Appraisal | Management | For | For |
| 4 | Approve Absorption of Sunset Agenciamento e Intermediacao S.A. (Sunset) | Management | For | For |
| AREZZO INDUSTRIA E COMERCIO SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: ARZZ3 Security ID: P04508100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 2 | Accept Management Statements for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 3 | Approve Allocation of Income and Dividends | Management | For | For |
| 4 | Fix Number of Directors at Seven | Management | For | For |
| 5 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 6.1 | Elect Alessandro Giuseppe Carlucci as Board Chairman | Management | For | For |
| 6.2 | Elect Jose Ernesto Beni Bolonha as Vice-Chairman | Management | For | Against |
| 6.3 | Elect Alexandre Cafe Birman as Director | Management | For | Against |
| 6.4 | Elect Guilherme Affonso Ferreira as Director | Management | For | Against |
| 6.5 | Elect Renata Figueiredo de Moraes Vichi as Director | Management | For | For |
| 6.6 | Elect Rony Meisler as Director | Management | For | Against |
| 6.7 | Elect Juliana Buchaim Correa da Fonseca as Director | Management | For | For |
| 7 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | None | Abstain |
| 8.1 | Percentage of Votes to Be Assigned - Elect Alessandro Giuseppe Carlucci as Board Chairman | Management | None | Abstain |
| 8.2 | Percentage of Votes to Be Assigned - Elect Jose Ernesto Beni Bolonha as Vice-Chairman | Management | None | Abstain |
| 8.3 | Percentage of Votes to Be Assigned - Elect Alexandre Cafe Birman as Director | Management | None | Abstain |
| 8.4 | Percentage of Votes to Be Assigned - Elect Guilherme Affonso Ferreira as Director | Management | None | Abstain |
| 8.5 | Percentage of Votes to Be Assigned - Elect Renata Figueiredo de Moraes Vichi as Director | Management | None | Abstain |
| 8.6 | Percentage of Votes to Be Assigned - Elect Rony Meisler as Director | Management | None | Abstain |
| 8.7 | Percentage of Votes to Be Assigned - Elect Juliana Buchaim Correa da Fonseca as Director | Management | None | Abstain |
| 9 | As an Ordinary Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 10 | Elect Alessandro Giuseppe Carlucci as Board Chairman | Management | For | For |
| 11 | Elect Jose Ernesto Beni Bolonha as Vice-Chairman | Management | For | Against |
| 12 | Approve Classification of Independent Directors | Management | For | Against |
| 13 | Approve Remuneration of Company's Management | Management | For | For |
| 14 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? | Management | None | Abstain |
| AREZZO INDUSTRIA E COMERCIO SA Meeting Date: MAY 29, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: ARZZ3 Security ID: P04508100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Agreement to Acquire Calcados Vicenza S.A. (Vicenza) | Management | For | For |
| 2 | Ratify Deloitte Touche Tohmatsu Consultores Ltda. as Independent Firm to Appraise Proposed Transaction | Management | For | For |
| 3 | Approve Independent Firm's Appraisal | Management | For | For |
| 4 | Approve Acquisition of Vicenza | Management | For | For |
| 5 | Approve Capital Increase and Issuance of Shares in Connection with Proposed Transaction | Management | For | For |
| 6 | Amend Article 5 to Reflect Changes in Capital | Management | For | For |
| 7 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| ASHOK LEYLAND LIMITED Meeting Date: JUL 29, 2022 Record Date: JUL 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 500477 Security ID: Y0266N143 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividend | Management | For | For |
| 3 | Reelect C Bhaktavatsala Rao as Director | Management | For | Against |
| 4 | Approve Price Waterhouse & Co Chartered Accountants LLP, Chennai as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Remuneration of Vipin Sondhi as Managing Director and Chief Executive Officer | Management | For | Against |
| 6 | Approve Remuneration of Gopal Mahadevan as Whole-time Director and Chief Financial Officer | Management | For | For |
| 7 | Approve Remuneration Payable to Dheeraj G Hinduja as Executive Chairman | Management | For | For |
| 8 | Approve Payment of Remuneration to Non-Executive Directors | Management | For | For |
| 9 | Approve Revision in Remuneration of Dheeraj G Hinduja as Executive Chairman from April 1, 2022 | Management | For | Against |
| 10 | Approve Remuneration of Cost Auditors | Management | For | For |
| 11 | Approve Material Related Party Transactions with TVS Mobility Private Limited | Management | For | For |
| 12 | Approve Material Related Party Transactions with Switch Mobility Automotive Limited | Management | For | For |
| 13 | Approve Loans, Guarantees, Securities and/or Investments in Other Body Corporate | Management | For | Against |
| ASHOK LEYLAND LIMITED Meeting Date: JAN 21, 2023 Record Date: DEC 16, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 500477 Security ID: Y0266N143 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Shenu Agarwal as Director | Management | For | For |
| 2 | Approve Appointment and Remuneration of Shenu Agarwal as Managing Director & Chief Executive Officer | Management | For | For |
| ASML HOLDING NV Meeting Date: APR 26, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ASML Security ID: N07059210 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Discuss the Company's Business, Financial Situation and Sustainability | Management | None | None |
| 3a | Approve Remuneration Report | Management | For | For |
| 3b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3c | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 3d | Approve Dividends | Management | For | For |
| 4a | Approve Discharge of Management Board | Management | For | For |
| 4b | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Approve Number of Shares for Management Board | Management | For | For |
| 6a | Amend Remuneration Policy for the Supervisory Board | Management | For | For |
| 6b | Amend Remuneration of the Members of the Supervisory Board | Management | For | For |
| 7 | Receive Information on the Composition of the Management Board and Announce Intention to Appoint W.R. Allan to Management Board | Management | None | None |
| 8a | Elect N.S. Andersen to Supervisory Board | Management | For | For |
| 8b | Elect J.P. de Kreij to Supervisory Board | Management | For | For |
| 8c | Discuss Composition of the Supervisory Board | Management | None | None |
| 9 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 10a | Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition | Management | For | For |
| 10b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 11 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 12 | Authorize Cancellation of Repurchased Shares | Management | For | For |
| 13 | Other Business (Non-Voting) | Management | None | None |
| 14 | Close Meeting | Management | None | None |
| ASTRAL LIMITED Meeting Date: AUG 29, 2022 Record Date: AUG 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 532830 Security ID: Y0433Q169 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Confirm Interim Dividend and Declare Final Dividend | Management | For | For |
| 3 | Reelect Girish Joshi as Director | Management | For | For |
| 4 | Approve S R B C & Co LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Remuneration of Cost Auditors | Management | For | For |
| BAIDU, INC. Meeting Date: JUN 27, 2023 Record Date: MAY 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 9888 Security ID: G07034104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Memorandum of Association and Articles of Association | Management | For | For |
| BAJAJ FINANCE LIMITED Meeting Date: JUL 27, 2022 Record Date: JUL 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 500034 Security ID: Y0547D112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividend | Management | For | For |
| 3 | Reelect Rajeev Jain as Director | Management | For | For |
| 4 | Approve Deloitte Haskins & Sells, Chartered Accountants as Joint Statutory Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve G. M. Kapadia & Co., Chartered Accountants as Joint Statutory Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Elect Radhika Vijay Haribhakti as Director | Management | For | Against |
| 7 | Approve Issuance of Non-Convertible Debentures Through Private Placement Basis | Management | For | For |
| 8 | Approve Payment of Commission to Non-Executive Directors | Management | For | For |
| BAJAJ FINANCE LIMITED Meeting Date: JUN 15, 2023 Record Date: APR 28, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 500034 Security ID: Y0547D112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Arindam Bhattacharya as Director | Management | For | For |
| 2 | Elect Anup Kumar Saha as Director and Approve Appointment and Remuneration of Anup Kumar Saha as Executive Director | Management | For | Against |
| 3 | Elect Rakesh Induprasad Bhatt as Director and Approve Appointment and Remuneration of Rakesh Induprasad Bhatt as Executive Director | Management | For | Against |
| BANCO BTG PACTUAL SA Meeting Date: SEP 23, 2022 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: BPAC11 Security ID: P1R8ZJ253 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Partial Spin-Off of Banco Sistema S.A. and Absorption of Partial Spun-Off Assets Without Capital Increase | Management | For | For |
| 2 | Ratify RSM ACAL Auditores Independentes S/S as Independent Firm to Appraise Proposed Transaction | Management | For | For |
| 3 | Approve Agreement for Partial Spin-Off of Banco Sistema S.A. and Absorption of Partial Spun-Off Assets Without Capital Increase, and Approve Independent Firm's Appraisal | Management | For | For |
| 4 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| BANCO BTG PACTUAL SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: BPAC11 Security ID: P1R8ZJ253 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Article 3 Re: Corporate Purpose | Management | For | For |
| 2 | Consolidate Bylaws | Management | For | For |
| BANCO BTG PACTUAL SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: BPAC11 Security ID: P1R8ZJ253 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 4.1 | Elect Andre Santos Esteves as Director | Management | For | Against |
| 4.2 | Elect Eduardo Henrique de Mello Motta Loyo as Independent Director | Management | For | Against |
| 4.3 | Elect Guillermo Ortiz Martinez as Director | Management | For | Against |
| 4.4 | Elect John Huw Gwili Jenkins as Director | Management | For | Against |
| 4.5 | Elect Mark Clifford Maletz as Independent Director | Management | For | For |
| 4.6 | Elect Nelson Azevedo Jobim as Director | Management | For | Against |
| 4.7 | Elect Roberto Balls Sallouti as Director | Management | For | Against |
| 4.8 | Elect Sofia De Fatima Esteves as Independent Director | Management | For | For |
| 4.9 | Elect Joao Marcello Dantas Leite as Director | Management | For | Against |
| 5 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | None | Abstain |
| 6.1 | Percentage of Votes to Be Assigned - Elect Andre Santos Esteves as Director | Management | None | Abstain |
| 6.2 | Percentage of Votes to Be Assigned - Elect Eduardo Henrique de Mello Motta Loyo as Independent Director | Management | None | Abstain |
| 6.3 | Percentage of Votes to Be Assigned - Elect Guillermo Ortiz Martinez as Director | Management | None | Abstain |
| 6.4 | Percentage of Votes to Be Assigned - Elect John Huw Gwili Jenkins as Director | Management | None | Abstain |
| 6.5 | Percentage of Votes to Be Assigned - Elect Mark Clifford Maletz as Independent Director | Management | None | Abstain |
| 6.6 | Percentage of Votes to Be Assigned - Elect Nelson Azevedo Jobim as Director | Management | None | Abstain |
| 6.7 | Percentage of Votes to Be Assigned - Elect Roberto Balls Sallouti as Director | Management | None | Abstain |
| 6.8 | Percentage of Votes to Be Assigned - Elect Sofia De Fatima Esteves as Independent Director | Management | None | Abstain |
| 6.9 | Percentage of Votes to Be Assigned - Elect Joao Marcello Dantas Leite as Director | Management | None | Abstain |
| 7 | As an Ordinary Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 8 | As a Preferred Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 9 | Approve Remuneration of Company's Management | Management | For | Against |
| 10 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? | Management | None | Abstain |
| 11 | In Case Neither Class of Shares Reaches the Minimum Quorum Required by the Brazilian Corporate Law to Elect a Board Representative in Separate Elections, Would You Like to Use Your Votes to Elect the Candidate with More Votes to Represent Both Classes? | Management | None | For |
| BANGKOK DUSIT MEDICAL SERVICES PUBLIC CO. LTD. Meeting Date: APR 07, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BDMS Security ID: Y06071255 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Acknowledge Company's Performance | Management | None | None |
| 2 | Approve Financial Statements | Management | For | For |
| 3 | Approve Allocation of Income and Dividend Payment | Management | For | For |
| 4.1 | Elect Prasert Prasarttong-Osoth as Director | Management | For | Against |
| 4.2 | Elect Chuladej Yossundharakul as Director | Management | For | Against |
| 4.3 | Elect Weerawong Chittmittrapap as Director | Management | For | For |
| 4.4 | Elect Narumol Noi-am as Director | Management | For | For |
| 4.5 | Elect Poramaporn Prasarttong-Osoth as Director | Management | For | Against |
| 4.6 | Elect Subhak Siwaraksa as Director | Management | For | For |
| 5 | Approve Remuneration of Directors | Management | For | For |
| 6 | Approve EY Office Limited as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Amend Articles of Association | Management | For | For |
| 8 | Other Business | Management | For | Against |
| BANK OF JIANGSU CO., LTD. Meeting Date: OCT 27, 2022 Record Date: OCT 21, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 600919 Security ID: Y0698M101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Related-Party Transaction Management System | Management | For | Against |
| 2 | Amend Equity Management Measures | Management | For | Against |
| 3 | Elect Ge Renyu as Non-independent Director | Management | For | For |
| BANK OF JIANGSU CO., LTD. Meeting Date: FEB 22, 2023 Record Date: FEB 16, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 600919 Security ID: Y0698M101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Change in Registered Capital | Management | For | For |
| 2 | Amend Articles of Association | Management | For | Against |
| 3 | Elect Dai Qian as Non-independent Director | Management | For | For |
| BANK OF JIANGSU CO., LTD. Meeting Date: MAY 16, 2023 Record Date: MAY 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 600919 Security ID: Y0698M101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Evaluation Report of the Board of Supervisors on the Performance of Directors and Senior Management Members | Management | For | For |
| 4 | Approve Performance Evaluation Report on Supervisors | Management | For | For |
| 5 | Approve Report of the Independent Directors | Management | For | For |
| 6 | Approve Financial Statements and Financial Budget | Management | For | Against |
| 7 | Approve 2022 Related Party Transaction Report | Management | For | For |
| 8 | Approve 2023 Related Party Transactions | Management | For | For |
| 9 | Approve to Appoint Auditor | Management | For | For |
| 10 | Approve Issuance of Ordinary Financial Bonds | Management | For | Against |
| BEIJING ORIENTAL YUHONG WATERPROOF TECHNOLOGY CO., LTD. Meeting Date: SEP 16, 2022 Record Date: SEP 09, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 002271 Security ID: Y07729109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Li Weiguo as Director | Management | For | For |
| 1.2 | Elect Xu Limin as Director | Management | For | For |
| 1.3 | Elect Xiang Jinming as Director | Management | For | For |
| 1.4 | Elect Zhang Zhiping as Director | Management | For | For |
| 1.5 | Elect Zhang Ying as Director | Management | For | For |
| 1.6 | Elect Zhang Hongtao as Director | Management | For | For |
| 1.7 | Elect Yang Haocheng as Director | Management | For | For |
| 1.8 | Elect Wang Xiaoxia as Director | Management | For | For |
| 2.1 | Elect Cai Zhaoyun as Director | Management | For | For |
| 2.2 | Elect Huang Qinglin as Director | Management | For | For |
| 2.3 | Elect Chen Guangjin as Director | Management | For | For |
| 2.4 | Elect Zhu Dongqing as Director | Management | For | For |
| 3.1 | Elect Wang Jing as Supervisor | Management | For | For |
| 3.2 | Elect Zou Menglan as Supervisor | Management | For | For |
| 4 | Approve Repurchase and Cancellation of Performance Shares | Management | For | For |
| 5 | Approve Amendments to Articles of Association to Expand Business Scope | Management | For | For |
| BEIJING ORIENTAL YUHONG WATERPROOF TECHNOLOGY CO., LTD. Meeting Date: MAY 05, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 002271 Security ID: Y07729109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Financial Statements | Management | For | For |
| 4 | Approve Financial Budget Report | Management | For | For |
| 5 | Approve Profit Distribution | Management | For | For |
| 6 | Approve Annual Report and Summary | Management | For | For |
| 7 | Approve to Appoint Auditor | Management | For | For |
| 8 | Approve Remuneration of Directors | Management | For | For |
| 9 | Approve Remuneration of Supervisors | Management | For | For |
| 10 | Approve Application of Comprehensive Credit Lines | Management | For | For |
| 11 | Approve Guarantee Provision for Comprehensive Credit Lines | Management | For | For |
| 12 | Approve External Guarantee | Management | For | For |
| 13 | Approve Provision of Guarantee for Wholly-owned Subsidiary | Management | For | For |
| 14 | Approve Decrease in Capital | Management | For | For |
| 15 | Amend Articles of Association | Management | For | For |
| 16 | Approve Purchase of Liability Insurance for Directors, Supervisors and Senior Management Members | Management | For | For |
| 17 | Approve Change in Usage of Raised Funds and Use of Excess Funds to Replenish Working Capital | Management | For | For |
| BID CORP. LTD. Meeting Date: NOV 17, 2022 Record Date: NOV 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BID Security ID: S11881109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Reappoint PricewaterhouseCoopers Inc as Auditors with Eben Gerryts as the Individual Registered Auditor | Management | For | For |
| 2.1 | Re-elect Tasneem Abdool-Samad as Director | Management | For | For |
| 2.2 | Re-elect David Cleasby as Director | Management | For | For |
| 2.3 | Re-elect Brian Joffe as Director | Management | For | For |
| 2.4 | Re-elect Helen Wiseman as Director | Management | For | For |
| 3.1 | Re-elect Tasneem Abdool-Samad as Member of the Audit and Risk Committee | Management | For | For |
| 3.2 | Re-elect Paul Baloyi as Member of the Audit and Risk Committee | Management | For | For |
| 3.3 | Re-elect Keneilwe Moloko as Member of the Audit and Risk Committee | Management | For | For |
| 3.4 | Re-elect Nigel Payne as Member of the Audit and Risk Committee | Management | For | For |
| 3.5 | Re-elect Helen Wiseman as Chairman of the Audit and Risk Committee | Management | For | For |
| 4.1 | Approve Remuneration Policy | Management | For | For |
| 4.2 | Approve Implementation of Remuneration Policy | Management | For | For |
| 5 | Amend the Conditional Share Plan Scheme | Management | For | Against |
| 6 | Place Authorised but Unissued Shares under Control of Directors | Management | For | For |
| 7 | Authorise Board to Issue Shares for Cash | Management | For | For |
| 8 | Approve Pro Rata Reduction of Stated Capital in lieu of Dividend | Management | For | For |
| 9 | Authorise Creation and Issuance of Convertible Debentures or Other Convertible Instruments | Management | For | For |
| 10 | Authorise Ratification of Approved Resolutions | Management | For | For |
| 11 | Authorise Repurchase of Issued Share Capital | Management | For | For |
| 12.1 | Approve Fees of the Chairman | Management | For | For |
| 12.2 | Approve Fees of the Lead Independent Non-executive Director | Management | For | For |
| 12.3 | Approve Fees of the Non-executive Directors | Management | For | For |
| 12.4 | Approve Fees of the Audit and Risk Committee Chairman | Management | For | For |
| 12.5 | Approve Fees of the Audit and Risk Committee Member | Management | For | For |
| 12.6 | Approve Fees of the Remuneration Committee Chairman | Management | For | For |
| 12.7 | Approve Fees of the Remuneration Committee Member | Management | For | For |
| 12.8 | Approve Fees of the Nominations Committee Chairman | Management | For | For |
| 12.9 | Approve Fees of the Nominations Committee Member | Management | For | For |
| 12.10 | Approve Fees of the Acquisitions Committee Chairman | Management | For | For |
| 12.11 | Approve Fees of the Acquisitions Committee Member | Management | For | For |
| 12.12 | Approve Fees of the Social and Ethics Committee Chairman | Management | For | For |
| 12.13 | Approve Fees of the Social and Ethics Committee Member | Management | For | For |
| 12.14 | Approve Fees of the Ad hoc Meetings | Management | For | For |
| 12.15 | Approve Fees of the Travel per Meeting Cycle | Management | For | For |
| 13 | Approve Financial Assistance to Related or Inter-related Companies and Corporations | Management | For | For |
| BID CORP. LTD. Meeting Date: JUN 29, 2023 Record Date: JUN 23, 2023 Meeting Type: SPECIAL | ||||
| Ticker: BID Security ID: S11881109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Conditional Share Plan to Require that a Participant Exercises their Vested Awards Before they can be Settled and Freely Disposed of | Management | For | For |
| 2 | Amend Conditional Share Plan to Introduce a Discretion on the Remuneration Committee to Determine that Awards of "Good Leavers" may Not be Subject to Time Pro-Rated Early Vesting and may Vest in Full in the Ordinary Course | Management | For | Against |
| 3 | Authorise Ratification of Approved Resolutions | Management | For | For |
| BOC AVIATION LIMITED Meeting Date: MAY 30, 2023 Record Date: MAY 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2588 Security ID: Y09292106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3a | Elect Liu Jin as Director | Management | For | For |
| 3b | Elect Wang Xiao as Director | Management | For | For |
| 3c | Elect Wei Hanguang as Director | Management | For | For |
| 3d | Elect Fu Shula as Director | Management | For | For |
| 3e | Elect Yeung Yin Bernard as Director | Management | For | For |
| 4 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 5 | Approve PricewaterhouseCoopers LLP as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 7 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 8 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| BOSIDENG INTERNATIONAL HOLDINGS LIMITED Meeting Date: AUG 22, 2022 Record Date: AUG 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 3998 Security ID: G12652106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3.1 | Elect Gao Xiaodong as Director | Management | For | For |
| 3.2 | Elect Dong Binggen as Director | Management | For | For |
| 3.3 | Elect Ngai Wai Fung as Director | Management | For | For |
| 3.4 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve KPMG as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 6 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 8 | Amend Existing Amended and Restated Articles of Association and Adopt New Amended and Restated Articles of Association | Management | For | For |
| BYD COMPANY LIMITED Meeting Date: JUN 08, 2023 Record Date: JUN 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 1211 Security ID: Y1023R104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Supervisory Committee | Management | For | For |
| 3 | Approve Audited Financial Report | Management | For | For |
| 4 | Approve Annual Reports and Its Summary | Management | For | For |
| 5 | Approve Profit Distribution Plan | Management | For | For |
| 6 | Approve Ernst & Young Hua Ming LLP as Sole External Auditor and Internal Control Audit Institution and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Approve Provision of Guarantees by the Group | Management | For | Against |
| 8 | Approve Estimated Cap of Ordinary Connected Transactions | Management | For | For |
| 9 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for Additional H Shares | Management | For | Against |
| 10 | Approve Issuance by BYD Electronic (International) Company Limited of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 11 | Approve Authorization to the Board to Determine the Proposed Plan for the Issuance of Debt Financing Instrument(s) | Management | For | Against |
| 12 | Approve Purchase of Liability Insurance for Directors, Supervisors, Senior Management and Other Related Persons and Authorize the Chairman or Its Authorized Persons to Handle All Related Matters | Management | For | For |
| 13 | Approve Compliance Manual in Relation to Connected Transaction | Management | For | For |
| CAPLIN POINT LABORATORIES LIMITED Meeting Date: SEP 29, 2022 Record Date: SEP 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 524742 Security ID: Y1100T130 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Declare Final Dividend and Ratify Interim Dividend | Management | For | For |
| 3 | Reelect Sridhar Ganesan as Director | Management | For | For |
| 4 | Approve CNGSN & Associates LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Material Related Party Transaction(s) with NuevosEticos Neo Ethicals S.A - Guatemala | Management | For | For |
| 6 | Approve Material Related Party Transaction(s) with Caplin Steriles Limited | Management | For | For |
| 7 | Approve Loans, Guarantees, Securities to Subsidiaries | Management | For | For |
| 8 | Approve Reappointment and Remuneration of Sridhar Ganesan as Managing Director | Management | For | For |
| 9 | Elect R. Nagendran as Director | Management | For | For |
| 10 | Elect S. Deenadayalan as Director | Management | For | For |
| CHEMICAL WORKS OF GEDEON RICHTER PLC Meeting Date: APR 25, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RICHT Security ID: X3124S107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Use of Electronic Vote Collection Method | Management | For | For |
| 2 | Authorize Company to Produce Sound Recording of Meeting Proceedings | Management | For | For |
| 3 | Elect Chairman and Other Meeting Officials | Management | For | For |
| 4 | Approve Consolidated Financial Statements | Management | For | For |
| 5 | Approve Management Board Report on Company's Operations, Business Policy, and Financial Standing | Management | For | For |
| 6 | Approve Financial Statements | Management | For | For |
| 7 | Approve Allocation of Income and Dividends of HUF 390 per Share | Management | For | For |
| 8 | Approve Company's Corporate Governance Statement | Management | For | For |
| 9 | Amend Remuneration Policy | Management | For | Against |
| 10 | Approve Remuneration Report | Management | For | Against |
| 11.1 | Amend Bylaws | Management | For | For |
| 11.2 | Amend Bylaws | Management | For | For |
| 13 | Approve Report on Share Repurchase Program | Management | For | For |
| 14 | Authorize Share Repurchase Program | Management | For | For |
| 15.1 | Reelect Erik Attila Bogsch as Management Board Member | Management | For | For |
| 15.2 | Reelect Gabor Orban as Management Board Member | Management | For | For |
| 15.3 | Reelect Ilona Hardy dr. Pinterne as Management Board Member | Management | For | For |
| 15.4 | Reelect Elek Szilveszter Vizias Management Board Member | Management | For | For |
| 15.5 | Reelect Peter Cserhati as Management Board Member | Management | For | For |
| 15.6 | Elect Gabriella Balogh as Management Board Member | Management | For | For |
| 15.7 | Elect Balazs Szepesi as Management Board Member | Management | For | For |
| 15.8 | Elect Laszlone Nemeth as Management Board Member | Management | For | For |
| 16 | Elect Ferenc Sallai as Employee Representative to Supervisory Board | Management | For | For |
| 17.1 | Approve Terms of Remuneration of Management Board Members | Management | For | For |
| 17.2 | Approve Terms of Remuneration of Management Board Members | Management | For | For |
| 17.3 | Approve Terms of Remuneration of Management Board Members | Management | For | Against |
| 18.1 | Approve Terms of Remuneration of Supervisory Board Members | Management | For | For |
| 18.2 | Approve Terms of Remuneration of Supervisory Board Members | Management | For | For |
| 18.3 | Approve Terms of Remuneration of Audit Committee Members | Management | For | For |
| 19 | Ratify Deloitte Auditing and Consulting Ltd. as Auditor | Management | For | For |
| 20 | Approve Auditor's Remuneration | Management | For | For |
| 21 | Transact Other Business | Management | For | Against |
| CHINA LONGYUAN POWER GROUP CORPORATION LIMITED Meeting Date: JAN 30, 2023 Record Date: JAN 19, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 916 Security ID: Y1501T101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Da Hua Certified Public Accountants (Special General Partnership) as A Share Internal Control Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 2 | Approve Increase in Registered Capital of Guangdong New Energy | Management | For | For |
| CHINA LONGYUAN POWER GROUP CORPORATION LIMITED Meeting Date: JUN 15, 2023 Record Date: JUN 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 916 Security ID: Y1501T101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report | Management | For | For |
| 2 | Approve Report of the Board of Directors | Management | For | For |
| 3 | Approve Report of the Supervisory Board | Management | For | For |
| 4 | Approve Audited Financial Statements and Final Accounts Report | Management | For | For |
| 5 | Approve Profit Distribution Plan | Management | For | For |
| 6 | Approve Budget Report | Management | For | Against |
| 7 | Approve Remuneration Plan for Directors and Supervisors | Management | For | For |
| 8 | Elect Gong Yufei as Director | Management | For | For |
| 9 | Approve Ernst & Young as International Auditor | Management | For | For |
| 10 | Approve Provision of Financial Assistance to Controlled Subsidiaries | Management | For | For |
| 11 | Amend Articles of Association | Management | For | Against |
| 12 | Approve Grant of General Mandate to Apply for Registration and Issuance of Debt Financing Instruments in the PRC | Management | For | For |
| 13 | Approve Grant of General Mandate to Apply for Registration and Issuance of Debt Financing Instruments Overseas | Management | For | For |
| 14 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| CHINA NATIONAL BUILDING MATERIAL COMPANY LIMITED Meeting Date: OCT 28, 2022 Record Date: OCT 24, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 3323 Security ID: Y15045100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Asset Purchase Agreement, Compensation Agreement, and Related Transactions | Management | For | For |
| 2 | Approve Proposed Revised Annual Cap and Related Transactions | Management | For | For |
| CHINA NATIONAL BUILDING MATERIAL COMPANY LIMITED Meeting Date: DEC 19, 2022 Record Date: DEC 13, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 3323 Security ID: Y15045100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Liu Yan as Director and Authorize Board to Fix His Remuneration | Management | For | For |
| 2 | Approve Master Agreement on Mutual Provision of Products and Services, Annual Caps and Related Transactions | Management | For | For |
| 3 | Approve Master Agreement on Mutual Provision of Engineering Services, Annual Caps and Related Transactions | Management | For | For |
| 4 | Approve Financial Services Framework Agreement, Caps and Related Transactions | Management | For | Against |
| 5 | Approve Loan Framework Agreement, Caps and Related Transactions | Management | For | For |
| 6 | Elect Wei Rushan as Director and Authorize Board to Fix His Remuneration | Shareholder | For | For |
| 7 | Elect Qu Xiaoli as Supervisor | Shareholder | For | For |
| 8 | Amend Articles of Association | Management | For | For |
| CHINA NATIONAL BUILDING MATERIAL COMPANY LIMITED Meeting Date: APR 28, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 3323 Security ID: Y15045100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Supervisory Committee | Management | For | For |
| 3 | Approve Auditors' Report and Audited Financial Statements | Management | For | For |
| 4 | Approve Profit Distribution Plan and Final Dividend Distribution Plan | Management | For | For |
| 5 | Authorize Board to Deal With All Matters in Relation to the Company's Distribution of Interim Dividend | Management | For | For |
| 6 | Approve Da Hua Certified Public Accountants (Special General Partnership) as Domestic Auditor and Moore Stephens CPA Limited as International Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7a | Amend Articles of Association | Management | For | For |
| 7b | Amend Rules and Procedures Regarding General Meetings of Shareholders | Management | For | For |
| 8 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for Additional Issuance of H Shares and Domestic Shares | Management | For | Against |
| 9 | Approve Grant of General Mandate to the Board to Repurchase H Shares | Management | For | For |
| 10 | Approve Issuance of Debt Financing Instruments and Related Transactions | Management | For | For |
| CHINA NATIONAL BUILDING MATERIAL COMPANY LIMITED Meeting Date: APR 28, 2023 Record Date: APR 24, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 3323 Security ID: Y15045100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Grant of General Mandate to the Board to Repurchase H Shares | Management | For | For |
| CHINA OVERSEAS LAND & INVESTMENT LTD. Meeting Date: JUN 28, 2023 Record Date: JUN 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 688 Security ID: Y15004107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3a | Elect Luo Liang as Director | Management | For | For |
| 3b | Elect Zhang Zhichao as Director | Management | For | For |
| 4 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 5 | Approve Ernst & Young as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 7 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| CHINA PACIFIC INSURANCE (GROUP) CO., LTD. Meeting Date: MAY 26, 2023 Record Date: MAY 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2601 Security ID: Y1505Z103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Annual Report | Management | For | For |
| 4 | Approve Financial Statements and Report of the Company | Management | For | For |
| 5 | Approve Profit Distribution Plan | Management | For | For |
| 6 | Approve Ernst & Young Hua Ming LLP as Auditor and Internal Control Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Approve Donation Budget | Management | For | For |
| 8 | Elect Lo Yuen Man Elaine as Director | Management | For | For |
| CHINA RESOURCES BEER (HOLDINGS) COMPANY LIMITED Meeting Date: MAY 19, 2023 Record Date: MAY 12, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 291 Security ID: Y15037107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3.1 | Elect Lai Ni Hium, Frank as Director | Management | For | For |
| 3.2 | Elect Houang Tai Ninh as Director | Management | For | For |
| 3.3 | Elect Bernard Charnwut Chan as Director | Management | For | Against |
| 3.4 | Elect Siu Kwing Chue, Gordon as Director | Management | For | For |
| 3.5 | Elect Lai Hin Wing Henry Stephen as Director | Management | For | For |
| 3.6 | Approve Directors' Fees | Management | For | For |
| 4 | Approve Deloitte Touche Tohmatsu as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 6 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| CHINA RESOURCES LAND LIMITED Meeting Date: JUN 07, 2023 Record Date: JUN 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 1109 Security ID: G2108Y105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3.1 | Elect Li Xin as Director | Management | For | For |
| 3.2 | Elect Zhang Dawei as Director | Management | For | For |
| 3.3 | Elect Guo Shiqing as Director | Management | For | For |
| 3.4 | Elect Andrew Y. Yan as Director | Management | For | For |
| 3.5 | Elect Wan Kam To, Peter as Director | Management | For | For |
| 3.6 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve KPMG as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 6 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| CI&T, INC. (BRAZIL) Meeting Date: MAY 26, 2023 Record Date: APR 26, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CINT Security ID: G21307106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| CONTAINER CORPORATION OF INDIA LTD. Meeting Date: SEP 28, 2022 Record Date: SEP 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 531344 Security ID: Y1740A152 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Confirm Interim Dividends and Declare Final Dividend | Management | For | For |
| 3 | Reelect V. Kalyana Rama as Chairman and Managing Director | Management | For | For |
| 4 | Reelect Pradip K. Agrawal as Director (Domestic Division) | Management | For | For |
| 5 | Approve S. N. Nanda & Co., Chartered Accountants, New Delhi as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Elect Chesong Bikramsing Terang as Director | Management | For | Against |
| 7 | Elect Satendra Kumar as Director | Management | For | For |
| 8 | Elect Chandra Rawat as Director | Management | For | Against |
| 9 | Elect Kedarashish Bapat as Director | Management | For | For |
| CONTAINER CORPORATION OF INDIA LTD. Meeting Date: DEC 05, 2022 Record Date: OCT 28, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 531344 Security ID: Y1740A152 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ram Prakash as Part-Time Government Director | Management | For | Against |
| 2 | Elect Deepak Kumar Jha as Part-Time Government Director | Management | For | Against |
| CONTAINER CORPORATION OF INDIA LTD. Meeting Date: MAR 16, 2023 Record Date: FEB 10, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 531344 Security ID: Y1740A152 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ajit Kumar Panda as Director and Approve Appointment and Remuneration of Ajit Kumar Panda as Whole-Time Director | Management | For | Against |
| CREDITACCESS GRAMEEN LIMITED Meeting Date: JUL 25, 2022 Record Date: JUL 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 541770 Security ID: Y2R43C102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Reelectt Sumit Kumar as Director | Management | For | For |
| 3 | Authorize Board to Fix Remuneration of Deloitte Haskins & Sells, Chartered Accountants as Statutory Auditors | Management | For | For |
| 4 | Approve Payment of Commission to Independent Directors | Management | For | Against |
| CREDITACCESS GRAMEEN LIMITED Meeting Date: JAN 03, 2023 Record Date: NOV 25, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 541770 Security ID: Y2R43C102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Rekha Warriar as Non-Executive-Independent Director | Management | For | For |
| 2 | Elect Paolo Brichetti as Vice-Chairman & Non-Executive Director | Management | For | For |
| CREDITACCESS GRAMEEN LIMITED Meeting Date: APR 25, 2023 Record Date: MAR 17, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 541770 Security ID: Y2R43C102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Extension of Appointment and Remuneration of Udaya Kumar Hebbar as Managing Director & Chief Executive Officer | Management | For | For |
| DELTA ELECTRONICS, INC. Meeting Date: JUN 13, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2308 Security ID: Y20263102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Approve Amendments to Articles of Association | Management | For | For |
| 4 | Approve Amendments to Rules and Procedures Regarding Shareholder's General Meeting | Management | For | For |
| 5 | Approve Amendment to Rules and Procedures for Election of Directors | Management | For | For |
| 6 | Approve Release of Restrictions of Competitive Activities of Directors | Management | For | For |
| DINO POLSKA SA Meeting Date: JUN 26, 2023 Record Date: JUN 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DNP Security ID: X188AF102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Meeting Chairman | Management | For | For |
| 3 | Acknowledge Proper Convening of Meeting | Management | None | None |
| 4 | Approve Agenda of Meeting | Management | For | For |
| 5 | Receive Management Board Report on Company's and Group's Operations, Financial Statements, and Management Board Proposal on Allocation of Income | Management | None | None |
| 6 | Receive Supervisory Board Reports on Its Activities, Management Board Report on Company's and Group's Operations, Financial Statements, and Management Board Proposal on Allocation of Income | Management | None | None |
| 7 | Receive Supervisory Board Requests on Approval of Management Board Report on Company's and Group's Operations, Financial Statements, Management Board Proposal on Allocation of Income, and Discharge of Management Board Members | Management | None | None |
| 8.1 | Approve Management Board Report on Company's and Group's Operations | Management | For | For |
| 8.2 | Approve Financial Statements | Management | For | For |
| 8.3 | Approve Consolidated Financial Statements | Management | For | For |
| 9 | Approve Allocation of Income and Omission of Dividends | Management | For | For |
| 10.1 | Approve Discharge of Michal Krauze (Management Board Member) | Management | For | For |
| 10.2 | Approve Discharge of Michal Muskala (Management Board Member) | Management | For | For |
| 10.3 | Approve Discharge of Izabela Biadala (Management Board Member) | Management | For | For |
| 10.4 | Approve Discharge of Piotr Scigala (Management Board Member) | Management | For | For |
| 11.1 | Approve Discharge of Tomasz Biernacki (Supervisory Board Chairman) | Management | For | For |
| 11.2 | Approve Discharge of Eryk Bajer (Supervisory Board Member) | Management | For | For |
| 11.3 | Approve Discharge of Slawomir Jakszuk (Supervisory Board Member) | Management | For | For |
| 11.4 | Approve Discharge of Piotr Nowjalis (Supervisory Board Member) | Management | For | For |
| 11.5 | Approve Discharge of Maciej Polanowski (Supervisory Board Member) | Management | For | For |
| 12 | Approve Remuneration Report | Management | For | Against |
| 13.1 | Amend Statute Re: General Meeting; Supervisory Board | Management | For | For |
| 13.2 | Approve Consolidated Text of Statute | Management | For | For |
| 14 | Close Meeting | Management | None | None |
| EICHER MOTORS LIMITED Meeting Date: AUG 24, 2022 Record Date: AUG 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 505200 Security ID: Y2251M148 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividend | Management | For | For |
| 3 | Reelect Vinod Kumar Aggarwal as Director | Management | For | For |
| 4 | Approve S.R. Batliboi & Co., LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Remuneration of Cost Auditors | Management | For | For |
| 6 | Elect Govindarajan Balakrishnan as Director and Approve Appointment of Govindarajan Balakrishnan as Whole-Time Director | Management | For | For |
| 7 | Approve Payment of Remuneration to Govindarajan Balakrishnan as Whole-Time Director | Management | For | For |
| 8 | Approve Material Related Party Transactions Between VE Commercial Vehicles Limited (VECV) and Volvo Group India Private Limited | Management | For | For |
| ELITE MATERIAL CO., LTD. Meeting Date: MAY 31, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2383 Security ID: Y2290G102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| ENN NATURAL GAS CO., LTD. Meeting Date: DEC 28, 2022 Record Date: DEC 21, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 600803 Security ID: Y3119Q107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Estimated Amount of Guarantee | Management | For | Against |
| 2 | Approve Estimated Amount of Commodity Hedging | Management | For | For |
| 3 | Approve Estimated Amount of Foreign Exchange Hedging | Management | For | For |
| 4 | Approve Repurchase and Cancellation of Performance Shares | Management | For | For |
| ENN NATURAL GAS CO., LTD. Meeting Date: APR 11, 2023 Record Date: APR 04, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 600803 Security ID: Y3119Q107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Purchase of Liability Insurance for Directors, Supervisors and Senior Management Members | Management | For | For |
| 2 | Approve Amendments to Articles of Association | Management | For | For |
| ENN NATURAL GAS CO., LTD. Meeting Date: JUN 09, 2023 Record Date: JUN 02, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 600803 Security ID: Y3119Q107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report and Summary | Management | For | For |
| 2 | Approve Report of the Board of Directors | Management | For | For |
| 3 | Approve Report of the Board of Supervisors | Management | For | For |
| 4 | Approve Financial Statements | Management | For | For |
| 5 | Approve Profit Distribution | Management | For | For |
| 6 | Approve Appointment of Auditor | Management | For | For |
| 7 | Approve Remuneration of Directors | Management | For | For |
| 8 | Approve Remuneration of Supervisors | Management | For | For |
| EXXARO RESOURCES LTD. Meeting Date: MAY 18, 2023 Record Date: MAY 12, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EXX Security ID: S26949107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Re-elect Zwelibanzi Mntambo as Director | Management | For | For |
| 1.2 | Re-elect Chanda Nxumalo as Director | Management | For | For |
| 1.3 | Elect Nondumiso Medupe as Director | Management | For | For |
| 2.1 | Re-elect Billy Mawasha as Member of the Audit Committee | Management | For | For |
| 2.2 | Elect Nondumiso Medupe as Member of the Audit Committee | Management | For | For |
| 2.3 | Re-elect Chanda Nxumalo as Member of the Audit Committee | Management | For | For |
| 3.1 | Re-elect Geraldine Fraser-Moleketi as Member of the Social, Ethics and Responsibility Committee | Management | For | For |
| 3.2 | Re-elect Karin Ireton as Member of the Social, Ethics and Responsibility Committee | Management | For | For |
| 3.3 | Re-elect Likhapha Mbatha as Member of the Social, Ethics and Responsibility Committee | Management | For | For |
| 3.4 | Re-elect Peet Snyders as Member of the Social, Ethics and Responsibility Committee | Management | For | For |
| 3.5 | Elect Nombasa Tsengwa as Member of the Social, Ethics and Responsibility Committee | Management | For | For |
| 3.6 | Elect Riaan Koppeschaar as Member of the Social, Ethics and Responsibility Committee | Management | For | For |
| 4 | Reappoint KPMG Inc. as Auditors with Safeera Loonat as the Designated Audit Partner | Management | For | For |
| 5 | Place Authorised but Unissued Shares under Control of Directors | Management | For | For |
| 6 | Authorise Board to Issue Shares for Cash | Management | For | For |
| 7 | Authorise Ratification of Approved Resolutions | Management | For | For |
| 1 | Approve Non-executive Directors' Fees | Management | For | For |
| 2 | Approve Financial Assistance in Terms of Section 44 of the Companies Act | Management | For | For |
| 3 | Approve Financial Assistance in Terms of Section 45 of the Companies Act | Management | For | For |
| 4 | Authorise Repurchase of Issued Share Capital | Management | For | For |
| 1 | Approve Remuneration Policy | Management | For | For |
| 2 | Approve Implementation of the Remuneration Policy | Management | For | Against |
| FILA HOLDINGS CORP. Meeting Date: MAR 29, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 081660 Security ID: Y2484W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Elect Yoon Yoon-su as Inside Director | Management | For | For |
| 3 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| 4 | Authorize Board to Fix Remuneration of Internal Auditor(s) | Management | For | For |
| FUBON FINANCIAL HOLDING CO., LTD. Meeting Date: JUN 09, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2881 Security ID: Y26528102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Approve Issuance of New Shares from Capitalization of the Company's Capital Reserve | Management | For | For |
| 4 | Approve Plan to Raise Long-term Capital | Management | For | For |
| 5 | Approve Amendments to Articles of Association | Management | For | For |
| 6.1 | Elect RICHARD M.TSAI with SHAREHOLDER NO.4 as Non-independent Director | Management | For | For |
| 6.2 | Elect DANIEL M.TSAI with SHAREHOLDER NO.3 as Non-independent Director | Management | For | For |
| 6.3 | Elect JERRY HARN, a Representative of MING DONG CO., LTD. with SHAREHOLDER NO.72, as Non-independent Director | Management | For | For |
| 6.4 | Elect HOWARD LIN, a Representative of MING DONG CO., LTD. with SHAREHOLDER NO.72, as Non-independent Director | Management | For | For |
| 6.5 | Elect CHIN-CHUAN HSU, a Representative of MING DONG CO., LTD. with SHAREHOLDER NO.72, as Non-independent Director | Management | For | For |
| 6.6 | Elect CHERNG-RU TSAI, a Representative of MING DONG CO., LTD. with SHAREHOLDER NO.72, as Non-independent Director | Management | For | For |
| 6.7 | Elect SHIH-MING YOU, a Representative of TAIPEI CITY GOVERNMENT with SHAREHOLDER NO.297306, as Non-independent Director | Management | For | For |
| 6.8 | Elect TANG-KAI LIEN, a Representative of TAIPEI CITY GOVERNMENT with SHAREHOLDER NO.297306, as Non-independent Director | Management | For | For |
| 6.9 | Elect RUEY-CHERNG CHENG, a Representative of TAIPEI CITY GOVERNMENT with SHAREHOLDER NO.297306, as Non-independent Director | Management | For | For |
| 6.10 | Elect SHIN-MIN CHEN with SHAREHOLDER NO.J100657XXX as Independent Director | Management | For | For |
| 6.11 | Elect SHU-HSING LI with SHAREHOLDER NO.R120428XXX as Independent Director | Management | For | For |
| 6.12 | Elect ALAN WANG with SHAREHOLDER NO.F102657XXX as Independent Director | Management | For | For |
| 6.13 | Elect PAULUS SIU-HUNG MOK with SHAREHOLDER NO.A800279XXX as Independent Director | Management | For | For |
| 6.14 | Elect BARRY CHEN with SHAREHOLDER NO.A120907XXX as Independent Director | Management | For | For |
| 6.15 | Elect KUANG-SHI YE with SHAREHOLDER NO.806836 as Independent Director | Management | For | For |
| 7 | Approve Release the Company's Directors for the Board of Directors of the 9th Term from Non-Competition Restrictions - RICHARD M.TSAI | Management | For | For |
| 8 | Approve Release the Company's Directors for the Board of Directors of the 9th Term from Non-Competition Restrictions - DANIEL M.TSAI | Management | For | For |
| 9 | Approve Release the Company's Directors for the Board of Directors of the 9th Term from Non-Competition Restrictions - JERRY HARN | Management | For | For |
| 10 | Approve Release the Company's Directors for the Board of Directors of the 9th Term from Non-Competition Restrictions - CHIN-CHUAN HSU | Management | For | For |
| 11 | Approve Release the Company's Directors for the Board of Directors of the 9th Term from Non-Competition Restrictions - CHERNG-RU TSAI | Management | For | For |
| 12 | Approve Release the Company's Directors for the Board of Directors of the 9th Term from Non-Competition Restrictions - TAIPEI CITY GOVERNMENT | Management | For | For |
| FUBON FINANCIAL HOLDING CO., LTD. Meeting Date: JUN 09, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2881 Security ID: Y26528136 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Profit Distribution | Management | For | For |
| 2 | Approve Issuance of New Shares from Capitalization of the Company's Capital Reserve | Management | For | For |
| 3 | Approve Plan to Raise Long-term Capital | Management | For | For |
| FUYAO GLASS INDUSTRY GROUP CO., LTD. Meeting Date: APR 27, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 3606 Security ID: Y2680G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Work Report of the Board of Directors | Management | For | For |
| 2 | Approve Work Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Final Financial Report | Management | For | For |
| 4 | Approve Profit Distribution Plan | Management | For | For |
| 5 | Approve Annual Report and Its Summary | Management | For | For |
| 6 | Approve PricewaterhouseCoopers Zhong Tian LLP (Special General Partnership) as Domestic Audit Institution and Internal Control Audit Institution and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Approve PricewaterhouseCoopers as Overseas Audit Institution and Authorize Board to Fix Their Remuneration | Management | For | For |
| 8 | Approve Duty Report of Independent Non-Executive Directors | Management | For | For |
| 9 | Approve Maintenance of Liability Insurance for Directors, Supervisors and Senior Management | Management | For | For |
| 10 | Approve Issuance of Medium-term Notes | Management | For | For |
| 11 | Approve Issuance of Ultra Short-Term Financing Bonds | Management | For | For |
| GALAXY ENTERTAINMENT GROUP LIMITED Meeting Date: MAY 22, 2023 Record Date: MAY 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 27 Security ID: Y2679D118 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Elect Joseph Chee Ying Keung as Director | Management | For | For |
| 3 | Elect William Yip Shue Lam as Director | Management | For | For |
| 4 | Elect Patrick Wong Lung Tak as Director | Management | For | For |
| 5 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 6 | Approve PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7.1 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 7.2 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 7.3 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 8 | Adopt New Share Award Scheme and New Share Option Scheme and the Mandate Limit Shall Not Exceed 10% of Issued Shares | Management | For | Against |
| 9 | Approve Service Provider Sub-limit | Management | For | Against |
| 10 | Approve Suspension of 2021 Share Award Scheme and Termination of 2021 Share Option Scheme | Management | For | For |
| GANFENG LITHIUM CO., LTD. Meeting Date: AUG 25, 2022 Record Date: AUG 19, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 1772 Security ID: Y2690M105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt 2022 Share Option Incentive Scheme | Management | For | For |
| 2 | Approve Assessment Management Measures in Respect of the Implementation of the 2022 Share Option Incentive Scheme | Management | For | For |
| 3 | Authorize Board to Handle All Matters in Relation to the 2022 Share Option Incentive Scheme | Management | For | For |
| GANFENG LITHIUM CO., LTD. Meeting Date: AUG 25, 2022 Record Date: AUG 19, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 1772 Security ID: Y2690M105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt 2022 Share Option Incentive Scheme | Management | For | For |
| 2 | Approve Assessment Management Measures in Respect of the Implementation of the 2022 Share Option Incentive Scheme | Management | For | For |
| 3 | Authorize Board to Handle All Matters in Relation to the 2022 Share Option Incentive Scheme | Management | For | For |
| GANFENG LITHIUM CO., LTD. Meeting Date: SEP 30, 2022 Record Date: SEP 26, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 1772 Security ID: Y2690M105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Change of Company Name | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 1 | Approve Capacity Construction Scale Improvement of Ganfeng LiEnergy New-Type Lithium Battery Project with 15 GWh Annual Capacity | Management | For | For |
| 2 | Approve Investment and Construction of New-Type Lithium Battery Production Project with 6 GWh Annual Capacity by Ganfeng LiEnergy | Management | For | For |
| 3 | Approve Investment and Construction of Small Polymer Lithium Battery Project with 2 Billion Units Annual Capacity by Ganfeng New Lithium Source | Management | For | For |
| GANFENG LITHIUM GROUP CO., LTD. Meeting Date: DEC 20, 2022 Record Date: DEC 14, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 1772 Security ID: Y2690M105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Capital Increase, Share Expansion by Ganfeng LiEnergy and Related Party Transaction | Management | For | For |
| GANFENG LITHIUM GROUP CO., LTD. Meeting Date: FEB 28, 2023 Record Date: FEB 22, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 1772 Security ID: Y2690M105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend External Investment Management System | Management | For | For |
| 2 | Approve Proposed Engagement in Foreign Exchange Hedging Business by the Company and Its Subsidiaries | Management | For | For |
| 3 | Approve Application for Bank Facilities and Provision of Guarantees by the Company and Its Subsidiaries | Management | For | Against |
| 4 | Approve Proposed Investment in Wealth Management Products with Self-Owned Funds | Management | For | Against |
| 5 | Approve Continuing Related-Party Transactions for 2023 | Management | For | For |
| 1 | Approve Proposed Signing of Investment Agreement by Ganfeng LiEnergy | Management | For | Against |
| 2 | Approve Proposed Investment and Construction of New-Type Lithium Battery and Energy Storage Headquarters Project with 10 GWh Annual Capacity by Ganfeng LiEnergy | Management | For | For |
| GEELY AUTOMOBILE HOLDINGS LIMITED Meeting Date: NOV 11, 2022 Record Date: NOV 07, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 175 Security ID: G3777B103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Supplemental Services Agreement, Annual Caps, and Related Transactions | Management | For | For |
| 2 | Approve Supplemental Automobile Components Procurement Agreement, Annual Caps, and Related Transactions | Management | For | For |
| GLOBANT SA Meeting Date: APR 19, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: GLOB Security ID: L44385109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Board's and Auditor's Reports | Management | None | None |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 4 | Approve Allocation of Income | Management | For | For |
| 5 | Approve Discharge of Directors | Management | For | For |
| 6 | Approve Remuneration of Directors | Management | For | For |
| 7 | Appoint PricewaterhouseCoopers, Societe Cooperative as Auditor for Annual Accounts and EU IFRS Consolidated Accounts | Management | For | For |
| 8 | Appoint Price Waterhouse & Co. S.R.L. as Auditor for IFRS Consolidated Accounts | Management | For | For |
| 9 | Reelect Linda Rottenberg as Director | Management | For | For |
| 10 | Reelect Martin Umaran as Director | Management | For | For |
| 11 | Reelect Guibert Englebienne as Director | Management | For | For |
| 1 | Increase Authorized Share Capital and Amend Articles of Association | Management | For | For |
| GRAND PHARMACEUTICAL GROUP LIMITED Meeting Date: JUN 02, 2023 Record Date: MAY 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 512 Security ID: G210A7101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3a | Elect Zhou Chao as Director | Management | For | For |
| 3b | Elect Shi Lin as Director | Management | For | For |
| 3c | Elect Pei Geng as Director | Management | For | For |
| 3d | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve HLB Hodgson Impey Cheng Limited as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 6 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 8 | Approve Amendments to the Existing Bye-Laws and Adopt New Bye-Laws | Management | For | Against |
| GREE ELECTRIC APPLIANCES, INC. OF ZHUHAI Meeting Date: JUN 30, 2023 Record Date: JUN 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 000651 Security ID: Y2882R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report and Summary | Management | For | For |
| 2 | Approve Report of the Board of Directors | Management | For | For |
| 3 | Approve Report of the Board of Supervisors | Management | For | For |
| 4 | Approve Financial Report | Management | For | For |
| 5 | Amend Shareholder Return Plan | Management | For | For |
| 6 | Approve Daily Related Party Transactions | Management | For | For |
| 7 | Approve Appointment of Auditor | Management | For | For |
| 8 | Approve Futures Hedging Business | Management | For | For |
| 9 | Approve Foreign Exchange Derivatives Hedging Business | Management | For | For |
| 10 | Approve Bill Pool Business | Management | For | Against |
| 11 | Approve Profit Distribution | Management | For | For |
| 12 | Approve Provision of Guarantee | Management | For | For |
| GRUPO FINANCIERO BANORTE SAB DE CV Meeting Date: NOV 29, 2022 Record Date: NOV 15, 2022 Meeting Type: ORDINARY SHAREHOLDERS | ||||
| Ticker: GFNORTEO Security ID: P49501201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Approve Cash Dividends of MXN 5.81 Per Share | Management | For | For |
| 1.2 | Approve Dividend to Be Paid on Dec. 8, 2022 | Management | For | For |
| 2 | Set Aggregate Nominal Amount of Share Repurchase Reserve | Management | For | For |
| 3 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| GRUPO FINANCIERO BANORTE SAB DE CV Meeting Date: NOV 29, 2022 Record Date: NOV 15, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: GFNORTEO Security ID: P49501201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Approve Incorporation of Banco Bineo S.A., Institucion de Banca Multiple, Grupo Financiero Banorte as Financial Entity Member of Grupo Financiero Banorte S.A.B. de C.V. | Management | For | For |
| 1.2 | Amend Article 2 Re: Incorporation of Banco Bineo S.A., Institucion de Banca Multiple, Grupo Financiero Banorte as Financial Entity Member of Grupo Financiero Banorte S.A.B. de C.V. | Management | For | For |
| 1.3 | Resolutions of Previous Item 1.1 of this Agenda will be Subject to Approval from Corresponding Regulatory Authorities | Management | For | For |
| 2.1 | Approve Modifications of Sole Responsibility Agreement | Management | For | For |
| 2.2 | Resolutions of Previous Item 2.1 of this Agenda will be Subject to Approval from Corresponding Regulatory Authorities | Management | For | For |
| 3 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| GRUPO FINANCIERO BANORTE SAB DE CV Meeting Date: APR 21, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GFNORTEO Security ID: P49501201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.a | Approve CEO's Report on Financial Statements and Statutory Reports | Management | For | For |
| 1.b | Approve Board's Report on Policies and Accounting Information and Criteria Followed in Preparation of Financial Information | Management | For | For |
| 1.c | Approve Board's Report on Operations and Activities Undertaken by Board | Management | For | For |
| 1.d | Approve Report on Activities of Audit and Corporate Practices Committee | Management | For | For |
| 1.e | Approve All Operations Carried out by Company and Ratify Actions Carried out by Board, CEO and Audit and Corporate Practices Committee | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Receive Auditor's Report on Tax Position of Company | Management | None | None |
| 4.a1 | Elect Carlos Hank Gonzalez as Board Chairman | Management | For | For |
| 4.a2 | Elect Juan Antonio Gonzalez Moreno as Director | Management | For | For |
| 4.a3 | Elect David Juan Villarreal Montemayor as Director | Management | For | For |
| 4.a4 | Elect Jose Marcos Ramirez Miguel as Director | Management | For | For |
| 4.a5 | Elect Carlos de la Isla Corry as Director | Management | For | For |
| 4.a6 | Elect Everardo Elizondo Almaguer as Director | Management | For | For |
| 4.a7 | Elect Alicia Alejandra Lebrija Hirschfeld as Director | Management | For | For |
| 4.a8 | Elect Clemente Ismael Reyes Retana Valdes as Director | Management | For | For |
| 4.a9 | Elect Mariana Banos Reynaud as Director | Management | For | For |
| 4.a10 | Elect Federico Carlos Fernandez Senderos as Director | Management | For | For |
| 4.a11 | Elect David Penaloza Alanis as Director | Management | For | For |
| 4.a12 | Elect Jose Antonio Chedraui Eguia as Director | Management | For | For |
| 4.a13 | Elect Alfonso de Angoitia Noriega as Director | Management | For | For |
| 4.a14 | Elect Thomas Stanley Heather Rodriguez as Director | Management | For | For |
| 4.a15 | Elect Graciela Gonzalez Moreno as Alternate Director | Management | For | For |
| 4.a16 | Elect Juan Antonio Gonzalez Marcos as Alternate Director | Management | For | For |
| 4.a17 | Elect Alberto Halabe Hamui as Alternate Director | Management | For | For |
| 4.a18 | Elect Gerardo Salazar Viezca as Alternate Director | Management | For | For |
| 4.a19 | Elect Alberto Perez-Jacome Friscione as Alternate Director | Management | For | For |
| 4.a20 | Elect Diego Martinez Rueda-Chapital as Alternate Director | Management | For | For |
| 4.a21 | Elect Roberto Kelleher Vales as Alternate Director | Management | For | For |
| 4.a22 | Elect Cecilia Goya de Riviello Meade as Alternate Director | Management | For | For |
| 4.a23 | Elect Jose Maria Garza Trevino as Alternate Director | Management | For | For |
| 4.a24 | Elect Manuel Francisco Ruiz Camero as Alternate Director | Management | For | For |
| 4.a25 | Elect Carlos Cesarman Kolteniuk as Alternate Director | Management | For | For |
| 4.a26 | Elect Humberto Tafolla Nunez as Alternate Director | Management | For | For |
| 4.a27 | Elect Carlos Phillips Margain as Alternate Director | Management | For | For |
| 4.a28 | Elect Ricardo Maldonado Yanez as Alternate Director | Management | For | For |
| 4.b | Elect Hector Avila Flores (Non-Member) as Board Secretary | Management | For | For |
| 4.c | Approve Directors Liability and Indemnification | Management | For | For |
| 5 | Approve Remuneration of Directors | Management | For | For |
| 6 | Elect Thomas Stanley Heather Rodriguez as Chairman of Audit and Corporate Practices Committee | Management | For | For |
| 7.1 | Approve Report on Share Repurchase | Management | For | For |
| 7.2 | Set Aggregate Nominal Amount of Share Repurchase Reserve | Management | For | For |
| 8 | Approve Certification of Company's Bylaws | Management | For | For |
| 9 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| GRUPO FINANCIERO BANORTE SAB DE CV Meeting Date: JUN 02, 2023 Record Date: MAY 22, 2023 Meeting Type: ORDINARY SHAREHOLDERS | ||||
| Ticker: GFNORTEO Security ID: P49501201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Approve Cash Dividends of MXN 7.87 Per Share | Management | For | For |
| 1.2 | Approve Dividend to Be Paid on June 12, 2023 | Management | For | For |
| 2 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| HANA MATERIALS INC. Meeting Date: MAR 24, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 166090 Security ID: Y2R9MB102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Jeong Yong-ju as Outside Director | Management | For | For |
| 2.2 | Elect Choi Wang-gi as Inside Director | Management | For | For |
| 3 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | Against |
| 4 | Authorize Board to Fix Remuneration of Internal Auditor(s) | Management | For | For |
| 5 | Approve Stock Option Grants | Management | For | For |
| HANSOH PHARMACEUTICAL GROUP COMPANY LIMITED Meeting Date: JUN 01, 2023 Record Date: MAY 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 3692 Security ID: G54958106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3a | Elect Zhong Huijuan as Director | Management | For | For |
| 3b | Elect Yang Dongtao as Director | Management | For | For |
| 3c | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve Ernst & Young as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 6 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 8 | Approve Amendments to the Memorandum and Articles of Association and Adopt the Second Amended and Restated Memorandum and Articles of Association | Management | For | For |
| HDFC BANK LIMITED Meeting Date: JUL 16, 2022 Record Date: JUL 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 500180 Security ID: Y3119P190 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Standalone Financial Statements and Statutory Reports | Management | For | For |
| 2 | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Dividend | Management | For | For |
| 4 | Reelect Renu Karnad as Director | Management | For | For |
| 5 | Approve Price Waterhouse LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Approve Payment of Additional Audit Fees to MSKA & Associates, Chartered Accountants and M.M. Nissim & Co. LLP, Chartered Accountants | Management | For | For |
| 7 | Approve Reappointment and Remuneration of Renu Karnad as Non-Executive Director | Management | For | For |
| 8 | Authorize Issuance of Unsecured Perpetual Debt Instruments, Tier II Capital Bonds and Long Term Bonds on Private Placement Basis | Management | For | For |
| HDFC BANK LIMITED Meeting Date: NOV 25, 2022 Record Date: NOV 18, 2022 Meeting Type: COURT | ||||
| Ticker: 500180 Security ID: Y3119P190 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Amalgamation | Management | For | For |
| HDFC BANK LIMITED Meeting Date: MAR 25, 2023 Record Date: FEB 17, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 500180 Security ID: Y3119P190 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Material Related Party Transactions with Housing Development Finance Corporation Limited | Management | For | For |
| 2 | Approve Material Related Party Transactions with HDB Financial Services Limited | Management | For | For |
| 3 | Approve Material Related Party Transactions with HDFC Securities Limited | Management | For | For |
| 4 | Approve Material Related Party Transactions with HDFC Life Insurance Company Limited | Management | For | For |
| 5 | Approve Material Related Party Transactions with HDFC ERGO General Insurance Company Limited | Management | For | For |
| 6 | Approve Material Related Party Transactions with HDFC Credila Financial Services Limited | Management | For | For |
| HDFC BANK LIMITED Meeting Date: JUN 11, 2023 Record Date: MAY 05, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 500180 Security ID: Y3119P190 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Appointment and Remuneration of Kaizad Bharucha as Whole-Time Deputy Managing Director | Management | For | For |
| 2 | Approve Appointment and Remuneration of Bhavesh Zaveri as Executive Director | Management | For | For |
| HONG KONG EXCHANGES AND CLEARING LIMITED Meeting Date: APR 26, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 388 Security ID: Y3506N139 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2a | Elect Cheah Cheng Hye as Director | Management | For | For |
| 2b | Elect Leung Pak Hon, Hugo as Director | Management | For | For |
| 3 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 5 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| HONG LEONG BANK BERHAD Meeting Date: OCT 27, 2022 Record Date: OCT 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 5819 Security ID: Y36503103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Directors' Fees and Other Benefits | Management | For | For |
| 2 | Elect Tan Kong Khoon as Director | Management | For | Against |
| 3 | Elect Md Hamzah bin Md Kassim as Director | Management | For | For |
| 4 | Elect Lau Souk Huan as Director | Management | For | For |
| 5 | Elect Cheong Soo Ching as Director | Management | For | For |
| 6 | Elect Fa'izah binti Mohamed Amin as Director | Management | For | For |
| 7 | Approve PricewaterhouseCoopers PLT as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 8 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| 9 | Approve Renewal of Shareholders' Mandate for Recurrent Related Party Transactions | Management | For | For |
| HUNAN VALIN STEEL CO., LTD. Meeting Date: NOV 14, 2022 Record Date: NOV 03, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 000932 Security ID: Y3767Q102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Appointment of Financial Auditor | Management | For | For |
| 2 | Approve Appointment of Internal Control Auditor | Management | For | For |
| 3 | Approve Capital Injection in Hunan Valin Iron and Steel Group Finance Co., Ltd. | Management | For | For |
| HUNAN VALIN STEEL CO., LTD. Meeting Date: FEB 07, 2023 Record Date: JAN 30, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 000932 Security ID: Y3767Q102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Estimated Total Amount of Daily Related Party Transactions | Management | For | Against |
| 2 | Approve Signing of Financial Services Agreement | Management | For | Against |
| 3.1 | Elect Xie Jiuyuan as Director | Shareholder | For | For |
| 3.2 | Elect Zeng Shunxian as Director | Shareholder | For | For |
| HUNAN VALIN STEEL CO., LTD. Meeting Date: MAY 19, 2023 Record Date: MAY 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 000932 Security ID: Y3767Q102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Financial Statements | Management | For | For |
| 4 | Approve Annual Report and Summary | Management | For | For |
| 5 | Approve Profit Distribution | Management | For | For |
| 6 | Approve Fixed Assets Investment Plan | Management | For | For |
| 7 | Elect Luo Weihua as Non-independent Director | Shareholder | For | For |
| HYUNDAI MOTOR CO., LTD. Meeting Date: MAR 23, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 005380 Security ID: Y38472109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements | Management | For | For |
| 2.1 | Amend Articles of Incorporation (Business Objectives) | Management | For | For |
| 2.2 | Amend Articles of Incorporation (Electronic Registration of Certificates) | Management | For | For |
| 2.3 | Amend Articles of Incorporation (Improvement of Governance) | Management | For | For |
| 2.4 | Amend Articles of Incorporation (Changes to the Number of Directors) | Management | For | For |
| 2.5 | Amend Articles of Incorporation (Amendment in Executives' Severance Payment Terms) | Management | For | For |
| 2.6 | Amend Articles of Incorporation (Amendment Relating to Record Date) | Management | For | For |
| 2.7 | Amend Articles of Incorporation (Bylaws) | Management | For | For |
| 3.1.1 | Elect Jang Seung-wha as Outside Director | Management | For | For |
| 3.1.2 | Elect Choi Yoon-hui as Outside Director | Management | For | For |
| 3.2.1 | Elect Jose Munoz as Inside Director | Management | For | For |
| 3.2.2 | Elect Seo Gang-hyeon as Inside Director | Management | For | For |
| 4 | Elect Jang Seung-hwa as a Member of Audit Committee | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| ICICI BANK LIMITED Meeting Date: AUG 30, 2022 Record Date: AUG 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 532174 Security ID: Y3860Z132 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividend | Management | For | For |
| 3 | Reelect Sandeep Batra as Director | Management | For | For |
| 4 | Approve MSKA & Associates, Chartered Accountants as Joint Statutory Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve KKC & Associates LLP, Chartered Accountants as Joint Statutory Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Reelect Neelam Dhawan as Director | Management | For | For |
| 7 | Reelect Uday Chitale as Director | Management | For | For |
| 8 | Reelect Radhakrishnan Nair as Director | Management | For | For |
| 9 | Elect Rakesh Jha as Director | Management | For | For |
| 10 | Approve Appointment and Remuneration of Rakesh Jha as Whole Time Director Designated as Executive Director | Management | For | For |
| 11 | Approve Revision in the Remuneration of Sandeep Bakhshi as Managing Director & Chief Executive Officer (MD & CEO) | Management | For | For |
| 12 | Approve Revision in the Remuneration of Anup Bagchi as Executive Director | Management | For | For |
| 13 | Approve Revision in the Remuneration of Sandeep Batra as Executive Director | Management | For | For |
| 14 | Approve Revision in the Remuneration of Vishakha Mulye as Erstwhile Executive Director | Management | For | For |
| 15 | Approve Material Related Party Transactions for Current Account Deposits | Management | For | For |
| 16 | Approve Material Related Party Transactions for Subscription of Securities Issued by Related Parties and Purchase of Securities from Related Parties | Management | For | For |
| 17 | Approve Material Related Party Transactions for Sale of Securities to Related Parties | Management | For | For |
| 18 | Approve Material Related Party Transactions for Fund Based and Non-Fund Based Credit Facilities | Management | For | For |
| 19 | Approve Material Related Party Transactions for Repurchase Transactions and Other Permitted Short-Term Borrowing Transactions | Management | For | For |
| 20 | Approve Material Related Party Transactions for Reverse Repurchase Transactions and Other Permitted Short-Term Lending Transactions | Management | For | For |
| 21 | Approve Material Related Party Transactions for Availing Manpower Services for Certain Activities of the Bank | Management | For | For |
| 22 | Approve Material Related Party Transactions for Availing Insurance Services | Management | For | For |
| 23 | Approve and Adopt ICICI Bank Employees Stock Unit Scheme - 2022 | Management | For | Against |
| 24 | Approve Grant of Units to Eligible Employees of Select Unlisted Wholly Owned Subsidiaries Under ICICI Bank Employees Stock Unit Scheme - 2022 | Management | For | Against |
| ICICI LOMBARD GENERAL INSURANCE COMPANY LIMITED Meeting Date: AUG 05, 2022 Record Date: JUL 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 540716 Security ID: Y3R55N101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Confirm Interim Dividend | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Reelect Sandeep Batra as Director | Management | For | For |
| 5 | Approve Remuneration of PKF Sridhar & Santhanam LLP, Chartered Accountants and Chaturvedi & Co., Chartered Accountants as Joint Statutory Auditors | Management | For | For |
| 6 | Elect Rakesh Jha as Director | Management | For | For |
| 7 | Approve Revision in Remuneration of Bhargav Dasgupta as Managing Director and CEO | Management | For | For |
| 8 | Approve Revision in Remuneration of Alok Kumar Agarwal as Whole-Time Director Designated as Executive Director-Wholesale | Management | For | For |
| 9 | Approve Revision in Remuneration of Sanjeev Mantri as Whole-Time Director Designated as Executive Director-Retail | Management | For | For |
| 10 | Approve Material Related Party Transaction for Current Bank Account Balances | Management | For | For |
| 11 | Approve Material Related Party Transaction for Subscribing to Securities Issued by Related Parties and Purchase of Securities from Related Parties | Management | For | For |
| 12 | Approve Material Related Party Transaction for Sale of Securities to Related Parties | Management | For | For |
| 13 | Approve Material Related Party Transaction for Undertaking Repurchase (Repo) Transactions and Other Permitted Short-Term Borrowing Transactions | Management | For | For |
| 14 | Approve Material Related Party Transaction for Reverse Repurchase (Reverse Repo) and Other Permitted Short-Term Lending Transactions | Management | For | For |
| ICICI PRUDENTIAL LIFE INSURANCE COMPANY LIMITED Meeting Date: OCT 05, 2022 Record Date: AUG 29, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 540133 Security ID: Y3R595106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Benjamin Bulmer as Director | Management | For | For |
| IMPALA PLATINUM HOLDINGS LTD. Meeting Date: OCT 12, 2022 Record Date: OCT 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: IMP Security ID: S37840113 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Reappoint Deloitte as Auditors with Sphiwe Stemela as the Designated Auditor | Management | For | For |
| 2.1 | Re-elect Sydney Mufamadi as Director | Management | For | For |
| 2.2 | Re-elect Bernard Swanepoel as Director | Management | For | For |
| 2.3 | Re-elect Dawn Earp as Director | Management | For | For |
| 2.4 | Elect Billy Mawasha as Director | Management | For | For |
| 2.5 | Elect Mametja Moshe as Director | Management | For | For |
| 3.1 | Re-elect Dawn Earp as Member of the Audit and Risk Committee | Management | For | For |
| 3.2 | Re-elect Peter Davey as Member of the Audit and Risk Committee | Management | For | For |
| 3.3 | Re-elect Ralph Havenstein as Member of the Audit and Risk Committee | Management | For | For |
| 3.4 | Elect Mametja Moshe as Member of the Audit and Risk Committee | Management | For | For |
| 3.5 | Re-elect Preston Speckmann as Member of the Audit and Risk Committee | Management | For | For |
| 4 | Authorise Board to Issue Shares for Cash | Management | For | For |
| 5 | Authorise Ratification of Approved Resolutions | Management | For | For |
| 6.1 | Approve Remuneration Policy | Management | For | For |
| 6.2 | Approve Remuneration Implementation Report | Management | For | Against |
| 1.1 | Approve Remuneration of the Chairperson of the Board | Management | For | For |
| 1.2 | Approve Remuneration of the Lead Independent Director | Management | For | For |
| 1.3 | Approve Remuneration of Non-executive Directors | Management | For | For |
| 1.4 | Approve Remuneration of Audit and Risk Committee Chairperson | Management | For | For |
| 1.5 | Approve Remuneration of Audit and Risk Committee Member | Management | For | For |
| 1.6 | Approve Remuneration of Social, Transformation and Remuneration Committee Chairperson | Management | For | For |
| 1.7 | Approve Remuneration of Social, Transformation and Remuneration Committee Member | Management | For | For |
| 1.8 | Approve Remuneration of Nomination, Governance and Ethics Committee Chairperson | Management | For | For |
| 1.9 | Approve Remuneration of Nomination, Governance and Ethics Committee Member | Management | For | For |
| 1.10 | Approve Remuneration of Health, Safety and Environment Committee Chairperson | Management | For | For |
| 1.11 | Approve Remuneration of Health, Safety and Environment Committee Member | Management | For | For |
| 1.12 | Approve Remuneration of Strategy and Investment Committee Chairperson | Management | For | For |
| 1.13 | Approve Remuneration of Strategy and Investment Committee Member | Management | For | For |
| 1.14 | Approve Remuneration for Ad Hoc Meetings | Management | For | For |
| 2 | Authorise Repurchase of Issued Share Capital | Management | For | For |
| INDIAMART INTERMESH LIMITED Meeting Date: JUN 13, 2023 Record Date: JUN 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 542726 Security ID: Y39213106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividend | Management | For | For |
| 3 | Reelect Dhruv Prakash as Director | Management | For | For |
| 4 | Approve Issuance of Bonus Shares | Management | For | For |
| INDIAN OIL CORPORATION LIMITED Meeting Date: AUG 25, 2022 Record Date: AUG 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 530965 Security ID: Y3925Y112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Reelect Sandeep Kumar Gupta as Director | Management | For | Against |
| 4 | Reelect S.S.V. Ramakumar as Director | Management | For | Against |
| 5 | Approve Material Related Party Transactions with Lanka IOC PLC | Management | For | For |
| 6 | Approve Material Related Party Transactions with Hindustan Urvarak Rasayan Limited | Management | For | For |
| 7 | Approve Material Related Party Transactions with Falcon Oil & Gas B.V. | Management | For | For |
| 8 | Approve Material Related Party Transactions with IndianOil Petronas Pvt. Ltd. | Management | For | For |
| 9 | Approve Material Related Party Transactions with Petronet LNG Ltd. | Management | For | For |
| 10 | Approve Material Related Party Transactions with IndianOil Adani Gas Pvt. Ltd. | Management | For | Against |
| 11 | Approve Material Related Party Transactions with IndianOil LNG Pvt. Ltd. | Management | For | For |
| 12 | Approve Material Related Party Transactions with Indian Synthetic Rubber Pvt. Ltd. | Management | For | Against |
| 13 | Approve Remuneration of Cost Auditors | Management | For | For |
| INFOSYS LIMITED Meeting Date: DEC 02, 2022 Record Date: OCT 28, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 500209 Security ID: Y4082C133 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Buyback of Equity Shares | Management | For | For |
| INFOSYS LIMITED Meeting Date: MAR 31, 2023 Record Date: FEB 24, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 500209 Security ID: Y4082C133 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Govind Vaidiram Iyer as Director | Management | For | For |
| JD.COM, INC. Meeting Date: JUN 21, 2023 Record Date: MAY 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 9618 Security ID: G8208B101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Memorandum of Association and Articles of Association | Management | For | For |
| JIANGSU EXPRESSWAY COMPANY LIMITED Meeting Date: JUN 20, 2023 Record Date: JUN 12, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 177 Security ID: Y4443L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Work Report of the Board | Management | For | For |
| 2 | Approve Work Report of the Supervisory Committee | Management | For | For |
| 3 | Approve Financial Statements and Audit Report | Management | For | For |
| 4 | Approve Final Accounting Report | Management | For | For |
| 5 | Approve Financial Budget Report | Management | For | For |
| 6 | Approve Final Dividend Distribution Proposal | Management | For | For |
| 7 | Approve KPMG Huazhen LLP as Auditors of Financial Report and Internal Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 8 | Approve Registration and Issuance of Ultra-Short-Term Notes and Related Transactions | Management | For | For |
| 9 | Approve Lending to Wufengshan Toll Bridge Company Loans | Management | For | Against |
| 10 | Approve Lending to Guangjing Xicheng Company Loans | Management | For | For |
| 11 | Approve Lending to Yichang Company Loans | Management | For | Against |
| 12 | Approve Lending to Changyi Company Loans | Management | For | Against |
| 13 | Approve Renewal of the Liability Insurance for Directors, Supervisors and Senior Management | Management | For | For |
| 14.1 | Approve Public Issuance of Corporate Bonds | Management | For | For |
| 14.2a | Approve Issuance Scale | Management | For | For |
| 14.2b | Approve Face Value and Issue Price of Corporate Bonds | Management | For | For |
| 14.2c | Approve Issuance Method | Management | For | For |
| 14.2d | Approve Maturity and Type of Corporate Bonds | Management | For | For |
| 14.2e | Approve Coupon Rate of Corporate Bonds | Management | For | For |
| 14.2f | Approve Repayment of Principal and Interest | Management | For | For |
| 14.2g | Approve Placing Arrangement for Shareholders of the Company | Management | For | For |
| 14.2h | Approve Redemption or Repurchase Terms | Management | For | For |
| 14.2i | Approve Guarantee Terms | Management | For | For |
| 14.2j | Approve Use of Proceeds | Management | For | For |
| 14.2k | Approve Way of Underwriting | Management | For | For |
| 14.2l | Approve Trading and Exchange Markets | Management | For | For |
| 14.2m | Approve Protective Measures for Repayment | Management | For | For |
| 14.2n | Approve Validity Period of the Resolutions | Management | For | For |
| 14.3 | Authorize Board to Proceed with the Management of the Relevant Matters in Relation to the Public Issuance of Corporate Bonds at their Full Discretion | Management | For | For |
| 15 | Amend Articles of Association | Management | For | Against |
| 16 | Amend Rules and Procedures Regarding Meetings of Board of Directors | Management | For | For |
| 17 | Amend Rules and Procedures Regarding Meetings of Supervisory Committee | Management | For | For |
| 18 | Amend Rules and Procedures Regarding General Meetings of Shareholders | Management | For | For |
| 19 | Elect Xu Haibei as Director and Sign an Appointment Letter with Him | Management | For | For |
| JIANGSU EXPRESSWAY COMPANY LIMITED Meeting Date: JUN 20, 2023 Record Date: JUN 12, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 177 Security ID: Y4443L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles of Association | Management | For | Against |
| 2 | Amend Rules and Procedures Regarding Meetings of Board of Directors | Management | For | For |
| 3 | Amend Rules and Procedures Regarding Meetings of Supervisory Committee | Management | For | For |
| 4 | Amend Rules and Procedures Regarding General Meetings of Shareholders | Management | For | For |
| JUMBO SA Meeting Date: MAR 08, 2023 Record Date: MAR 02, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: BELA Security ID: X4114P111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Special Dividend | Management | For | For |
| 2 | Receive Report of Independent Non-Executive Directors | Management | None | None |
| KASIKORNBANK PUBLIC CO. LTD. Meeting Date: APR 07, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KBANK Security ID: Y4591R118 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Acknowledge Operations Report | Management | None | None |
| 2 | Approve Financial Statements | Management | For | For |
| 3 | Approve Allocation of Income and Dividend Payment | Management | For | For |
| 4.1 | Elect Suphajee Suthumpun as Director | Management | For | For |
| 4.2 | Elect Chanin Donavanik as Director | Management | For | For |
| 4.3 | Elect Sara Lamsam as Director | Management | For | For |
| 4.4 | Elect Chonchanum Soonthornsaratoon as Director | Management | For | For |
| 4.5 | Elect Kattiya Indaravijaya as Director | Management | For | For |
| 4.6 | Elect Patchara Samalapa as Director | Management | For | For |
| 5 | Approve Remuneration of Directors | Management | For | For |
| 6 | Approve KPMG Phoomchai Audit Limited as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Other Business | Management | None | None |
| KB FINANCIAL GROUP, INC. Meeting Date: MAR 24, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 105560 Security ID: Y46007103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Amend Articles of Incorporation | Management | For | For |
| 3.1 | Elect Kwon Seon-ju as Outside Director | Management | For | For |
| 3.2 | Elect Cho Hwa-jun as Outside Director | Management | For | For |
| 3.3 | Elect Oh Gyu-taek as Outside Director | Management | For | For |
| 3.4 | Elect Yeo Jeong-seong as Outside Director | Management | For | For |
| 3.5 | Elect Kim Seong-yong as Outside Director | Management | For | For |
| 4 | Elect Kim Gyeong-ho as Outside Director to Serve as an Audit Committee Member | Management | For | For |
| 5.1 | Elect Kwon Seon-ju as a Member of Audit Committee | Management | For | For |
| 5.2 | Elect Cho Hwa-jun as a Member of Audit Committee | Management | For | For |
| 5.3 | Elect Kim Seong-yong as a Member of Audit Committee | Management | For | For |
| 6 | Approve Terms of Retirement Pay | Management | For | For |
| 7 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| 8 | Amend Articles of Incorporation (Shareholder Proposal) | Shareholder | Against | Against |
| 9 | Elect Lim Gyeong-jong as Outside Director (Shareholder Proposal) | Shareholder | Against | Against |
| KIA CORP. Meeting Date: MAR 17, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 000270 Security ID: Y47601102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Amend Articles of Incorporation | Management | For | For |
| 3.1 | Elect Ju Woo-jeong as Inside Director | Management | For | For |
| 3.2 | Elect Shin Jae-yong as Outside Director | Management | For | For |
| 3.3 | Elect Jeon Chan-hyeok as Outside Director | Management | For | For |
| 4.1 | Elect Shin Jae-yong as a Member of Audit Committee | Management | For | For |
| 4.2 | Elect Jeon Chan-hyeok as a Member of Audit Committee | Management | For | For |
| 5.1 | Approve Terms of Retirement Pay | Management | For | For |
| 5.2 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| KOTAK MAHINDRA BANK LIMITED Meeting Date: AUG 27, 2022 Record Date: AUG 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 500247 Security ID: Y4964H150 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Standalone Financial Statements and Statutory Reports | Management | For | For |
| 2 | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Confirm Interim Dividend on Preference Shares | Management | For | For |
| 4 | Approve Dividend | Management | For | For |
| 5 | Reelect KVS Manian as Director | Management | For | For |
| 6 | Reelect Gaurang Shah as Director | Management | For | For |
| 7 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 8 | Approve KKC & Associates LLP, Chartered Accountants as Joint Statutory Auditors | Management | For | For |
| 9 | Authorize Board to Fix Remuneration of Auditors For The Financial Year 2022-23 | Management | For | For |
| 10 | Approve Reappointment and Remuneration of KVS Manian as Whole Time Director | Management | For | For |
| 11 | Elect Shanti Ekambaram as Director and Approve Appointment and Remuneration of Shanti Ekambaram as Whole Time Director | Management | For | For |
| 12 | Approve Material Related Party Transaction with Infina Finance Private Limited | Management | For | For |
| 13 | Approve Material Related Party Transaction with Uday Kotak | Management | For | For |
| KOTAK MAHINDRA BANK LIMITED Meeting Date: DEC 07, 2022 Record Date: NOV 04, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 500247 Security ID: Y4964H150 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect C S Rajan as Director | Management | For | For |
| KOTAK MAHINDRA BANK LIMITED Meeting Date: APR 20, 2023 Record Date: MAR 17, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 500247 Security ID: Y4964H150 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Issuance of Unsecured, Redeemable, Non-Convertible Debentures / Bonds / Other Debt Securities on a Private Placement Basis | Management | For | For |
| 2 | Elect Uday Suresh Kotak as Director | Management | For | For |
| 3 | Approve Material Related Party Transactions with Uday Kotak for FY 2023-24 | Management | For | For |
| 4 | Approve Material Related Party Transactions with Infina Finance Private Limited for FY 2023-24 | Management | For | For |
| KT CORP. Meeting Date: MAR 31, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 030200 Security ID: Y49915104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Yoon Gyeong-rim as CEO | Management | For | For |
| 2 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 3.1 | Amend Articles of Incorporation (Business Objectives) | Management | For | For |
| 3.2 | Amend Articles of Incorporation (Treasury Shares) | Management | For | For |
| 3.3 | Amend Articles of Incorporation (Treasury Shares) | Management | For | For |
| 4.1 | Elect Seo Chang-seok as Inside Director | Management | For | For |
| 4.2 | Elect Song Gyeong-min as Inside Director | Management | For | For |
| 4.3 | Elect Kang Chung-gu as Outside Director | Management | For | Against |
| 4.4 | Elect Yeo Eun-jeong as Outside Director | Management | For | Against |
| 4.6 | Elect Pyo Hyeon-myeong as Outside Director | Management | For | Against |
| 5.1 | Elect Kang Chung-gu as a Member of Audit Committee | Management | For | Against |
| 5.2 | Elect Yeo Eun-jeong as a Member of Audit Committee | Management | For | Against |
| 6 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| 7 | Approve Signing of Management Contract | Management | For | For |
| 8 | Approve Terms of Retirement Pay | Management | For | For |
| KWEICHOW MOUTAI CO., LTD. Meeting Date: DEC 14, 2022 Record Date: DEC 05, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 600519 Security ID: Y5070V116 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles of Association | Management | For | Against |
| 2 | Amend Rules and Procedures Regarding Meetings of Board of Directors | Management | For | For |
| 3 | Approve Shareholder Special Dividend Return Plan | Management | For | For |
| KWEICHOW MOUTAI CO., LTD. Meeting Date: JUN 13, 2023 Record Date: JUN 02, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 600519 Security ID: Y5070V116 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Report of the Independent Directors | Management | For | For |
| 4 | Approve Annual Report and Summary | Management | For | For |
| 5 | Approve Financial Statements | Management | For | For |
| 6 | Approve Financial Budget Plan | Management | For | For |
| 7 | Approve Profit Distribution | Management | For | For |
| 8 | Approve to Appoint Financial Auditor and Internal Control Auditor | Management | For | For |
| 9 | Approve Signing of Trademark License Agreement with Related Party | Management | For | For |
| 10 | Approve Participation in the Establishment of Industrial Development Funds | Management | For | Against |
| 11.1 | Elect Ding Xiongjun as Director | Management | For | For |
| 11.2 | Elect Li Jingren as Director | Management | For | For |
| 11.3 | Elect Liu Shizhong as Director | Management | For | For |
| 12.1 | Elect Jiang Guohua as Director | Management | For | For |
| 12.2 | Elect Guo Tianyong as Director | Management | For | For |
| 12.3 | Elect Sheng Leiming as Director | Management | For | For |
| 13.1 | Elect You Yalin as Supervisor | Management | For | For |
| 13.2 | Elect Li Qiangqing as Supervisor | Management | For | For |
| LOCALIZA RENT A CAR SA Meeting Date: APR 25, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: RENT3 Security ID: P6330Z111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3.1 | Elect Carla Trematore as Fiscal Council Member and Juliano Lima Pinheiro as Alternate | Management | For | For |
| 3.2 | Elect Antonio de Padua Soares Policarpo as Fiscal Council Member and Guilherme Bottrel Pereira Tostes as Alternate | Management | For | For |
| 3.3 | Elect Pierre Carvalho Magalhaes as Fiscal Council Member and Antonio Lopes Matoso as Alternate | Management | For | Abstain |
| 3.4 | Elect Marcia Fragoso Soares as Fiscal Council Member and Roberto Frota Decourt as Alternate Appointed by PREVI - Caixa de Previdencia dos Funcionarios do Banco do Brasil | Shareholder | None | For |
| 4 | Approve Remuneration of Fiscal Council Members | Management | For | For |
| 5 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 6 | Fix Number of Directors at Eight | Management | For | For |
| 7 | Approve Classification of Independent Directors | Management | For | Against |
| 8.1 | Elect Eugenio Pacelli Mattar as Board Chairman | Management | For | For |
| 8.2 | Elect Luis Fernando Memoria Porto as Vice-Chairman | Management | For | For |
| 8.3 | Elect Adriana Waltrick Santos as Independent Director | Management | For | For |
| 8.4 | Elect Artur Noemio Crynbaum as Independent Director | Management | For | For |
| 8.5 | Elect Maria Leticia de Freitas Costa as Independent Director | Management | For | For |
| 8.6 | Elect Paulo Antunes Veras as Independent Director | Management | For | For |
| 8.7 | Elect Pedro de Godoy Bueno as Independent Director | Management | For | For |
| 8.8 | Elect Sergio Augusto Guerra de Resende as Director | Management | For | For |
| 9 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | None | Abstain |
| 10.1 | Percentage of Votes to Be Assigned - Elect Eugenio Pacelli Mattar as Board Chairman | Management | None | Abstain |
| 10.2 | Percentage of Votes to Be Assigned - Elect Luis Fernando Memoria Porto as Vice-Chairman | Management | None | Abstain |
| 10.3 | Percentage of Votes to Be Assigned - Elect Adriana Waltrick Santos as Independent Director | Management | None | Abstain |
| 10.4 | Percentage of Votes to Be Assigned - Elect Artur Noemio Crynbaum as Independent Director | Management | None | Abstain |
| 10.5 | Percentage of Votes to Be Assigned - Elect Maria Leticia de Freitas Costa as Independent Director | Management | None | Abstain |
| 10.6 | Percentage of Votes to Be Assigned - Elect Paulo Antunes Veras as Independent Director | Management | None | Abstain |
| 10.7 | Percentage of Votes to Be Assigned - Elect Pedro de Godoy Bueno as Independent Director | Management | None | Abstain |
| 10.8 | Percentage of Votes to Be Assigned - Elect Sergio Augusto Guerra de Resende as Director | Management | None | Abstain |
| 11 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| 12 | Approve Remuneration of Company's Management | Management | For | For |
| LOCALIZA RENT A CAR SA Meeting Date: APR 25, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: RENT3 Security ID: P6330Z111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles | Management | For | For |
| 2 | Consolidate Bylaws | Management | For | For |
| 3 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| LOTES CO., LTD. Meeting Date: JUN 16, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 3533 Security ID: Y53302116 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| LT FOODS LIMITED Meeting Date: SEP 30, 2022 Record Date: SEP 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 532783 Security ID: Y5341V127 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Reelect Surinder Kumar Arora as Director | Management | For | For |
| LT FOODS LIMITED Meeting Date: DEC 07, 2022 Record Date: NOV 30, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 532783 Security ID: Y5341V127 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Issuance of Equity Shares to Salic International Investment Company on Preferential Basis | Management | For | For |
| 2 | Adopt Amended and Restated Articles of Association | Management | For | Against |
| 3 | Approve Material Modification of Approved Material Related Party Transactions with Daawat Foods Limited | Management | For | For |
| 4 | Approve Material Modification of Approved Material Related Party Transactions with Subsidiaries of LT Foods Limited with LT Foods Americas Inc. (Wholly Owned Subsidiary of LT Foods Limited) | Management | For | For |
| 5 | Amend Memorandum of Association | Management | For | For |
| 6 | Approve Increase in Limits For Making Investments/Extending Loans and Giving Guarantees or Providing Securities in Connection with Loans to Other Bodies Corporate | Management | For | Against |
| LT FOODS LIMITED Meeting Date: MAR 28, 2023 Record Date: FEB 17, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 532783 Security ID: Y5341V127 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Material Related Party Transactions with Daawat Foods Limited | Management | For | For |
| 2 | Approve Material Related Party Transactions of the Subsidiaries of LT Foods Limited with LT Foods Americas Inc. | Management | For | For |
| 3 | Approve Increase Remuneration of Ritesh Arora as CEO - India & Far East Business of the Company | Management | For | Against |
| LT FOODS LIMITED Meeting Date: JUN 21, 2023 Record Date: MAY 19, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 532783 Security ID: Y5341V127 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Alrumaih Sulaiman Abdulrahman S as Director | Management | For | Against |
| MEDIATEK, INC. Meeting Date: MAY 31, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2454 Security ID: Y5945U103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Profit Distribution | Management | For | For |
| 3 | Approve Amendments to Articles of Association | Management | For | For |
| 4.1 | Elect Syaru Shirley Lin, with ID NO.A222291XXX, as Independent Director | Management | For | For |
| 5 | Approve Release of Restrictions of Competitive Activities of Directors | Management | For | For |
| MEGASTUDYEDU CO., LTD. Meeting Date: MAR 30, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 215200 Security ID: Y5933R104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Lee Chang-seop as Inside Director | Management | For | For |
| 1.2 | Elect Jeong Eun-chang as Outside Director | Management | For | For |
| 2 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| 3 | Authorize Board to Fix Remuneration of Internal Auditor(s) | Management | For | For |
| MEITUAN Meeting Date: JUN 30, 2023 Record Date: JUN 26, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 3690 Security ID: G59669104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Elect Marjorie Mun Tak Yang as Director | Management | For | For |
| 3 | Elect Wang Huiwen as Director | Management | For | Against |
| 4 | Elect Orr Gordon Robert Halyburton as Director | Management | For | For |
| 5 | Elect Leng Xuesong as Director | Management | For | For |
| 6 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 7 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for Class B Shares | Management | For | Against |
| 8 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 9 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 10 | Approve Amendments to the Post-IPO Share Option Scheme and Related Transactions | Management | For | Against |
| 11 | Approve Amendments to the Post-IPO Share Award Scheme and Related Transactions | Management | For | Against |
| 12 | Approve the Scheme Limit | Management | For | Against |
| 13 | Approve the Service Provider Sublimit | Management | For | Against |
| 14 | Approve Issuance of Class B Shares to Orr Gordon Robert Halyburton Under the Post-IPO Share Award Scheme and Related Transactions | Management | For | Against |
| 15 | Approve Issuance of Class B Shares to Leng Xuesong Under the Post-IPO Share Award Scheme and Related Transactions | Management | For | Against |
| 16 | Approve Issuance of Class B Shares to Shum Heung Yeung Harry Under the Post-IPO Share Award Scheme and Related Transactions | Management | For | Against |
| 17 | Approve Amendments to the Existing Articles of Association and Adopt Seventh Amended and Restated Memorandum and Articles of Association and Related Transactions | Management | For | For |
| MILLICOM INTERNATIONAL CELLULAR SA Meeting Date: MAY 31, 2023 Record Date: MAY 17, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: TIGO Security ID: L6388G134 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Appoint Alexander Koch as Chairman of Meeting and Empower Chairman to Appoint Other Members of Bureau | Management | For | For |
| 2 | Receive and Approve Board's and Auditor's Reports | Management | For | For |
| 3 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 4 | Approve Allocation of Income | Management | For | For |
| 5 | Approve Discharge of Directors | Management | For | For |
| 6 | Fix Number of Directors at Ten | Management | For | For |
| 7 | Reelect Jose Antonio Rios Garcia as Director | Management | For | For |
| 8 | Reelect Bruce Churchill as Director | Management | For | For |
| 9 | Reelect Tomas Eliasson as Director | Management | For | For |
| 10 | Reelect Pernille Erenbjerg as Director | Management | For | For |
| 11 | Reelect Mauricio Ramos as Director | Management | For | For |
| 12 | Elect Maria Teresa Arnal as Director | Management | For | For |
| 13 | Elect Blanca Trevino De Vega as Director | Management | For | For |
| 14 | Elect Thomas Reynaud as Director | Management | For | For |
| 15 | Elect Nicolas Jaeger as Director | Management | For | For |
| 16 | Elect Michael Golan as Director | Management | For | For |
| 17 | Reelect Jose Antonio Rios Garcia as Board Chairman | Management | For | For |
| 18 | Approve Remuneration of Directors | Management | For | For |
| 19 | Approve Ernst & Young S.A., Luxembourg as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 20 | Approve Procedure on Appointment of Nomination Committee and Determination of Assignment of Nomination Committee | Management | For | For |
| 21 | Approve Share Repurchase Plan | Management | For | For |
| 22 | Approve Remuneration Report | Management | For | For |
| 23 | Approve Senior Management Remuneration Policy | Management | For | For |
| 24 | Approve Share-Based Incentive Plans | Management | For | For |
| 1 | Appoint Alexander Koch as Chairman of Meeting and Empower Chairman to Appoint Other Members of Bureau | Management | For | For |
| 2 | Increase Authorized Share Capital and Amend Articles of Association | Management | For | For |
| 3 | Approve Renewal of the Authorization Granted to the Board of Directors to Issue New Shares and Amend Articles of Association | Management | For | For |
| 4 | Receive and Approve Directors' Special Report and Grant Power to Remove or Limit the Preferential Subscription Right | Management | For | For |
| 5 | Approve Full Restatement of the Articles of Incorporation | Management | For | For |
| MISC BERHAD Meeting Date: APR 18, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 3816 Security ID: Y6080H105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Rajalingam Subramaniam as Director | Management | For | For |
| 2 | Elect Shamilah Wan Muhammad Saidi as Director | Management | For | For |
| 3 | Elect Norazah Mohamed Razali as Director | Management | For | For |
| 4 | Elect Mohammad Suhaimi Mhod Yasin as Director | Management | For | For |
| 5 | Elect Liza Mustapha as Director | Management | For | For |
| 6 | Approve Directors' Fees (Inclusive of Benefits-in-kind) | Management | For | For |
| 7 | Approve Ernst & Young PLT as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 8 | Approve Share Repurchase Program | Management | For | For |
| MULTIPLAN EMPREENDIMENTOS IMOBILIARIOS SA Meeting Date: MAR 03, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: MULT3 Security ID: P69913187 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jose Isaac Peres as Board Chairman | Management | For | Against |
| 2 | Elect Cintia Vannucci Vaz Guimaraes as Director | Management | For | Against |
| MULTIPLAN EMPREENDIMENTOS IMOBILIARIOS SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: MULT3 Security ID: P69913187 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3 | Approve Remuneration of Company's Management | Management | For | For |
| 4 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? | Management | None | Abstain |
| MUYUAN FOODS CO., LTD. Meeting Date: OCT 17, 2022 Record Date: OCT 11, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 002714 Security ID: Y6149B107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Extension of Resolution Validity Period of Private Placement | Management | For | For |
| 2 | Approve Extension of Authorization of the Board on Private Placement | Management | For | For |
| MUYUAN FOODS CO., LTD. Meeting Date: DEC 28, 2022 Record Date: DEC 20, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 002714 Security ID: Y6149B107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Issuance of GDR and Listing on Swiss Stock Exchange as well as Conversion to Overseas Fundraising Company | Management | For | For |
| 2.1 | Approve Share Type and Par Value | Management | For | For |
| 2.2 | Approve Issue Time | Management | For | For |
| 2.3 | Approve Issue Manner | Management | For | For |
| 2.4 | Approve Issue Size | Management | For | For |
| 2.5 | Approve Scale of GDR in its Lifetime | Management | For | For |
| 2.6 | Approve Conversion Rate of GDR and Underlying Securities A Shares | Management | For | For |
| 2.7 | Approve Pricing Method | Management | For | For |
| 2.8 | Approve Target Subscribers | Management | For | For |
| 2.9 | Approve Conversion Restriction Period for GDR and Underlying Securities A Shares | Management | For | For |
| 2.10 | Approve Underwriting Method | Management | For | For |
| 3 | Approve Usage Plan for Raised Funds | Management | For | For |
| 4 | Approve Resolution Validity Period | Management | For | For |
| 5 | Approve Authorization of Board to Handle All Related Matters | Management | For | For |
| 6 | Approve Distribution on Roll-forward Profits | Management | For | For |
| 7 | Approve Amendments to Articles of Association | Management | For | For |
| 8 | Amend Rules and Procedures Regarding General Meetings of Shareholders | Management | For | For |
| 9 | Amend Rules and Procedures Regarding Meetings of Board of Directors | Management | For | For |
| 10 | Amend Rules and Procedures Regarding Meetings of Board of Supervisors | Management | For | For |
| 11 | Approve Report on the Usage of Previously Raised Funds | Management | For | For |
| 12 | Approve Application of Credit Lines | Management | For | For |
| 13 | Approve Estimated Amount of Guarantee | Management | For | Against |
| 14 | Approve Provision of Guarantees for Purchase of Raw Materials | Management | For | Against |
| 15 | Approve Daily Related Party Transactions | Management | For | For |
| 16 | Amend Draft and Summary of Performance Shares Incentive Plan | Management | For | Against |
| 17 | Amend Draft and Summary of Employee Share Purchase Plan | Management | For | Against |
| 18 | Amend Management Rules of Employee Share Purchase Plan | Management | For | Against |
| 19 | Approve Repurchase and Cancellation of Performance Shares | Management | For | For |
| 20 | Amend Management System of Raised Funds | Management | For | Against |
| MUYUAN FOODS CO., LTD. Meeting Date: MAY 18, 2023 Record Date: MAY 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 002714 Security ID: Y6149B107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Annual Report and Summary | Management | For | For |
| 4 | Approve Financial Statements | Management | For | For |
| 5 | Approve Financial Budget Report | Management | For | Against |
| 6 | Approve Profit Distribution | Management | For | For |
| 7 | Approve Remuneration of Directors | Management | For | For |
| 8 | Approve Remuneration of Supervisors | Management | For | For |
| 9 | Approve Appointment of Auditor | Management | For | For |
| 10 | Approve Report on the Usage of Previously Raised Funds | Management | For | For |
| 11 | Approve Company's Eligibility for Corporate Bond Issuance | Management | For | For |
| 12.1 | Approve Issue Size and Issue Manner | Management | For | For |
| 12.2 | Approve Bond Interest Rate and Method of Determination | Management | For | For |
| 12.3 | Approve Bond Maturity, Repayment Method and Other Specific Arrangements | Management | For | For |
| 12.4 | Approve Target Subscribers and Placing Arrangement for Shareholders | Management | For | For |
| 12.5 | Approve Guarantee Matters | Management | For | For |
| 12.6 | Approve Arrangement on Redemption and Sale-back | Management | For | For |
| 12.7 | Approve Use of Proceeds | Management | For | For |
| 12.8 | Approve Company's Credit Status and Safeguard Measures of Debts Repayment | Management | For | For |
| 12.9 | Approve Listing Exchange | Management | For | For |
| 12.10 | Approve Resolution Validity Period | Management | For | For |
| 13 | Approve Authorization Matters | Management | For | For |
| 14 | Approve Provision of Guarantee | Management | For | For |
| 15 | Approve Amendments to Articles of Association (Applicable After GDR Issuance) | Management | For | For |
| 16 | Amend Rules and Procedures Regarding General Meetings of Shareholders (Applicable After GDR Issuance) | Management | For | For |
| 17 | Amend Rules and Procedures Regarding Meetings of Board of Directors | Management | For | For |
| 18 | Amend Rules and Procedures Regarding Meetings of Board of Supervisors | Management | For | For |
| 19 | Approve Repurchase and Cancellation of Performance Shares (1) | Management | For | For |
| 20 | Approve Repurchase and Cancellation of Performance Shares (2) | Management | For | For |
| 21 | Approve Repurchase and Cancellation of Performance Shares (3) | Management | For | For |
| MY E.G. SERVICES BERHAD Meeting Date: JAN 19, 2023 Record Date: JAN 12, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 0138 Security ID: Y6147P116 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Distribution of Dividend-in-Specie | Management | For | For |
| 2 | Approve Waiver of Statutory Preemptive Rights | Management | For | For |
| MY E.G. SERVICES BERHAD Meeting Date: JUN 22, 2023 Record Date: JUN 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 0138 Security ID: Y6147P116 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Final Dividend | Management | For | For |
| 2 | Approve Directors' Fees and Benefits | Management | For | For |
| 3 | Elect Norraesah Binti Haji Mohamad as Director | Management | For | For |
| 4 | Elect Mohd Jimmy Wong Bin Abdullah as Director | Management | For | For |
| 5 | Approve TGS TW PLT as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Approve Share Repurchase Program | Management | For | For |
| 7 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| 8 | Approve Issuance of Shares Pursuant to the Dividend Reinvestment Plan | Management | For | For |
| NARI TECHNOLOGY CO., LTD. Meeting Date: JAN 19, 2023 Record Date: JAN 12, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 600406 Security ID: Y6S99Q112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Hu Minqiang as Director | Management | For | For |
| 2.1 | Elect Wei Rong as Supervisor | Management | For | For |
| NARI TECHNOLOGY CO., LTD. Meeting Date: MAY 26, 2023 Record Date: MAY 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 600406 Security ID: Y6S99Q112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements | Management | For | For |
| 2 | Approve Profit Distribution and Capitalization of Capital Reserves | Management | For | For |
| 3 | Approve Report of the Independent Directors | Management | For | For |
| 4 | Approve Report of the Board of Directors | Management | For | For |
| 5 | Approve Report of the Board of Supervisors | Management | For | For |
| 6 | Approve Financial Budget Report | Management | For | For |
| 7 | Approve Related Party Transaction | Management | For | For |
| 8 | Approve Financial Business Services Agreement | Management | For | Against |
| 9 | Approve Appointment of Financial Auditor and Internal Control Auditor | Management | For | For |
| 10 | Approve Amendments to Articles of Association | Management | For | For |
| 11 | Approve Formulation of Measures for the Administration of External Guarantees | Management | For | For |
| 12 | Approve Formulation of Measures for the Administration of External Donations | Management | For | For |
| 13 | Amend Administrative Measures for Decision-Making of Related Party Transactions | Management | For | Against |
| 14 | Approve Annual Report and Summary | Management | For | For |
| 15.1 | Elect Hua Dingzhong as Director | Management | For | For |
| NASPERS LTD. Meeting Date: AUG 25, 2022 Record Date: AUG 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NPN Security ID: S53435103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for the Year Ended 31 March 2022 | Management | For | For |
| 2 | Approve Dividends for N Ordinary and A Ordinary Shares | Management | For | For |
| 3 | Reappoint PricewaterhouseCoopers Inc as Auditors of the Company with V Myburgh as the Individual Registered Auditor | Management | For | For |
| 4 | Appoint Deloitte as Auditors of the Company with J Welsh as the Individual Registered Auditor | Management | For | For |
| 5 | Elect Sharmistha Dubey as Director | Management | For | For |
| 6.1 | Re-elect Debra Meyer as Director | Management | For | For |
| 6.2 | Re-elect Manisha Girotra as Director | Management | For | For |
| 6.3 | Re-elect Koos Bekker as Director | Management | For | For |
| 6.4 | Re-elect Steve Pacak as Director | Management | For | Against |
| 6.5 | Re-elect Cobus Stofberg as Director | Management | For | For |
| 7.1 | Re-elect Manisha Girotra as Member of the Audit Committee | Management | For | For |
| 7.2 | Re-elect Angelien Kemna as Member of the Audit Committee | Management | For | For |
| 7.3 | Re-elect Steve Pacak as Member of the Audit Committee | Management | For | Against |
| 8 | Approve Remuneration Policy | Management | For | Against |
| 9 | Approve Implementation Report of the Remuneration Report | Management | For | Against |
| 10 | Place Authorised but Unissued Shares under Control of Directors | Management | For | Against |
| 11 | Authorise Board to Issue Shares for Cash | Management | For | Against |
| 12 | Authorise Ratification of Approved Resolutions | Management | For | For |
| 1.1 | Approve Remuneration of Board Chairman | Management | For | For |
| 1.2 | Approve Remuneration of Board Member | Management | For | For |
| 1.3 | Approve Remuneration of Audit Committee Chairman | Management | For | For |
| 1.4 | Approve Remuneration of Audit Committee Member | Management | For | For |
| 1.5 | Approve Remuneration of Risk Committee Chairman | Management | For | For |
| 1.6 | Approve Remuneration of Risk Committee Member | Management | For | For |
| 1.7 | Approve Remuneration of Human Resources and Remuneration Committee Chairman | Management | For | For |
| 1.8 | Approve Remuneration of Human Resources and Remuneration Committee Member | Management | For | For |
| 1.9 | Approve Remuneration of Nomination Committee Chairman | Management | For | For |
| 1.10 | Approve Remuneration of Nomination Committee Member | Management | For | For |
| 1.11 | Approve Remuneration of Social, Ethics and Sustainability Committee Chairman | Management | For | For |
| 1.12 | Approve Remuneration of Social, Ethics and Sustainability Committee Member | Management | For | For |
| 1.13 | Approve Remuneration of Trustees of Group Share Schemes/Other Personnel Funds | Management | For | For |
| 2 | Approve Financial Assistance in Terms of Section 44 of the Companies Act | Management | For | Against |
| 3 | Approve Financial Assistance in Terms of Section 45 of the Companies Act | Management | For | For |
| 4 | Authorise Repurchase of N Ordinary Shares | Management | For | For |
| 5 | Authorise Specific Repurchase of N Ordinary Shares from Holders of N Ordinary Share | Management | For | Against |
| 6 | Authorise Repurchase of A Ordinary Shares | Management | For | Against |
| NAVIN FLUORINE INTERNATIONAL LIMITED Meeting Date: JUL 27, 2022 Record Date: JUL 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 532504 Security ID: Y62120137 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Confirm Interim Dividend and Declare Final Dividend | Management | For | For |
| 3 | Reelect Mohan M. Nambiar as Director | Management | For | Against |
| 4 | Approve Price Waterhouse Chartered Accountants LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Elect Apurva S. Purohit as Director | Management | For | For |
| 6 | Adopt New Articles of Association | Management | For | For |
| 7 | Approve Loans, Investments, Corporate Guarantees in Other Body Corporate | Management | For | Against |
| 8 | Approve Sale, Disposal and Lease of the Assets of the Material Subsidiary of the Company | Management | For | For |
| 9 | Approve Payment of Commission to Non-Executive Directors | Management | For | For |
| 10 | Approve Remuneration of Cost Auditors for the Financial Year 2021-2022 | Management | For | For |
| 11 | Approve Remuneration of Cost Auditors for the Financial Year 2022-2023 | Management | For | For |
| NESTLE INDIA LTD. Meeting Date: JUL 25, 2022 Record Date: JUL 18, 2022 Meeting Type: COURT | ||||
| Ticker: 500790 Security ID: Y6268T111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| NESTLE INDIA LTD. Meeting Date: APR 12, 2023 Record Date: APR 05, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 500790 Security ID: Y6268T111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Confirm Two Interim Dividends and Declare Final Dividend | Management | For | For |
| 3 | Reelect Matthias Christoph Lohner as Director | Management | For | For |
| 4 | Approve Remuneration of Cost Auditors | Management | For | For |
| 5 | Elect Svetlana Leonidovna Boldina as Director and Approve Appointment and Remuneration of Svetlana Leonidovna Boldina as Whole-time Director, Designated as Executive Director-Finance and Control and Chief Financial Officer | Management | For | For |
| 6 | Approve Remuneration of Directors | Management | For | Against |
| NETEASE, INC. Meeting Date: JUN 15, 2023 Record Date: MAY 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 9999 Security ID: G6427A102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect William Lei Ding as Director | Management | For | For |
| 1b | Elect Grace Hui Tang as Director | Management | For | For |
| 1c | Elect Alice Yu-Fen Cheng as Director | Management | For | For |
| 1d | Elect Joseph Tze Kay Tong as Director | Management | For | For |
| 1e | Elect Michael Man Kit Leung as Director | Management | For | Against |
| 2 | Ratify Appointment of PricewaterhouseCoopers Zhong Tian LLP and PricewaterhouseCoopers as Auditors | Management | For | For |
| 3 | Amend Company's Amended and Restated Memorandum and Articles of Association | Management | For | For |
| 4 | Approve Amended and Restated 2019 Share Incentive Plan | Management | For | Against |
| NETWORK INTERNATIONAL HOLDINGS PLC Meeting Date: MAY 18, 2023 Record Date: MAY 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NETW Security ID: G6457T104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4 | Re-elect Sir Rohinton Kalifa as Director | Management | For | For |
| 5 | Re-elect Nandan Mer as Director | Management | For | For |
| 6 | Re-elect Darren Pope as Director | Management | For | For |
| 7 | Re-elect Anil Dua as Director | Management | For | For |
| 8 | Re-elect Victoria Hull as Director | Management | For | For |
| 9 | Re-elect Rohit Malhotra as Director | Management | For | For |
| 10 | Re-elect Habib Al Mulla as Director | Management | For | For |
| 11 | Re-elect Diane Radley as Director | Management | For | For |
| 12 | Re-elect Monique Shivanandan as Director | Management | For | For |
| 13 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 14 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 15 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 16 | Authorise Issue of Equity | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| NOVATEK MICROELECTRONICS CORP. Meeting Date: MAY 31, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 3034 Security ID: Y64153102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Approve Amendments to Articles of Association | Management | For | For |
| OSSTEM IMPLANT CO., LTD. Meeting Date: MAR 24, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 048260 Security ID: Y6S027102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Amend Articles of Incorporation | Management | For | For |
| 3.1 | Elect Eom Tae-gwan as Inside Director | Management | For | For |
| 3.2 | Elect Kim Gwang-il as Non-Independent Non-Executive Director | Management | For | For |
| 3.3 | Elect Kim Su-min as Non-Independent Non-Executive Director | Management | For | For |
| 3.4 | Elect Lee Jang-hyeok as Outside Director | Management | For | For |
| 3.5 | Elect Wi Seol-hyang as Outside Director | Management | For | For |
| 4.1 | Elect Lee Jang-hyeok as a Member of Audit Committee | Management | For | For |
| 4.2 | Elect Wi Seol-hyang as a Member of Audit Committee | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| PARADE TECHNOLOGIES LTD. Meeting Date: JUN 15, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 4966 Security ID: G6892A108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report | Management | For | For |
| 2 | Approve Audited Consolidated Financial Statements | Management | For | For |
| 3 | Approve Profit Distribution | Management | For | For |
| 4 | Amend Articles of Association | Management | For | For |
| PETRO RIO SA Meeting Date: DEC 09, 2022 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: PRIO3 Security ID: P7S19Q109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Minutes of Meeting Summary | Management | For | For |
| 2 | Approve Minutes of Meeting with Exclusion of Shareholder Names | Management | For | For |
| 3 | Amend Article 5 to Reflect Changes in Capital | Management | For | For |
| 4 | Amend Article 14 | Management | For | For |
| 5 | Amend Article 18 | Management | For | For |
| 6 | Amend Article 37 | Management | For | For |
| 7 | Amend Article 41 | Management | For | For |
| PETRO RIO SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: PRIO3 Security ID: P7S19Q109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Minutes of Meeting Summary | Management | For | For |
| 2 | Approve Minutes of Meeting with Exclusion of Shareholder Names | Management | For | For |
| 3 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 4 | Approve Allocation of Income and Dividends | Management | For | For |
| 5 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? | Management | For | For |
| 6 | Elect Fiscal Council Members | Management | For | For |
| 7 | In Case One of the Nominees Leaves the Fiscal Council Slate Due to a Separate Minority Election, as Allowed Under Articles 161 and 240 of the Brazilian Corporate Law, May Your Votes Still Be Counted for the Proposed Slate? | Management | None | Against |
| 8 | Approve Remuneration of Fiscal Council Members | Management | For | For |
| 9 | Approve Remuneration of Company's Management | Management | For | Against |
| PETRO RIO SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: PRIO3 Security ID: P7S19Q109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Minutes of Meeting Summary | Management | For | For |
| 2 | Approve Minutes of Meeting with Exclusion of Shareholder Names | Management | For | For |
| 3 | Re-Ratify Remuneration of Company's Management for 2022 | Management | For | For |
| 4 | Amend Articles and Consolidate Bylaws | Management | For | For |
| 5 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| PETRO RIO SA Meeting Date: MAY 12, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: PRIO3 Security ID: P7S19Q109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles and Consolidate Bylaws | Management | For | For |
| PETROLEO BRASILEIRO SA Meeting Date: AUG 19, 2022 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: PETR4 Security ID: P78331132 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Directors | Management | For | Against |
| 2 | In Case There is Any Change to the Board Slate Composition, May Your Votes Still be Counted for the Proposed Slate? | Management | None | Against |
| 3 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | For |
| 4 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | None | For |
| 5.1 | Percentage of Votes to Be Assigned - Elect Gileno Gurjao Barreto as Director | Management | None | Abstain |
| 5.2 | Percentage of Votes to Be Assigned - Elect Caio Mario Paes de Andrade as Director | Management | None | Abstain |
| 5.3 | Percentage of Votes to Be Assigned - Elect Edison Antonio Costa Britto Garcia as Independent Director | Management | None | Abstain |
| 5.4 | Percentage of Votes to Be Assigned - Elect Ieda Aparecida de Moura Cagni as Independent Director | Management | None | Abstain |
| 5.5 | Percentage of Votes to Be Assigned - Elect Marcio Andrade Weber as Independent Director | Management | None | Abstain |
| 5.6 | Percentage of Votes to Be Assigned - Elect Ruy Flaks Schneider as Independent Director | Management | None | Abstain |
| 5.7 | Percentage of Votes to Be Assigned - Elect Jose Joao Abdalla Filho as Independent Director Appointed by Minority Shareholder | Shareholder | None | For |
| 5.8 | Percentage of Votes to Be Assigned - Elect Marcelo Gasparino da Silva as Independent Director Appointed by Minority Shareholder | Shareholder | None | For |
| 6 | Elect Gileno Gurjao Barreto as Board Chairman | Management | For | Against |
| 7 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| PETRONAS CHEMICALS GROUP BERHAD Meeting Date: SEP 29, 2022 Record Date: SEP 22, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 5183 Security ID: Y6811G103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Proposed Acquisition | Management | For | For |
| PETRONAS CHEMICALS GROUP BERHAD Meeting Date: APR 18, 2023 Record Date: APR 12, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 5183 Security ID: Y6811G103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Toh Ah Wah as Director | Management | For | For |
| 2 | Elect Yeoh Siew Ming as Director | Management | For | For |
| 3 | Elect Sunita Mei-Lin Rajakumar as Director | Management | For | For |
| 4 | Elect Farehana Hanapiah as Director | Management | For | For |
| 5 | Approve Directors' Fees and Allowances | Management | For | For |
| 6 | Approve KPMG PLT as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| PICC PROPERTY AND CASUALTY COMPANY LIMITED Meeting Date: OCT 27, 2022 Record Date: OCT 21, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 2328 Security ID: Y6975Z103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Li Weibin as Director | Management | For | For |
| 2 | Elect Qu Xiaobo as Director | Management | For | For |
| 3 | Elect Dong Qingxiu as Supervisor | Management | For | For |
| 4 | Elect Carson Wen as Supervisor | Management | For | For |
| 5 | Approve Plan on Authorization to the Board of Directors by Shareholders' General Meeting | Management | For | For |
| PICC PROPERTY AND CASUALTY COMPANY LIMITED Meeting Date: JAN 16, 2023 Record Date: JAN 10, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 2328 Security ID: Y6975Z103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Hu Wei as Director | Management | For | For |
| PICC PROPERTY AND CASUALTY COMPANY LIMITED Meeting Date: JUN 19, 2023 Record Date: JUN 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2328 Security ID: Y6975Z103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Supervisory Committee | Management | For | For |
| 3 | Approve Audited Financial Statements and Auditor's Report | Management | For | For |
| 4 | Approve Profit Distribution Plan | Management | For | For |
| 5 | Approve PricewaterhouseCoopers as International Auditor and PricewaterhouseCoopers Zhong Tian LLP as Domestic Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Approve Issuance of 10-Year Capital Supplementary Bonds and Related Transactions | Management | For | For |
| PIDILITE INDUSTRIES LIMITED Meeting Date: AUG 10, 2022 Record Date: AUG 03, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 500331 Security ID: Y6977T139 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividend | Management | For | For |
| 3 | Reelect A B Parekh as Director | Management | For | Against |
| 4 | Reelect N K Parekh as Director | Management | For | Against |
| 5 | Elect Meher Pudumjee as Director | Management | For | For |
| 6 | Elect Sudhanshu Vats as Director | Management | For | Against |
| 7 | Approve Appointment and Remuneration of Sudhanshu Vats as Whole Time Director Designated as The Deputy Managing Director | Management | For | Against |
| 8 | Approve Increase in Number of Directors to a Maximum of 18 Directors and Amend Articles of Association to Reflect Increase in Board Size | Management | For | Against |
| 9 | Approve Remuneration of Cost Auditors | Management | For | For |
| PIDILITE INDUSTRIES LIMITED Meeting Date: DEC 27, 2022 Record Date: NOV 18, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 500331 Security ID: Y6977T139 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Joseph Varghese as Director and Approve Appointment and Remuneration of Joseph Varghese as Whole Time Director Designated as Director - Operations | Management | For | Against |
| 2 | Elect Sandeep Batra as Director and Approve Appointment and Remuneration of Sandeep Batra as Whole Time Director Designated as Executive Director - Finance | Management | For | Against |
| PINDUODUO INC. Meeting Date: JUL 31, 2022 Record Date: JUL 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PDD Security ID: 722304102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Lei Chen | Management | For | For |
| 2 | Elect Director Anthony Kam Ping Leung | Management | For | For |
| 3 | Elect Director Haifeng Lin | Management | For | For |
| 4 | Elect Director Qi Lu | Management | For | For |
| 5 | Elect Director Nanpeng Shen | Management | For | Against |
| 6 | Elect Director George Yong-Boon Yeo | Management | For | Against |
| PINDUODUO INC. Meeting Date: FEB 08, 2023 Record Date: JAN 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDD Security ID: 722304102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Lei Chen | Management | For | For |
| 2 | Elect Director Anthony Kam Ping Leung | Management | For | For |
| 3 | Elect Director Haifeng Lin | Management | For | For |
| 4 | Elect Director Qi Lu | Management | For | For |
| 5 | Elect Director George Yong-Boon Yeo | Management | For | Against |
| 6 | Change Company Name to PDD Holdings Inc. | Management | For | For |
| 7 | Amend Memorandum and Articles of Association | Management | For | For |
| PT AKR CORPORINDO TBK Meeting Date: APR 28, 2023 Record Date: APR 05, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AKRA Security ID: Y71161163 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report, Financial Statements, Statutory Reports and Discharge of Directors and Commissioners | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Approve Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Approve Changes in the Boards of Commissioners | Management | For | For |
| 5 | Approve Remuneration of Directors and Commissioners | Management | For | For |
| PT BANK CENTRAL ASIA TBK Meeting Date: MAR 16, 2023 Record Date: FEB 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BBCA Security ID: Y7123P138 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report, Financial Statements, Statutory Reports and Discharge of Directors and Commissioners | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3 | Approve Remuneration and Tantiem of Directors and Commissioners | Management | For | For |
| 4 | Approve Auditors | Management | For | For |
| 5 | Approve Payment of Interim Dividends | Management | For | For |
| 6 | Approve Revised Recovery Plan | Management | For | For |
| 7 | Approve Resolution Plan | Management | For | For |
| PT BANK RAKYAT INDONESIA (PERSERO) TBK Meeting Date: MAR 13, 2023 Record Date: FEB 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BBRI Security ID: Y0697U112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report, Financial Statements, Statutory Reports, Financial Statements of Micro and Small Enterprise Funding Program and Discharge of Directors and Commissioners | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Approve Remuneration and Tantiem of Directors and Commissioners | Management | For | For |
| 4 | Approve Auditors of the Company and the Micro and Small Enterprise Funding Program's Financial Statements and Implementation Report | Management | For | For |
| 5 | Approve Resolution Plan and Update of Recovery Plan of the Company | Management | For | For |
| 6 | Accept Report on the Use of Proceeds | Management | None | None |
| 7 | Approve Share Repurchase Program | Management | For | For |
| 8 | Approve Changes in the Boards of the Company | Management | For | Against |
| PT MITRA ADIPERKASA TBK Meeting Date: JUN 20, 2023 Record Date: MAY 26, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MAPI Security ID: Y71299104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report, Financial Statements, Statutory Reports and Discharge of Directors and Commissioners | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Approve Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Approve Changes in the Boards of the Company | Management | For | For |
| QUALITAS CONTROLADORA SAB DE CV Meeting Date: APR 27, 2023 Record Date: APR 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: Q Security ID: P7921H130 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Accept Report on Adherence to Fiscal Obligations | Management | For | For |
| 3 | Approve Reports on Transactions Carried Out by Audit Committee and Corporate Practices Committee | Management | For | For |
| 4 | Approve Allocation of Income | Management | For | For |
| 5 | Approve Report on Share Repurchase and Set Aggregate Nominal Amount of Share Repurchase Reserve | Management | For | For |
| 6 | Elect or Ratify Board Members, Executives and Members of Key Committees | Management | For | For |
| 7 | Approve Remuneration of Directors and Members of Key Committees | Management | For | For |
| 8 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| RELIANCE INDUSTRIES LTD. Meeting Date: AUG 29, 2022 Record Date: AUG 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 500325 Security ID: Y72596102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Accept Standalone Financial Statements and Statutory Reports | Management | For | For |
| 1b | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividend | Management | For | For |
| 3 | Reelect Nita M. Ambani as Director | Management | For | For |
| 4 | Reelect Hital R. Meswani as Director | Management | For | For |
| 5 | Approve Deloitte Haskins & Sells LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Approve Reappointment and Remuneration of Nikhil R. Meswani as a Whole-time Driector | Management | For | For |
| 7 | Elect K. V. Chowdary as Director | Management | For | For |
| 8 | Approve Remuneration of Cost Auditors | Management | For | For |
| 9 | Amend Object Clause of the Memorandum of Association | Management | For | For |
| 10 | Approve Material Related Party Transactions of the Company | Management | For | For |
| 11 | Approve Material Related Party Transactions of Subsidiaries of the Company | Management | For | For |
| RELIANCE INDUSTRIES LTD. Meeting Date: DEC 30, 2022 Record Date: NOV 25, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 500325 Security ID: Y72596102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect K. V. Kamath as Director | Management | For | For |
| 2 | Amend Objects Clause of Memorandum of Association | Management | For | For |
| RELIANCE INDUSTRIES LTD. Meeting Date: MAY 02, 2023 Record Date: APR 25, 2023 Meeting Type: COURT | ||||
| Ticker: 500325 Security ID: Y72596102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| S-OIL CORP. Meeting Date: MAY 09, 2023 Record Date: APR 12, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 010950 Security ID: Y80710109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Anwar A. Al-Hejazi as Inside Director | Management | For | For |
| SAMSUNG ELECTRONICS CO., LTD. Meeting Date: NOV 03, 2022 Record Date: SEP 19, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 005930 Security ID: Y74718100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Heo Eun-nyeong as Outside Director | Management | For | For |
| 1.2 | Elect Yoo Myeong-hui as Outside Director | Management | For | For |
| SAMSUNG ELECTRONICS CO., LTD. Meeting Date: MAR 15, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 005930 Security ID: Y74718100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Elect Han Jong-hui as Inside Director | Management | For | For |
| 3 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| SAMSUNG ENGINEERING CO., LTD. Meeting Date: JAN 18, 2023 Record Date: DEC 22, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 028050 Security ID: Y7472L100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Namgoong Hong as Inside Director | Management | For | For |
| SAMSUNG ENGINEERING CO., LTD. Meeting Date: MAR 16, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 028050 Security ID: Y7472L100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Hyeon Geon-ho as Inside Director | Management | For | For |
| 2.2 | Elect Kim Yong-dae as Outside Director | Management | For | For |
| 3 | Elect Choi Jeong-hyeon as a Member of Audit Committee | Management | For | For |
| 4 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| SANTOS BRASIL PARTICIPACOES SA Meeting Date: APR 27, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: STBP3 Security ID: P8338G103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | Did Not Vote |
| 2 | Approve Allocation of Income and Dividends | Management | For | Did Not Vote |
| 3 | Fix Number of Fiscal Council Members at Three | Management | For | Did Not Vote |
| 4 | Elect Fiscal Council Members | Management | For | Did Not Vote |
| 5 | In Case One of the Nominees Leaves the Fiscal Council Slate Due to a Separate Minority Election, as Allowed Under Articles 161 and 240 of the Brazilian Corporate Law, May Your Votes Still Be Counted for the Proposed Slate? | Management | None | Did Not Vote |
| 6 | Approve Remuneration of Company's Management and Fiscal Council | Management | For | Did Not Vote |
| 7 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | Did Not Vote |
| SANTOS BRASIL PARTICIPACOES SA Meeting Date: APR 27, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: STBP3 Security ID: P8338G103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Article 15 Re: Item (n) | Management | For | Did Not Vote |
| 2 | Amend Article 15 Re: Item (o) | Management | For | Did Not Vote |
| 3 | Amend Article 15 Re: Item (v) | Management | For | Did Not Vote |
| 4 | Amend Article 5 to Reflect Changes in Capital | Management | For | Did Not Vote |
| 5 | Amend Article 22 | Management | For | Did Not Vote |
| 6 | Amend Article 27 | Management | For | Did Not Vote |
| 7 | Remove Article 34 | Management | For | Did Not Vote |
| 8 | Remove Article 35 | Management | For | Did Not Vote |
| 9 | Remove Article 44 | Management | For | Did Not Vote |
| 10 | Amend Article 45 | Management | For | Did Not Vote |
| 11 | Consolidate Bylaws | Management | For | Did Not Vote |
| 12 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | Did Not Vote |
| SAO MARTINHO SA Meeting Date: JUL 29, 2022 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: SMTO3 Security ID: P8493J108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended March 31, 2022 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3 | Elect Directors | Management | For | Against |
| 4 | In Case There is Any Change to the Board Slate Composition, May Your Votes Still be Counted for the Proposed Slate? | Management | None | Against |
| 5 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | None | Abstain |
| 6.1 | Percentage of Votes to Be Assigned - Elect Mauricio Krug Ometto as Board Chairman | Management | None | Abstain |
| 6.2 | Percentage of Votes to Be Assigned - Elect Guilherme Fontes Ribeiro as Board Vice-Chairman | Management | None | Abstain |
| 6.3 | Percentage of Votes to Be Assigned - Elect Joao Carlos Costa Brega as Independent Director | Management | None | Abstain |
| 6.4 | Percentage of Votes to Be Assigned - Elect Marcelo Campos Ometto as Director | Management | None | Abstain |
| 6.5 | Percentage of Votes to Be Assigned - Elect Murilo Cesar Lemos Dos Santos Passos as Independent Director | Management | None | Abstain |
| 6.6 | Percentage of Votes to Be Assigned - Elect Nelson Marques Ferreira Ometto as Director | Management | None | Abstain |
| 6.7 | Percentage of Votes to Be Assigned - Elect Olga Stankevicius Colpo as Director | Management | None | Abstain |
| 7 | As an Ordinary Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 8 | Elect Murilo Cesar Lemos Dos Santos Passos as Independent Director Appointed by Minority Shareholder | Shareholder | None | Against |
| 9 | In Case Neither Class of Shares Reaches the Minimum Quorum Required by the Brazilian Corporate Law to Elect a Board Representative in Separate Elections, Would You Like to Use Your Votes to Elect the Candidate with More Votes to Represent Both Classes? | Management | None | For |
| 10 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Abstain |
| 11 | Elect Fiscal Council Members | Management | For | Abstain |
| 12 | In Case One of the Nominees Leaves the Fiscal Council Slate Due to a Separate Minority Election, as Allowed Under Articles 161 and 240 of the Brazilian Corporate Law, May Your Votes Still Be Counted for the Proposed Slate? | Management | None | Against |
| 13 | As an Ordinary Shareholder, Would You Like to Request a Separate Election of a Member of the Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? | Management | None | For |
| 14.1 | Elect Maria Elvira Lopes Gimenez as Fiscal Council Member and Massao Fabio Oya as Alternate Appointed by Minority Shareholder | Shareholder | None | For |
| 14.2 | Elect Paulo Nobrega Frade as Fiscal Council Member and Rafael Alves Rodrigues as Alternate Appointed by Minority Shareholder | Shareholder | None | Abstain |
| 15 | Approve Remuneration of Company's Management and Fiscal Council | Management | For | Against |
| 16 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| SAO MARTINHO SA Meeting Date: JUL 29, 2022 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: SMTO3 Security ID: P8493J108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Authorize Capitalization of Reserves Without Issuance of Shares and Amend Article 5 Accordingly | Management | For | For |
| 2 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| SHANDONG GOLD MINING CO., LTD. Meeting Date: JUL 12, 2022 Record Date: JUL 06, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 1787 Security ID: Y76831125 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Li Hang as Director | Management | For | For |
| SHANDONG GOLD MINING CO., LTD. Meeting Date: JUL 29, 2022 Record Date: JUL 25, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 1787 Security ID: Y76831125 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Satisfaction of the Conditions for Non-Public Issuance of A Shares | Management | For | For |
| 2.01 | Approve Class and Nominal Value of Shares to be Issued | Management | For | For |
| 2.02 | Approve Method of Issuance | Management | For | For |
| 2.03 | Approve Target Subscribers and Subscription Method | Management | For | For |
| 2.04 | Approve Issue Price and Pricing Principles | Management | For | For |
| 2.05 | Approve Number of Shares to be Issued | Management | For | For |
| 2.06 | Approve Use of Proceeds | Management | For | For |
| 2.07 | Approve Arrangements with Regard to the Retained Profits Before the Non-Public Issuance | Management | For | For |
| 2.08 | Approve Lock-Up Period | Management | For | For |
| 2.09 | Approve Place of Listing | Management | For | For |
| 2.10 | Approve Period of Validity of the Resolution on the Issuance | Management | For | For |
| 3 | Approve the Non-Public Issuance of A Shares | Management | For | For |
| 4 | Approve Feasibility Analysis Report on the Use of Proceeds Raised from the Non-Public Issuance of A Shares | Management | For | For |
| 5 | Approve Report on the Use of Previous Proceeds | Management | For | For |
| 6 | Approve Dilution of Immediate Return Resulting from the Non-Public Issuance of A Shares and Remedial Measures and Undertakings by Relevant Entities | Management | For | For |
| 7 | Approve Shareholders' Return Plan for the Next Three Years (2022-2024) | Management | For | For |
| 8 | Authorize Board and Its Authorized Persons to Deal With the Relevant Matters Relating to the Non-Public Issuance of A Shares | Management | For | For |
| SHANDONG GOLD MINING CO., LTD. Meeting Date: JUL 29, 2022 Record Date: JUL 25, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 1787 Security ID: Y76831125 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.01 | Approve Class and Nominal Value of Shares to be Issued | Management | For | For |
| 1.02 | Approve Method of Issuance | Management | For | For |
| 1.03 | Approve Target Subscribers and Subscription Method | Management | For | For |
| 1.04 | Approve Issue Price and Pricing Principles | Management | For | For |
| 1.05 | Approve Number of Shares to be Issued | Management | For | For |
| 1.06 | Approve Use of Proceeds | Management | For | For |
| 1.07 | Approve Arrangements with Regard to the Retained Profits Before the Non-Public Issuance | Management | For | For |
| 1.08 | Approve Lock-Up Period | Management | For | For |
| 1.09 | Approve Place of Listing | Management | For | For |
| 1.10 | Approve Period of Validity of the Resolution on the Issuance | Management | For | For |
| 2 | Approve the Non-Public Issuance of A Shares | Management | For | For |
| 3 | Approve Feasibility Analysis Report on the Use of Proceeds Raised from the Non-Public Issuance of A Shares | Management | For | For |
| 4 | Approve Dilution of Immediate Return Resulting from the Non-Public Issuance of A Shares and Remedial Measures and Undertakings by Relevant Entities | Management | For | For |
| 5 | Approve Shareholders' Return Plan for the Next Three Years (2022-2024) | Management | For | For |
| SHANDONG GOLD MINING CO., LTD. Meeting Date: NOV 22, 2022 Record Date: NOV 16, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 1787 Security ID: Y76831125 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles of Association | Management | For | Against |
| 2 | Amend Rules and Procedures Regarding General Meetings of Shareholders | Management | For | For |
| 3 | Amend Rules and Procedures Regarding Meetings of Board of Directors | Management | For | For |
| 4 | Amend Rules and Procedures Regarding Meetings of Supervisory Committee | Management | For | For |
| 5 | Amend Management System for Related Party Transactions | Management | For | Against |
| 6 | Amend Decision-Making System for External Guarantees | Management | For | Against |
| 7 | Amend Management Measures for Raised Funds | Management | For | Against |
| SHANDONG GOLD MINING CO., LTD. Meeting Date: NOV 25, 2022 Record Date: NOV 23, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 1787 Security ID: Y76831125 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Further Implementation of the Undertakings in Relation to Horizontal Competition by Shandong Gold Group Co., Ltd. and Shandong Gold Non-ferrous Metal Mine Group Co., Ltd. | Management | For | For |
| SHANDONG GOLD MINING CO., LTD. Meeting Date: FEB 08, 2023 Record Date: FEB 02, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 1787 Security ID: Y76831125 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve ShineWing Certified Public Accountants (Special General Partnership) as Domestic Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| SHANDONG GOLD MINING CO., LTD. Meeting Date: MAR 22, 2023 Record Date: MAR 16, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 1787 Security ID: Y76831125 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Demonstration and Analysis Report on the Plan of Issuance of A Shares to Target Subscribers | Management | For | For |
| 2 | Approve Shareholders' Return Plan for the Next Three Years (2023-2025) | Management | For | For |
| 3 | Authorize Board and Its Authorized Persons to Handle All Matters in Relation to the Issuance of A Shares to Target Subscribers | Management | For | For |
| SHANDONG GOLD MINING CO., LTD. Meeting Date: MAR 22, 2023 Record Date: MAR 16, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 1787 Security ID: Y76831125 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Demonstration and Analysis Report on the Plan of Issuance of A Shares to Target Subscribers | Management | For | For |
| 2 | Approve Shareholders' Return Plan for the Next Three Years (2023-2025) | Management | For | For |
| SHANDONG GOLD MINING CO., LTD. Meeting Date: JUN 07, 2023 Record Date: JUN 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 1787 Security ID: Y76831125 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Work Report of the Board of Directors | Management | For | For |
| 2 | Approve Work Report of the Supervisory Committee | Management | For | For |
| 3 | Approve Work Report of the Independent Non-Executive Directors | Management | For | For |
| 4 | Approve Final Financial Report | Management | For | For |
| 5 | Approve Financial Budget Report | Management | For | For |
| 6 | Approve Annual Report and Its Extracts | Management | For | For |
| 7 | Approve Profit Distribution Proposal | Management | For | For |
| 8 | Approve ShineWing (Domestic) as Auditor and Internal Control Auditor and ShineWing (HK) CPA Limited as Audit Service Provider and Authorize Board to Fix Their Remuneration | Management | For | For |
| 9 | Approve Appraisal Report on Internal Control | Management | For | For |
| 10 | Approve Social Responsibility Report | Management | For | For |
| 11 | Approve Special Report on the Deposit and Actual Use of Proceeds | Management | For | For |
| 12 | Approve Guarantee Facility for the Hong Kong Subsidiary | Management | For | For |
| 13 | Approve Conducting Futures and Derivatives Transactions | Management | For | For |
| 14 | Approve Conducting Gold Forward Transactions and Gold Leasing Portfolio Business | Management | For | For |
| 15 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for H Shares | Management | For | Against |
| SHANDONG GOLD MINING CO., LTD. Meeting Date: JUN 30, 2023 Record Date: JUN 26, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 1787 Security ID: Y76831125 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Signing of Supplemental Agreement to the Share Transfer Agreement | Management | For | For |
| SHANGHAI FRIENDESS ELECTRONIC TECHNOLOGY CORP., LTD. Meeting Date: NOV 18, 2022 Record Date: NOV 09, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 688188 Security ID: Y7T83N106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles of Association | Management | For | For |
| 2 | Approve to Appoint Auditor | Management | For | For |
| 3 | Approve Draft and Summary of Performance Shares Incentive Plan | Management | For | For |
| 4 | Approve Measures for the Administration of the Assessment of Performance Shares Incentive Plans | Management | For | For |
| 5 | Approve Authorization of the Board to Handle All Related Matters | Management | For | For |
| SHENZHEN MINDRAY BIO-MEDICAL ELECTRONICS CO., LTD. Meeting Date: MAY 18, 2023 Record Date: MAY 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 300760 Security ID: Y774E3101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Financial Statements | Management | For | For |
| 4 | Approve Profit Distribution | Management | For | For |
| 5 | Approve Annual Report and Summary | Management | For | For |
| 6 | Approve Sustainability Report | Management | For | For |
| 7 | Approve Appointment of Auditor | Management | For | For |
| 8 | Amend Articles of Association | Management | For | For |
| 9 | Amend Remuneration Management System for Directors, Supervisors and Senior Management Members | Management | For | For |
| 10.1 | Elect Li Xiting as Director | Management | For | For |
| 10.2 | Elect Xu Hang as Director | Management | For | For |
| 10.3 | Elect Cheng Minghe as Director | Management | For | For |
| 10.4 | Elect Wu Hao as Director | Management | For | For |
| 10.5 | Elect Guo Yanmei as Director | Management | For | For |
| 11.1 | Elect Liang Huming as Director | Management | For | For |
| 11.2 | Elect Zhou Xianyi as Director | Management | For | For |
| 11.3 | Elect Hu Shanrong as Director | Management | For | For |
| 11.4 | Elect Gao Shengping as Director | Management | For | For |
| 11.5 | Elect Xu Jing as Director | Management | For | For |
| 12.1 | Elect Tang Zhi as Supervisor | Management | For | For |
| 12.2 | Elect Ji Qiang as Supervisor | Management | For | For |
| SIMCERE PHARMACEUTICAL GROUP LIMITED Meeting Date: JUN 15, 2023 Record Date: JUN 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2096 Security ID: Y793E5106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2a | Approve Final Dividend | Management | For | For |
| 2b | Authorize Board to Deal with All Matters in Relation to the Implementation of the Payment of the Final Dividend | Management | For | For |
| 3a1 | Elect Tang Renhong as Director | Management | For | For |
| 3a2 | Elect Wan Yushan as Director | Management | For | For |
| 3a3 | Elect Wang Xinhua as Director | Management | For | For |
| 3b | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve KPMG as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 6 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 8a | Approve Amendments to the 2021 RSU Scheme and Related Transactions | Management | For | Against |
| 8b | Approve Scheme Mandate Limit Under the 2021 RSU Scheme | Management | For | Against |
| SK HYNIX, INC. Meeting Date: MAR 29, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 000660 Security ID: Y8085F100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Han Ae-ra as Outside Director | Management | For | For |
| 2.2 | Elect Kim Jeong-won as Outside Director | Management | For | For |
| 2.3 | Elect Jeong Deok-gyun as Outside Director | Management | For | For |
| 3.1 | Elect Han Ae-ra as a Member of Audit Committee | Management | For | For |
| 3.2 | Elect Kim Jeong-won as a Member of Audit Committee | Management | For | For |
| 4 | Elect Park Seong-ha as Non-Independent Non-Executive Director | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| SLC AGRICOLA SA Meeting Date: APR 27, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: SLCE3 Security ID: P8711D107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Re-Ratify Remuneration of Company's Management | Management | For | Did Not Vote |
| 2 | Authorize Capitalization of Reserves for Bonus Issue | Management | For | Did Not Vote |
| 3 | Amend Article 5 to Reflect Changes in Capital | Management | For | Did Not Vote |
| 4 | Consolidate Bylaws | Management | For | Did Not Vote |
| SLC AGRICOLA SA Meeting Date: APR 27, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: SLCE3 Security ID: P8711D107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | Did Not Vote |
| 2 | Approve Allocation of Income and Dividends | Management | For | Did Not Vote |
| 3 | As an Ordinary Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | None | Did Not Vote |
| 4 | Fix Number of Directors at Six | Management | For | Did Not Vote |
| 5.1 | Elect Eduardo Silva Logemann as Director | Management | For | Did Not Vote |
| 5.2 | Elect Jorge Luiz Silva Logemann as Director | Management | For | Did Not Vote |
| 5.3 | Elect Fernando Castro Reinach as Independent Director | Management | For | Did Not Vote |
| 5.4 | Elect Osvaldo Burgos Schirmer as Independent Director | Management | For | Did Not Vote |
| 5.5 | Elect Andre Souto Maior Pessoa as Independent Director | Management | For | Did Not Vote |
| 5.6 | Elect Adriana Waltrick dos Santos as Independent Director | Management | For | Did Not Vote |
| 6 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | None | Did Not Vote |
| 7.1 | Percentage of Votes to Be Assigned - Elect Eduardo Silva Logemann as Director | Management | None | Did Not Vote |
| 7.2 | Percentage of Votes to Be Assigned - Elect Jorge Luiz Silva Logemann as Director | Management | None | Did Not Vote |
| 7.3 | Percentage of Votes to Be Assigned - Elect Fernando Castro Reinach as Independent Director | Management | None | Did Not Vote |
| 7.4 | Percentage of Votes to Be Assigned - Elect Osvaldo Burgos Schirmer as Independent Director | Management | None | Did Not Vote |
| 7.5 | Percentage of Votes to Be Assigned - Elect Andre Souto Maior Pessoa as Independent Director | Management | None | Did Not Vote |
| 7.6 | Percentage of Votes to Be Assigned - Elect Adriana Waltrick dos Santos as Independent Director | Management | None | Did Not Vote |
| 8 | Approve Classification of Osvaldo Burgos Schirmer, Andre Souto Maior Pessoa, Fernando de Castro Reinach and Adriana Waltrick dos Santos as Independent Directors | Management | For | Did Not Vote |
| 9 | Approve Remuneration of Company's Management and Fiscal Council | Management | For | Did Not Vote |
| 10 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? | Management | None | Did Not Vote |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. Meeting Date: JUN 06, 2023 Record Date: APR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2330 Security ID: Y84629107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Issuance of Restricted Stocks | Management | For | For |
| 3 | Amend Procedures for Endorsement and Guarantees | Management | For | Against |
| 4 | Amend the Name of Audit Committee in the Policies (I)Procedures for Acquisition or Disposal of Assets (II)Procedures for Financial Derivatives Transactions (III)Procedures for Lending Funds to Other Parties (IV)Procedures for Endorsement and Guarantee | Management | For | For |
| TENCENT HOLDINGS LIMITED Meeting Date: MAY 17, 2023 Record Date: MAY 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 700 Security ID: G87572163 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3a | Elect Jacobus Petrus (Koos) Bekker as Director | Management | For | For |
| 3b | Elect Zhang Xiulan as Director | Management | For | For |
| 3c | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 6 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| TENCENT HOLDINGS LIMITED Meeting Date: MAY 17, 2023 Record Date: MAY 11, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 700 Security ID: G87572163 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Adopt 2023 Share Option Scheme | Management | For | Against |
| 1b | Approve Transfer of Share Options | Management | For | Against |
| 1c | Approve Termination of the Existing Share Option Scheme | Management | For | Against |
| 2 | Approve Scheme Mandate Limit (Share Option) under the 2023 Share Option Scheme | Management | For | Against |
| 3 | Approve Service Provider Sublimit (Share Option) under the 2023 Share Option Scheme | Management | For | Against |
| 4a | Adopt 2023 Share Award Scheme | Management | For | Against |
| 4b | Approve Transfer of Share Awards | Management | For | Against |
| 4c | Approve Termination of the Existing Share Award Schemes | Management | For | Against |
| 5 | Approve Scheme Mandate Limit (Share Award) under the 2023 Share Award Scheme | Management | For | Against |
| 6 | Approve Scheme Mandate Limit (New Shares Share Award) under the 2023 Share Award Scheme | Management | For | Against |
| 7 | Approve Service Provider Sublimit (New Shares Share Award) under the 2023 Share Award Scheme | Management | For | Against |
| THE BIDVEST GROUP LTD. Meeting Date: NOV 25, 2022 Record Date: NOV 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BVT Security ID: S1201R162 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Re-elect Bonang Mohale as Director | Management | For | For |
| 2.1 | Elect Koko Khumalo as Director | Management | For | For |
| 2.2 | Elect Faith Khanyile as Director | Management | For | For |
| 3 | Reappoint PricewaterhouseCoopers Inc as Auditors with Craig West as the Designated Partner | Management | For | For |
| 4.1 | Re-elect Sindi Mabaso-Koyana as Chairperson of the Audit Committee | Management | For | For |
| 4.2 | Re-elect Renosi Mokate as Member of the Audit Committee | Management | For | For |
| 4.3 | Re-elect Lulama Boyce as Member of the Audit Committee | Management | For | For |
| 4.4 | Re-elect Norman Thomson as Member of the Audit Committee | Management | For | For |
| 4.5 | Elect Koko Khumalo as Member of the Audit Committee | Management | For | For |
| 5 | Place Authorised but Unissued Shares under Control of Directors | Management | For | For |
| 6 | Authorise Board to Issue Shares for Cash | Management | For | For |
| 7 | Approve Payment of Dividend by Way of Pro Rata Reduction of Share Capital or Share Premium | Management | For | For |
| 8 | Approve Ratification Relating to Personal Financial Interest Arising From Multiple Offices in the Group | Management | For | For |
| 9 | Authorise Ratification of Approved Resolutions | Management | For | For |
| 1 | Approve Remuneration Policy | Management | For | For |
| 2 | Approve Implementation of Remuneration Policy | Management | For | For |
| 1 | Approve Remuneration of Non-Executive Directors | Management | For | For |
| 2 | Authorise Repurchase of Issued Share Capital | Management | For | For |
| 3 | Approve Financial Assistance in Terms of Sections 44 and 45 of the Companies Act | Management | For | For |
| THE SUPREME INDUSTRIES LIMITED Meeting Date: JUN 28, 2023 Record Date: JUN 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 509930 Security ID: Y83139140 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Reelect V. K. Taparia as Director | Management | For | For |
| 3 | Declare Final Dividend and Confirm Interim Dividend | Management | For | For |
| 4 | Approve Branch Auditors | Management | For | For |
| 5 | Reelect Sarthak Behuria as Director | Management | For | For |
| 6 | Reelect Ameeta Parpia as Director | Management | For | For |
| 7 | Reelect Vipul Shah as Director | Management | For | For |
| 8 | Reelect Pulak Prasad as Director | Management | For | For |
| 9 | Approve Reappointment and Remuneration of M.P. Taparia as Managing Director | Management | For | For |
| 10 | Approve Reappointment and Remuneration of S.J. Taparia as Executive Director | Management | For | Against |
| 11 | Approve Reappointment and Remuneration of V.K. Taparia as Executive Director | Management | For | Against |
| 12 | Approve Payment of Commission to Directors | Management | For | For |
| 13 | Approve Remuneration of Cost Auditors | Management | For | For |
| TRIP.COM GROUP LIMITED Meeting Date: JUN 30, 2023 Record Date: JUN 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 9961 Security ID: 89677Q107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Third Amended and Restated Memorandum of Association and Articles of Association and Approve Fourth Amended and Restated Memorandum of Association and Articles of Association | Management | For | For |
| TSINGTAO BREWERY COMPANY LIMITED Meeting Date: JUL 18, 2022 Record Date: JUL 05, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 168 Security ID: Y8997D102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jiang Zong Xiang as Director | Management | For | For |
| 2 | Elect Hou Qiu Yan as Director | Management | For | For |
| TSINGTAO BREWERY COMPANY LIMITED Meeting Date: JUN 16, 2023 Record Date: JUN 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 168 Security ID: Y8997D102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Work Report of the Board of Directors | Management | For | For |
| 2 | Approve Work Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Financial Report (Audited) | Management | For | For |
| 4 | Approve Profit and Dividend Distribution Proposal | Management | For | For |
| 5 | Approve PricewaterhouseCoopers Zhong Tian LLP as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Approve PricewaterhouseCoopers Zhong Tian LLP as Internal Control Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Approve Amendments to Articles of Association and Related Transactions | Management | For | For |
| VALE SA Meeting Date: DEC 21, 2022 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: VALE3 Security ID: P9661Q155 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles Re: Wording Amendments | Management | For | For |
| 2 | Amend Articles Re: Changes in Board of Directors and Executive Board Meetings | Management | For | For |
| 3 | Amend Articles Re: Changes in the Authorities of the Board of Directors and the Executive Board | Management | For | For |
| 4 | Amend Articles Re: Provisions about the Advisory Committees to the Board of Directors | Management | For | For |
| 5 | Consolidate Bylaws | Management | For | For |
| VALE SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: VALE3 Security ID: P9661Q155 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Article 5 to Reflect Changes in Capital | Management | For | For |
| VALE SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: VALE3 Security ID: P9661Q155 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | Did Not Vote |
| 2 | Approve Capital Budget, Allocation of Income and Dividends | Management | For | Did Not Vote |
| 3 | Fix Number of Directors at 13 | Management | For | Did Not Vote |
| 4 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | Against | Did Not Vote |
| 5.1 | Elect Daniel Andre Stieler as Director | Management | For | Did Not Vote |
| 5.2 | Elect Douglas James Upton as Independent Director | Management | For | Did Not Vote |
| 5.3 | Elect Fernando Jorge Buso Gomes as Director | Management | For | Did Not Vote |
| 5.4 | Elect Joao Luiz Fukunaga as Director | Management | For | Did Not Vote |
| 5.5 | Elect Jose Luciano Duarte Penido as Independent Director | Management | For | Did Not Vote |
| 5.6 | Elect Luis Henrique Cals de Beauclair Guimaraes as Independent Director | Management | For | Did Not Vote |
| 5.7 | Elect Manuel Lino Silva de Sousa Oliveira (Ollie) as Independent Director | Management | For | Did Not Vote |
| 5.8 | Elect Marcelo Gasparino da Silva as Independent Director | Management | For | Did Not Vote |
| 5.9 | Elect Paulo Hartung as Independent Director | Management | For | Did Not Vote |
| 5.10 | Elect Rachel de Oliveira Maia as Independent Director | Management | For | Did Not Vote |
| 5.11 | Elect Shunji Komai as Director | Management | For | Did Not Vote |
| 5.12 | Elect Vera Marie Inkster as Independent Director | Management | For | Did Not Vote |
| 6 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | For | Did Not Vote |
| 7.1 | Percentage of Votes to Be Assigned - Elect Daniel Andre Stieler as Director | Management | For | Did Not Vote |
| 7.2 | Percentage of Votes to Be Assigned - Elect Douglas James Upton as Independent Director | Management | For | Did Not Vote |
| 7.3 | Percentage of Votes to Be Assigned - Elect Fernando Jorge Buso Gomes as Director | Management | For | Did Not Vote |
| 7.4 | Percentage of Votes to Be Assigned - Elect Joao Luiz Fukunaga as Director | Management | For | Did Not Vote |
| 7.5 | Percentage of Votes to Be Assigned - Elect Jose Luciano Duarte Penido as Independent Director | Management | For | Did Not Vote |
| 7.6 | Percentage of Votes to Be Assigned - Elect Luis Henrique Cals de Beauclair Guimaraes as Independent Director | Management | For | Did Not Vote |
| 7.7 | Percentage of Votes to Be Assigned - Elect Manuel Lino Silva de Sousa Oliveira (Ollie) as Independent Director | Management | For | Did Not Vote |
| 7.8 | Percentage of Votes to Be Assigned - Elect Marcelo Gasparino da Silva as Independent Director | Management | For | Did Not Vote |
| 7.9 | Percentage of Votes to Be Assigned - Elect Paulo Hartung as Independent Director | Management | For | Did Not Vote |
| 7.10 | Percentage of Votes to Be Assigned - Elect Rachel de Oliveira Maia as Independent Director | Management | For | Did Not Vote |
| 7.11 | Percentage of Votes to Be Assigned - Elect Shunji Komai as Director | Management | For | Did Not Vote |
| 7.12 | Percentage of Votes to Be Assigned - Elect Vera Marie Inkster as Independent Director | Management | For | Did Not Vote |
| 8 | Elect Daniel Andre Stieler as Board Chairman | Management | For | Did Not Vote |
| 9 | Elect Marcelo Gasparino da Silva as Vice-Chairman | Management | For | Did Not Vote |
| 10.1 | Elect Heloisa Belotti Bedicks as Fiscal Council Member and Jandaraci Ferreira de Araujo as Alternate Appointed by Geracao L. Par Fundo de Investimento em Acoes and Other Shareholders | Shareholder | None | Did Not Vote |
| 10.2 | Elect Marcio de Souza as Fiscal Council Member and Ana Maria Loureiro Recart as Alternate Appointed by Caixa de Previdencia dos Funcionarios do Banco do Brasil - Previ | Shareholder | None | Did Not Vote |
| 10.3 | Elect Paulo Clovis Ayres Filho as Fiscal Council Member and Guilherme Jose de Vasconcelos Cerqueira as Alternate Appointed by Cosan | Shareholder | None | Did Not Vote |
| 10.4 | Elect Raphael Manhaes Martins as Fiscal Council Member and Adriana de Andrade Sole as Alternate Appointed by Geracao L. Par Fundo de Investimento em Acoes and Other Shareholders | Shareholder | None | Did Not Vote |
| 11 | Approve Remuneration of Company's Management and Fiscal Council | Management | For | Did Not Vote |
| VAMOS LOCACAO DE CAMINHOES, MAQUINAS E EQUIPAMENTOS SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: VAMO3 Security ID: P9680U112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3 | Elect Directors | Management | For | Against |
| 4 | In Case There is Any Change to the Board Slate Composition, May Your Votes Still be Counted for the Proposed Slate? | Management | None | Against |
| 5 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | None | Abstain |
| 6.1 | Percentage of Votes to Be Assigned - Elect Fernando Antonio Simoes as Director | Management | None | Abstain |
| 6.2 | Percentage of Votes to Be Assigned - Elect Denys Marc Ferrez as Director | Management | None | Abstain |
| 6.3 | Percentage of Votes to Be Assigned - Elect Antonio da Silva Barreto Junior as Director | Management | None | Abstain |
| 6.4 | Percentage of Votes to Be Assigned - Elect Paulo Sergio Kakinoff as Independent Director | Management | None | Abstain |
| 6.5 | Percentage of Votes to Be Assigned - Elect Maria Fernanda Teixeira dos Santos as Independent Director | Management | None | Abstain |
| 7 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? | Management | None | For |
| 8 | Elect Paulo Nobrega Frade as Fiscal Council Member and Rafael Alves Rodrigues as Alternate Appointed by Minority Shareholder | Shareholder | None | For |
| 9 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| VAMOS LOCACAO DE CAMINHOES, MAQUINAS E EQUIPAMENTOS SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: VAMO3 Security ID: P9680U112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Remuneration of Company's Management | Management | For | For |
| 2 | Amend Article 1 | Management | For | For |
| 3 | Amend Article 2 | Management | For | For |
| 4 | Remove Article 4 | Management | For | For |
| 5 | Amend Article 6 to Reflect Changes in Capital | Management | For | For |
| 6 | Amend Article 7 | Management | For | For |
| 7 | Amend Article 10 | Management | For | For |
| 8 | Amend Article 12 | Management | For | For |
| 9 | Amend Article 13 | Management | For | For |
| 10 | Amend Article 15 Re: Fix Board Size | Management | For | For |
| 11 | Amend Article 17 | Management | For | For |
| 12 | Amend Article 18 | Management | For | For |
| 13 | Amend Article 19 | Management | For | For |
| 14 | Amend Article 20 | Management | For | For |
| 15 | Amend Article 21 | Management | For | For |
| 16 | Amend Article 22 | Management | For | For |
| 17 | Amend Article 26 | Management | For | For |
| 18 | Amend Article 27 | Management | For | For |
| 19 | Add New Article Re: Audit Committee | Management | For | For |
| 20 | Amend Article 28 | Management | For | For |
| 21 | Consolidate Bylaws | Management | For | For |
| 22 | In the Event of a Second Call, the Voting Instructions Contained in this Remote Voting Card May Also be Considered for the Second Call? | Management | None | For |
| VAMOS LOCACAO DE CAMINHOES, MAQUINAS E EQUIPAMENTOS SA Meeting Date: MAY 31, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: VAMO3 Security ID: P9680U112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify Acquisition of HM Comercio e Manutencao de Empilhadeiras Ltda. (HM Comercio) | Management | For | For |
| 2.a | Approve Agreement for Partial Spin-Off of HM Comercio and Absorption of Partial Spun-Off Assets | Management | For | For |
| 2.b | Ratify Apsis Consultoria e Avaliacoes Ltda. as Independent Firm to Appraise Proposed Transaction | Management | For | For |
| 2.c | Approve Independent Firm's Appraisal | Management | For | For |
| 2.d | Approve Partial Spin-Off of HM Comercio and Absorption of Partial Spun-Off Assets | Management | For | For |
| 3 | Amend Articles 20, 27, and 28 | Management | For | For |
| 4 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| VARUN BEVERAGES LIMITED Meeting Date: JUN 02, 2023 Record Date: APR 28, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 540180 Security ID: Y9T53H101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Sub-Division of Equity Shares | Management | For | For |
| 2 | Amend Capital Clause of the Memorandum of Association Re: Sub-Division of Equity Shares | Management | For | For |
| 3 | Elect Abhiram Seth as Director | Management | For | For |
| 4 | Elect Anil Kumar Sondhi as Director | Management | For | For |
| VEF AB Meeting Date: MAY 09, 2023 Record Date: APR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VEFAB Security ID: W9810W105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Chairman of Meeting | Management | For | For |
| 3 | Prepare and Approve List of Shareholders | Management | For | For |
| 4 | Approve Agenda of Meeting | Management | For | For |
| 5 | Designate Inspector or Shareholder Representative(s) of Minutes of Meeting | Management | For | For |
| 6 | Acknowledge Proper Convening of Meeting | Management | For | For |
| 7 | Receive President's Report | Management | For | For |
| 8 | Receive Financial Statements and Statutory Reports (Non-Voting) | Management | None | None |
| 9.a | Accept Financial Statements and Statutory Reports; Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 9.b | Approve Allocation of Income and Omission of Dividends | Management | For | For |
| 9.c | Approve Discharge of Board and President | Management | For | For |
| 10.a | Determine Number of Members (6) and Deputy Members of Board (0) | Management | For | For |
| 10.b | Determine Number of Auditors (1) and Deputy Auditors (0) | Management | For | For |
| 11.a | Approve Remuneration of Directors in the Aggregate Amount of SEK 3 Million | Management | For | Against |
| 11.b | Approve Remuneration of Auditors | Management | For | Against |
| 12.1a | Reelect Lars O Gronstedt as Director | Management | For | For |
| 12.1b | Reelect Per Brilioth as Director | Management | For | For |
| 12.1c | Reelect Allison Goldberg as Director | Management | For | For |
| 12.1d | Reelect David Nangle as Director | Management | For | For |
| 12.1e | Reelect Hanna Loikkanen as Director | Management | For | For |
| 12.1f | Elect Katharina Luth as New Director | Management | For | For |
| 12.2a | Reelect Lars O Gronstedt as Board Chair | Management | For | For |
| 12.3a | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 13 | Approve Procedure of Nominating Committee | Management | For | For |
| 14 | Approve Remuneration Policy And Other Terms of Employment For Executive Management | Management | For | Against |
| 15 | Approve Remuneration Report | Management | For | For |
| 16 | Amend Articles Re: Postal Voting; Attendance at General Meeting | Management | For | For |
| 17 | Approve 128,242.43 Reduction in Share Capital via Share Cancellation; Approve Increase in Share Capital Through Bonus Issue | Management | For | For |
| 18 | Approve Creation of 20 Percent of Pool of Capital without Preemptive Rights | Management | For | Against |
| 19 | Authorize Share Repurchase Program | Management | For | For |
| 20 | Authorize Reissuance of Repurchased Shares | Management | For | For |
| 21 | Closing of Meeting | Management | None | None |
| VESTEL BEYAZ ESYA SANAYI VE TICARET AS Meeting Date: MAY 31, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: VESBE.E Security ID: M9751J106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting and Elect Presiding Council of Meeting | Management | For | For |
| 2 | Authorize Presiding Council to Sign Minutes of Meeting | Management | For | For |
| 3 | Accept Board Report | Management | For | For |
| 4 | Accept Audit Report | Management | For | For |
| 5 | Accept Financial Statements | Management | For | For |
| 6 | Approve Discharge of Board | Management | For | For |
| 7 | Elect Directors | Management | For | For |
| 8 | Approve Director Remuneration | Management | For | Against |
| 9 | Approve Allocation of Income | Management | For | For |
| 10 | Grant Permission for Board Members to Engage in Commercial Transactions with Company and Be Involved with Companies with Similar Corporate Purpose in Accordance with Articles 395 and 396 of Turkish Commercial Law | Management | For | For |
| 11 | Ratify External Auditors | Management | For | For |
| 12 | Approve Upper Limit of Donations for 2023 and Receive Information on Donations Made in 2022 | Management | For | Against |
| 13 | Receive Information on Guarantees, Pledges and Mortgages Provided to Third Parties | Management | None | None |
| 14 | Close Meeting | Management | None | None |
| VIETNAM TECHNOLOGICAL & COMMERCIAL JOINT STOCK BANK Meeting Date: DEC 17, 2022 Record Date: NOV 25, 2022 Meeting Type: SPECIAL | ||||
| Ticker: TCB Security ID: Y937GK104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Purchase of Shares in Techcom Securities JSC | Management | For | Against |
| VIETNAM TECHNOLOGICAL & COMMERCIAL JOINT STOCK BANK Meeting Date: APR 22, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TCB Security ID: Y937GK104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report on Business Performance of Financial Year 2022 and Business Plan for Financial Year 2023, Including Remuneration Budget for Board of Directors and Supervisory Board in Financial Year 2023 | Management | For | For |
| 2 | Approve Report of Board of Directors for Financial Year 2022 | Management | For | For |
| 3 | Approve Report of Supervisory Board for Financial Year 2022 and Plan for Financial Year 2023 | Management | For | For |
| 4 | Approve Auditors | Management | For | For |
| 5 | Approve Separate Audited and Consolidated Financial Statements of Financial Year 2022 | Management | For | For |
| 6 | Approve Income Allocation, Appropriations of Funds and Non-Payment of Dividend of Financial Year 2022 | Management | For | For |
| 7 | Approve Purchase of Shares on Private Placement Basis from Techcom Securities (TCBS) | Management | For | Against |
| 8 | Approve Employee Stock Ownership Plan (ESOP) and Plan to Increase Charter Capital in Relation to ESOP | Management | For | Against |
| 9 | Approve Maximum Foreign Ownership Ratio and Amend Articles of Association | Management | For | Against |
| 10 | Other Business | Management | For | Against |
| VOLTAS LIMITED Meeting Date: JUN 22, 2023 Record Date: JUN 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 500575 Security ID: Y93817149 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Standalone Financial Statements and Statutory Reports | Management | For | For |
| 2 | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Dividend | Management | For | For |
| 4 | Reelect Noel Tata as Director | Management | For | For |
| 5 | Reelect Saurabh Agrawal as Director | Management | For | Against |
| 6 | Approve Remuneration of Cost Auditors | Management | For | For |
| VOLTRONIC POWER TECHNOLOGY CORP. Meeting Date: JUN 09, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 6409 Security ID: Y937BE103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Report and Financial Statements | Management | For | For |
| 2 | Approve Plan on Profit Distribution | Management | For | For |
| 3 | Approve Amendments to Articles of Association | Management | For | For |
| WAL-MART DE MEXICO SAB DE CV Meeting Date: MAR 30, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WALMEX Security ID: P98180188 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Approve Report of Audit and Corporate Practices Committees | Management | For | For |
| 1b | Approve CEO's Report | Management | For | For |
| 1c | Approve Board Opinion on CEO's Report | Management | For | For |
| 1d | Approve Board of Directors' Report | Management | For | For |
| 1e | Approve Report Re: Employee Stock Purchase Plan | Management | For | For |
| 2 | Approve Consolidated Financial Statements | Management | For | For |
| 3a | Approve Allocation of Income | Management | For | For |
| 3b | Approve Ordinary Dividend of MXN 1.12 Per Share | Management | For | For |
| 3c | Approve Extraordinary Dividend of MXN 1.57 Per Share | Management | For | For |
| 4 | Approve Report on Share Repurchase Reserves | Management | For | For |
| 5a1 | Accept Resignation of Blanca Trevino as Director | Management | For | For |
| 5b1 | Ratify Maria Teresa Arnal as Director | Management | For | For |
| 5b2 | Ratify Adolfo Cerezo as Director | Management | For | For |
| 5b3 | Ratify Ernesto Cervera as Director | Management | For | For |
| 5b4 | Ratify Kirsten Evans as Director | Management | For | For |
| 5b5 | Ratify Eric Perez Grovas as Director | Management | For | For |
| 5b6 | Ratify Leigh Hopkins as Director | Management | For | For |
| 5b7 | Ratify Elizabeth Kwo as Director | Management | For | For |
| 5b8 | Ratify Guilherme Loureiro as Director | Management | For | For |
| 5b9 | Ratify Judith McKenna as Board Chairman | Management | For | For |
| 5b10 | Ratify Karthik Raghupathy as Director | Management | For | For |
| 5b11 | Ratify Tom Ward as Director | Management | For | For |
| 5c1 | Ratify Adolfo Cerezo as Chairman of Audit and Corporate Practices Committees | Management | For | For |
| 5c2 | Approve Discharge of Board of Directors and Officers | Management | For | For |
| 5c3 | Approve Directors and Officers Liability | Management | For | For |
| 5d1 | Approve Remuneration of Board Chairman | Management | For | For |
| 5d2 | Approve Remuneration of Director | Management | For | For |
| 5d3 | Approve Remuneration of Chairman of Audit and Corporate Practices Committees | Management | For | For |
| 5d4 | Approve Remuneration of Member of Audit and Corporate Practices Committees | Management | For | For |
| 6 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| WANT WANT CHINA HOLDINGS LIMITED Meeting Date: AUG 23, 2022 Record Date: AUG 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 151 Security ID: G9431R103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2a | Approve Final Dividend | Management | For | For |
| 2b | Approve Special Dividend | Management | For | For |
| 3a1 | Elect Tsai Eng-Meng as Director | Management | For | For |
| 3a2 | Elect Huang Yung-Sung as Director | Management | For | For |
| 3a3 | Elect Lai Hong Yee as Director | Management | For | For |
| 3a4 | Elect Cheng Wen-Hsien as Director | Management | For | For |
| 3a5 | Elect Pei Kerwei as Director | Management | For | For |
| 3b | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve Ernst & Young as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 6 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 8 | Amend Existing Memorandum and Articles of Association and Adopt New Memorandum and Articles of Association | Management | For | For |
| WEG SA Meeting Date: APR 25, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: WEGE3 Security ID: P9832B129 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 2 | Approve Capital Budget, Allocation of Income and Dividends | Management | For | For |
| 3 | Approve Remuneration of Company's Management | Management | For | For |
| 4 | Elect Fiscal Council Members | Management | For | Abstain |
| 5 | In Case One of the Nominees Leaves the Fiscal Council Slate Due to a Separate Minority Election, as Allowed Under Articles 161 and 240 of the Brazilian Corporate Law, May Your Votes Still Be Counted for the Proposed Slate? | Management | None | Against |
| 6 | Elect Lucia Maria Martins Casasanta as Fiscal Council Member and Silvia Maura Rodrigues Pereira as Alternate Appointed by Minority Shareholder | Shareholder | None | For |
| 7 | Approve Remuneration of Fiscal Council Members | Management | For | For |
| 8 | Approve Newspapers to Publish Company's Legal Announcements | Management | For | For |
| WEG SA Meeting Date: APR 25, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: WEGE3 Security ID: P9832B129 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles 17 and 36 | Management | For | For |
| 2 | Consolidate Bylaws | Management | For | For |
| WEICHAI POWER CO., LTD. Meeting Date: SEP 09, 2022 Record Date: SEP 05, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 2338 Security ID: Y9531A109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles of Association | Management | For | For |
| 2 | Amend Rules and Procedures Regarding General Meetings of Shareholders | Management | For | For |
| 3 | Elect Wang Yanlei as Supervisor | Management | For | For |
| WEICHAI POWER CO., LTD. Meeting Date: DEC 29, 2022 Record Date: DEC 21, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 2338 Security ID: Y9531A109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Spin-off of Subsidiary on ChiNext in Accordance with Relevant Laws and Regulations | Management | For | For |
| 2 | Approve Spin-off of Subsidiary on ChiNext | Management | For | For |
| 3 | Approve Action Plan for the Spin-off of Subsidiary on the ChiNext | Management | For | For |
| 4 | Approve Spin-off of Subsidiary on ChiNext with the Rules for the Spin-Off of Listed Companies (For Trial Implementation) | Management | For | For |
| 5 | Approve Spin-off of Subsidiary on ChiNext which is Conducive to Safeguarding the Legal Rights and Interests of Shareholders and Creditors | Management | For | For |
| 6 | Approve Ability of the Company to Maintain Its Independence and Sustainable Operation Ability | Management | For | For |
| 7 | Approve Capacity of Subsidiary to Operate in Accordance with the Corresponding Regulations | Management | For | For |
| 8 | Approve Explanation Regarding the Completeness and Compliance of the Statutory Procedures Performed for the Spin-Off and the Validity of the Legal Documents to be Submitted in Relation Thereto | Management | For | For |
| 9 | Approve Analysis in Relation to the Objectives, Commercial Reasonableness, Necessity and Feasibility of the Spin-Off | Management | For | For |
| 10 | Authorize Board and Its Delegated Persons to Deal with Matters Relating to the Spin-off | Management | For | For |
| 11 | Approve New Weichai Holdings General Services Agreement and Relevant New Caps | Management | For | For |
| 12 | Approve New Weichai Holdings Purchase Agreement and Relevant New Caps | Management | For | For |
| 13 | Approve New Shaanxi Automotive Sales Agreement and Relevant New Caps | Management | For | For |
| 14 | Approve New Shaanxi Automotive Purchase Agreement and Relevant New Caps | Management | For | For |
| 15 | Approve Weichai Freshen Air Purchase Agreement and Relevant New Caps | Management | For | For |
| WEICHAI POWER CO., LTD. Meeting Date: JUN 28, 2023 Record Date: JUN 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2338 Security ID: Y9531A109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report | Management | For | For |
| 2 | Approve Report of the Board of Directors | Management | For | For |
| 3 | Approve Report of the Supervisory Committee | Management | For | For |
| 4 | Approve Audited Financial Statements and Auditors' Report | Management | For | For |
| 5 | Approve Final Financial Report | Management | For | For |
| 6 | Approve Financial Budget Report | Management | For | Against |
| 7 | Approve Profit Distribution Plan | Management | For | For |
| 8 | Approve Grant of Mandate to the Board of Directors for the Payment of Interim Dividend | Management | For | For |
| 9 | Approve KPMG Huazhen LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 10 | Approve Hexin Accountants LLP as Internal Control Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 11a | Elect Ma Changhai as Director | Management | For | For |
| 11b | Elect Wang Decheng as Director | Management | For | For |
| 11c | Elect Ma Xuyao as Director | Management | For | For |
| 11d | Elect Richard Robinson Smith as Director | Management | For | For |
| 12a | Elect Chi Deqiang as Director | Management | For | For |
| 12b | Elect Zhao Fuquan as Director | Management | For | For |
| 12c | Elect Xu Bing as Director | Management | For | For |
| WNS (HOLDINGS) LIMITED Meeting Date: SEP 22, 2022 Record Date: AUG 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WNS Security ID: 92932M101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Ratify Grant Thornton Bharat LLP as Auditors | Management | For | For |
| 3 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 4 | Reelect Timothy L. Main as a Director | Management | For | For |
| 5 | Reelect Thi Nhuoc Lan Tu as a Director | Management | For | For |
| 6 | Reelect Mario P. Vitale as a Director | Management | For | For |
| 7 | Reelect Gareth Williams as a Director | Management | For | For |
| 8 | Approve Remuneration of Directors | Management | For | For |
| 9 | Amend Omnibus Stock Plan | Management | For | Against |
| WUXI APPTEC CO., LTD. Meeting Date: OCT 13, 2022 Record Date: OCT 07, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: 2359 Security ID: Y971B1118 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Adoption of the 2022 H Share Award and Trust Scheme | Management | For | For |
| 2 | Approve Grant of Awards to the Connected Selected Participants under the 2022 H Share Award and Trust Scheme | Management | For | For |
| 3 | Authorize Board and/or the Delegatee to Handle Matters Pertaining to the 2022 H Share Award and Trust Scheme with Full Authority | Management | For | For |
| 4 | Approve Change of Registered Capital | Management | For | For |
| 5 | Amend Articles of Association | Management | For | For |
| WUXI APPTEC CO., LTD. Meeting Date: MAY 31, 2023 Record Date: MAY 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2359 Security ID: Y971B1118 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Supervisory Committee | Management | For | For |
| 3 | Approve Financial Report | Management | For | For |
| 4 | Approve Profit Distribution Plan | Management | For | For |
| 5 | Approve Provision of External Guarantees | Management | For | For |
| 6 | Approve Deloitte Touche Tohmatsu (a Special General Partnership) as PRC Financial Report and Internal Control Report Auditors and Deloitte Touche Tohmatsu as Offshore Financial Report Auditors and Authorize Board to Fix their Remuneration | Management | For | For |
| 7 | Approve Foreign Exchange Hedging Limit | Management | For | For |
| 8.1 | Elect Ge Li as Director | Management | For | For |
| 8.2 | Elect Edward Hu as Director | Management | For | For |
| 8.3 | Elect Steve Qing Yang as Director | Management | For | For |
| 8.4 | Elect Minzhang Chen as Director | Management | For | For |
| 8.5 | Elect Zhaohui Zhang as Director | Management | For | For |
| 8.6 | Elect Ning Zhao as Director | Management | None | None |
| 8.7 | Elect Xiaomeng Tong as Director | Management | For | For |
| 8.8 | Elect Yibing Wu as Director | Management | For | For |
| 9.1 | Elect Dai Feng as Director | Management | For | For |
| 9.2 | Elect Christine Shaohua Lu-Wong as Director | Management | For | For |
| 9.3 | Elect Wei Yu as Director | Management | For | For |
| 9.4 | Elect Xin Zhang as Director | Management | For | For |
| 9.5 | Elect Zhiling Zhan as Director | Management | For | For |
| 10 | Approve Remuneration of Directors | Management | For | For |
| 11.1 | Elect Harry Liang He as Supervisor | Management | For | For |
| 11.2 | Elect Baiyang Wu as Supervisor | Management | For | For |
| 12 | Approve Remuneration of Supervisors | Management | For | For |
| 13 | Adopt H Share Award and Trust Scheme | Management | For | Against |
| 14 | Approve Grant of Awards to Connected Selected Participants Under 2023 H Share Award and Trust Scheme | Management | For | Against |
| 15 | Authorize Board and/or Delegate to Handle Matters Pertaining to H Share Award and Trust Scheme | Management | For | Against |
| 16 | Approve Increase of Registered Capital | Management | For | For |
| 17 | Amend Articles of Association | Management | For | For |
| 18 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for A Shares and/or H Shares | Management | For | Against |
| 19 | Approve Grant of General Mandate to the Board to Repurchase A Shares and/or H Shares | Management | For | For |
| WUXI APPTEC CO., LTD. Meeting Date: MAY 31, 2023 Record Date: MAY 24, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 2359 Security ID: Y971B1118 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Grant of General Mandate to the Board to Repurchase A Shares and/or H Shares | Management | For | For |
| YADEA GROUP HOLDINGS LTD. Meeting Date: JUN 16, 2023 Record Date: JUN 12, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 1585 Security ID: G9830F106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3A1 | Elect Dong Jinggui as Director | Management | For | For |
| 3A2 | Elect Qian Jinghong as Director | Management | For | For |
| 3B1 | Elect Chen Mingyu as Director | Management | For | For |
| 3B2 | Elect Ma Chenguang as Director | Management | For | For |
| 3B3 | Elect Liang Qin as Director | Management | For | For |
| 3C | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 4 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5A | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 5B | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 5C | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD. Meeting Date: APR 24, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: BS6 Security ID: Y9728A102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Directors' Statement, Audited Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Directors' Fees | Management | For | For |
| 4 | Elect Yee Kee Shian, Leon as Director | Management | For | Against |
| 5 | Elect Liu Hua as Director | Management | For | Against |
| 6 | Elect Poh Boon Hu, Raymond as Director | Management | For | For |
| 7 | Elect Ren Letian as Director | Management | For | For |
| 8 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Directors to Fix Their Remuneration | Management | For | For |
| 9 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | Against |
| 10 | Authorize Share Repurchase Program | Management | For | For |
| YIFENG PHARMACY CHAIN CO., LTD. Meeting Date: AUG 04, 2022 Record Date: JUL 27, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 603939 Security ID: Y982AC104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Changes to Old Store Upgrading and Renovation Raised Funds Investment Project | Management | For | For |
| 2 | Approve Changes to New Chain Pharmacy Raised Funds Investment Project | Management | For | For |
| YIFENG PHARMACY CHAIN CO., LTD. Meeting Date: SEP 05, 2022 Record Date: AUG 25, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 603939 Security ID: Y982AC104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Draft and Summary of Performance Shares Incentive Plan | Management | For | Against |
| 2 | Approve Methods to Assess the Performance of Plan Participants | Management | For | Against |
| 3 | Approve Authorization of the Board to Handle All Related Matters | Management | For | Against |
| YIFENG PHARMACY CHAIN CO., LTD. Meeting Date: SEP 14, 2022 Record Date: SEP 06, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 603939 Security ID: Y982AC104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Company's Eligibility for Issuance of Convertible Bonds | Management | For | For |
| 2 | Approve Change in the Name of Raised Fund of Issuance of Convertible Bonds | Management | For | For |
| 3.1 | Approve Type | Management | For | For |
| 3.2 | Approve Issue Size | Management | For | For |
| 3.3 | Approve Existence Period | Management | For | For |
| 3.4 | Approve Par Value and Issue Price | Management | For | For |
| 3.5 | Approve Bond Coupon Rate | Management | For | For |
| 3.6 | Approve Period and Manner of Repayment of Capital and Interest | Management | For | For |
| 3.7 | Approve Conversion Period | Management | For | For |
| 3.8 | Approve Determination of Conversion Price | Management | For | For |
| 3.9 | Approve Adjustment and Calculation Method of Conversion Price | Management | For | For |
| 3.10 | Approve Terms for Downward Adjustment of Conversion Price | Management | For | For |
| 3.11 | Approve Method for Determining the Number of Shares for Conversion | Management | For | For |
| 3.12 | Approve Terms of Redemption | Management | For | For |
| 3.13 | Approve Terms of Sell-Back | Management | For | For |
| 3.14 | Approve Attribution of Profit and Loss During the Conversion Period | Management | For | For |
| 3.15 | Approve Issue Manner and Target Subscribers | Management | For | For |
| 3.16 | Approve Placing Arrangement for Shareholders | Management | For | For |
| 3.17 | Approve Matters Relating to Meetings of Bondholders | Management | For | For |
| 3.18 | Approve Use of Proceeds | Management | For | For |
| 3.19 | Approve Guarantee Matters | Management | For | For |
| 3.20 | Approve Rating Matters | Management | For | For |
| 3.21 | Approve Depository of Raised Funds | Management | For | For |
| 3.22 | Approve Resolution Validity Period | Management | For | For |
| 4 | Approve Issuance of Convertible Bonds | Management | For | For |
| 5 | Approve Feasibility Analysis Report on the Use of Proceeds | Management | For | For |
| 6 | Approve Report on the Usage of Previously Raised Funds | Management | For | For |
| 7 | Approve Impact of Dilution of Current Returns on Major Financial Indicators and the Relevant Measures to be Taken | Management | For | For |
| 8 | Approve Commitment from Controlling Shareholders, Ultimate Controller, Directors and Senior Management Members Regarding Counter-dilution Measures in Connection to Convertible Bonds | Management | For | For |
| 9 | Approve Rules and Procedures Regarding General Meetings of Convertible Bondholders | Management | For | For |
| 10 | Approve Authorization of Board to Handle All Related Matters | Management | For | For |
| 11 | Approve Weighted Average Return on Equity for the Last 3 Years and Verification Report on Non-recurring Profit and Loss | Management | For | For |
| 12 | Approve Shareholder Return Plan | Management | For | For |
| 13 | Amend Management Method for the Usage of Raised Funds | Management | For | Against |
| 14 | Approve Provision of Guarantee | Management | For | Against |
| YIFENG PHARMACY CHAIN CO., LTD. Meeting Date: NOV 18, 2022 Record Date: NOV 10, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 603939 Security ID: Y982AC104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles of Association | Management | For | For |
| 2 | Approve Provision of Guarantee | Management | For | Against |
| YIFENG PHARMACY CHAIN CO., LTD. Meeting Date: DEC 15, 2022 Record Date: DEC 07, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 603939 Security ID: Y982AC104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Adjustment on Validity Period of Convertible Bonds | Management | For | For |
| 2 | Approve Plan on Issuance of Convertible Bonds (Second Revised Draft) | Management | For | For |
| 3 | Approve Report on the Usage of Previously Raised Funds | Management | For | For |
| 4 | Approve Authorization of Board to Handle All Related Matters | Management | For | For |
| 5 | Approve Provision of Guarantee for Application of Bank Credit Lines to Subsidiary | Management | For | Against |
| YIFENG PHARMACY CHAIN CO., LTD. Meeting Date: MAR 13, 2023 Record Date: MAR 03, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 603939 Security ID: Y982AC104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Demonstration Analysis Report in Connection to Issuance of Convertible Bonds | Management | For | For |
| 2 | Approve Authorization of Board to Handle All Related Matters | Management | For | For |
| 3 | Approve Change Business Scope and Amendment of Articles of Association | Management | For | For |
| YIFENG PHARMACY CHAIN CO., LTD. Meeting Date: MAY 18, 2023 Record Date: MAY 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 603939 Security ID: Y982AC104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Annual Report and Summary | Management | For | For |
| 4 | Approve Financial Statements | Management | For | For |
| 5 | Approve Special Report on the Usage of Previously Raised Funds | Management | For | For |
| 6 | Approve Profit Distribution and Capitalization of Capital Reserves | Management | For | For |
| 7 | Approve to Appoint Auditor | Management | For | For |
| 8 | Approve Application of Bank Credit Lines | Management | For | For |
| 9 | Approve Provision of Guarantee | Management | For | Against |
| 10 | Amend Articles of Association | Management | For | For |
| 11 | Approve Assurance Report of Weighted Average Return on Net Assets and Non-recurring Gains and Losses in the Last 3 Years | Shareholder | For | For |
| YOUNGONE CORP. Meeting Date: MAR 30, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 111770 Security ID: Y9857Q100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Amend Articles of Incorporation (Electronic Registration of Certificates) | Management | For | For |
| 1.2 | Amend Articles of Incorporation (Director's Term of Office) | Management | For | For |
| 1.3 | Amend Articles of Incorporation (Interim Dividend) | Management | For | For |
| 1.4 | Amend Articles of Incorporation (Miscellaneous) | Management | For | For |
| 2.1 | Elect Lee Young-hoe as Inside Director | Management | For | For |
| 2.2 | Elect Moon Jong-park as Outside Director | Management | For | For |
| 3 | Elect Moon Jong-park as a Member of Audit Committee | Management | For | For |
| 4 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | Against |
| YUM CHINA HOLDINGS, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: YUMC Security ID: 98850P109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fred Hu | Management | For | For |
| 1b | Elect Director Joey Wat | Management | For | For |
| 1c | Elect Director Peter A. Bassi | Management | For | For |
| 1d | Elect Director Edouard Ettedgui | Management | For | For |
| 1e | Elect Director Ruby Lu | Management | For | For |
| 1f | Elect Director Zili Shao | Management | For | For |
| 1g | Elect Director William Wang | Management | For | For |
| 1h | Elect Director Min (Jenny) Zhang | Management | For | For |
| 1i | Elect Director Christina Xiaojing Zhu | Management | For | For |
| 2 | Ratify KPMG Huazhen LLP and KPMG as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Issuance of Shares for a Private Placement | Management | For | For |
| 6 | Authorize Share Repurchase Program | Management | For | For |
| ZHUZHOU CRRC TIMES ELECTRIC CO., LTD. Meeting Date: JUN 27, 2023 Record Date: JUN 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 3898 Security ID: Y9892N104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Annual Report and Its Summary | Management | For | For |
| 2 | Approve Final Accounts Report | Management | For | For |
| 3 | Approve Work Report of the Board of Directors | Management | For | For |
| 4 | Approve Work Report of the Supervisory Committee | Management | For | For |
| 5 | Approve Profit Distribution Plan | Management | For | For |
| 6 | Approve KPMG Huazhen LLP as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Approve Bank Credit Lines Applications | Management | For | For |
| 8 | Approve Remuneration of Directors | Management | For | For |
| 9 | Approve Remuneration of Supervisors | Management | For | For |
| 10 | Approve Estimations on Ordinary Related Party Transactions for 2024-2026 | Management | For | For |
| 11.1 | Elect Li Donglin as Director | Management | For | For |
| 11.2 | Elect Liu Ke'an as Director | Management | For | For |
| 11.3 | Elect Shang Jing as Director | Management | For | For |
| 12.1 | Elect Zhang Xinning as Director | Management | For | For |
| 13.1 | Elect Gao Feng as Director | Management | For | For |
| 13.2 | Elect Li Kaiguo as Director | Management | For | For |
| 13.3 | Elect Zhong Ninghua as Director | Management | For | For |
| 13.4 | Elect Lam Siu Fung as Director | Management | For | For |
| 14.1 | Elect Li Lue as Supervisor | Management | For | For |
| 14.2 | Elect Geng Jianxin as Supervisor | Management | For | For |
| 15 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for A Shares and/or H Shares | Management | For | Against |
| 16 | Approve Grant of General Mandate to the Board to Repurchase H Shares | Management | For | For |
| ZHUZHOU CRRC TIMES ELECTRIC CO., LTD. Meeting Date: JUN 27, 2023 Record Date: JUN 20, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 3898 Security ID: Y9892N104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Grant of General Mandate to the Board to Repurchase H Shares | Management | For | For |
| ZTE CORPORATION Meeting Date: APR 06, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 763 Security ID: Y0004F105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.00 | Approve Annual Report | Management | For | For |
| 2.00 | Approve 2022 Working Report of the Board of Directors | Management | For | For |
| 3.00 | Approve 2022 Working Report of the Supervisory Committee | Management | For | For |
| 4.00 | Approve 2022 Working Report of the President | Management | For | For |
| 5.00 | Approve Final Financial Accounts | Management | For | For |
| 6.00 | Approve Profit Distribution | Management | For | For |
| 7.00 | Approve Feasibility Analysis of Hedging Derivatives Trading and Application for Trading Limits | Management | For | For |
| 8.00 | Approve Provision of Guarantee Limits for Subsidiaries | Management | For | For |
| 9.00 | Approve Ernst & Young Hua Ming LLP as Auditor and Internal Control Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 10.00 | Approve Application for Consolidated Registration for Issuance of Multiple Types of Debt Financing Instruments | Management | For | Against |
| 11.00 | Approve Expansion of the Business Scope and Corresponding Amendment of Relevant Clause in the Articles of Association | Management | For | For |
| 12.00 | Approve Application for General Mandate of the Issuance of Shares | Management | For | Against |
| 13.00 | Approve Application for Mandate of the Repurchase of A Shares | Management | For | For |
Government & High Quality Bond Account
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
LargeCap Growth Account I
| 10X GENOMICS, INC. Meeting Date: JUN 14, 2023 Record Date: APR 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TXG Security ID: 88025U109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Benjamin J. Hindson | Management | For | Against |
| 1.2 | Elect Director Serge Saxonov | Management | For | Against |
| 1.3 | Elect Director John R. Stuelpnagel | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| A. O. SMITH CORPORATION Meeting Date: APR 11, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AOS Security ID: 831865209 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald D. Brown | Management | For | Withhold |
| 1.2 | Elect Director Earl E. Exum | Management | For | For |
| 1.3 | Elect Director Michael M. Larsen | Management | For | For |
| 1.4 | Elect Director Idelle K. Wolf | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Whether Company Policies Reinforce Racism in Company Culture | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Claire Babineaux-Fontenot | Management | For | For |
| 1.3 | Elect Director Sally E. Blount | Management | For | For |
| 1.4 | Elect Director Robert B. Ford | Management | For | For |
| 1.5 | Elect Director Paola Gonzalez | Management | For | For |
| 1.6 | Elect Director Michelle A. Kumbier | Management | For | For |
| 1.7 | Elect Director Darren W. McDew | Management | For | For |
| 1.8 | Elect Director Nancy McKinstry | Management | For | For |
| 1.9 | Elect Director Michael G. O'Grady | Management | For | For |
| 1.10 | Elect Director Michael F. Roman | Management | For | For |
| 1.11 | Elect Director Daniel J. Starks | Management | For | For |
| 1.12 | Elect Director John G. Stratton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Melody B. Meyer | Management | For | For |
| 1.3 | Elect Director Frederick H. Waddell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | For |
| ABIOMED, INC. Meeting Date: AUG 10, 2022 Record Date: JUN 13, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ABMD Security ID: 003654100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael R. Minogue | Management | For | For |
| 1.2 | Elect Director Martin P. Sutter | Management | For | Withhold |
| 1.3 | Elect Director Paula A. Johnson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Jaime Ardila | Management | For | For |
| 1b | Elect Director Nancy McKinstry | Management | For | For |
| 1c | Elect Director Beth E. Mooney | Management | For | For |
| 1d | Elect Director Gilles C. Pelisson | Management | For | For |
| 1e | Elect Director Paula A. Price | Management | For | For |
| 1f | Elect Director Venkata (Murthy) Renduchintala | Management | For | For |
| 1g | Elect Director Arun Sarin | Management | For | For |
| 1h | Elect Director Julie Sweet | Management | For | For |
| 1i | Elect Director Tracey T. Travis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Management | For | For |
| 7 | Determine Price Range for Reissuance of 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 |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Brett Biggs | Management | For | For |
| 1c | Elect Director Melanie Boulden | Management | For | For |
| 1d | Elect Director Frank Calderoni | Management | For | For |
| 1e | Elect Director Laura Desmond | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Spencer Neumann | Management | For | For |
| 1h | Elect Director Kathleen Oberg | Management | For | For |
| 1i | Elect Director Dheeraj Pandey | Management | For | For |
| 1j | Elect Director David Ricks | Management | For | For |
| 1k | Elect Director Daniel Rosensweig | Management | For | For |
| 1l | Elect Director John Warnock | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| ADVANCE AUTO PARTS, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AAP Security ID: 00751Y106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carla J. Bailo | Management | For | For |
| 1b | Elect Director John F. Ferraro | Management | For | For |
| 1c | Elect Director Thomas R. Greco | Management | For | For |
| 1d | Elect Director Joan M. Hilson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director Eugene I. Lee, Jr. | Management | For | For |
| 1g | Elect Director Douglas A. Pertz | Management | For | For |
| 1h | Elect Director Sherice R. Torres | Management | For | For |
| 1i | Elect Director Arthur L. Valdez, Jr. | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| ADVANCED DRAINAGE SYSTEMS, INC. Meeting Date: JUL 21, 2022 Record Date: MAY 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WMS Security ID: 00790R104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anesa T. Chaibi | Management | For | For |
| 1b | Elect Director Robert M. Eversole | Management | For | For |
| 1c | Elect Director Alexander R. Fischer | Management | For | For |
| 1d | Elect Director Kelly S. Gast | Management | For | For |
| 1e | Elect Director M.A. (Mark) Haney | Management | For | For |
| 1f | Elect Director Ross M. Jones | Management | For | For |
| 1g | Elect Director Manuel J. "Manny" Perez de la Mesa | Management | For | For |
| 1h | Elect Director Anil Seetharam | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| ADVANCED MICRO DEVICES, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMD Security ID: 007903107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nora M. Denzel | Management | For | For |
| 1b | Elect Director Mark Durcan | Management | For | For |
| 1c | Elect Director Michael P. Gregoire | Management | For | For |
| 1d | Elect Director Joseph A. Householder | Management | For | For |
| 1e | Elect Director John W. Marren | Management | For | For |
| 1f | Elect Director Jon A. Olson | Management | For | For |
| 1g | Elect Director Lisa T. Su | Management | For | For |
| 1h | Elect Director Abhi Y. Talwalkar | Management | For | For |
| 1i | Elect Director Elizabeth W. Vanderslice | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AECOM Meeting Date: MAR 31, 2023 Record Date: JAN 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ACM Security ID: 00766T100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bradley W. Buss | Management | For | For |
| 1.2 | Elect Director Lydia H. Kennard | Management | For | For |
| 1.3 | Elect Director Kristy Pipes | Management | For | For |
| 1.4 | Elect Director Troy Rudd | Management | For | For |
| 1.5 | Elect Director Douglas W. Stotlar | Management | For | For |
| 1.6 | Elect Director Daniel R. Tishman | Management | For | For |
| 1.7 | Elect Director Sander van't Noordende | Management | For | For |
| 1.8 | Elect Director Janet C. Wolfenbarger | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AFFIRM HOLDINGS, INC. Meeting Date: DEC 05, 2022 Record Date: OCT 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AFRM Security ID: 00827B106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jenny J. Ming | Management | For | For |
| 1.2 | Elect Director Christa S. Quarles | Management | For | Withhold |
| 1.3 | Elect Director Keith Rabois | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 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 |
| 1.1 | Elect Director Michael C. Arnold | Management | For | For |
| 1.2 | Elect Director Sondra L. Barbour | Management | For | For |
| 1.3 | Elect Director Suzanne P. Clark | Management | For | For |
| 1.4 | Elect Director Bob De Lange | Management | For | For |
| 1.5 | Elect Director Eric P. Hansotia | Management | For | For |
| 1.6 | Elect Director George E. Minnich | Management | For | For |
| 1.7 | Elect Director Niels Porksen | Management | For | For |
| 1.8 | Elect Director David Sagehorn | Management | For | For |
| 1.9 | Elect Director Mallika Srinivasan | Management | For | For |
| 1.10 | Elect Director Matthew Tsien | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | 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 |
| 1.1 | Elect Director Heidi K. Kunz | Management | For | For |
| 1.2 | Elect Director Susan H. Rataj | Management | For | For |
| 1.3 | Elect Director George A. Scangos | Management | For | For |
| 1.4 | Elect Director Dow R. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AGILON HEALTH, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AGL Security ID: 00857U107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ron Williams | Management | For | Against |
| 1b | Elect Director Derek L. Strum | Management | For | Against |
| 1c | Elect Director Diana L. McKenzie | Management | For | For |
| 1d | Elect Director Karen McLoughlin | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AIRBNB, INC. Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ABNB Security ID: 009066101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nathan Blecharczyk | Management | For | Withhold |
| 1.2 | Elect Director Alfred Lin | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | 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 |
| 1a | Elect Director M. Lauren Brlas | Management | For | For |
| 1b | Elect Director Ralf H. Cramer | Management | For | For |
| 1c | Elect Director J. Kent Masters, Jr. | Management | For | For |
| 1d | Elect Director Glenda J. Minor | Management | For | For |
| 1e | Elect Director James J. O'Brien | Management | For | For |
| 1f | Elect Director Diarmuid B. O'Connell | Management | For | For |
| 1g | Elect Director Dean L. Seavers | Management | For | For |
| 1h | Elect Director Gerald A. Steiner | Management | For | For |
| 1i | Elect Director Holly A. Van Deursen | Management | For | For |
| 1j | Elect Director Alejandro D. Wolff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Non-Employee Director Restricted Stock Plan | Management | For | For |
| ALIGN TECHNOLOGY, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ALGN Security ID: 016255101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin J. Dallas | Management | For | For |
| 1.2 | Elect Director Joseph M. Hogan | Management | For | For |
| 1.3 | Elect Director Joseph Lacob | Management | For | For |
| 1.4 | Elect Director C. Raymond Larkin, Jr. | Management | For | For |
| 1.5 | Elect Director George J. Morrow | Management | For | For |
| 1.6 | Elect Director Anne M. Myong | Management | For | For |
| 1.7 | Elect Director Andrea L. Saia | Management | For | For |
| 1.8 | Elect Director Susan E. Siegel | Management | For | For |
| 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALLEGION PLC Meeting Date: JUN 08, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ALLE Security ID: G0176J109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect as Director Kirk S. Hachigian | Management | For | For |
| 1b | Elect as Director Steven C. Mizell | Management | For | For |
| 1c | Elect as Director Nicole Parent Haughey | Management | For | For |
| 1d | Elect as Director Lauren B. Peters | Management | For | For |
| 1e | Elect as Director Ellen Rubin | Management | For | For |
| 1f | Elect as Director Dean I. Schaffer | Management | For | For |
| 1g | Elect as Director John H. Stone | Management | For | For |
| 1h | Elect as Director Dev Vardhan | Management | For | For |
| 1i | Elect as Director Martin E. Welch, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers as Auditors and Authorise Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights | Management | For | For |
| ALLEGRO MICROSYSTEMS, INC. Meeting Date: AUG 04, 2022 Record Date: JUN 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ALGM Security ID: 01749D105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Yoshihiro (Zen) Suzuki | Management | For | Withhold |
| 1.2 | Elect Director David J. Aldrich | Management | For | Withhold |
| 1.3 | Elect Director Kojiro (Koji) Hatano | Management | For | For |
| 1.4 | Elect Director Paul Carl (Chip) Schorr, IV | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ALLISON TRANSMISSION HOLDINGS, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ALSN Security ID: 01973R101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Judy L. Altmaier | Management | For | For |
| 1b | Elect Director D. Scott Barbour | Management | For | For |
| 1c | Elect Director Philip J. Christman | Management | For | For |
| 1d | Elect Director David C. Everitt | Management | For | For |
| 1e | Elect Director David S. Graziosi | Management | For | For |
| 1f | Elect Director Carolann I. Haznedar | Management | For | For |
| 1g | Elect Director Richard P. Lavin | Management | For | For |
| 1h | Elect Director Sasha Ostojic | Management | For | For |
| 1i | Elect Director Gustave F. Perna | Management | For | For |
| 1j | Elect Director Krishna Shivram | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALNYLAM PHARMACEUTICALS, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ALNY Security ID: 02043Q107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael W. Bonney | Management | For | For |
| 1b | Elect Director Yvonne L. Greenstreet | Management | For | For |
| 1c | Elect Director Phillip A. Sharp | Management | For | For |
| 1d | Elect Director Elliott Sigal | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | 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 |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | Against |
| 1e | Elect Director Frances H. Arnold | Management | For | Against |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | For |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | For |
| 1k | Elect Director Robin L. Washington | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | For |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | For |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | For |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | For |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | 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 |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | Against |
| 1e | Elect Director Frances H. Arnold | Management | For | Against |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | For |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | For |
| 1k | Elect Director Robin L. Washington | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | Against |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | Against |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | Against |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | Against |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| ALTERYX, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AYX Security ID: 02156B103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles R. Cory | Management | For | Withhold |
| 1.2 | Elect Director Jeffrey L. Horing | Management | For | Withhold |
| 1.3 | Elect Director Dean A. Stoecker | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 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 |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | Against |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | Against |
| 1g | Elect Director Judith A. McGrath | Management | For | Against |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | For |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | For |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | For |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | For |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | For |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | For |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | For |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | 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 |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | For |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1g | Elect Director Judith A. McGrath | Management | For | For |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | Against |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | Against |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | Against |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | Against |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | Against |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | Against |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | Against |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | Against |
| 1g | Elect Director Judith A. McGrath | Management | For | Against |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | Abstain |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | Against |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | For |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | Against |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | For |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | Against |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | 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 |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | Against |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | Against |
| 1g | Elect Director Judith A. McGrath | Management | For | Against |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | Abstain |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | For |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | For |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | For |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | Against |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | For |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | For |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | For |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | 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 |
| 1a | Elect Director Thomas J. Baltimore | Management | For | For |
| 1b | Elect Director John J. Brennan | Management | For | For |
| 1c | Elect Director Peter Chernin | Management | For | For |
| 1d | Elect Director Walter J. Clayton, III | Management | For | For |
| 1e | Elect Director Ralph de la Vega | Management | For | For |
| 1f | Elect Director Theodore J. Leonsis | Management | For | For |
| 1g | Elect Director Deborah P. Majoras | Management | For | For |
| 1h | Elect Director Karen L. Parkhill | Management | For | For |
| 1i | Elect Director Charles E. Phillips | Management | For | For |
| 1j | Elect Director Lynn A. Pike | Management | For | For |
| 1k | Elect Director Stephen J. Squeri | Management | For | For |
| 1l | Elect Director Daniel L. Vasella | Management | For | For |
| 1m | Elect Director Lisa W. Wardell | Management | For | For |
| 1n | Elect Director Christopher D. Young | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Thomas A. Bartlett | Management | For | For |
| 1b | Elect Director Kelly C. Chambliss | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director Raymond P. Dolan | Management | For | For |
| 1e | Elect Director Kenneth R. Frank | Management | For | For |
| 1f | Elect Director Robert D. Hormats | Management | For | For |
| 1g | Elect Director Grace D. Lieblein | Management | For | For |
| 1h | Elect Director Craig Macnab | Management | For | For |
| 1i | Elect Director JoAnn A. Reed | Management | For | For |
| 1j | Elect Director Pamela D. A. Reeve | Management | For | For |
| 1k | Elect Director Bruce L. Tanner | Management | For | For |
| 1l | Elect Director Samme L. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMERIPRISE FINANCIAL, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMP Security ID: 03076C106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James M. Cracchiolo | Management | For | For |
| 1b | Elect Director Robert F. Sharpe, Jr. | Management | For | For |
| 1c | Elect Director Dianne Neal Blixt | Management | For | For |
| 1d | Elect Director Amy DiGeso | Management | For | For |
| 1e | Elect Director Christopher J. Williams | Management | For | For |
| 1f | Elect Director Armando Pimentel, Jr. | Management | For | For |
| 1g | Elect Director Brian T. Shea | Management | For | For |
| 1h | Elect Director W. Edward Walter, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| AMERISOURCEBERGEN CORPORATION Meeting Date: MAR 09, 2023 Record Date: JAN 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ABC Security ID: 03073E105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ornella Barra | Management | For | For |
| 1b | Elect Director Steven H. Collis | Management | For | For |
| 1c | Elect Director D. Mark Durcan | Management | For | For |
| 1d | Elect Director Richard W. Gochnauer | Management | For | For |
| 1e | Elect Director Lon R. Greenberg | Management | For | For |
| 1f | Elect Director Kathleen W. Hyle | Management | For | For |
| 1g | Elect Director Lorence H. Kim | Management | For | For |
| 1h | Elect Director Henry W. McGee | Management | For | For |
| 1i | Elect Director Redonda G. Miller | Management | For | For |
| 1j | Elect Director Dennis M. Nally | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | 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 |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director Robert A. Bradway | Management | For | For |
| 1c | Elect Director Michael V. Drake | Management | For | For |
| 1d | Elect Director Brian J. Druker | Management | For | For |
| 1e | Elect Director Robert A. Eckert | Management | For | For |
| 1f | Elect Director Greg C. Garland | Management | For | For |
| 1g | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1h | Elect Director S. Omar Ishrak | Management | For | For |
| 1i | Elect Director Tyler Jacks | Management | For | For |
| 1j | Elect Director Ellen J. Kullman | Management | For | For |
| 1k | Elect Director Amy E. Miles | Management | For | For |
| 1l | Elect Director Ronald D. Sugar | Management | For | For |
| 1m | Elect Director R. Sanders Williams | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AMPHENOL CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: APH Security ID: 032095101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy A. Altobello | Management | For | For |
| 1.2 | Elect Director David P. Falck | Management | For | For |
| 1.3 | Elect Director Edward G. Jepsen | Management | For | For |
| 1.4 | Elect Director Rita S. Lane | Management | For | For |
| 1.5 | Elect Director Robert A. Livingston | Management | For | For |
| 1.6 | Elect Director Martin H. Loeffler | Management | For | For |
| 1.7 | Elect Director R. Adam Norwitt | Management | For | For |
| 1.8 | Elect Director Prahlad Singh | Management | For | For |
| 1.9 | Elect Director Anne Clarke Wolff | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| AMPHENOL CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: APH Security ID: 032095101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy A. Altobello | Management | For | For |
| 1.2 | Elect Director David P. Falck | Management | For | For |
| 1.3 | Elect Director Edward G. Jepsen | Management | For | For |
| 1.4 | Elect Director Rita S. Lane | Management | For | For |
| 1.5 | Elect Director Robert A. Livingston | Management | For | For |
| 1.6 | Elect Director Martin H. Loeffler | Management | For | For |
| 1.7 | Elect Director R. Adam Norwitt | Management | For | For |
| 1.8 | Elect Director Prahlad Singh | Management | For | For |
| 1.9 | Elect Director Anne Clarke Wolff | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Vincent Roche | Management | For | For |
| 1b | Elect Director James A. Champy | Management | For | For |
| 1c | Elect Director Andre Andonian | Management | For | For |
| 1d | Elect Director Anantha P. Chandrakasan | Management | For | For |
| 1e | Elect Director Edward H. Frank | Management | For | For |
| 1f | Elect Director Laurie H. Glimcher | Management | For | For |
| 1g | Elect Director Karen M. Golz | Management | For | For |
| 1h | Elect Director Mercedes Johnson | Management | For | For |
| 1i | Elect Director Kenton J. Sicchitano | Management | For | For |
| 1j | Elect Director Ray Stata | Management | For | For |
| 1k | Elect Director Susie Wee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ANSYS, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ANSS Security ID: 03662Q105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert M. Calderoni | Management | For | For |
| 1b | Elect Director Glenda M. Dorchak | Management | For | For |
| 1c | Elect Director Ajei S. Gopal | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| ANTERO RESOURCES CORPORATION Meeting Date: JUN 06, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AR Security ID: 03674X106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul M. Rady | Management | For | Withhold |
| 1.2 | Elect Director Thomas B. Tyree, Jr. | Management | For | For |
| 1.3 | Elect Director Brenda R. Schroer | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| AON PLC Meeting Date: JUN 16, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AON Security ID: G0403H108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lester B. Knight | Management | For | For |
| 1.2 | Elect Director Gregory C. Case | Management | For | For |
| 1.3 | Elect Director Jin-Yong Cai | Management | For | For |
| 1.4 | Elect Director Jeffrey C. Campbell | Management | For | For |
| 1.5 | Elect Director Fulvio Conti | Management | For | For |
| 1.6 | Elect Director Cheryl A. Francis | Management | For | For |
| 1.7 | Elect Director Adriana Karaboutis | Management | For | For |
| 1.8 | Elect Director Richard C. Notebaert | Management | For | For |
| 1.9 | Elect Director Gloria Santona | Management | For | For |
| 1.10 | Elect Director Sarah E. Smith | Management | For | For |
| 1.11 | Elect Director Byron O. Spruell | Management | For | For |
| 1.12 | Elect Director Carolyn Y. Woo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Ratify Ernst & Young Chartered Accountants as Statutory Auditor | Management | For | For |
| 6 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 7 | Amend Omnibus Plan | Management | For | For |
| APARTMENT INCOME REIT CORP. Meeting Date: DEC 07, 2022 Record Date: OCT 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AIRC Security ID: 03750L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Terry Considine | Management | For | For |
| 1.2 | Elect Director Thomas N. Bohjalian | Management | For | For |
| 1.3 | Elect Director Kristin R. Finney-Cooke | Management | For | For |
| 1.4 | Elect Director Thomas L. Keltner | Management | For | For |
| 1.5 | Elect Director Devin I. Murphy | Management | For | For |
| 1.6 | Elect Director Margarita Palau-Hernandez | Management | For | For |
| 1.7 | Elect Director John Dinha Rayis | Management | For | For |
| 1.8 | Elect Director Ann Sperling | Management | For | For |
| 1.9 | Elect Director Nina A. Tran | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| APOLLO GLOBAL MANAGEMENT, INC. Meeting Date: OCT 07, 2022 Record Date: AUG 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: APO Security ID: 03769M106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marc A. Beilinson | Management | For | For |
| 1.2 | Elect Director James R. Belardi | Management | For | For |
| 1.3 | Elect Director Jessica Bibliowicz | Management | For | For |
| 1.4 | Elect Director Walter (Jay) Clayton, III | Management | For | For |
| 1.5 | Elect Director Michael Ducey | Management | For | For |
| 1.6 | Elect Director Richard Emerson | Management | For | Withhold |
| 1.7 | Elect Director Kerry Murphy Healey | Management | For | For |
| 1.8 | Elect Director Mitra Hormozi | Management | For | For |
| 1.9 | Elect Director Pamela Joyner | Management | For | For |
| 1.10 | Elect Director Scott Kleinman | Management | For | For |
| 1.11 | Elect Director A.B. Krongard | Management | For | For |
| 1.12 | Elect Director Pauline Richards | Management | For | For |
| 1.13 | Elect Director Marc Rowan | Management | For | For |
| 1.14 | Elect Director David Simon | Management | For | For |
| 1.15 | Elect Director Lynn Swann | Management | For | For |
| 1.16 | Elect Director James Zelter | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Amend Proxy Access Right | Shareholder | Against | For |
| 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 |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| APPLIED MATERIALS, INC. Meeting Date: MAR 09, 2023 Record Date: JAN 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMAT Security ID: 038222105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rani Borkar | Management | For | For |
| 1b | Elect Director Judy Bruner | Management | For | For |
| 1c | Elect Director Xun (Eric) Chen | Management | For | For |
| 1d | Elect Director Aart J. de Geus | Management | For | For |
| 1e | Elect Director Gary E. Dickerson | Management | For | For |
| 1f | Elect Director Thomas J. Iannotti | Management | For | For |
| 1g | Elect Director Alexander A. Karsner | Management | For | For |
| 1h | Elect Director Kevin P. March | Management | For | For |
| 1i | Elect Director Yvonne McGill | Management | For | For |
| 1j | Elect Director Scott A. McGregor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Improve Executive Compensation Program and Policy | Shareholder | Against | Against |
| APPLOVIN CORPORATION Meeting Date: JUN 07, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: APP Security ID: 03831W108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Adam Foroughi | Management | For | Withhold |
| 1b | Elect Director Herald Chen | Management | For | Withhold |
| 1c | Elect Director Craig Billings | Management | For | For |
| 1d | Elect Director Margaret Georgiadis | Management | For | Withhold |
| 1e | Elect Director Alyssa Harvey Dawson | Management | For | For |
| 1f | Elect Director Edward Oberwager | Management | For | Withhold |
| 1g | Elect Director Asha Sharma | Management | For | For |
| 1h | Elect Director Eduardo Vivas | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| APTIV PLC Meeting Date: APR 26, 2023 Record Date: MAR 02, 2023 Meeting Type: ANNUAL | ||||
| Ticker: APTV Security ID: G6095L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin P. Clark | Management | For | For |
| 1b | Elect Director Richard L. (Rick) Clemmer | Management | For | For |
| 1c | Elect Director Nancy E. Cooper | Management | For | For |
| 1d | Elect Director Joseph L. (Jay) Hooley | Management | For | For |
| 1e | Elect Director Merit E. Janow | Management | For | For |
| 1f | Elect Director Sean O. Mahoney | Management | For | For |
| 1g | Elect Director Paul M. Meister | Management | For | For |
| 1h | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1i | Elect Director Colin J. Parris | Management | For | For |
| 1j | Elect Director Ana G. Pinczuk | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ARCH CAPITAL GROUP LTD. Meeting Date: MAY 04, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ACGL Security ID: G0450A105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Francis Ebong | Management | For | For |
| 1b | Elect Director Eileen Mallesch | Management | For | For |
| 1c | Elect Director Louis J. Paglia | Management | For | For |
| 1d | Elect Director Brian S. Posner | Management | For | For |
| 1e | Elect Director John D. Vollaro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6a | Elect Director Matthew Dragonetti as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6b | Elect Director Seamus Fearon as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6c | Elect Director H. Beau Franklin as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6d | Elect Director Jerome Halgan as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6e | Elect Director James Haney as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6f | Elect Director Chris Hovey as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6g | Elect Director Pierre Jal as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6h | Elect Director Francois Morin as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6i | Elect Director David J. Mulholland as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6j | Elect Director Chiara Nannini as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6k | Elect Director Maamoun Rajeh as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6l | Elect Director Christine Todd as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| ARDAGH METAL PACKAGING SA Meeting Date: MAY 16, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMBP Security ID: L02235106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Financial Statements | Management | For | For |
| 3 | Approve Interim Dividends | Management | For | For |
| 4 | Approve Discharge of Directors | Management | For | For |
| 5a | Reelect Oliver Graham as Class II Director | Management | For | For |
| 5b | Reelect Elizabeth Marcellino as Class II Director | Management | For | Against |
| 5c | Reelect John Sheehan as Class II Director | Management | For | For |
| 6 | Approve Remuneration of Directors | Management | For | Against |
| 7 | Appoint PricewaterhouseCoopers as Auditor | Management | For | For |
| ARES MANAGEMENT CORPORATION Meeting Date: JUN 12, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ARES Security ID: 03990B101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael J. Arougheti | Management | For | Against |
| 1b | Elect Director Ashish Bhutani | Management | For | For |
| 1c | Elect Director Antoinette Bush | Management | For | Against |
| 1d | Elect Director R. Kipp deVeer | Management | For | Against |
| 1e | Elect Director Paul G. Joubert | Management | For | Against |
| 1f | Elect Director David B. Kaplan | Management | For | Against |
| 1g | Elect Director Michael Lynton | Management | For | Against |
| 1h | Elect Director Eileen Naughton | Management | For | Against |
| 1i | Elect Director Judy D. Olian | Management | For | Against |
| 1j | Elect Director Antony P. Ressler | Management | For | Against |
| 1k | Elect Director Bennett Rosenthal | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 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 Director Lewis Chew | Management | For | Withhold |
| 1.2 | Elect Director Douglas Merritt *Withdrawn Resolution* | Management | None | None |
| 1.3 | Elect Director Mark B. Templeton | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | 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 Director Lewis Chew | Management | For | For |
| 1.2 | Elect Director Douglas Merritt *Withdrawn Resolution* | Management | None | None |
| 1.3 | Elect Director Mark B. Templeton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ARMSTRONG WORLD INDUSTRIES, INC. Meeting Date: JUN 15, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AWI Security ID: 04247X102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Victor D. Grizzle | Management | For | For |
| 1.2 | Elect Director Richard D. Holder | Management | For | For |
| 1.3 | Elect Director Barbara L. Loughran | Management | For | For |
| 1.4 | Elect Director James C. Melville | Management | For | For |
| 1.5 | Elect Director William H. Osborne | Management | For | For |
| 1.6 | Elect Director Wayne R. Shurts | Management | For | For |
| 1.7 | Elect Director Roy W. Templin | Management | For | For |
| 1.8 | Elect Director Cherryl T. Thomas | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ARROW ELECTRONICS, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ARW Security ID: 042735100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William F. Austen | Management | For | For |
| 1.2 | Elect Director Fabian T. Garcia | Management | For | For |
| 1.3 | Elect Director Steven H. Gunby | Management | For | For |
| 1.4 | Elect Director Gail E. Hamilton | Management | For | For |
| 1.5 | Elect Director Andrew C. Kerin | Management | For | For |
| 1.6 | Elect Director Sean J. Kerins | Management | For | For |
| 1.7 | Elect Director Carol P. Lowe | Management | For | For |
| 1.8 | Elect Director Mary T. McDowell | Management | For | For |
| 1.9 | Elect Director Stephen C. Patrick | Management | For | For |
| 1.10 | Elect Director Gerry P. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ARTHUR J. GALLAGHER & CO. Meeting Date: MAY 09, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AJG Security ID: 363576109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sherry S. Barrat | Management | For | For |
| 1b | Elect Director William L. Bax | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director D. John Coldman | Management | For | For |
| 1e | Elect Director J. Patrick Gallagher, Jr. | Management | For | For |
| 1f | Elect Director David S. Johnson | Management | For | For |
| 1g | Elect Director Christopher C. Miskel | Management | For | For |
| 1h | Elect Director Ralph J. Nicoletti | Management | For | For |
| 1i | Elect Director Norman L. Rosenthal | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Management | For | For |
| ASML HOLDING NV Meeting Date: APR 26, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ASML Security ID: N07059210 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Discuss the Company's Business, Financial Situation and Sustainability | Management | None | None |
| 3a | Approve Remuneration Report | Management | For | For |
| 3b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3c | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 3d | Approve Dividends | Management | For | For |
| 4a | Approve Discharge of Management Board | Management | For | For |
| 4b | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Approve Number of Shares for Management Board | Management | For | For |
| 6a | Amend Remuneration Policy for the Supervisory Board | Management | For | For |
| 6b | Amend Remuneration of the Members of the Supervisory Board | Management | For | For |
| 7 | Receive Information on the Composition of the Management Board and Announce Intention to Appoint W.R. Allan to Management Board | Management | None | None |
| 8a | Elect N.S. Andersen to Supervisory Board | Management | For | For |
| 8b | Elect J.P. de Kreij to Supervisory Board | Management | For | For |
| 8c | Discuss Composition of the Supervisory Board | Management | None | None |
| 9 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 10a | Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition | Management | For | For |
| 10b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 11 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 12 | Authorize Cancellation of Repurchased Shares | Management | For | For |
| 13 | Other Business (Non-Voting) | Management | None | None |
| 14 | Close Meeting | Management | None | None |
| ASPEN TECHNOLOGY, INC. Meeting Date: DEC 15, 2022 Record Date: OCT 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AZPN Security ID: 29109X106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick M. Antkowiak | Management | For | For |
| 1b | Elect Director Robert E. Beauchamp | Management | For | For |
| 1c | Elect Director Thomas F. Bogan | Management | For | For |
| 1d | Elect Director Karen M. Golz | Management | For | For |
| 1e | Elect Director Ram R. Krishnan | Management | For | Against |
| 1f | Elect Director Antonio J. Pietri | Management | For | For |
| 1g | Elect Director Arlen R. Shenkman | Management | For | For |
| 1h | Elect Director Jill D. Smith | Management | For | For |
| 1i | Elect Director Robert M. Whelan, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ASSURANT, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AIZ Security ID: 04621X108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Elaine D. Rosen | Management | For | For |
| 1b | Elect Director Paget L. Alves | Management | For | For |
| 1c | Elect Director Rajiv Basu | Management | For | For |
| 1d | Elect Director J. Braxton Carter | Management | For | For |
| 1e | Elect Director Juan N. Cento | Management | For | For |
| 1f | Elect Director Keith W. Demmings | Management | For | For |
| 1g | Elect Director Harriet Edelman | Management | For | For |
| 1h | Elect Director Sari Granat | Management | For | For |
| 1i | Elect Director Lawrence V. Jackson | Management | For | For |
| 1j | Elect Director Debra J. Perry | Management | For | For |
| 1k | Elect Director Ognjen (Ogi) Redzic | Management | For | For |
| 1l | Elect Director Paul J. Reilly | Management | For | For |
| 1m | Elect Director Robert W. Stein | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ATLASSIAN CORPORATION PLC Meeting Date: AUG 22, 2022 Record Date: AUG 08, 2022 Meeting Type: SPECIAL | ||||
| Ticker: TEAM Security ID: G06242111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| ATLASSIAN CORPORATION PLC Meeting Date: AUG 22, 2022 Record Date: AUG 08, 2022 Meeting Type: COURT | ||||
| Ticker: TEAM Security ID: G06242104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| AUTODESK, INC. Meeting Date: JUN 21, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ADSK Security ID: 052769106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew Anagnost | Management | For | For |
| 1b | Elect Director Karen Blasing | Management | For | For |
| 1c | Elect Director Reid French | Management | For | For |
| 1d | Elect Director Ayanna Howard | Management | For | For |
| 1e | Elect Director Blake Irving | Management | For | For |
| 1f | Elect Director Mary T. McDowell | Management | For | For |
| 1g | Elect Director Stephen Milligan | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Elizabeth (Betsy) Rafael | Management | For | For |
| 1j | Elect Director Rami Rahim | Management | For | For |
| 1k | Elect Director Stacy J. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Peter Bisson | Management | For | For |
| 1b | Elect Director David V. Goeckeler | Management | For | For |
| 1c | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1d | Elect Director John P. Jones | Management | For | For |
| 1e | Elect Director Francine S. Katsoudas | Management | For | For |
| 1f | Elect Director Nazzic S. Keene | Management | For | For |
| 1g | Elect Director Thomas J. Lynch | Management | For | For |
| 1h | Elect Director Scott F. Powers | Management | For | For |
| 1i | Elect Director William J. Ready | Management | For | For |
| 1j | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1k | Elect Director Sandra S. Wijnberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| AUTOZONE, INC. Meeting Date: DEC 14, 2022 Record Date: OCT 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AZO Security ID: 053332102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. George | Management | For | For |
| 1.2 | Elect Director Linda A. Goodspeed | Management | For | For |
| 1.3 | Elect Director Earl G. Graves, Jr. | Management | For | For |
| 1.4 | Elect Director Enderson Guimaraes | Management | For | For |
| 1.5 | Elect Director Brian P. Hannasch | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director Gale V. King | Management | For | For |
| 1.8 | Elect Director George R. Mrkonic, Jr. | Management | For | For |
| 1.9 | Elect Director William C. Rhodes, III | Management | For | For |
| 1.10 | Elect Director Jill A. Soltau | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AVALARA, INC. Meeting Date: OCT 14, 2022 Record Date: SEP 08, 2022 Meeting Type: PROXY CONTEST | ||||
| Ticker: AVLR Security ID: 05338G106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Universal Proxy (White Proxy Card) | ||||
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (Gold Proxy Card) | ||||
| 1 | Approve Merger Agreement | Management | Against | Did Not Vote |
| 2 | Advisory Vote on Golden Parachutes | Management | Against | Did Not Vote |
| 3 | Adjourn Meeting | Management | Against | Did Not Vote |
| AVANTOR, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AVTR Security ID: 05352A100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Juan Andres | Management | For | For |
| 1b | Elect Director John Carethers | Management | For | For |
| 1c | Elect Director Lan Kang | Management | For | For |
| 1d | Elect Director Joseph Massaro | Management | For | For |
| 1e | Elect Director Mala Murthy | Management | For | For |
| 1f | Elect Director Jonathan Peacock | Management | For | For |
| 1g | Elect Director Michael Severino | Management | For | For |
| 1h | Elect Director Christi Shaw | Management | For | For |
| 1i | Elect Director Michael Stubblefield | Management | For | For |
| 1j | Elect Director Gregory Summe | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AVERY DENNISON CORPORATION Meeting Date: APR 27, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AVY Security ID: 053611109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bradley A. Alford | Management | For | For |
| 1b | Elect Director Anthony K. Anderson | Management | For | For |
| 1c | Elect Director Mitchell R. Butier | Management | For | For |
| 1d | Elect Director Ken C. Hicks | Management | For | For |
| 1e | Elect Director Andres A. Lopez | Management | For | For |
| 1f | Elect Director Francesca Reverberi | Management | For | For |
| 1g | Elect Director Patrick T. Siewert | Management | For | For |
| 1h | Elect Director Julia A. Stewart | Management | For | For |
| 1i | Elect Director Martha N. Sullivan | Management | For | For |
| 1j | Elect Director William R. Wagner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| AXALTA COATING SYSTEMS LTD. Meeting Date: JUN 07, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AXTA Security ID: G0750C108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jan A. Bertsch | Management | For | For |
| 1.2 | Elect Director Steven M. Chapman | Management | For | For |
| 1.3 | Elect Director William M. Cook | Management | For | For |
| 1.4 | Elect Director Tyrone M. Jordan | Management | For | For |
| 1.5 | Elect Director Deborah J. Kissire | Management | For | For |
| 1.6 | Elect Director Robert M. McLaughlin | Management | For | For |
| 1.7 | Elect Director Rakesh Sachdev | Management | For | For |
| 1.8 | Elect Director Samuel L. Smolik | Management | For | For |
| 1.9 | Elect Director Chris Villavarayan | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AXON ENTERPRISE, INC. Meeting Date: MAY 31, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AXON Security ID: 05464C101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Adriane Brown | Management | For | For |
| 1B | Elect Director Michael Garnreiter | Management | For | For |
| 1C | Elect Director Mark W. Kroll | Management | For | Against |
| 1D | Elect Director Matthew R. McBrady | Management | For | For |
| 1E | Elect Director Hadi Partovi | Management | For | For |
| 1F | Elect Director Graham Smith | Management | For | For |
| 1G | Elect Director Patrick W. Smith | Management | For | For |
| 1H | Elect Director Jeri Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 5 | Approve Stock Option Grants to Patrick W. Smith | Management | For | Against |
| 6 | Discontinue the Development and Plans for Sale of a Remotely-operated, Non-lethal TASER Drone System | Shareholder | Against | Against |
| BALL CORPORATION Meeting Date: APR 26, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BALL Security ID: 058498106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cathy D. Ross | Management | For | For |
| 1.2 | Elect Director Betty J. Sapp | Management | For | For |
| 1.3 | Elect Director Stuart A. Taylor, II | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1b | Elect Director Michael F. Mahoney | Management | For | For |
| 1c | Elect Director Patricia B. Morrison | Management | For | For |
| 1d | Elect Director Stephen N. Oesterle | Management | For | For |
| 1e | Elect Director Nancy M. Schlichting | Management | For | For |
| 1f | Elect Director Brent Shafer | Management | For | For |
| 1g | Elect Director Cathy R. Smith | Management | For | For |
| 1h | Elect Director Amy A. Wendell | Management | For | For |
| 1i | Elect Director David S. Wilkes | Management | For | For |
| 1j | Elect Director Peter M. Wilver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| BECTON, DICKINSON AND COMPANY Meeting Date: JAN 24, 2023 Record Date: DEC 05, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BDX Security ID: 075887109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William M. Brown | Management | For | For |
| 1.2 | Elect Director Catherine M. Burzik | Management | For | For |
| 1.3 | Elect Director Carrie L. Byington | Management | For | For |
| 1.4 | Elect Director R. Andrew Eckert | Management | For | For |
| 1.5 | Elect Director Claire M. Fraser | Management | For | For |
| 1.6 | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1.7 | Elect Director Christopher Jones | Management | For | For |
| 1.8 | Elect Director Marshall O. Larsen | Management | For | For |
| 1.9 | Elect Director Thomas E. Polen | Management | For | For |
| 1.10 | Elect Director Timothy M. Ring | Management | For | For |
| 1.11 | Elect Director Bertram L. Scott | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| BENTLEY SYSTEMS, INC. Meeting Date: MAY 25, 2023 Record Date: APR 04, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BSY Security ID: 08265T208 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barry J. Bentley | Management | For | Withhold |
| 1.2 | Elect Director Gregory S. Bentley | Management | For | Withhold |
| 1.3 | Elect Director Keith A. Bentley | Management | For | Withhold |
| 1.4 | Elect Director Raymond B. Bentley | Management | For | Withhold |
| 1.5 | Elect Director Kirk B. Griswold | Management | For | Withhold |
| 1.6 | Elect Director Janet B. Haugen | Management | For | Withhold |
| 1.7 | Elect Director Brian F. Hughes | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| BERRY GLOBAL GROUP, INC. Meeting Date: FEB 15, 2023 Record Date: DEC 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BERY Security ID: 08579W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Evan Bayh | Management | For | For |
| 1b | Elect Director Jonathan F. Foster | Management | For | For |
| 1c | Elect Director Idalene F. Kesner | Management | For | For |
| 1d | Elect Director Jill A. Rahman | Management | For | For |
| 1e | Elect Director Carl J. (Rick) Rickertsen | Management | For | For |
| 1f | Elect Director Thomas E. Salmon | Management | For | For |
| 1g | Elect Director Chaney M. Sheffield, Jr. | Management | For | For |
| 1h | Elect Director Robert A. Steele | Management | For | For |
| 1i | Elect Director Stephen E. Sterrett | Management | For | For |
| 1j | Elect Director Scott B. Ullem | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BEST BUY CO., INC. Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BBY Security ID: 086516101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Corie S. Barry | Management | For | For |
| 1b | Elect Director Lisa M. Caputo | Management | For | For |
| 1c | Elect Director J. Patrick Doyle | Management | For | For |
| 1d | Elect Director David W. Kenny | Management | For | For |
| 1e | Elect Director Mario J. Marte | Management | For | For |
| 1f | Elect Director Karen A. McLoughlin | Management | For | For |
| 1g | Elect Director Claudia F. Munce | Management | For | For |
| 1h | Elect Director Richelle P. Parham | Management | For | For |
| 1i | Elect Director Steven E. Rendle | Management | For | For |
| 1j | Elect Director Sima D. Sistani | Management | For | For |
| 1k | Elect Director Melinda D. Whittington | Management | For | For |
| 1l | Elect Director Eugene A. Woods | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BIO-TECHNE CORPORATION Meeting Date: OCT 27, 2022 Record Date: SEP 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TECH Security ID: 09073M104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Nine | Management | For | For |
| 2a | Elect Director Robert V. Baumgartner | Management | For | For |
| 2b | Elect Director Julie L. Bushman | Management | For | For |
| 2c | Elect Director John L. Higgins | Management | For | For |
| 2d | Elect Director Joseph D. Keegan | Management | For | For |
| 2e | Elect Director Charles R. Kummeth | Management | For | For |
| 2f | Elect Director Roeland Nusse | Management | For | For |
| 2g | Elect Director Alpna Seth | Management | For | For |
| 2h | Elect Director Randolph Steer | Management | For | For |
| 2i | Elect Director Rupert Vessey | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Stock Split | Management | For | For |
| 5 | Ratify KPMG, LLP as Auditors | Management | For | For |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. Meeting Date: JUN 15, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BJ Security ID: 05550J101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Chris Baldwin | Management | For | For |
| 1.2 | Elect Director Darryl Brown | Management | For | For |
| 1.3 | Elect Director Bob Eddy | Management | For | For |
| 1.4 | Elect Director Michelle Gloeckler | Management | For | For |
| 1.5 | Elect Director Maile Naylor (nee Clark) | Management | For | For |
| 1.6 | Elect Director Ken Parent | Management | For | For |
| 1.7 | Elect Director Chris Peterson | Management | For | For |
| 1.8 | Elect Director Rob Steele | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BLACK KNIGHT, INC. Meeting Date: SEP 21, 2022 Record Date: AUG 12, 2022 Meeting Type: SPECIAL | ||||
| Ticker: BKI Security ID: 09215C105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| BLACK KNIGHT, INC. Meeting Date: APR 28, 2023 Record Date: MAR 30, 2023 Meeting Type: SPECIAL | ||||
| Ticker: BKI Security ID: 09215C105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| BLUE OWL CAPITAL, INC. Meeting Date: JUN 09, 2023 Record Date: APR 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OWL Security ID: 09581B103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Claudia Holz | Management | For | Against |
| 1b | Elect Director Marc S. Lipschultz | Management | For | Against |
| 1c | Elect Director Michael D. Rees | Management | For | Against |
| 2 | Ratify KPMG LLP as Auditors | 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 Director Glenn D. Fogel | Management | For | For |
| 1.2 | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1.3 | Elect Director Wei Hopeman | Management | For | For |
| 1.4 | Elect Director Robert J. Mylod, Jr. | Management | For | For |
| 1.5 | Elect Director Charles H. Noski | Management | For | For |
| 1.6 | Elect Director Larry Quinlan | Management | For | For |
| 1.7 | Elect Director Nicholas J. Read | Management | For | For |
| 1.8 | Elect Director Thomas E. Rothman | Management | For | For |
| 1.9 | Elect Director Sumit Singh | Management | For | For |
| 1.10 | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1.11 | Elect Director Vanessa A. Wittman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| BOOZ ALLEN HAMILTON HOLDING CORPORATION Meeting Date: JUL 27, 2022 Record Date: JUN 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BAH Security ID: 099502106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Horacio D. Rozanski | Management | For | For |
| 1b | Elect Director Mark E. Gaumond | Management | For | For |
| 1c | Elect Director Gretchen W. McClain | Management | For | For |
| 1d | Elect Director Melody C. Barnes | Management | For | For |
| 1e | Elect Director Ellen Jewett | Management | For | For |
| 1f | Elect Director Arthur E. Johnson | Management | For | For |
| 1g | Elect Director Charles O. Rossotti | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | For |
| BRIGHT HORIZONS FAMILY SOLUTIONS, INC. Meeting Date: JUN 21, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BFAM Security ID: 109194100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen H. Kramer | Management | For | For |
| 1b | Elect Director Sara Lawrence-Lightfoot | Management | For | For |
| 1c | Elect Director Cathy E. Minehan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| BROADCOM INC. Meeting Date: APR 03, 2023 Record Date: FEB 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AVGO Security ID: 11135F101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Diane M. Bryant | Management | For | For |
| 1b | Elect Director Gayla J. Delly | Management | For | For |
| 1c | Elect Director Raul J. Fernandez | Management | For | For |
| 1d | Elect Director Eddy W. Hartenstein | Management | For | For |
| 1e | Elect Director Check Kian Low | Management | For | For |
| 1f | Elect Director Justine F. Page | Management | For | For |
| 1g | Elect Director Henry Samueli | Management | For | For |
| 1h | Elect Director Hock E. Tan | Management | For | For |
| 1i | Elect Director Harry L. You | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BROADRIDGE FINANCIAL SOLUTIONS, INC. Meeting Date: NOV 10, 2022 Record Date: SEP 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BR Security ID: 11133T103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leslie A. Brun | Management | For | For |
| 1b | Elect Director Pamela L. Carter | Management | For | For |
| 1c | Elect Director Richard J. Daly | Management | For | For |
| 1d | Elect Director Robert N. Duelks | Management | For | For |
| 1e | Elect Director Melvin L. Flowers | Management | For | For |
| 1f | Elect Director Timothy C. Gokey | Management | For | For |
| 1g | Elect Director Brett A. Keller | Management | For | For |
| 1h | Elect Director Maura A. Markus | Management | For | For |
| 1i | Elect Director Eileen K. Murray | Management | For | For |
| 1j | Elect Director Annette L. Nazareth | Management | For | For |
| 1k | Elect Director Thomas J. Perna | Management | For | For |
| 1l | Elect Director Amit K. Zavery | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| BROWN & BROWN, INC. Meeting Date: MAY 03, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BRO Security ID: 115236101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Hyatt Brown | Management | For | For |
| 1.2 | Elect Director J. Powell Brown | Management | For | For |
| 1.3 | Elect Director Lawrence L. Gellerstedt, III | Management | For | For |
| 1.4 | Elect Director James C. Hays | Management | For | For |
| 1.5 | Elect Director Theodore J. Hoepner | Management | For | For |
| 1.6 | Elect Director James S. Hunt | Management | For | For |
| 1.7 | Elect Director Toni Jennings | Management | For | For |
| 1.8 | Elect Director Timothy R.M. Main | Management | For | For |
| 1.9 | Elect Director Jaymin B. Patel | Management | For | For |
| 1.10 | Elect Director H. Palmer Proctor, Jr. | Management | For | For |
| 1.11 | Elect Director Wendell S. Reilly | Management | For | For |
| 1.12 | Elect Director Chilton D. Varner | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BROWN-FORMAN CORPORATION Meeting Date: JUL 28, 2022 Record Date: JUN 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BF.B Security ID: 115637100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Campbell P. Brown | Management | For | Against |
| 1b | Elect Director Stuart R. Brown | Management | For | Against |
| 1c | Elect Director John D. Cook | Management | For | Against |
| 1d | Elect Director Marshall B. Farrer | Management | For | Against |
| 1e | Elect Director Augusta Brown Holland | Management | For | Against |
| 1f | Elect Director Michael J. Roney | Management | For | Against |
| 1g | Elect Director Jan E. Singer | Management | For | For |
| 1h | Elect Director Tracy L. Skeans | Management | For | Against |
| 1i | Elect Director Michael A. Todman | Management | For | For |
| 1j | Elect Director Lawson E. Whiting | Management | For | Against |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BRUKER CORPORATION Meeting Date: JUN 07, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BRKR Security ID: 116794108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cynthia M. Friend | Management | For | For |
| 1.2 | Elect Director Philip Ma | Management | For | For |
| 1.3 | Elect Director Hermann F. Requardt | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BRUNSWICK CORPORATION Meeting Date: MAY 03, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BC Security ID: 117043109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nancy E. Cooper | Management | For | For |
| 1b | Elect Director David C. Everitt | Management | For | For |
| 1c | Elect Director Reginald Fils-Aime | Management | For | For |
| 1d | Elect Director Lauren P. Flaherty | Management | For | For |
| 1e | Elect Director David M. Foulkes | Management | For | For |
| 1f | Elect Director Joseph W. McClanathan | Management | For | For |
| 1g | Elect Director David V. Singer | Management | For | For |
| 1h | Elect Director J. Steven Whisler | Management | For | For |
| 1i | Elect Director Roger J. Wood | Management | For | For |
| 1j | Elect Director MaryAnn Wright | Management | For | For |
| 2a | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 2b | Amend Certificate of Incorporation | Management | For | For |
| 2c | Amend Charter | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| BURLINGTON STORES, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BURL Security ID: 122017106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ted English | Management | For | For |
| 1b | Elect Director Jordan Hitch | Management | For | For |
| 1c | Elect Director Mary Ann Tocio | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BWX TECHNOLOGIES, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BWXT Security ID: 05605H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan A. Bertsch | Management | For | For |
| 1b | Elect Director Gerhard F. Burbach | Management | For | For |
| 1c | Elect Director Rex D. Geveden | Management | For | For |
| 1d | Elect Director James M. Jaska | Management | For | For |
| 1e | Elect Director Kenneth J. Krieg | Management | For | For |
| 1f | Elect Director Leland D. Melvin | Management | For | For |
| 1g | Elect Director Robert L. Nardelli | Management | For | For |
| 1h | Elect Director Barbara A. Niland | Management | For | For |
| 1i | Elect Director John M. Richardson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| C.H. ROBINSON WORLDWIDE, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHRW Security ID: 12541W209 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott P. Anderson | Management | For | For |
| 1b | Elect Director James J. Barber, Jr. | Management | For | For |
| 1c | Elect Director Kermit R. Crawford | Management | For | For |
| 1d | Elect Director Timothy C. Gokey | Management | For | For |
| 1e | Elect Director Mark A. Goodburn | Management | For | For |
| 1f | Elect Director Mary J. Steele Guilfoile | Management | For | For |
| 1g | Elect Director Jodee A. Kozlak | Management | For | For |
| 1h | Elect Director Henry J. Maier | Management | For | For |
| 1i | Elect Director James B. Stake | Management | For | For |
| 1j | Elect Director Paula C. Tolliver | Management | For | For |
| 1k | Elect Director Henry W. 'Jay' Winship | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CABLE ONE, INC. Meeting Date: MAY 19, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CABO Security ID: 12685J105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brad D. Brian | Management | For | For |
| 1b | Elect Director Deborah J. Kissire | Management | For | For |
| 1c | Elect Director Julia M. Laulis | Management | For | For |
| 1d | Elect Director Mary E. Meduski | Management | For | For |
| 1e | Elect Director Thomas O. Might | Management | For | For |
| 1f | Elect Director Sherrese M. Smith | Management | For | For |
| 1g | Elect Director Wallace R. Weitz | Management | For | For |
| 1h | Elect Director Katharine B. Weymouth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CADENCE DESIGN SYSTEMS, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CDNS Security ID: 127387108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark W. Adams | Management | For | For |
| 1.2 | Elect Director Ita Brennan | Management | For | For |
| 1.3 | Elect Director Lewis Chew | Management | For | For |
| 1.4 | Elect Director Anirudh Devgan | Management | For | For |
| 1.5 | Elect Director ML Krakauer | Management | For | For |
| 1.6 | Elect Director Julia Liuson | Management | For | For |
| 1.7 | Elect Director James D. Plummer | Management | For | For |
| 1.8 | Elect Director Alberto Sangiovanni-Vincentelli | Management | For | For |
| 1.9 | Elect Director John B. Shoven | Management | For | For |
| 1.10 | Elect Director Young K. Sohn | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Remove One-Year Holding Period Requirement to Call Special Meeting | Shareholder | Against | Against |
| CAESARS ENTERTAINMENT, INC. Meeting Date: JUN 13, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CZR Security ID: 12769G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gary L. Carano | Management | For | For |
| 1.2 | Elect Director Bonnie S. Biumi | Management | For | For |
| 1.3 | Elect Director Jan Jones Blackhurst | Management | For | For |
| 1.4 | Elect Director Frank J. Fahrenkopf | Management | For | Withhold |
| 1.5 | Elect Director Don R. Kornstein | Management | For | For |
| 1.6 | Elect Director Courtney R. Mather | Management | For | For |
| 1.7 | Elect Director Michael E. Pegram | Management | For | For |
| 1.8 | Elect Director Thomas R. Reeg | Management | For | For |
| 1.9 | Elect Director David P. Tomick | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| 6 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | 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 |
| 1a | Elect Director Richard J. Campo | Management | For | For |
| 1b | Elect Director Javier E. Benito | Management | For | For |
| 1c | Elect Director Heather J. Brunner | Management | For | For |
| 1d | Elect Director Mark D. Gibson | Management | For | For |
| 1e | Elect Director Scott S. Ingraham | Management | For | For |
| 1f | Elect Director Renu Khator | Management | For | For |
| 1g | Elect Director D. Keith Oden | Management | For | For |
| 1h | Elect Director Frances Aldrich Sevilla-Sacasa | Management | For | For |
| 1i | Elect Director Steven A. Webster | Management | For | For |
| 1j | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CARLISLE COMPANIES INCORPORATED Meeting Date: MAY 03, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CSL Security ID: 142339100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert G. Bohn | Management | For | For |
| 1b | Elect Director Gregg A. Ostrander | Management | For | For |
| 1c | Elect Director Jesse G. Singh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CARMAX, INC. Meeting Date: JUN 27, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KMX Security ID: 143130102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Bensen | Management | For | For |
| 1b | Elect Director Ronald E. Blaylock | Management | For | For |
| 1c | Elect Director Sona Chawla | Management | For | For |
| 1d | Elect Director Thomas J. Folliard | Management | For | For |
| 1e | Elect Director Shira Goodman | Management | For | For |
| 1f | Elect Director David W. McCreight | Management | For | For |
| 1g | Elect Director William D. Nash | Management | For | For |
| 1h | Elect Director Mark F. O'Neil | Management | For | For |
| 1i | Elect Director Pietro Satriano | Management | For | For |
| 1j | Elect Director Marcella Shinder | Management | For | For |
| 1k | Elect Director Mitchell D. Steenrod | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| CARVANA CO. Meeting Date: MAY 01, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CVNA Security ID: 146869102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Maroone | Management | For | Withhold |
| 1.2 | Elect Director Neha Parikh | Management | For | Withhold |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| CATALENT, INC. Meeting Date: OCT 27, 2022 Record Date: SEP 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CTLT Security ID: 148806102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Madhavan "Madhu" Balachandran | Management | For | For |
| 1b | Elect Director Michael J. Barber | Management | For | For |
| 1c | Elect Director J. Martin Carroll | Management | For | For |
| 1d | Elect Director John Chiminski | Management | For | For |
| 1e | Elect Director Rolf Classon | Management | For | For |
| 1f | Elect Director Rosemary A. Crane | Management | For | For |
| 1g | Elect Director Karen Flynn | Management | For | For |
| 1h | Elect Director John J. Greisch | Management | For | For |
| 1i | Elect Director Christa Kreuzburg | Management | For | For |
| 1j | Elect Director Gregory T. Lucier | Management | For | For |
| 1k | Elect Director Donald E. Morel, Jr. | Management | For | For |
| 1l | Elect Director Alessandro Maselli | Management | For | For |
| 1m | Elect Director Jack Stahl | Management | For | For |
| 1n | Elect Director Peter Zippelius | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | 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 |
| 1.1 | Elect Director Kelly A. Ayotte | Management | For | For |
| 1.2 | Elect Director David L. Calhoun | Management | For | For |
| 1.3 | Elect Director Daniel M. Dickinson | Management | For | For |
| 1.4 | Elect Director James C. Fish, Jr. | Management | For | For |
| 1.5 | Elect Director Gerald Johnson | Management | For | For |
| 1.6 | Elect Director David W. MacLennan | Management | For | For |
| 1.7 | Elect Director Judith F. Marks | Management | For | For |
| 1.8 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.9 | Elect Director Susan C. Schwab | Management | For | For |
| 1.10 | Elect Director D. James Umpleby, III | Management | For | For |
| 1.11 | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Lobbying | Shareholder | Against | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Report on Due Diligence Process of Doing Business in Conflict Affected Areas | Shareholder | Against | Against |
| 9 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| CBRE GROUP, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CBRE Security ID: 12504L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brandon B. Boze | Management | For | For |
| 1b | Elect Director Beth F. Cobert | Management | For | For |
| 1c | Elect Director Reginald H. Gilyard | Management | For | For |
| 1d | Elect Director Shira D. Goodman | Management | For | For |
| 1e | Elect Director E.M. Blake Hutcheson | Management | For | For |
| 1f | Elect Director Christopher T. Jenny | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Susan Meaney | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director Robert E. Sulentic | Management | For | For |
| 1k | Elect Director Sanjiv Yajnik | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| CCC INTELLIGENT SOLUTIONS HOLDINGS, INC. Meeting Date: MAY 25, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CCCS Security ID: 12510Q100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William Ingram | Management | For | For |
| 1.2 | Elect Director Lauren Young | Management | For | Withhold |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CDW CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CDW Security ID: 12514G108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Virginia C. Addicott | Management | For | For |
| 1b | Elect Director James A. Bell | Management | For | For |
| 1c | Elect Director Lynda M. Clarizio | Management | For | For |
| 1d | Elect Director Anthony R. Foxx | Management | For | For |
| 1e | Elect Director Marc E. Jones | Management | For | For |
| 1f | Elect Director Christine A. Leahy | Management | For | For |
| 1g | Elect Director Sanjay Mehrotra | Management | For | For |
| 1h | Elect Director David W. Nelms | Management | For | For |
| 1i | Elect Director Joseph R. Swedish | Management | For | For |
| 1j | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| CERIDIAN HCM HOLDING INC. Meeting Date: APR 28, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CDAY Security ID: 15677J108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brent B. Bickett | Management | For | For |
| 1.2 | Elect Director Ronald F. Clarke | Management | For | For |
| 1.3 | Elect Director Ganesh B. Rao | Management | For | For |
| 1.4 | Elect Director Leagh E. Turner | Management | For | For |
| 1.5 | Elect Director Deborah A. Farrington | Management | For | For |
| 1.6 | Elect Director Thomas M. Hagerty | Management | For | For |
| 1.7 | Elect Director Linda P. Mantia | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| CERTARA, INC. Meeting Date: MAY 23, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CERT Security ID: 15687V109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William Feehery | Management | For | For |
| 1b | Elect Director Rosemary Crane | Management | For | For |
| 1c | Elect Director Stephen McLean | Management | For | Against |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CF INDUSTRIES HOLDINGS, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CF Security ID: 125269100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Javed Ahmed | Management | For | For |
| 1b | Elect Director Robert C. Arzbaecher | Management | For | For |
| 1c | Elect Director Deborah L. DeHaas | Management | For | For |
| 1d | Elect Director John W. Eaves | Management | For | For |
| 1e | Elect Director Stephen J. Hagge | Management | For | For |
| 1f | Elect Director Jesus Madrazo Yris | Management | For | For |
| 1g | Elect Director Anne P. Noonan | Management | For | For |
| 1h | Elect Director Michael J. Toelle | Management | For | For |
| 1i | Elect Director Theresa E. Wagler | Management | For | For |
| 1j | Elect Director Celso L. White | Management | For | For |
| 1k | Elect Director W. Anthony Will | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| CHARLES RIVER LABORATORIES INTERNATIONAL, INC. Meeting Date: MAY 09, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CRL Security ID: 159864107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James C. Foster | Management | For | For |
| 1.2 | Elect Director Nancy C. Andrews | Management | For | For |
| 1.3 | Elect Director Robert Bertolini | Management | For | For |
| 1.4 | Elect Director Deborah T. Kochevar | Management | For | For |
| 1.5 | Elect Director George Llado, Sr. | Management | For | For |
| 1.6 | Elect Director Martin W. Mackay | Management | For | For |
| 1.7 | Elect Director George E. Massaro | Management | For | For |
| 1.8 | Elect Director C. Richard Reese | Management | For | For |
| 1.9 | Elect Director Craig B. Thompson | Management | For | For |
| 1.10 | Elect Director Richard F. Wallman | Management | For | For |
| 1.11 | Elect Director Virginia M. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Non-human Primates Imported by the Company | Shareholder | Against | For |
| CHARTER COMMUNICATIONS, INC. Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHTR Security ID: 16119P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Lance Conn | Management | For | For |
| 1b | Elect Director Kim C. Goodman | Management | For | For |
| 1c | Elect Director Craig A. Jacobson | Management | For | For |
| 1d | Elect Director Gregory B. Maffei | Management | For | Against |
| 1e | Elect Director John D. Markley, Jr. | Management | For | For |
| 1f | Elect Director David C. Merritt | Management | For | For |
| 1g | Elect Director James E. Meyer | Management | For | For |
| 1h | Elect Director Steven A. Miron | Management | For | For |
| 1i | Elect Director Balan Nair | Management | For | For |
| 1j | Elect Director Michael A. Newhouse | Management | For | For |
| 1k | Elect Director Mauricio Ramos | Management | For | For |
| 1l | Elect Director Thomas M. Rutledge | Management | For | For |
| 1m | Elect Director Eric L. Zinterhofer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| CHEMED CORPORATION Meeting Date: MAY 15, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHE Security ID: 16359R103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin J. Mcnamara | Management | For | For |
| 1.2 | Elect Director Ron Delyons | Management | For | For |
| 1.3 | Elect Director Patrick P. Grace | Management | For | For |
| 1.4 | Elect Director Christopher J. Heaney | Management | For | For |
| 1.5 | Elect Director Thomas C. Hutton | Management | For | For |
| 1.6 | Elect Director Andrea R. Lindell | Management | For | For |
| 1.7 | Elect Director Eileen P. Mccarthy | Management | For | For |
| 1.8 | Elect Director John M. Mount, Jr. | Management | For | For |
| 1.9 | Elect Director Thomas P. Rice | Management | For | For |
| 1.10 | Elect Director George J. Walsh Iii | Management | For | For |
| 2 | Ratify Pricewaterhousecoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| CHENIERE ENERGY, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LNG Security ID: 16411R208 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director G. Andrea Botta | Management | For | For |
| 1b | Elect Director Jack A. Fusco | Management | For | For |
| 1c | Elect Director Patricia K. Collawn | Management | For | For |
| 1d | Elect Director Brian E. Edwards | Management | For | For |
| 1e | Elect Director Denise Gray | Management | For | For |
| 1f | Elect Director Lorraine Mitchelmore | Management | For | For |
| 1g | Elect Director Donald F. Robillard, Jr. | Management | For | For |
| 1h | Elect Director Matthew Runkle | Management | For | For |
| 1i | Elect Director Neal A. Shear | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Stranded Carbon Asset Risk | Shareholder | Against | Against |
| CHEWY, INC. Meeting Date: JUL 14, 2022 Record Date: MAY 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CHWY Security ID: 16679L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James Kim | Management | For | Withhold |
| 1.2 | Elect Director David Leland | Management | For | Withhold |
| 1.3 | Elect Director Lisa Sibenac | Management | For | Withhold |
| 1.4 | Elect Director Sumit Singh | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| CHIPOTLE MEXICAN GRILL, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CMG Security ID: 169656105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Albert S. Baldocchi | Management | For | For |
| 1.2 | Elect Director Matthew A. Carey | Management | For | For |
| 1.3 | Elect Director Gregg L. Engles | Management | For | For |
| 1.4 | Elect Director Patricia Fili-Krushel | Management | For | For |
| 1.5 | Elect Director Mauricio Gutierrez | Management | For | For |
| 1.6 | Elect Director Robin Hickenlooper | Management | For | For |
| 1.7 | Elect Director Scott Maw | Management | For | For |
| 1.8 | Elect Director Brian Niccol | Management | For | For |
| 1.9 | Elect Director Mary Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 6 | Adopt Policy to Not Interfere with Freedom of Association Rights | Shareholder | Against | For |
| CHIPOTLE MEXICAN GRILL, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CMG Security ID: 169656105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Albert S. Baldocchi | Management | For | For |
| 1.2 | Elect Director Matthew A. Carey | Management | For | For |
| 1.3 | Elect Director Gregg L. Engles | Management | For | For |
| 1.4 | Elect Director Patricia Fili-Krushel | Management | For | For |
| 1.5 | Elect Director Mauricio Gutierrez | Management | For | For |
| 1.6 | Elect Director Robin Hickenlooper | Management | For | For |
| 1.7 | Elect Director Scott Maw | Management | For | For |
| 1.8 | Elect Director Brian Niccol | Management | For | For |
| 1.9 | Elect Director Mary Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 6 | Adopt Policy to Not Interfere with Freedom of Association Rights | Shareholder | Against | Against |
| CHOICE HOTELS INTERNATIONAL, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHH Security ID: 169905106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian B. Bainum | Management | For | For |
| 1.2 | Elect Director Stewart W. Bainum, Jr. | Management | For | For |
| 1.3 | Elect Director William L. Jews | Management | For | For |
| 1.4 | Elect Director Monte J.M. Koch | Management | For | For |
| 1.5 | Elect Director Liza K. Landsman | Management | For | For |
| 1.6 | Elect Director Patrick S. Pacious | Management | For | For |
| 1.7 | Elect Director Ervin R. Shames | Management | For | For |
| 1.8 | Elect Director Gordon A. Smith | Management | For | For |
| 1.9 | Elect Director Maureen D. Sullivan | Management | For | For |
| 1.10 | Elect Director John P. Tague | Management | For | For |
| 1.11 | Elect Director Donna F. Vieira | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CHURCH & DWIGHT CO., INC. Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHD Security ID: 171340102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bradlen S. Cashaw | Management | For | For |
| 1b | Elect Director Matthew T. Farrell | Management | For | For |
| 1c | Elect Director Bradley C. Irwin | Management | For | For |
| 1d | Elect Director Penry W. Price | Management | For | For |
| 1e | Elect Director Susan G. Saideman | Management | For | For |
| 1f | Elect Director Ravichandra K. Saligram | Management | For | For |
| 1g | Elect Director Robert K. Shearer | Management | For | For |
| 1h | Elect Director Janet S. Vergis | Management | For | For |
| 1i | Elect Director Arthur B. Winkleblack | Management | For | For |
| 1j | Elect Director Laurie J. Yoler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| CHURCHILL DOWNS INCORPORATED Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHDN Security ID: 171484108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert L. Fealy | Management | For | For |
| 1.2 | Elect Director Douglas C. Grissom | Management | For | For |
| 1.3 | Elect Director Daniel P. Harrington | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CINTAS CORPORATION Meeting Date: OCT 25, 2022 Record Date: AUG 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CTAS Security ID: 172908105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerald S. Adolph | Management | For | For |
| 1b | Elect Director John F. Barrett | Management | For | For |
| 1c | Elect Director Melanie W. Barstad | Management | For | For |
| 1d | Elect Director Karen L. Carnahan | Management | For | For |
| 1e | Elect Director Robert E. Coletti | Management | For | For |
| 1f | Elect Director Scott D. Farmer | Management | For | For |
| 1g | Elect Director Joseph Scaminace | Management | For | For |
| 1h | Elect Director Todd M. Schneider | Management | For | For |
| 1i | Elect Director Ronald W. Tysoe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement for Business Combinations with Interested Persons | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement to Remove Directors for Cause | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement for Shareholder Approval of Mergers, Share Exchanges, Asset Sales and Dissolutions | Management | For | For |
| 7 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 8 | Report on Political Contributions | Shareholder | Against | For |
| CINTAS CORPORATION Meeting Date: OCT 25, 2022 Record Date: AUG 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CTAS Security ID: 172908105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerald S. Adolph | Management | For | For |
| 1b | Elect Director John F. Barrett | Management | For | For |
| 1c | Elect Director Melanie W. Barstad | Management | For | For |
| 1d | Elect Director Karen L. Carnahan | Management | For | For |
| 1e | Elect Director Robert E. Coletti | Management | For | For |
| 1f | Elect Director Scott D. Farmer | Management | For | For |
| 1g | Elect Director Joseph Scaminace | Management | For | For |
| 1h | Elect Director Todd M. Schneider | Management | For | For |
| 1i | Elect Director Ronald W. Tysoe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement for Business Combinations with Interested Persons | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement to Remove Directors for Cause | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement for Shareholder Approval of Mergers, Share Exchanges, Asset Sales and Dissolutions | Management | For | For |
| 7 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 8 | Report on Political Contributions | Shareholder | Against | For |
| CLOUDFLARE, INC. Meeting Date: JUN 01, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NET Security ID: 18915M107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Sandell | Management | For | Withhold |
| 1.2 | Elect Director Michelle Zatlyn | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| COGNEX CORPORATION Meeting Date: MAY 03, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CGNX Security ID: 192422103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Angelos Papadimitriou | Management | For | For |
| 1.2 | Elect Director Dianne M. Parrotte | Management | For | For |
| 1.3 | Elect Director John T.C. Lee | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COHERENT CORP. Meeting Date: NOV 16, 2022 Record Date: SEP 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: COHR Security ID: 19247G107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Enrico Digirolamo | Management | For | For |
| 1b | Elect Director David L. Motley | Management | For | For |
| 1c | Elect Director Shaker Sadasivam | Management | For | For |
| 1d | Elect Director Lisa Neal-Graves | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director John T. Cahill | Management | For | For |
| 1c | Elect Director Steve Cahillane | Management | For | For |
| 1d | Elect Director Lisa M. Edwards | Management | For | For |
| 1e | Elect Director C. Martin Harris | Management | For | For |
| 1f | Elect Director Martina Hund-Mejean | Management | For | For |
| 1g | Elect Director Kimberly A. Nelson | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Michael B. Polk | Management | For | For |
| 1j | Elect Director Stephen I. Sadove | Management | For | For |
| 1k | Elect Director Noel R. Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| CONFLUENT, INC. Meeting Date: JUN 01, 2023 Record Date: APR 05, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CFLT Security ID: 20717M103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Matthew Miller | Management | For | For |
| 1b | Elect Director Eric Vishria | Management | For | For |
| 1c | Elect Director Michelangelo Volpi | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COPART, INC. Meeting Date: OCT 31, 2022 Record Date: OCT 03, 2022 Meeting Type: SPECIAL | ||||
| Ticker: CPRT Security ID: 217204106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| COPART, INC. Meeting Date: DEC 02, 2022 Record Date: OCT 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CPRT Security ID: 217204106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Willis J. Johnson | Management | For | For |
| 1.2 | Elect Director A. Jayson Adair | Management | For | For |
| 1.3 | Elect Director Matt Blunt | Management | For | For |
| 1.4 | Elect Director Steven D. Cohan | Management | For | For |
| 1.5 | Elect Director Daniel J. Englander | Management | For | For |
| 1.6 | Elect Director James E. Meeks | Management | For | For |
| 1.7 | Elect Director Thomas N. Tryforos | Management | For | For |
| 1.8 | Elect Director Diane M. Morefield | Management | For | For |
| 1.9 | Elect Director Stephen Fisher | Management | For | For |
| 1.10 | Elect Director Cherylyn Harley LeBon | Management | For | For |
| 1.11 | Elect Director Carl D. Sparks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CORE & MAIN, INC. Meeting Date: JUL 19, 2022 Record Date: MAY 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CNM Security ID: 21874C102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James G. Berges | Management | For | Withhold |
| 1.2 | Elect Director Dennis G. Gipson | Management | For | Withhold |
| 1.3 | Elect Director Stephen O. LeClair | Management | For | Withhold |
| 1.4 | Elect Director Nathan K. Sleeper | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CORE & MAIN, INC. Meeting Date: JUN 28, 2023 Record Date: MAY 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CNM Security ID: 21874C102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bhavani Amirthalingam | Management | For | For |
| 1.2 | Elect Director Orvin T. Kimbrough | Management | For | Withhold |
| 1.3 | Elect Director Margaret M. Newman | Management | For | For |
| 1.4 | Elect Director Ian A. Rorick | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CORNING INCORPORATED Meeting Date: APR 27, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GLW Security ID: 219350105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald W. Blair | Management | For | For |
| 1b | Elect Director Leslie A. Brun | Management | For | For |
| 1c | Elect Director Stephanie A. Burns | Management | For | For |
| 1d | Elect Director Richard T. Clark | Management | For | For |
| 1e | Elect Director Pamela J. Craig | Management | For | For |
| 1f | Elect Director Robert F. Cummings, Jr. | Management | For | For |
| 1g | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1h | Elect Director Deborah A. Henretta | Management | For | For |
| 1i | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1j | Elect Director Kurt M. Landgraf | Management | For | For |
| 1k | Elect Director Kevin J. Martin | Management | For | For |
| 1l | Elect Director Deborah D. Rieman | Management | For | For |
| 1m | Elect Director Hansel E. Tookes, II | Management | For | For |
| 1n | Elect Director Wendell P. Weeks | Management | For | For |
| 1o | Elect Director Mark S. Wrighton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COSTAR GROUP, INC. Meeting Date: JUN 08, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CSGP Security ID: 22160N109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael R. Klein | Management | For | For |
| 1b | Elect Director Andrew C. Florance | Management | For | For |
| 1c | Elect Director Michael J. Glosserman | Management | For | For |
| 1d | Elect Director John W. Hill | Management | For | For |
| 1e | Elect Director Laura Cox Kaplan | Management | For | For |
| 1f | Elect Director Robert W. Musslewhite | Management | For | For |
| 1g | Elect Director Christopher J. Nassetta | Management | For | For |
| 1h | Elect Director Louise S. Sams | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Kenneth D. Denman | Management | For | For |
| 1c | Elect Director Richard A. Galanti | Management | For | For |
| 1d | Elect Director Hamilton E. James | Management | For | For |
| 1e | Elect Director W. Craig Jelinek | Management | For | For |
| 1f | Elect Director Sally Jewell | Management | For | For |
| 1g | Elect Director Charles T. Munger | Management | For | For |
| 1h | Elect Director Jeffrey S. Raikes | Management | For | For |
| 1i | Elect Director John W. Stanton | Management | For | For |
| 1j | Elect Director Ron M. Vachris | Management | For | For |
| 1k | Elect Director Mary Agnes (Maggie) Wilderotter | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| COTERRA ENERGY INC. Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CTRA Security ID: 127097103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas E. Jorden | Management | For | For |
| 1.2 | Elect Director Robert S. Boswell | Management | For | For |
| 1.3 | Elect Director Dorothy M. Ables | Management | For | For |
| 1.4 | Elect Director Amanda M. Brock | Management | For | For |
| 1.5 | Elect Director Dan O. Dinges | Management | For | For |
| 1.6 | Elect Director Paul N. Eckley | Management | For | For |
| 1.7 | Elect Director Hans Helmerich | Management | For | For |
| 1.8 | Elect Director Lisa A. Stewart | Management | For | For |
| 1.9 | Elect Director Frances M. Vallejo | Management | For | For |
| 1.10 | Elect Director Marcus A. Watts | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Reliability of Methane Emission Disclosures | Shareholder | Against | For |
| 7 | Report on Climate Lobbying | Shareholder | Against | For |
| COUPA SOFTWARE INCORPORATED Meeting Date: FEB 23, 2023 Record Date: JAN 23, 2023 Meeting Type: SPECIAL | ||||
| Ticker: COUP Security ID: 22266L106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| COUPANG, INC. Meeting Date: JUN 15, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CPNG Security ID: 22266T109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bom Kim | Management | For | For |
| 1b | Elect Director Neil Mehta | Management | For | Against |
| 1c | Elect Director Jason Child | Management | For | For |
| 1d | Elect Director Pedro Franceschi | Management | For | For |
| 1e | Elect Director Benjamin Sun | Management | For | Against |
| 1f | Elect Director Ambereen Toubassy | Management | For | For |
| 1g | Elect Director Kevin Warsh | Management | For | Against |
| 2 | Ratify Samil PricewaterhouseCoopers as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CREDIT ACCEPTANCE CORPORATION Meeting Date: JUN 02, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CACC Security ID: 225310101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth S. Booth | Management | For | For |
| 1.2 | Elect Director Glenda J. Flanagan | Management | For | For |
| 1.3 | Elect Director Vinayak R. Hegde | Management | For | For |
| 1.4 | Elect Director Thomas N. Tryforos | Management | For | For |
| 1.5 | Elect Director Scott J. Vassalluzzo | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| CROWDSTRIKE HOLDINGS, INC. Meeting Date: JUN 21, 2023 Record Date: APR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CRWD Security ID: 22788C105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Johanna Flower | Management | For | For |
| 1.2 | Elect Director Denis J. O'Leary | Management | For | Withhold |
| 1.3 | Elect Director Godfrey R. Sullivan | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CROWN CASTLE INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CCI Security ID: 22822V101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director P. Robert Bartolo | Management | For | For |
| 1b | Elect Director Jay A. Brown | Management | For | For |
| 1c | Elect Director Cindy Christy | Management | For | For |
| 1d | Elect Director Ari Q. Fitzgerald | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Tammy K. Jones | Management | For | For |
| 1g | Elect Director Anthony J. Melone | Management | For | For |
| 1h | Elect Director W. Benjamin Moreland | Management | For | For |
| 1i | Elect Director Kevin A. Stephens | Management | For | For |
| 1j | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Charter to Allow Exculpation of Certain Officers | Management | For | For |
| CROWN HOLDINGS, INC. Meeting Date: APR 27, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CCK Security ID: 228368106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy J. Donahue | Management | For | For |
| 1.2 | Elect Director Richard H. Fearon | Management | For | For |
| 1.3 | Elect Director Andrea J. Funk | Management | For | For |
| 1.4 | Elect Director Stephen J. Hagge | Management | For | For |
| 1.5 | Elect Director Jesse A. Lynn | Management | For | For |
| 1.6 | Elect Director James H. Miller | Management | For | For |
| 1.7 | Elect Director Josef M. Miller | Management | For | For |
| 1.8 | Elect Director B. Craig Owens | Management | For | For |
| 1.9 | Elect Director Angela M. Snyder | Management | For | For |
| 1.10 | Elect Director Caesar F. Sweizer | Management | For | For |
| 1.11 | Elect Director Andrew J. Teno | Management | For | For |
| 1.12 | Elect Director Marsha C. Williams | Management | For | For |
| 1.13 | Elect Director Dwayne A. Wilson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| CSX CORPORATION Meeting Date: MAY 10, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CSX Security ID: 126408103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donna M. Alvarado | Management | For | For |
| 1b | Elect Director Thomas P. Bostick | Management | For | For |
| 1c | Elect Director Steven T. Halverson | Management | For | For |
| 1d | Elect Director Paul C. Hilal | Management | For | For |
| 1e | Elect Director Joseph R. Hinrichs | Management | For | For |
| 1f | Elect Director David M. Moffett | Management | For | For |
| 1g | Elect Director Linda H. Riefler | Management | For | For |
| 1h | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 1i | Elect Director James L. Wainscott | Management | For | For |
| 1j | Elect Director J. Steven Whisler | Management | For | For |
| 1k | Elect Director John J. Zillmer | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| D.R. HORTON, INC. Meeting Date: JAN 18, 2023 Record Date: NOV 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DHI Security ID: 23331A109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald R. Horton | Management | For | For |
| 1b | Elect Director Barbara K. Allen | Management | For | For |
| 1c | Elect Director Brad S. Anderson | Management | For | For |
| 1d | Elect Director Michael R. Buchanan | Management | For | For |
| 1e | Elect Director Benjamin S. Carson, Sr. | Management | For | For |
| 1f | Elect Director Maribess L. Miller | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | 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 |
| 1a | Elect Director Rainer M. Blair | Management | For | For |
| 1b | Elect Director Feroz Dewan | Management | For | For |
| 1c | Elect Director Linda Filler | Management | For | For |
| 1d | Elect Director Teri List | Management | For | Against |
| 1e | Elect Director Walter G. Lohr, Jr. | Management | For | For |
| 1f | Elect Director Jessica L. Mega | Management | For | For |
| 1g | Elect Director Mitchell P. Rales | Management | For | For |
| 1h | Elect Director Steven M. Rales | Management | For | For |
| 1i | Elect Director Pardis C. Sabeti | Management | For | For |
| 1j | Elect Director A. Shane Sanders | Management | For | Against |
| 1k | Elect Director John T. Schwieters | Management | For | Against |
| 1l | Elect Director Alan G. Spoon | Management | For | For |
| 1m | Elect Director Raymond C. Stevens | Management | For | Against |
| 1n | Elect Director Elias A. Zerhouni | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| DARDEN RESTAURANTS, INC. Meeting Date: SEP 21, 2022 Record Date: JUL 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DRI Security ID: 237194105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Margaret Shan Atkins | Management | For | For |
| 1.2 | Elect Director Ricardo 'Rick' Cardenas | Management | For | For |
| 1.3 | Elect Director Juliana L. Chugg | Management | For | For |
| 1.4 | Elect Director James P. Fogarty | Management | For | For |
| 1.5 | Elect Director Cynthia T. Jamison | Management | For | For |
| 1.6 | Elect Director Eugene I. Lee, Jr. | Management | For | For |
| 1.7 | Elect Director Nana Mensah | Management | For | For |
| 1.8 | Elect Director William S. Simon | Management | For | For |
| 1.9 | Elect Director Charles M. Sonsteby | Management | For | For |
| 1.10 | Elect Director Timothy J. Wilmott | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| DARLING INGREDIENTS INC. Meeting Date: MAY 09, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DAR Security ID: 237266101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Randall C. Stuewe | Management | For | For |
| 1b | Elect Director Charles Adair | Management | For | For |
| 1c | Elect Director Beth Albright | Management | For | For |
| 1d | Elect Director Larry A. Barden | Management | For | For |
| 1e | Elect Director Celeste A. Clark | Management | For | For |
| 1f | Elect Director Linda Goodspeed | Management | For | For |
| 1g | Elect Director Enderson Guimaraes | Management | For | For |
| 1h | Elect Director Gary W. Mize | Management | For | For |
| 1i | Elect Director Michael E. Rescoe | Management | For | For |
| 1j | Elect Director Kurt Stoffel | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DATADOG, INC. Meeting Date: JUN 08, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DDOG Security ID: 23804L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Olivier Pomel | Management | For | For |
| 1b | Elect Director Dev Ittycheria | Management | For | Withhold |
| 1c | Elect Director Shardul Shah | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DAVITA INC. Meeting Date: JUN 06, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DVA Security ID: 23918K108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pamela M. Arway | Management | For | For |
| 1b | Elect Director Charles G. Berg | Management | For | For |
| 1c | Elect Director Barbara J. Desoer | Management | For | For |
| 1d | Elect Director Jason M. Hollar | Management | For | For |
| 1e | Elect Director Gregory J. Moore | Management | For | For |
| 1f | Elect Director John M. Nehra | Management | For | For |
| 1g | Elect Director Javier J. Rodriguez | Management | For | For |
| 1h | Elect Director Adam H. Schechter | Management | For | For |
| 1i | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Provide for the Exculpation of Officers | Management | For | For |
| DECKERS OUTDOOR CORPORATION Meeting Date: SEP 12, 2022 Record Date: JUL 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DECK Security ID: 243537107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael F. Devine, III | Management | For | For |
| 1.2 | Elect Director David A. Burwick | Management | For | For |
| 1.3 | Elect Director Nelson C. Chan | Management | For | For |
| 1.4 | Elect Director Cynthia (Cindy) L. Davis | Management | For | For |
| 1.5 | Elect Director Juan R. Figuereo | Management | For | For |
| 1.6 | Elect Director Maha S. Ibrahim | Management | For | For |
| 1.7 | Elect Director Victor Luis | Management | For | For |
| 1.8 | Elect Director Dave Powers | Management | For | For |
| 1.9 | Elect Director Lauri M. Shanahan | Management | For | For |
| 1.10 | Elect Director Bonita C. Stewart | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 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 |
| 1a | Elect Director Leanne G. Caret | Management | For | For |
| 1b | Elect Director Tamra A. Erwin | Management | For | For |
| 1c | Elect Director Alan C. Heuberger | Management | For | For |
| 1d | Elect Director Charles O. Holliday, Jr. | Management | For | For |
| 1e | Elect Director Michael O. Johanns | Management | For | For |
| 1f | Elect Director Clayton M. Jones | Management | For | For |
| 1g | Elect Director John C. May | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Sherry M. Smith | Management | For | For |
| 1j | Elect Director Dmitri L. Stockton | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| DEFINITIVE HEALTHCARE CORP. Meeting Date: JUN 01, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DH Security ID: 24477E103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Chris Egan | Management | For | For |
| 1.2 | Elect Director Samuel A. Hamood | Management | For | For |
| 1.3 | Elect Director Jill Larsen | Management | For | Withhold |
| 1.4 | Elect Director Sastry Chilukuri | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DELL TECHNOLOGIES INC. Meeting Date: JUN 20, 2023 Record Date: APR 26, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DELL Security ID: 24703L202 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael S. Dell | Management | For | Withhold |
| 1.2 | Elect Director David W. Dorman | Management | For | Withhold |
| 1.3 | Elect Director Egon Durban | Management | For | Withhold |
| 1.4 | Elect Director David Grain | Management | For | For |
| 1.5 | Elect Director William D. Green | Management | For | For |
| 1.6 | Elect Director Simon Patterson | Management | For | For |
| 1.7 | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1.8 | Elect Director Ellen J. Kullman | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| DELTA AIR LINES, INC. Meeting Date: JUN 15, 2023 Record Date: APR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DAL Security ID: 247361702 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Edward H. Bastian | Management | For | For |
| 1b | Elect Director Greg Creed | Management | For | For |
| 1c | Elect Director David G. DeWalt | Management | For | For |
| 1d | Elect Director William H. Easter, III | Management | For | For |
| 1e | Elect Director Leslie D. Hale | Management | For | For |
| 1f | Elect Director Christopher A. Hazleton | Management | For | For |
| 1g | Elect Director Michael P. Huerta | Management | For | For |
| 1h | Elect Director Jeanne P. Jackson | Management | For | For |
| 1i | Elect Director George N. Mattson | Management | For | For |
| 1j | Elect Director Vasant M. Prabhu | Management | For | For |
| 1k | Elect Director Sergio A. L. Rial | Management | For | For |
| 1l | Elect Director David S. Taylor | Management | For | For |
| 1m | Elect Director Kathy N. Waller | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | For |
| DEVON ENERGY CORPORATION Meeting Date: JUN 07, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DVN Security ID: 25179M103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara M. Baumann | Management | For | For |
| 1.2 | Elect Director John E. Bethancourt | Management | For | For |
| 1.3 | Elect Director Ann G. Fox | Management | For | For |
| 1.4 | Elect Director Gennifer F. Kelly | Management | For | For |
| 1.5 | Elect Director Kelt Kindick | Management | For | For |
| 1.6 | Elect Director John Krenicki, Jr. | Management | For | For |
| 1.7 | Elect Director Karl F. Kurz | Management | For | For |
| 1.8 | Elect Director Michael N. Mears | Management | For | For |
| 1.9 | Elect Director Robert A. Mosbacher, Jr. | Management | For | For |
| 1.10 | Elect Director Richard E. Muncrief | Management | For | For |
| 1.11 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 6 | Amend Certificate of Incorporation to Adopt Limitations on the Liability of Officers | Management | For | For |
| 7 | Amend Right to Call Special Meeting | 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 |
| 1.1 | Elect Director Steven R. Altman | Management | For | For |
| 1.2 | Elect Director Richard A. Collins | Management | For | For |
| 1.3 | Elect Director Karen Dahut | Management | For | For |
| 1.4 | Elect Director Mark G. Foletta | Management | For | For |
| 1.5 | Elect Director Barbara E. Kahn | Management | For | For |
| 1.6 | Elect Director Kyle Malady | Management | For | For |
| 1.7 | Elect Director Eric J. Topol | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Median Gender/Racial Pay Gap | 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 |
| 1.1 | Elect Director Steven R. Altman | Management | For | For |
| 1.2 | Elect Director Richard A. Collins | Management | For | For |
| 1.3 | Elect Director Karen Dahut | Management | For | For |
| 1.4 | Elect Director Mark G. Foletta | Management | For | For |
| 1.5 | Elect Director Barbara E. Kahn | Management | For | For |
| 1.6 | Elect Director Kyle Malady | Management | For | For |
| 1.7 | Elect Director Eric J. Topol | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| DIAMONDBACK ENERGY, INC. Meeting Date: JUN 08, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FANG Security ID: 25278X109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Travis D. Stice | Management | For | For |
| 1.2 | Elect Director Vincent K. Brooks | Management | For | For |
| 1.3 | Elect Director David L. Houston | Management | For | For |
| 1.4 | Elect Director Rebecca A. Klein | Management | For | For |
| 1.5 | Elect Director Stephanie K. Mains | Management | For | For |
| 1.6 | Elect Director Mark L. Plaumann | Management | For | For |
| 1.7 | Elect Director Melanie M. Trent | Management | For | For |
| 1.8 | Elect Director Frank D. Tsuru | Management | For | For |
| 1.9 | Elect Director Steven E. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Eliminate Supermajority Vote Requirement for Amendments of the Charter and Removal of Directors | Management | For | For |
| 4 | Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 6 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| DOCUSIGN, INC. Meeting Date: MAY 31, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DOCU Security ID: 256163106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James Beer | Management | For | Withhold |
| 1.2 | Elect Director Cain A. Hayes | Management | For | Withhold |
| 1.3 | Elect Director Allan Thygesen | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| DOLLAR GENERAL CORPORATION Meeting Date: MAY 31, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DG Security ID: 256677105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warren F. Bryant | Management | For | For |
| 1b | Elect Director Michael M. Calbert | Management | For | For |
| 1c | Elect Director Ana M. Chadwick | Management | For | For |
| 1d | Elect Director Patricia D. Fili-Krushel | Management | For | For |
| 1e | Elect Director Timothy I. McGuire | Management | For | For |
| 1f | Elect Director Jeffery C. Owen | Management | For | For |
| 1g | Elect Director Debra A. Sandler | Management | For | For |
| 1h | Elect Director Ralph E. Santana | Management | For | For |
| 1i | Elect Director Todd J. Vasos | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | For |
| 6 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 7 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | For |
| DOLLAR GENERAL CORPORATION Meeting Date: MAY 31, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DG Security ID: 256677105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warren F. Bryant | Management | For | For |
| 1b | Elect Director Michael M. Calbert | Management | For | For |
| 1c | Elect Director Ana M. Chadwick | Management | For | For |
| 1d | Elect Director Patricia D. Fili-Krushel | Management | For | For |
| 1e | Elect Director Timothy I. McGuire | Management | For | For |
| 1f | Elect Director Jeffery C. Owen | Management | For | For |
| 1g | Elect Director Debra A. Sandler | Management | For | For |
| 1h | Elect Director Ralph E. Santana | Management | For | For |
| 1i | Elect Director Todd J. Vasos | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | Against |
| 6 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 7 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | For |
| DOLLAR TREE, INC. Meeting Date: JUN 13, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DLTR Security ID: 256746108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard W. Dreiling | Management | For | For |
| 1b | Elect Director Cheryl W. Grise | Management | For | For |
| 1c | Elect Director Daniel J. Heinrich | Management | For | For |
| 1d | Elect Director Paul C. Hilal | Management | For | For |
| 1e | Elect Director Edward J. Kelly, III | Management | For | For |
| 1f | Elect Director Mary A. Laschinger | Management | For | For |
| 1g | Elect Director Jeffrey G. Naylor | Management | For | For |
| 1h | Elect Director Winnie Y. Park | Management | For | For |
| 1i | Elect Director Bertram L. Scott | Management | For | For |
| 1j | Elect Director Stephanie P. Stahl | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Economic and Social Risks of Compensation and Workforce Practices and Any Impact on Diversified Shareholders | Shareholder | Against | Against |
| DOMINO'S PIZZA, INC. Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DPZ Security ID: 25754A201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David A. Brandon | Management | For | For |
| 1.2 | Elect Director C. Andrew Ballard | Management | For | For |
| 1.3 | Elect Director Andrew B. Balson | Management | For | For |
| 1.4 | Elect Director Corie S. Barry | Management | For | For |
| 1.5 | Elect Director Diana F. Cantor | Management | For | For |
| 1.6 | Elect Director Richard L. Federico | Management | For | For |
| 1.7 | Elect Director James A. Goldman | Management | For | For |
| 1.8 | Elect Director Patricia E. Lopez | Management | For | For |
| 1.9 | Elect Director Russell J. Weiner | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DONALDSON COMPANY, INC. Meeting Date: NOV 18, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DCI Security ID: 257651109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas A. Milroy | Management | For | For |
| 1.2 | Elect Director Willard D. Oberton | Management | For | For |
| 1.3 | Elect Director Richard M. Olson | Management | For | For |
| 1.4 | Elect Director Jacinth C. Smiley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| DOORDASH, INC. Meeting Date: JUN 20, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DASH Security ID: 25809K105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shona L. Brown | Management | For | Against |
| 1b | Elect Director Alfred Lin | Management | For | For |
| 1c | Elect Director Stanley Tang | Management | For | Against |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DOUBLEVERIFY HOLDINGS, INC. Meeting Date: JUN 01, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DV Security ID: 25862V105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Davis Noell | Management | For | For |
| 1.2 | Elect Director Lucy Stamell Dobrin | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DRAFTKINGS, INC. Meeting Date: MAY 15, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DKNG Security ID: 26142V105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jason D. Robins | Management | For | Withhold |
| 1.2 | Elect Director Harry Evans Sloan | Management | For | For |
| 1.3 | Elect Director Matthew Kalish | Management | For | For |
| 1.4 | Elect Director Paul Liberman | Management | For | For |
| 1.5 | Elect Director Woodrow H. Levin | Management | For | Withhold |
| 1.6 | Elect Director Jocelyn Moore | Management | For | Withhold |
| 1.7 | Elect Director Ryan R. Moore | Management | For | For |
| 1.8 | Elect Director Valerie Mosley | Management | For | Withhold |
| 1.9 | Elect Director Steven J. Murray | Management | For | For |
| 1.10 | Elect Director Marni M. Walden | Management | For | Withhold |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| DRIVEN BRANDS HOLDINGS INC. Meeting Date: MAY 08, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DRVN Security ID: 26210V102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Chadwick (Chad) Hume | Management | For | For |
| 1.2 | Elect Director Karen Stroup | Management | For | For |
| 1.3 | Elect Director Peter Swinburn | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| DROPBOX, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DBX Security ID: 26210C104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew W. Houston | Management | For | Withhold |
| 1.2 | Elect Director Donald W. Blair | Management | For | For |
| 1.3 | Elect Director Lisa Campbell | Management | For | Withhold |
| 1.4 | Elect Director Paul E. Jacobs | Management | For | Withhold |
| 1.5 | Elect Director Sara Mathew | Management | For | For |
| 1.6 | Elect Director Abhay Parasnis | Management | For | For |
| 1.7 | Elect Director Karen Peacock | Management | For | For |
| 1.8 | Elect Director Michael Seibel | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DYNATRACE, INC. Meeting Date: AUG 24, 2022 Record Date: JUL 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DT Security ID: 268150109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ambika Kapur Gadre | Management | For | For |
| 1b | Elect Director Steve Rowland | Management | For | Withhold |
| 1c | Elect Director Kenneth 'Chip' Virnig | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EBAY, INC. Meeting Date: JUN 21, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EBAY Security ID: 278642103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Adriane M. Brown | Management | For | For |
| 1b | Elect Director Aparna Chennapragada | Management | For | For |
| 1c | Elect Director Logan D. Green | Management | For | For |
| 1d | Elect Director E. Carol Hayles | Management | For | For |
| 1e | Elect Director Jamie Iannone | Management | For | For |
| 1f | Elect Director Shripriya Mahesh | Management | For | For |
| 1g | Elect Director Paul S. Pressler | Management | For | For |
| 1h | Elect Director Mohak Shroff | Management | For | For |
| 1i | Elect Director Perry M. Traquina | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| 6 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 7 | Reduce Ownership Threshold for Shareholders to Call Special Meeting to 10% | Shareholder | Against | For |
| ECOLAB INC. Meeting Date: MAY 04, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ECL Security ID: 278865100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shari L. Ballard | Management | For | For |
| 1b | Elect Director Barbara J. Beck | Management | For | For |
| 1c | Elect Director Christophe Beck | Management | For | For |
| 1d | Elect Director Jeffrey M. Ettinger | Management | For | For |
| 1e | Elect Director Eric M. Green | Management | For | For |
| 1f | Elect Director Arthur J. Higgins | Management | For | For |
| 1g | Elect Director Michael Larson | Management | For | For |
| 1h | Elect Director David W. MacLennan | Management | For | For |
| 1i | Elect Director Tracy B. McKibben | Management | For | For |
| 1j | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1k | Elect Director Victoria J. Reich | Management | For | For |
| 1l | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 1m | Elect Director John J. Zillmer | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Require Independent Board Chair | Shareholder | Against | For |
| EDWARDS LIFESCIENCES CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EW Security ID: 28176E108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kieran T. Gallahue | Management | For | For |
| 1.2 | Elect Director Leslie S. Heisz | Management | For | For |
| 1.3 | Elect Director Paul A. LaViolette | Management | For | For |
| 1.4 | Elect Director Steven R. Loranger | Management | For | For |
| 1.5 | Elect Director Martha H. Marsh | Management | For | For |
| 1.6 | Elect Director Michael A. Mussallem | Management | For | For |
| 1.7 | Elect Director Ramona Sequeira | Management | For | For |
| 1.8 | Elect Director Nicholas J. Valeriani | Management | For | For |
| 1.9 | Elect Director Bernard J. Zovighian | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| ELASTIC N.V. Meeting Date: OCT 06, 2022 Record Date: SEP 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ESTC Security ID: N14506104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohaib Abbasi | Management | For | For |
| 1b | Elect Director Caryn Marooney | Management | For | Against |
| 1c | Elect Director Chetan Puttagunta | Management | For | Against |
| 1d | Elect Director Steven Schuurman | Management | For | For |
| 2 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3 | Appoint PricewaterhouseCoopers Accountants N.V. as External Auditor | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Discharge of Executive Directors | Management | For | For |
| 6 | Approve Discharge of Non-Executive Directors | Management | For | For |
| 7 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 8 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 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 |
| 1.1 | Elect Director Gail K. Boudreaux | Management | For | For |
| 1.2 | Elect Director R. Kerry Clark | Management | For | For |
| 1.3 | Elect Director Robert L. Dixon, Jr. | Management | For | For |
| 1.4 | Elect Director Deanna D. Strable | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Annually Report Third Party Political Contributions | 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 |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | For |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | 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 |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | Against |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | Against |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | 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 |
| 1a | Elect Director Martin S. Craighead | Management | For | For |
| 1b | Elect Director Gloria A. Flach | Management | For | For |
| 1c | Elect Director Matthew S. Levatich | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ENPHASE ENERGY, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ENPH Security ID: 29355A107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jamie Haenggi | Management | For | For |
| 1.2 | Elect Director Benjamin Kortlang | Management | For | For |
| 1.3 | Elect Director Richard Mora | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ENTEGRIS, INC. Meeting Date: APR 26, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ENTG Security ID: 29362U104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Anderson | Management | For | For |
| 1b | Elect Director Rodney Clark | Management | For | For |
| 1c | Elect Director James F. Gentilcore | Management | For | For |
| 1d | Elect Director Yvette Kanouff | Management | For | For |
| 1e | Elect Director James P. Lederer | Management | For | For |
| 1f | Elect Director Bertrand Loy | Management | For | For |
| 1g | Elect Director Azita Saleki-Gerhardt | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| ENVIVA, INC. Meeting Date: JUN 15, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EVA Security ID: 29415B103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas Meth | Management | For | For |
| 1b | Elect Director John K. Keppler | Management | For | For |
| 1c | Elect Director Ralph Alexander | Management | For | For |
| 1d | Elect Director John C. Bumgarner, Jr. | Management | For | For |
| 1e | Elect Director Martin N. Davidson | Management | For | For |
| 1f | Elect Director Jim H. Derryberry | Management | For | For |
| 1g | Elect Director Gerrit (Gerrity) L. Lansing, Jr. | Management | For | For |
| 1h | Elect Director Pierre F. Lapeyre, Jr. | Management | For | For |
| 1i | Elect Director David M. Leuschen | Management | For | For |
| 1j | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1k | Elect Director Gary L. Whitlock | Management | For | For |
| 1l | Elect Director Janet S. Wong | Management | For | For |
| 1m | Elect Director Eva T. Zlotnicka | Management | For | For |
| 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Approve Issuance of Shares for a Private Placement | Management | For | For |
| EOG RESOURCES, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EOG Security ID: 26875P101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janet F. Clark | Management | For | For |
| 1b | Elect Director Charles R. Crisp | Management | For | For |
| 1c | Elect Director Robert P. Daniels | Management | For | For |
| 1d | Elect Director Lynn A. Dugle | Management | For | For |
| 1e | Elect Director C. Christopher Gaut | Management | For | For |
| 1f | Elect Director Michael T. Kerr | Management | For | For |
| 1g | Elect Director Julie J. Robertson | Management | For | For |
| 1h | Elect Director Donald F. Textor | Management | For | For |
| 1i | Elect Director Ezra Y. Yacob | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EPAM SYSTEMS, INC. Meeting Date: JUN 02, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EPAM Security ID: 29414B104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eugene Roman | Management | For | For |
| 1.2 | Elect Director Jill B. Smart | Management | For | For |
| 1.3 | Elect Director Ronald Vargo | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EQUIFAX INC. Meeting Date: MAY 04, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EFX Security ID: 294429105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark W. Begor | Management | For | For |
| 1b | Elect Director Mark L. Feidler | Management | For | For |
| 1c | Elect Director Karen L. Fichuk | Management | For | For |
| 1d | Elect Director G. Thomas Hough | Management | For | For |
| 1e | Elect Director Robert D. Marcus | Management | For | For |
| 1f | Elect Director Scott A. McGregor | Management | For | For |
| 1g | Elect Director John A. McKinley | Management | For | For |
| 1h | Elect Director Melissa D. Smith | Management | For | For |
| 1i | Elect Director Audrey Boone Tillman | Management | For | For |
| 1j | Elect Director Heather H. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Oversee and Report a Racial Equity Audit | 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 |
| 1a | Elect Director Nanci Caldwell | Management | For | For |
| 1b | Elect Director Adaire Fox-Martin | Management | For | For |
| 1c | Elect Director Ron Guerrier - Withdrawn | Management | None | None |
| 1d | Elect Director Gary Hromadko | Management | For | For |
| 1e | Elect Director Charles Meyers | Management | For | For |
| 1f | Elect Director Thomas Olinger | Management | For | For |
| 1g | Elect Director Christopher Paisley | Management | For | For |
| 1h | Elect Director Jeetu Patel | Management | For | For |
| 1i | Elect Director Sandra Rivera | Management | For | For |
| 1j | Elect Director Fidelma Russo | Management | For | For |
| 1k | Elect Director Peter Van Camp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | 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 Director Andrew Berkenfield | Management | For | For |
| 1.2 | Elect Director Derrick Burks | Management | For | For |
| 1.3 | Elect Director Philip Calian | Management | For | For |
| 1.4 | Elect Director David Contis | Management | For | Withhold |
| 1.5 | Elect Director Constance Freedman | Management | For | For |
| 1.6 | Elect Director Thomas Heneghan | Management | For | For |
| 1.7 | Elect Director Marguerite Nader | Management | For | For |
| 1.8 | Elect Director Scott Peppet | Management | For | For |
| 1.9 | Elect Director Sheli Rosenberg | Management | For | For |
| 1.10 | Elect Director Samuel Zell | Management | For | For |
| 2 | Ratify Ernst & Young, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ETSY, INC. Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ETSY Security ID: 29786A106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | Withhold |
| 1b | Elect Director Josh Silverman | Management | For | For |
| 1c | Elect Director Fred Wilson | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Commission Independent Review of Effectiveness of Efforts to Prevent Harassment and Discrimination | Shareholder | Against | Against |
| EURONET WORLDWIDE, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EEFT Security ID: 298736109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ligia Torres Fentanes | Management | For | For |
| 1.2 | Elect Director Andrzej Olechowski | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EVEREST RE GROUP, LTD. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RE Security ID: G3223R108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Amore | Management | For | For |
| 1.2 | Elect Director Juan C. Andrade | Management | For | For |
| 1.3 | Elect Director William F. Galtney, Jr. | Management | For | For |
| 1.4 | Elect Director John A. Graf | Management | For | For |
| 1.5 | Elect Director Meryl Hartzband | Management | For | For |
| 1.6 | Elect Director Gerri Losquadro | Management | For | For |
| 1.7 | Elect Director Hazel McNeilage | Management | For | For |
| 1.8 | Elect Director Roger M. Singer | Management | For | For |
| 1.9 | Elect Director Joseph V. Taranto | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Change Company Name to Everest Group, Ltd. | Management | For | For |
| EXACT SCIENCES CORPORATION Meeting Date: JUN 08, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EXAS Security ID: 30063P105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director D. Scott Coward | Management | For | For |
| 1b | Elect Director James Doyle | Management | For | For |
| 1c | Elect Director Freda Lewis-Hall | Management | For | For |
| 1d | Elect Director Kathleen Sebelius | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| EXELIXIS, INC. Meeting Date: MAY 31, 2023 Record Date: APR 03, 2023 Meeting Type: PROXY CONTEST | ||||
| Ticker: EXEL Security ID: 30161Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (Gold Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 11 Directors | ||||
| 1a | Elect Management Nominee Director Maria C. Freire | Management | For | Did Not Vote |
| 1b | Elect Management Nominee Director Alan M. Garber | Management | For | Did Not Vote |
| 1c | Elect Management Nominee Director Michael M. Morrissey | Management | For | Did Not Vote |
| 1d | Elect Management Nominee Director Stelios Papadopoulos | Management | For | Did Not Vote |
| 1e | Elect Management Nominee Director George Poste | Management | For | Did Not Vote |
| 1f | Elect Management Nominee Director Julie Anne Smith | Management | For | Did Not Vote |
| 1g | Elect Management Nominee Director Lance Willsey *Withdrawn Resolution* | Management | None | None |
| 1h | Elect Management Nominee Director Jacqueline Wright | Management | For | Did Not Vote |
| 1i | Elect Management Nominee Director Jack L. Wyszomierski | Management | For | Did Not Vote |
| 1j | Elect Opposition Nominee Director Tomas J. Heyman | Shareholder | For | Did Not Vote |
| 1k | Elect Opposition Nominee Director Robert 'Bob' Oliver, Jr. | Shareholder | For | Did Not Vote |
| 1l | Elect Opposition Nominee Director David E. Johnson | Shareholder | None | Did Not Vote |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | Did Not Vote |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 11 Directors | ||||
| 1.1 | Elect Opposition Nominee Director Tomas J. Heyman | Shareholder | For | For |
| 1.2 | Elect Opposition Nominee Director David E. Johnson | Shareholder | For | For |
| 1.3 | Elect Opposition Nominee Director Robert 'Bob' Oliver, Jr. | Shareholder | For | For |
| 1.4 | Elect Management Nominee Director Maria C. Freire | Management | None | For |
| 1.5 | Elect Management Nominee Director Alan M. Garber | Management | None | For |
| 1.6 | Elect Management Nominee Director Michael M. Morrissey | Management | None | For |
| 1.7 | Elect Management Nominee Director Stelios Papadopoulos | Management | None | For |
| 1.8 | Elect Management Nominee Director George Poste | Management | None | For |
| 1.9 | Elect Management Nominee Director Julie Anne Smith | Management | None | For |
| 1.10 | Elect Management Nominee Director Jacqueline Wright | Management | None | For |
| 1.11 | Elect Management Nominee Director Jack L. Wyszomierski | Management | None | For |
| 1.12 | Elect Management Nominee Director Lance Willsey *Withdrawn Resolution* | Management | None | None |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One 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 |
| 1a | Elect Director Samuel Altman | Management | For | For |
| 1b | Elect Director Beverly Anderson | Management | For | Withhold |
| 1c | Elect Director M. Moina Banerjee | Management | For | For |
| 1d | Elect Director Chelsea Clinton | Management | For | Withhold |
| 1e | Elect Director Barry Diller | Management | For | Withhold |
| 1f | Elect Director Henrique Dubugras | Management | For | For |
| 1g | Elect Director Craig Jacobson | Management | For | Withhold |
| 1h | Elect Director Peter Kern | Management | For | For |
| 1i | Elect Director Dara Khosrowshahi | Management | For | Withhold |
| 1j | Elect Director Patricia Menendez Cambo | Management | For | For |
| 1k | Elect Director Alex von Furstenberg | Management | For | For |
| 1l | Elect Director Julie Whalen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EXPEDITORS INTERNATIONAL OF WASHINGTON, INC. Meeting Date: MAY 02, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EXPD Security ID: 302130109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn M. Alger | Management | For | For |
| 1.2 | Elect Director Robert P. Carlile | Management | For | For |
| 1.3 | Elect Director James M. DuBois | Management | For | For |
| 1.4 | Elect Director Mark A. Emmert | Management | For | For |
| 1.5 | Elect Director Diane H. Gulyas | Management | For | For |
| 1.6 | Elect Director Jeffrey S. Musser | Management | For | For |
| 1.7 | Elect Director Brandon S. Pedersen | Management | For | For |
| 1.8 | Elect Director Liane J. Pelletier | Management | For | For |
| 1.9 | Elect Director Olivia D. Polius | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| EXTRA SPACE STORAGE INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EXR Security ID: 30225T102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth M. Woolley | Management | For | For |
| 1.2 | Elect Director Joseph D. Margolis | Management | For | For |
| 1.3 | Elect Director Roger B. Porter | Management | For | For |
| 1.4 | Elect Director Jennifer Blouin | Management | For | For |
| 1.5 | Elect Director Joseph J. Bonner | Management | For | For |
| 1.6 | Elect Director Gary L. Crittenden | Management | For | For |
| 1.7 | Elect Director Spencer F. Kirk | Management | For | For |
| 1.8 | Elect Director Diane Olmstead | Management | For | For |
| 1.9 | Elect Director Jefferson S. Shreve | Management | For | For |
| 1.10 | Elect Director Julia Vander Ploeg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FACTSET RESEARCH SYSTEMS INC. Meeting Date: DEC 15, 2022 Record Date: OCT 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FDS Security ID: 303075105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James J. McGonigle | Management | For | For |
| 1b | Elect Director F. Philip Snow | Management | For | For |
| 1c | Elect Director Maria Teresa Tejada | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Eliminate Certain Business Combination Restrictions | Management | For | For |
| 6 | Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes | Management | For | For |
| 7 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 8 | Amend Certificate of Incorporation to Remove Creditor Compromise Provision | Management | For | For |
| 9 | Amend Certificate of Incorporation to Clarify, Streamline and Modernize the Certificate of Incorporation | Management | For | For |
| FAIR ISAAC CORPORATION Meeting Date: MAR 01, 2023 Record Date: JAN 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FICO Security ID: 303250104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Braden R. Kelly | Management | For | For |
| 1b | Elect Director Fabiola R. Arredondo | Management | For | For |
| 1c | Elect Director James D. Kirsner | Management | For | For |
| 1d | Elect Director William J. Lansing | Management | For | For |
| 1e | Elect Director Eva Manolis | Management | For | For |
| 1f | Elect Director Marc F. McMorris | Management | For | For |
| 1g | Elect Director Joanna Rees | Management | For | For |
| 1h | Elect Director David A. Rey | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| FASTENAL COMPANY Meeting Date: APR 22, 2023 Record Date: FEB 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FAST Security ID: 311900104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott A. Satterlee | Management | For | For |
| 1b | Elect Director Michael J. Ancius | Management | For | For |
| 1c | Elect Director Stephen L. Eastman | Management | For | For |
| 1d | Elect Director Daniel L. Florness | Management | For | For |
| 1e | Elect Director Rita J. Heise | Management | For | For |
| 1f | Elect Director Hsenghung Sam Hsu | Management | For | For |
| 1g | Elect Director Daniel L. Johnson | Management | For | For |
| 1h | Elect Director Nicholas J. Lundquist | Management | For | For |
| 1i | Elect Director Sarah N. Nielsen | Management | For | For |
| 1j | Elect Director Reyne K. Wisecup | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FIRST CITIZENS BANCSHARES, INC. Meeting Date: APR 25, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FCNCA Security ID: 31946M103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ellen R. Alemany | Management | For | For |
| 1.2 | Elect Director John M. Alexander, Jr. | Management | For | For |
| 1.3 | Elect Director Victor E. Bell, III | Management | For | Withhold |
| 1.4 | Elect Director Peter M. Bristow | Management | For | For |
| 1.5 | Elect Director Hope H. Bryant | Management | For | For |
| 1.6 | Elect Director Michael A. Carpenter | Management | For | For |
| 1.7 | Elect Director H. Lee Durham, Jr. | Management | For | Withhold |
| 1.8 | Elect Director Eugene Flood, Jr. | Management | For | For |
| 1.9 | Elect Director Frank B. Holding, Jr. | Management | For | For |
| 1.10 | Elect Director Robert R. Hoppe | Management | For | For |
| 1.11 | Elect Director Floyd L. Keels | Management | For | For |
| 1.12 | Elect Director Robert E. Mason, IV | Management | For | Withhold |
| 1.13 | Elect Director Robert T. Newcomb | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Increase Authorized Preferred Stock | Management | For | Against |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 7 | Ratify KPMG LLP as Auditors | Management | For | For |
| FISERV, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FISV Security ID: 337738108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank J. Bisignano | Management | For | For |
| 1.2 | Elect Director Henrique de Castro | Management | For | For |
| 1.3 | Elect Director Harry F. DiSimone | Management | For | For |
| 1.4 | Elect Director Dylan G. Haggart | Management | For | For |
| 1.5 | Elect Director Wafaa Mamilli | Management | For | For |
| 1.6 | Elect Director Heidi G. Miller | Management | For | For |
| 1.7 | Elect Director Doyle R. Simons | Management | For | For |
| 1.8 | Elect Director Kevin M. Warren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| FIVE BELOW, INC. Meeting Date: JUN 13, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FIVE Security ID: 33829M101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joel D. Anderson | Management | For | For |
| 1b | Elect Director Kathleen S. Barclay | Management | For | For |
| 1c | Elect Director Thomas M. Ryan | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Bylaws to Limit the Liability of Officers | Management | For | For |
| 5 | Amend Bylaws to Amend the Limitation of Liability of Directors Provision | Management | For | For |
| FIVE9, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FIVN Security ID: 338307101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Burkland | Management | For | For |
| 1.2 | Elect Director Robert Zollars | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify KMPG LLP as Auditors | Management | For | For |
| FLEETCOR TECHNOLOGIES, INC. Meeting Date: JUN 09, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FLT Security ID: 339041105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven T. Stull | Management | For | Against |
| 1b | Elect Director Annabelle Bexiga | Management | For | For |
| 1c | Elect Director Michael Buckman | Management | For | For |
| 1d | Elect Director Ronald F. Clarke | Management | For | For |
| 1e | Elect Director Joseph W. Farrelly | Management | For | Against |
| 1f | Elect Director Rahul Gupta | Management | For | For |
| 1g | Elect Director Thomas M. Hagerty | Management | For | Against |
| 1h | Elect Director Archie L. Jones, Jr. | Management | For | For |
| 1i | Elect Director Hala G. Moddelmog | Management | For | Against |
| 1j | Elect Director Richard Macchia | Management | For | For |
| 1k | Elect Director Jeffrey S. Sloan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| FLOOR & DECOR HOLDINGS, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FND Security ID: 339750101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dwight L. James | Management | For | For |
| 1b | Elect Director Melissa Kersey | Management | For | For |
| 1c | Elect Director Peter M. Starrett | Management | For | For |
| 1d | Elect Director Thomas V. Taylor | Management | For | For |
| 1e | Elect Director George Vincent West | Management | For | For |
| 1f | Elect Director Charles D. Young | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| FMC CORPORATION Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FMC Security ID: 302491303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pierre Brondeau | Management | For | For |
| 1b | Elect Director Eduardo E. Cordeiro | Management | For | For |
| 1c | Elect Director Carol Anthony ("John") Davidson | Management | For | For |
| 1d | Elect Director Mark Douglas | Management | For | For |
| 1e | Elect Director Kathy L. Fortmann | Management | For | For |
| 1f | Elect Director C. Scott Greer | Management | For | For |
| 1g | Elect Director K'Lynne Johnson | Management | For | For |
| 1h | Elect Director Dirk A. Kempthorne | Management | For | For |
| 1i | Elect Director Margareth Ovrum | Management | For | For |
| 1j | Elect Director Robert C. Pallash | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FORTINET, INC. Meeting Date: JUN 16, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FTNT Security ID: 34959E109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ken Xie | Management | For | For |
| 1.2 | Elect Director Michael Xie | Management | For | For |
| 1.3 | Elect Director Kenneth A. Goldman | Management | For | For |
| 1.4 | Elect Director Ming Hsieh | Management | For | For |
| 1.5 | Elect Director Jean Hu | Management | For | For |
| 1.6 | Elect Director William H. Neukom | Management | For | For |
| 1.7 | Elect Director Judith Sim | Management | For | For |
| 1.8 | Elect Director Admiral James Stavridis (Ret) | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Amend Certificate of Incorporation to Limit the Liability of Officers | Management | For | For |
| FORTUNE BRANDS INNOVATIONS, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FBIN Security ID: 34964C106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicholas I. Fink | Management | For | For |
| 1b | Elect Director A. D. David Mackay | Management | For | For |
| 1c | Elect Director Stephanie Pugliese | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Provide for Exculpation of Officers | Management | For | For |
| FRESHPET, INC. Meeting Date: OCT 03, 2022 Record Date: AUG 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FRPT Security ID: 358039105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director J. David Basto | Management | For | For |
| 1b | Elect Director Lawrence S. Coben | Management | For | For |
| 1c | Elect Director Walter N. George, III | Management | For | For |
| 1d | Elect Director Craig D. Steeneck | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| FTI CONSULTING, INC. Meeting Date: JUN 07, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FCN Security ID: 302941109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brenda J. Bacon | Management | For | For |
| 1b | Elect Director Mark S. Bartlett | Management | For | For |
| 1c | Elect Director Elsy Boglioli | Management | For | For |
| 1d | Elect Director Claudio Costamagna | Management | For | For |
| 1e | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1f | Elect Director Steven H. Gunby | Management | For | For |
| 1g | Elect Director Gerard E. Holthaus | Management | For | For |
| 1h | Elect Director Stephen C. Robinson | Management | For | For |
| 1i | Elect Director Laureen E. Seeger | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GARTNER, INC. Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IT Security ID: 366651107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter E. Bisson | Management | For | For |
| 1b | Elect Director Richard J. Bressler | Management | For | For |
| 1c | Elect Director Raul E. Cesan | Management | For | For |
| 1d | Elect Director Karen E. Dykstra | Management | For | For |
| 1e | Elect Director Diana S. Ferguson | Management | For | For |
| 1f | Elect Director Anne Sutherland Fuchs | Management | For | For |
| 1g | Elect Director William O. Grabe | Management | For | For |
| 1h | Elect Director Jose M. Gutierrez | Management | For | For |
| 1i | Elect Director Eugene A. Hall | Management | For | For |
| 1j | Elect Director Stephen G. Pagliuca | Management | For | For |
| 1k | Elect Director Eileen M. Serra | Management | For | For |
| 1l | Elect Director James C. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| GE HEALTHCARE TECHNOLOGIES, INC. Meeting Date: MAY 23, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GEHC Security ID: 36266G107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Arduini | Management | For | For |
| 1b | Elect Director H. Lawrence Culp, Jr. | Management | For | For |
| 1c | Elect Director Rodney F. Hochman | Management | For | For |
| 1d | Elect Director Lloyd W. Howell, Jr. | Management | For | For |
| 1e | Elect Director Risa Lavizzo-Mourey | Management | For | For |
| 1f | Elect Director Catherine Lesjak | Management | For | For |
| 1g | Elect Director Anne T. Madden | Management | For | For |
| 1h | Elect Director Tomislav Mihaljevic | Management | For | For |
| 1i | Elect Director William J. Stromberg | Management | For | For |
| 1j | Elect Director Phoebe L. Yang | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| GENERAC HOLDINGS INC. Meeting Date: JUN 15, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GNRC Security ID: 368736104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marcia J. Avedon | Management | For | For |
| 1.2 | Elect Director Bennett J. Morgan | Management | For | For |
| 1.3 | Elect Director Dominick P. Zarcone | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Stephen Angel | Management | For | For |
| 1b | Elect Director Sebastien Bazin | Management | For | For |
| 1c | Elect Director H. Lawrence Culp, Jr. | Management | For | For |
| 1d | Elect Director Edward Garden | Management | For | For |
| 1e | Elect Director Isabella Goren | Management | For | For |
| 1f | Elect Director Thomas Horton | Management | For | For |
| 1g | Elect Director Catherine Lesjak | Management | For | For |
| 1h | Elect Director Darren McDew | Management | For | For |
| 1i | Elect Director Paula Rosput Reynolds | Management | For | For |
| 1j | Elect Director Jessica Uhl | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| 6 | Hire Investment Bank to Explore Sale of Company | Shareholder | Against | Against |
| 7 | Issue Audited Report on Fiduciary Relevance of Decarbonization Goal | Shareholder | Against | Against |
| 8 | Issue Audited Report on Impact of IEA Net-Zero Emissions by 2050 Scenario | Shareholder | Against | Against |
| GENPACT LIMITED Meeting Date: MAY 04, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: G Security ID: G3922B107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director N.V. "Tiger" Tyagarajan | Management | For | For |
| 1.2 | Elect Director James Madden | Management | For | For |
| 1.3 | Elect Director Ajay Agrawal | Management | For | For |
| 1.4 | Elect Director Stacey Cartwright | Management | For | For |
| 1.5 | Elect Director Laura Conigliaro | Management | For | For |
| 1.6 | Elect Director Tamara Franklin | Management | For | For |
| 1.7 | Elect Director Carol Lindstrom | Management | For | For |
| 1.8 | Elect Director CeCelia Morken | Management | For | For |
| 1.9 | Elect Director Brian Stevens | Management | For | For |
| 1.10 | Elect Director Mark Verdi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG Assurance and Consulting Services LLP as Auditors | Management | For | For |
| GENUINE PARTS COMPANY Meeting Date: MAY 01, 2023 Record Date: FEB 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GPC Security ID: 372460105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth W. Camp | Management | For | For |
| 1.2 | Elect Director Richard Cox, Jr. | Management | For | For |
| 1.3 | Elect Director Paul D. Donahue | Management | For | For |
| 1.4 | Elect Director Gary P. Fayard | Management | For | For |
| 1.5 | Elect Director P. Russell Hardin | Management | For | For |
| 1.6 | Elect Director John R. Holder | Management | For | For |
| 1.7 | Elect Director Donna W. Hyland | Management | For | For |
| 1.8 | Elect Director John D. Johns | Management | For | For |
| 1.9 | Elect Director Jean-Jacques Lafont | Management | For | For |
| 1.10 | Elect Director Robert C. "Robin" Loudermilk, Jr. | Management | For | For |
| 1.11 | Elect Director Wendy B. Needham | Management | For | For |
| 1.12 | Elect Director Juliette W. Pryor | Management | For | For |
| 1.13 | Elect Director E. Jenner Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GINKGO BIOWORKS HOLDINGS, INC. Meeting Date: JUN 16, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DNA Security ID: 37611X100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Arie Belldegrun | Management | For | For |
| 1b | Elect Director Marijn E. Dekkers | Management | For | For |
| 1c | Elect Director Kathy Hopinkah Hannan | Management | For | For |
| 1d | Elect Director Christian Henry | Management | For | For |
| 1e | Elect Director Reshma Kewalramani | Management | For | Against |
| 1f | Elect Director Shyam Sankar | Management | For | Against |
| 1g | Elect Director Harry E. Sloan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GLOBAL PAYMENTS INC. Meeting Date: APR 27, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GPN Security ID: 37940X102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director F. Thaddeus Arroyo | Management | For | For |
| 1b | Elect Director Robert H.B. Baldwin, Jr. | Management | For | For |
| 1c | Elect Director John G. Bruno | Management | For | For |
| 1d | Elect Director Joia M. Johnson | Management | For | For |
| 1e | Elect Director Ruth Ann Marshall | Management | For | For |
| 1f | Elect Director Connie D. McDaniel | Management | For | For |
| 1g | Elect Director Joseph H. Osnoss | Management | For | Against |
| 1h | Elect Director William B. Plummer | Management | For | For |
| 1i | Elect Director Jeffrey S. Sloan | Management | For | For |
| 1j | Elect Director John T. Turner | Management | For | For |
| 1k | Elect Director M. Troy Woods | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| GLOBALFOUNDRIES INC. Meeting Date: JUL 25, 2022 Record Date: JUN 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: GFS Security ID: G39387108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas Caulfield | Management | For | For |
| 1.2 | Elect Director Ahmed Saeed Al Calily | Management | For | Withhold |
| 1.3 | Elect Director Tim Breen | Management | For | Withhold |
| 1.4 | Elect Director Glenda Dorchak | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| GLOBANT SA Meeting Date: APR 19, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: GLOB Security ID: L44385109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Board's and Auditor's Reports | Management | None | None |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 4 | Approve Allocation of Income | Management | For | For |
| 5 | Approve Discharge of Directors | Management | For | For |
| 6 | Approve Remuneration of Directors | Management | For | For |
| 7 | Appoint PricewaterhouseCoopers, Societe Cooperative as Auditor for Annual Accounts and EU IFRS Consolidated Accounts | Management | For | For |
| 8 | Appoint Price Waterhouse & Co. S.R.L. as Auditor for IFRS Consolidated Accounts | Management | For | For |
| 9 | Reelect Linda Rottenberg as Director | Management | For | For |
| 10 | Reelect Martin Umaran as Director | Management | For | For |
| 11 | Reelect Guibert Englebienne as Director | Management | For | For |
| 1 | Increase Authorized Share Capital and Amend Articles of Association | Management | For | For |
| GLOBUS MEDICAL, INC. Meeting Date: APR 27, 2023 Record Date: MAR 17, 2023 Meeting Type: SPECIAL | ||||
| Ticker: GMED Security ID: 379577208 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| GLOBUS MEDICAL, INC. Meeting Date: JUN 07, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GMED Security ID: 379577208 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel T. Scavilla | Management | For | Withhold |
| 1b | Elect Director Robert Douglas | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| GODADDY INC. Meeting Date: JUN 07, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GDDY Security ID: 380237107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark Garrett | Management | For | For |
| 1b | Elect Director Srinivas (Srini) Tallapragada | Management | For | For |
| 1c | Elect Director Sigal Zarmi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GRACO INC. Meeting Date: APR 28, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GGG Security ID: 384109104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lee R. Mitau | Management | For | For |
| 1b | Elect Director Martha A. Morfitt | Management | For | For |
| 1c | Elect Director Mark W. Sheahan | Management | For | For |
| 1d | Elect Director Kevin J. Wheeler | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GRAPHIC PACKAGING HOLDING COMPANY Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GPK Security ID: 388689101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael P. Doss | Management | For | For |
| 1.2 | Elect Director Dean A. Scarborough | Management | For | For |
| 1.3 | Elect Director Larry M. Venturelli | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GROCERY OUTLET HOLDING CORP. Meeting Date: JUN 20, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GO Security ID: 39874R101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth W. Alterman | Management | For | For |
| 1b | Elect Director John (Jeb) E. Bachman | Management | For | For |
| 1c | Elect Director Thomas F. Herman | Management | For | For |
| 1d | Elect Director Erik D. Ragatz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| GUARDANT HEALTH, INC. Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GH Security ID: 40131M109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ian Clark | Management | For | Withhold |
| 1b | Elect Director Meghan Joyce | Management | For | Withhold |
| 1c | Elect Director Samir Kaul | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| GXO LOGISTICS, INC. Meeting Date: MAY 24, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GXO Security ID: 36262G101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Clare Chatfield | Management | For | For |
| 1.2 | Elect Director Joli L. Gross | Management | For | For |
| 1.3 | Elect Director Jason D. Papastavrou | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| H&R BLOCK, INC. Meeting Date: NOV 04, 2022 Record Date: SEP 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HRB Security ID: 093671105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sean H. Cohan | Management | For | For |
| 1b | Elect Director Robert A. Gerard | Management | For | For |
| 1c | Elect Director Anuradha (Anu) Gupta | Management | For | For |
| 1d | Elect Director Richard A. Johnson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director Mia F. Mends | Management | For | For |
| 1g | Elect Director Yolande G. Piazza | Management | For | For |
| 1h | Elect Director Victoria J. Reich | Management | For | For |
| 1i | Elect Director Matthew E. Winter | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 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 |
| 1a | Elect Director Abdulaziz F. Al Khayyal | Management | For | For |
| 1b | Elect Director William E. Albrecht | Management | For | For |
| 1c | Elect Director M. Katherine Banks | Management | For | For |
| 1d | Elect Director Alan M. Bennett | Management | For | For |
| 1e | Elect Director Milton Carroll | Management | For | For |
| 1f | Elect Director Earl M. Cummings | Management | For | For |
| 1g | Elect Director Murry S. Gerber | Management | For | For |
| 1h | Elect Director Robert A. Malone | Management | For | For |
| 1i | Elect Director Jeffrey A. Miller | Management | For | For |
| 1j | Elect Director Bhavesh V. (Bob) Patel | Management | For | For |
| 1k | Elect Director Maurice S. Smith | Management | For | For |
| 1l | Elect Director Janet L. Weiss | Management | For | For |
| 1m | Elect Director Tobi M. Edwards Young | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Amend Certificate of Incorporation | Management | For | For |
| HASHICORP, INC. Meeting Date: JUN 29, 2023 Record Date: MAY 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HCP Security ID: 418100103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Todd Ford | Management | For | For |
| 1b | Elect Director David Henshall | Management | For | For |
| 1c | Elect Director Sigal Zarmi | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| HCA HEALTHCARE, INC. Meeting Date: APR 19, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HCA Security ID: 40412C101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas F. Frist, III | Management | For | For |
| 1b | Elect Director Samuel N. Hazen | Management | For | For |
| 1c | Elect Director Meg G. Crofton | Management | For | For |
| 1d | Elect Director Robert J. Dennis | Management | For | For |
| 1e | Elect Director Nancy-Ann DeParle | Management | For | For |
| 1f | Elect Director William R. Frist | Management | For | For |
| 1g | Elect Director Hugh F. Johnston | Management | For | For |
| 1h | Elect Director Michael W. Michelson | Management | For | For |
| 1i | Elect Director Wayne J. Riley | Management | For | For |
| 1j | Elect Director Andrea B. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| 6 | Amend Charter of Patient Safety and Quality of Care Committee | Shareholder | Against | For |
| HCA HEALTHCARE, INC. Meeting Date: APR 19, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HCA Security ID: 40412C101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas F. Frist, III | Management | For | For |
| 1b | Elect Director Samuel N. Hazen | Management | For | For |
| 1c | Elect Director Meg G. Crofton | Management | For | For |
| 1d | Elect Director Robert J. Dennis | Management | For | For |
| 1e | Elect Director Nancy-Ann DeParle | Management | For | For |
| 1f | Elect Director William R. Frist | Management | For | For |
| 1g | Elect Director Hugh F. Johnston | Management | For | For |
| 1h | Elect Director Michael W. Michelson | Management | For | For |
| 1i | Elect Director Wayne J. Riley | Management | For | For |
| 1j | Elect Director Andrea B. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | Against |
| 6 | Amend Charter of Patient Safety and Quality of Care Committee | Shareholder | Against | Against |
| HEICO CORPORATION Meeting Date: MAR 17, 2023 Record Date: JAN 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HEI Security ID: 422806109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas M. Culligan | Management | For | For |
| 1.2 | Elect Director Carol F. Fine | Management | For | For |
| 1.3 | Elect Director Adolfo Henriques | Management | For | For |
| 1.4 | Elect Director Mark H. Hildebrandt | Management | For | Withhold |
| 1.5 | Elect Director Eric A. Mendelson | Management | For | For |
| 1.6 | Elect Director Laurans A. Mendelson | Management | For | For |
| 1.7 | Elect Director Victor H. Mendelson | Management | For | For |
| 1.8 | Elect Director Julie Neitzel | Management | For | For |
| 1.9 | Elect Director Alan Schriesheim | Management | For | Withhold |
| 1.10 | Elect Director Frank J. Schwitter | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| HEICO CORPORATION Meeting Date: MAR 17, 2023 Record Date: JAN 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HEI Security ID: 422806208 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas M. Culligan | Management | For | For |
| 1.2 | Elect Director Carol F. Fine | Management | For | For |
| 1.3 | Elect Director Adolfo Henriques | Management | For | For |
| 1.4 | Elect Director Mark H. Hildebrandt | Management | For | Withhold |
| 1.5 | Elect Director Eric A. Mendelson | Management | For | For |
| 1.6 | Elect Director Laurans A. Mendelson | Management | For | For |
| 1.7 | Elect Director Victor H. Mendelson | Management | For | For |
| 1.8 | Elect Director Julie Neitzel | Management | For | For |
| 1.9 | Elect Director Alan Schriesheim | Management | For | Withhold |
| 1.10 | Elect Director Frank J. Schwitter | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| HESS CORPORATION Meeting Date: MAY 17, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HES Security ID: 42809H107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence J. Checki | Management | For | For |
| 1b | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1c | Elect Director Lisa Glatch | Management | For | For |
| 1d | Elect Director John B. Hess | Management | For | For |
| 1e | Elect Director Edith E. Holiday | Management | For | For |
| 1f | Elect Director Marc S. Lipschultz | Management | For | For |
| 1g | Elect Director Raymond J. McGuire | Management | For | For |
| 1h | Elect Director David McManus | Management | For | For |
| 1i | Elect Director Kevin O. Meyers | Management | For | For |
| 1j | Elect Director Karyn F. Ovelmen | Management | For | For |
| 1k | Elect Director James H. Quigley | Management | For | For |
| 1l | Elect Director William G. Schrader | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | 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 |
| 1a | Elect Director Christopher J. Nassetta | Management | For | For |
| 1b | Elect Director Jonathan D. Gray | Management | For | For |
| 1c | Elect Director Charlene T. Begley | Management | For | For |
| 1d | Elect Director Chris Carr | Management | For | For |
| 1e | Elect Director Melanie L. Healey | Management | For | For |
| 1f | Elect Director Raymond E. Mabus, Jr. | Management | For | For |
| 1g | Elect Director Judith A. McHale | Management | For | For |
| 1h | Elect Director Elizabeth A. Smith | Management | For | For |
| 1i | Elect Director Douglas M. Steenland | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' 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 |
| 1A | Elect Director Darius Adamczyk | Management | For | For |
| 1B | Elect Director Duncan Angove | Management | For | For |
| 1C | Elect Director William S. Ayer | Management | For | For |
| 1D | Elect Director Kevin Burke | Management | For | For |
| 1E | Elect Director D. Scott Davis | Management | For | For |
| 1F | Elect Director Deborah Flint | Management | For | For |
| 1G | Elect Director Vimal Kapur | Management | For | For |
| 1H | Elect Director Rose Lee | Management | For | For |
| 1I | Elect Director Grace Lieblein | Management | For | For |
| 1J | Elect Director Robin L. Washington | Management | For | For |
| 1K | Elect Director Robin Watson | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Issue Environmental Justice Report | Shareholder | Against | For |
| HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY Meeting Date: FEB 24, 2023 Record Date: JAN 19, 2023 Meeting Type: COURT | ||||
| Ticker: HZNP Security ID: G46188111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY Meeting Date: FEB 24, 2023 Record Date: JAN 19, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: HZNP Security ID: G46188101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | For |
| 4 | 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 |
| 1a | Elect Director James F. Albaugh | Management | For | For |
| 1b | Elect Director Amy E. Alving | Management | For | For |
| 1c | Elect Director Sharon R. Barner | Management | For | For |
| 1d | Elect Director Joseph S. Cantie | Management | For | For |
| 1e | Elect Director Robert F. Leduc | Management | For | For |
| 1f | Elect Director David J. Miller | Management | For | For |
| 1g | Elect Director Jody G. Miller | Management | For | For |
| 1h | Elect Director John C. Plant | Management | For | For |
| 1i | Elect Director Ulrich R. Schmidt | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | For |
| HP INC. Meeting Date: APR 24, 2023 Record Date: FEB 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HPQ Security ID: 40434L105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Aida M. Alvarez | Management | For | For |
| 1b | Elect Director Shumeet Banerji | Management | For | For |
| 1c | Elect Director Robert R. Bennett | Management | For | For |
| 1d | Elect Director Charles "Chip" V. Bergh | Management | For | For |
| 1e | Elect Director Bruce Broussard | Management | For | For |
| 1f | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1g | Elect Director Stephanie A. Burns | Management | For | For |
| 1h | Elect Director Mary Anne Citrino | Management | For | For |
| 1i | Elect Director Richard L. Clemmer | Management | For | For |
| 1j | Elect Director Enrique J. Lores | Management | For | For |
| 1k | Elect Director Judith "Jami" Miscik | Management | For | For |
| 1l | Elect Director Kim K.W. Rucker | Management | For | For |
| 1m | Elect Director Subra Suresh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| HUBSPOT, INC. Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HUBS Security ID: 443573100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nick Caldwell | Management | For | For |
| 1b | Elect Director Claire Hughes Johnson | Management | For | Against |
| 1c | Elect Director Jay Simons | Management | For | For |
| 1d | Elect Director Yamini Rangan | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One 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 |
| 1a | Elect Director Raquel C. Bono | Management | For | For |
| 1b | Elect Director Bruce D. Broussard | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director David T. Feinberg | Management | For | For |
| 1e | Elect Director Wayne A. I. Frederick | Management | For | For |
| 1f | Elect Director John W. Garratt | Management | For | For |
| 1g | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1h | Elect Director Karen W. Katz | Management | For | For |
| 1i | Elect Director Marcy S. Klevorn | Management | For | For |
| 1j | Elect Director William J. McDonald | Management | For | For |
| 1k | Elect Director Jorge S. Mesquita | Management | For | For |
| 1l | Elect Director Brad D. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HUNTINGTON INGALLS INDUSTRIES, INC. Meeting Date: MAY 02, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HII Security ID: 446413106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Augustus L. Collins | Management | For | For |
| 1.2 | Elect Director Leo P. Denault | Management | For | For |
| 1.3 | Elect Director Kirkland H. Donald | Management | For | For |
| 1.4 | Elect Director Victoria D. Harker | Management | For | For |
| 1.5 | Elect Director Frank R. Jimenez | Management | For | For |
| 1.6 | Elect Director Christopher D. Kastner | Management | For | For |
| 1.7 | Elect Director Anastasia D. Kelly | Management | For | For |
| 1.8 | Elect Director Tracy B. McKibben | Management | For | For |
| 1.9 | Elect Director Stephanie L. O'Sullivan | Management | For | For |
| 1.10 | Elect Director Thomas C. Schievelbein | Management | For | For |
| 1.11 | Elect Director John K. Welch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| IAA, INC. Meeting Date: MAR 14, 2023 Record Date: JAN 25, 2023 Meeting Type: SPECIAL | ||||
| Ticker: IAA Security ID: 449253103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| IAC INC. Meeting Date: JUN 15, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IAC Security ID: 44891N208 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Chelsea Clinton | Management | For | For |
| 1b | Elect Director Barry Diller | Management | For | Withhold |
| 1c | Elect Director Michael D. Eisner | Management | For | Withhold |
| 1d | Elect Director Bonnie S. Hammer | Management | For | Withhold |
| 1e | Elect Director Victor A. Kaufman | Management | For | For |
| 1f | Elect Director Joseph Levin | Management | For | For |
| 1g | Elect Director Bryan Lourd | Management | For | For |
| 1h | Elect Director David Rosenblatt | Management | For | Withhold |
| 1i | Elect Director Alan G. Spoon | Management | For | For |
| 1j | Elect Director Alexander von Furstenberg | Management | For | For |
| 1k | Elect Director Richard F. Zannino | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ICU MEDICAL, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ICUI Security ID: 44930G107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vivek Jain | Management | For | For |
| 1.2 | Elect Director George A. Lopez | Management | For | For |
| 1.3 | Elect Director David C. Greenberg | Management | For | For |
| 1.4 | Elect Director Elisha W. Finney | Management | For | For |
| 1.5 | Elect Director David F. Hoffmeister | Management | For | For |
| 1.6 | Elect Director Donald M. Abbey | Management | For | For |
| 1.7 | Elect Director Laurie Hernandez | Management | For | For |
| 1.8 | Elect Director Kolleen T. Kennedy | Management | For | For |
| 1.9 | Elect Director William Seeger | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| IDEX CORPORATION Meeting Date: MAY 25, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IEX Security ID: 45167R104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Katrina L. Helmkamp | Management | For | For |
| 1b | Elect Director Mark A. Beck | Management | For | For |
| 1c | Elect Director Carl R. Christenson | Management | For | For |
| 1d | Elect Director Alejandro Quiroz Centeno | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| IDEXX LABORATORIES, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IDXX Security ID: 45168D104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel M. Junius | Management | For | For |
| 1b | Elect Director Lawrence D. Kingsley | Management | For | For |
| 1c | Elect Director Sophie V. Vandebroek | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ILLINOIS TOOL WORKS INC. Meeting Date: MAY 05, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ITW Security ID: 452308109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel J. Brutto | Management | For | For |
| 1b | Elect Director Susan Crown | Management | For | For |
| 1c | Elect Director Darell L. Ford | Management | For | For |
| 1d | Elect Director Kelly J. Grier | Management | For | For |
| 1e | Elect Director James W. Griffith | Management | For | For |
| 1f | Elect Director Jay L. Henderson | Management | For | For |
| 1g | Elect Director Richard H. Lenny | Management | For | For |
| 1h | Elect Director E. Scott Santi | Management | For | For |
| 1i | Elect Director David B. Smith, Jr. | Management | For | For |
| 1j | Elect Director Pamela B. Strobel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| INCYTE CORPORATION Meeting Date: JUN 14, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL | ||||
| Ticker: INCY Security ID: 45337C102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julian C. Baker | Management | For | For |
| 1.2 | Elect Director Jean-Jacques Bienaime | Management | For | For |
| 1.3 | Elect Director Otis W. Brawley | Management | For | For |
| 1.4 | Elect Director Paul J. Clancy | Management | For | For |
| 1.5 | Elect Director Jacqualyn A. Fouse | Management | For | For |
| 1.6 | Elect Director Edmund P. Harrigan | Management | For | For |
| 1.7 | Elect Director Katherine A. High | Management | For | For |
| 1.8 | Elect Director Herve Hoppenot | Management | For | For |
| 1.9 | Elect Director Susanne Schaffert | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| INFORMATICA INC. Meeting Date: JUN 13, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL | ||||
| Ticker: INFA Security ID: 45674M101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janice Chaffin | Management | For | For |
| 1.2 | Elect Director Gerald Held | Management | For | For |
| 1.3 | Elect Director Ryan Lanpher | Management | For | Withhold |
| 1.4 | Elect Director Austin Locke | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| INGERSOLL RAND INC. Meeting Date: JUN 15, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IR Security ID: 45687V106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicente Reynal | Management | For | For |
| 1b | Elect Director William P. Donnelly | Management | For | For |
| 1c | Elect Director Kirk E. Arnold | Management | For | For |
| 1d | Elect Director Gary D. Forsee | Management | For | For |
| 1e | Elect Director Jennifer Hartsock | Management | For | For |
| 1f | Elect Director John Humphrey | Management | For | For |
| 1g | Elect Director Marc E. Jones | Management | For | For |
| 1h | Elect Director Mark Stevenson | Management | For | For |
| 1i | Elect Director Michael Stubblefield | Management | For | For |
| 1j | Elect Director Tony L. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INSULET CORPORATION Meeting Date: MAY 23, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PODD Security ID: 45784P101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Luciana Borio | Management | For | For |
| 1.2 | Elect Director Michael R. Minogue | Management | For | For |
| 1.3 | Elect Director Corinne H. Nevinny | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| INSULET CORPORATION Meeting Date: MAY 23, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PODD Security ID: 45784P101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Luciana Borio | Management | For | Withhold |
| 1.2 | Elect Director Michael R. Minogue | Management | For | Withhold |
| 1.3 | Elect Director Corinne H. Nevinny | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Thomas Buberl | Management | For | For |
| 1b | Elect Director David N. Farr | Management | For | For |
| 1c | Elect Director Alex Gorsky | Management | For | For |
| 1d | Elect Director Michelle J. Howard | Management | For | For |
| 1e | Elect Director Arvind Krishna | Management | For | For |
| 1f | Elect Director Andrew N. Liveris | Management | For | For |
| 1g | Elect Director F. William McNabb, III | Management | For | For |
| 1h | Elect Director Martha E. Pollack | Management | For | For |
| 1i | Elect Director Joseph R. Swedish | Management | For | For |
| 1j | Elect Director Peter R. Voser | Management | For | For |
| 1k | Elect Director Frederick H. Waddell | Management | For | For |
| 1l | Elect Director Alfred W. Zollar | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | For |
| INTUIT INC. Meeting Date: JAN 19, 2023 Record Date: NOV 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: INTU Security ID: 461202103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eve Burton | Management | For | For |
| 1b | Elect Director Scott D. Cook | Management | For | For |
| 1c | Elect Director Richard L. Dalzell | Management | For | For |
| 1d | Elect Director Sasan K. Goodarzi | Management | For | For |
| 1e | Elect Director Deborah Liu | Management | For | For |
| 1f | Elect Director Tekedra Mawakana | Management | For | For |
| 1g | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1h | Elect Director Thomas Szkutak | Management | For | For |
| 1i | Elect Director Raul Vazquez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| INTUITIVE SURGICAL, INC. Meeting Date: APR 27, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ISRG Security ID: 46120E602 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig H. Barratt | Management | For | For |
| 1b | Elect Director Joseph C. Beery | Management | For | For |
| 1c | Elect Director Gary S. Guthart | Management | For | For |
| 1d | Elect Director Amal M. Johnson | Management | For | For |
| 1e | Elect Director Don R. Kania | Management | For | For |
| 1f | Elect Director Amy L. Ladd | Management | For | For |
| 1g | Elect Director Keith R. Leonard, Jr. | Management | For | For |
| 1h | Elect Director Alan J. Levy | Management | For | For |
| 1i | Elect Director Jami Dover Nachtsheim | Management | For | For |
| 1j | Elect Director Monica P. Reed | Management | For | For |
| 1k | Elect Director Mark J. Rubash | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Gender/Racial Pay Gap | Shareholder | Against | For |
| INTUITIVE SURGICAL, INC. Meeting Date: APR 27, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ISRG Security ID: 46120E602 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig H. Barratt | Management | For | For |
| 1b | Elect Director Joseph C. Beery | Management | For | For |
| 1c | Elect Director Gary S. Guthart | Management | For | For |
| 1d | Elect Director Amal M. Johnson | Management | For | For |
| 1e | Elect Director Don R. Kania | Management | For | For |
| 1f | Elect Director Amy L. Ladd | Management | For | For |
| 1g | Elect Director Keith R. Leonard, Jr. | Management | For | For |
| 1h | Elect Director Alan J. Levy | Management | For | For |
| 1i | Elect Director Jami Dover Nachtsheim | Management | For | For |
| 1j | Elect Director Monica P. Reed | Management | For | For |
| 1k | Elect Director Mark J. Rubash | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| IONIS PHARMACEUTICALS, INC. Meeting Date: JUN 01, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IONS Security ID: 462222100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Spencer R. Berthelsen | Management | For | For |
| 1.2 | Elect Director Joan E. Herman | Management | For | For |
| 1.3 | Elect Director B. Lynne Parshall | Management | For | For |
| 1.4 | Elect Director Joseph H. Wender | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Non-Employee Director Stock Option Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| IQVIA HOLDINGS INC. Meeting Date: APR 18, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IQV Security ID: 46266C105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol J. Burt | Management | For | For |
| 1b | Elect Director Colleen A. Goggins | Management | For | For |
| 1c | Elect Director Sheila A. Stamps | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold | Management | For | For |
| 4 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| IRON MOUNTAIN INCORPORATED Meeting Date: MAY 09, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IRM Security ID: 46284V101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer Allerton | Management | For | For |
| 1b | Elect Director Pamela M. Arway | Management | For | For |
| 1c | Elect Director Clarke H. Bailey | Management | For | For |
| 1d | Elect Director Kent P. Dauten | Management | For | For |
| 1e | Elect Director Monte Ford | Management | For | For |
| 1f | Elect Director Robin L. Matlock | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Wendy J. Murdock | Management | For | For |
| 1i | Elect Director Walter C. Rakowich | Management | For | For |
| 1j | Elect Director Doyle R. Simons | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| J.B. HUNT TRANSPORT SERVICES, INC. Meeting Date: APR 27, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: JBHT Security ID: 445658107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Francesca M. Edwardson | Management | For | For |
| 1.2 | Elect Director Wayne Garrison | Management | For | For |
| 1.3 | Elect Director Sharilyn S. Gasaway | Management | For | For |
| 1.4 | Elect Director Thad (John B., III) Hill | Management | For | For |
| 1.5 | Elect Director Bryan Hunt | Management | For | For |
| 1.6 | Elect Director Persio Lisboa | Management | For | For |
| 1.7 | Elect Director John N. Roberts, III | Management | For | For |
| 1.8 | Elect Director James L. Robo | Management | For | For |
| 1.9 | Elect Director Kirk Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| JABIL INC. Meeting Date: JAN 26, 2023 Record Date: NOV 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JBL Security ID: 466313103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anousheh Ansari | Management | For | For |
| 1b | Elect Director Christopher S. Holland | Management | For | For |
| 1c | Elect Director Mark T. Mondello | Management | For | For |
| 1d | Elect Director John C. Plant | Management | For | For |
| 1e | Elect Director Steven A. Raymund | Management | For | For |
| 1f | Elect Director Thomas A. Sansone | Management | For | For |
| 1g | Elect Director David M. Stout | Management | For | For |
| 1h | Elect Director Kathleen A. Walters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| JACK HENRY & ASSOCIATES, INC. Meeting Date: NOV 15, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JKHY Security ID: 426281101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David B. Foss | Management | For | For |
| 1.2 | Elect Director Matthew C. Flanigan | Management | For | For |
| 1.3 | Elect Director Thomas H. Wilson, Jr. | Management | For | For |
| 1.4 | Elect Director Jacque R. Fiegel | Management | For | For |
| 1.5 | Elect Director Thomas A. Wimsett | Management | For | For |
| 1.6 | Elect Director Laura G. Kelly | Management | For | For |
| 1.7 | Elect Director Shruti S. Miyashiro | Management | For | For |
| 1.8 | Elect Director Wesley A. Brown | Management | For | For |
| 1.9 | Elect Director Curtis A. Campbell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| JAMF HOLDING CORP. Meeting Date: MAY 23, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: JAMF Security ID: 47074L105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andre Durand | Management | For | For |
| 1.2 | Elect Director Kevin Klausmeyer | Management | For | For |
| 1.3 | Elect Director Vina M. Leite | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| KBR, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KBR Security ID: 48242W106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark E. Baldwin | Management | For | For |
| 1b | Elect Director Stuart J. B. Bradie | Management | For | For |
| 1c | Elect Director Lynn A. Dugle | Management | For | For |
| 1d | Elect Director Lester L. Lyles | Management | For | For |
| 1e | Elect Director John A. Manzoni | Management | For | For |
| 1f | Elect Director Wendy M. Masiello | Management | For | For |
| 1g | Elect Director Jack B. Moore | Management | For | For |
| 1h | Elect Director Ann D. Pickard | Management | For | For |
| 1i | Elect Director Carlos A. Sabater | Management | For | For |
| 1j | Elect Director Vincent R. Stewart *Withdrawn Resolution* | Management | None | None |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| KELLOGG COMPANY Meeting Date: APR 28, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: K Security ID: 487836108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephanie A. Burns | Management | For | For |
| 1b | Elect Director Steve Cahillane | Management | For | For |
| 1c | Elect Director La June Montgomery Tabron | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Civil Rights, Non-Discrimination and Returns to Merit Audit | Shareholder | Against | Against |
| 6 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| KEYSIGHT TECHNOLOGIES, INC. Meeting Date: MAR 16, 2023 Record Date: JAN 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KEYS Security ID: 49338L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Satish C. Dhanasekaran | Management | For | For |
| 1.2 | Elect Director Richard P. Hamada | Management | For | For |
| 1.3 | Elect Director Paul A. Lacouture | Management | For | For |
| 1.4 | Elect Director Kevin A. Stephens | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| KIMBERLY-CLARK CORPORATION Meeting Date: APR 20, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KMB Security ID: 494368103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sylvia M. Burwell | Management | For | For |
| 1.2 | Elect Director John W. Culver | Management | For | For |
| 1.3 | Elect Director Michael D. Hsu | Management | For | For |
| 1.4 | Elect Director Mae C. Jemison | Management | For | For |
| 1.5 | Elect Director S. Todd Maclin | Management | For | For |
| 1.6 | Elect Director Deirdre A. Mahlan | Management | For | For |
| 1.7 | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1.8 | Elect Director Christa S. Quarles | Management | For | For |
| 1.9 | Elect Director Jaime A. Ramirez | Management | For | For |
| 1.10 | Elect Director Dunia A. Shive | Management | For | For |
| 1.11 | Elect Director Mark T. Smucker | Management | For | For |
| 1.12 | Elect Director Michael D. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| KLA CORPORATION Meeting Date: NOV 02, 2022 Record Date: SEP 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KLAC Security ID: 482480100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert Calderoni | Management | For | For |
| 1.2 | Elect Director Jeneanne Hanley | Management | For | For |
| 1.3 | Elect Director Emiko Higashi | Management | For | For |
| 1.4 | Elect Director Kevin Kennedy | Management | For | For |
| 1.5 | Elect Director Gary Moore | Management | For | For |
| 1.6 | Elect Director Marie Myers | Management | For | For |
| 1.7 | Elect Director Kiran Patel | Management | For | For |
| 1.8 | Elect Director Victor Peng | Management | For | For |
| 1.9 | Elect Director Robert Rango | Management | For | For |
| 1.10 | Elect Director Richard Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| L3HARRIS TECHNOLOGIES, INC. Meeting Date: APR 21, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LHX Security ID: 502431109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sallie B. Bailey | Management | For | For |
| 1b | Elect Director Peter W. Chiarelli | Management | For | For |
| 1c | Elect Director Thomas A. Dattilo | Management | For | For |
| 1d | Elect Director Roger B. Fradin | Management | For | For |
| 1e | Elect Director Joanna L. Geraghty | Management | For | For |
| 1f | Elect Director Harry B. Harris, Jr. | Management | For | For |
| 1g | Elect Director Lewis Hay, III | Management | For | For |
| 1h | Elect Director Christopher E. Kubasik | Management | For | For |
| 1i | Elect Director Rita S. Lane | Management | For | For |
| 1j | Elect Director Robert B. Millard | Management | For | For |
| 1k | Elect Director Edward A. Rice, Jr. | Management | For | For |
| 1l | Elect Director Christina L. Zamarro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| LAM RESEARCH CORPORATION Meeting Date: NOV 08, 2022 Record Date: SEP 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LRCX Security ID: 512807108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohail U. Ahmed | Management | For | For |
| 1b | Elect Director Timothy M. Archer | Management | For | For |
| 1c | Elect Director Eric K. Brandt | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Bethany J. Mayer | Management | For | For |
| 1f | Elect Director Jyoti K. Mehra | Management | For | For |
| 1g | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1h | Elect Director Lih Shyng (Rick L.) Tsai | Management | For | For |
| 1i | Elect Director Leslie F. Varon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LAMAR ADVERTISING COMPANY Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LAMR Security ID: 512816109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy Fletcher | Management | For | For |
| 1.2 | Elect Director John E. Koerner, III | Management | For | Withhold |
| 1.3 | Elect Director Marshall A. Loeb | Management | For | For |
| 1.4 | Elect Director Stephen P. Mumblow | Management | For | Withhold |
| 1.5 | Elect Director Thomas V. Reifenheiser | Management | For | Withhold |
| 1.6 | Elect Director Anna Reilly | Management | For | Withhold |
| 1.7 | Elect Director Kevin P. Reilly, Jr. | Management | For | Withhold |
| 1.8 | Elect Director Wendell Reilly | Management | For | Withhold |
| 1.9 | Elect Director Elizabeth Thompson | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| LAMB WESTON HOLDINGS, INC. Meeting Date: SEP 29, 2022 Record Date: AUG 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LW Security ID: 513272104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Bensen | Management | For | For |
| 1b | Elect Director Charles A. Blixt | Management | For | For |
| 1c | Elect Director Robert J. Coviello | Management | For | For |
| 1d | Elect Director Andre J. Hawaux | Management | For | For |
| 1e | Elect Director W.G. Jurgensen | Management | For | For |
| 1f | Elect Director Thomas P. Maurer | Management | For | For |
| 1g | Elect Director Hala G. Moddelmog | Management | For | For |
| 1h | Elect Director Robert A. Niblock | Management | For | For |
| 1i | Elect Director Maria Renna Sharpe | Management | For | For |
| 1j | Elect Director Thomas P. Werner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| LANDSTAR SYSTEM, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LSTR Security ID: 515098101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David G. Bannister | Management | For | For |
| 1b | Elect Director James L. Liang | Management | For | For |
| 1c | Elect Director George P. Scanlon | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Declassify the Board of Directors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LAS VEGAS SANDS CORP. Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LVS Security ID: 517834107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert G. Goldstein | Management | For | Withhold |
| 1.2 | Elect Director Patrick Dumont | Management | For | Withhold |
| 1.3 | Elect Director Irwin Chafetz | Management | For | Withhold |
| 1.4 | Elect Director Micheline Chau | Management | For | Withhold |
| 1.5 | Elect Director Charles D. Forman | Management | For | Withhold |
| 1.6 | Elect Director Nora M. Jordan | Management | For | Withhold |
| 1.7 | Elect Director Lewis Kramer | Management | For | Withhold |
| 1.8 | Elect Director David F. Levi | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | For |
| 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 |
| 1.1 | Elect Director James R. Anderson | Management | For | For |
| 1.2 | Elect Director Robin A. Abrams | Management | For | Withhold |
| 1.3 | Elect Director Douglas Bettinger | Management | For | For |
| 1.4 | Elect Director Mark E. Jensen | Management | For | For |
| 1.5 | Elect Director James P. Lederer | Management | For | For |
| 1.6 | Elect Director D. Jeffrey Richardson | Management | For | For |
| 1.7 | Elect Director Elizabeth Schwarting | Management | For | For |
| 1.8 | Elect Director Raejeanne Skillern | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| LESLIE'S, INC. Meeting Date: MAR 16, 2023 Record Date: JAN 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LESL Security ID: 527064109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James Ray, Jr. | Management | For | Withhold |
| 1.2 | Elect Director John Strain | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| LIBERTY BROADBAND CORPORATION Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LBRDK Security ID: 530307107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John C. Malone | Management | For | For |
| 1.2 | Elect Director Gregg L. Engles | Management | For | Withhold |
| 1.3 | Elect Director John E. Welsh, III | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| LIBERTY MEDIA CORP. Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FWONK Security ID: 531229409 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Derek Chang | Management | For | Withhold |
| 1.2 | Elect Director Evan D. Malone | Management | For | For |
| 1.3 | Elect Director Larry E. Romrell | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| LIBERTY MEDIA CORP. Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FWONK Security ID: 531229870 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Derek Chang | Management | For | Withhold |
| 1.2 | Elect Director Evan D. Malone | Management | For | For |
| 1.3 | Elect Director Larry E. Romrell | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| LINCOLN ELECTRIC HOLDINGS, INC. Meeting Date: APR 19, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LECO Security ID: 533900106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian D. Chambers | Management | For | For |
| 1.2 | Elect Director Curtis E. Espeland | Management | For | For |
| 1.3 | Elect Director Patrick P. Goris | Management | For | For |
| 1.4 | Elect Director Michael F. Hilton | Management | For | For |
| 1.5 | Elect Director Kathryn Jo Lincoln | Management | For | For |
| 1.6 | Elect Director Christopher L. Mapes | Management | For | For |
| 1.7 | Elect Director Phillip J. Mason | Management | For | For |
| 1.8 | Elect Director Ben P. Patel | Management | For | For |
| 1.9 | Elect Director Hellene S. Runtagh | Management | For | For |
| 1.10 | Elect Director Kellye L. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Approve Non-Employee Director Omnibus Stock Plan | Management | For | For |
| LINCOLN NATIONAL CORPORATION Meeting Date: MAY 25, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LNC Security ID: 534187109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Deirdre P. Connelly | Management | For | For |
| 1.2 | Elect Director Ellen G. Cooper | Management | For | For |
| 1.3 | Elect Director William H. Cunningham | Management | For | For |
| 1.4 | Elect Director Reginald E. Davis | Management | For | For |
| 1.5 | Elect Director Eric G. Johnson | Management | For | For |
| 1.6 | Elect Director Gary C. Kelly | Management | For | For |
| 1.7 | Elect Director M. Leanne Lachman | Management | For | For |
| 1.8 | Elect Director Dale LeFebvre | Management | For | For |
| 1.9 | Elect Director Janet Liang | Management | For | For |
| 1.10 | Elect Director Michael F. Mee | Management | For | For |
| 1.11 | Elect Director Lynn M. Utter | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| LINDE PLC Meeting Date: JAN 18, 2023 Record Date: JAN 16, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: LIN Security ID: G5494J103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Approve Common Draft Terms of Merger | Management | For | For |
| LINDE PLC Meeting Date: JAN 18, 2023 Record Date: JAN 16, 2023 Meeting Type: COURT | ||||
| Ticker: LIN Security ID: G5494J111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| LIVE NATION ENTERTAINMENT, INC. Meeting Date: JUN 09, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LYV Security ID: 538034109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Maverick Carter | Management | For | For |
| 1.2 | Elect Director Ping Fu | Management | For | For |
| 1.3 | Elect Director Jeffrey T. Hinson | Management | For | For |
| 1.4 | Elect Director Chad Hollingsworth | Management | For | For |
| 1.5 | Elect Director James Iovine | Management | For | For |
| 1.6 | Elect Director James S. Kahan | Management | For | For |
| 1.7 | Elect Director Gregory B. Maffei | Management | For | Against |
| 1.8 | Elect Director Randall T. Mays | Management | For | For |
| 1.9 | Elect Director Richard A. Paul | Management | For | For |
| 1.10 | Elect Director Michael Rapino | Management | For | For |
| 1.11 | Elect Director Latriece Watkins | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1.1 | Elect Director Daniel F. Akerson | Management | For | For |
| 1.2 | Elect Director David B. Burritt | Management | For | For |
| 1.3 | Elect Director Bruce A. Carlson | Management | For | For |
| 1.4 | Elect Director John M. Donovan | Management | For | For |
| 1.5 | Elect Director Joseph F. Dunford, Jr. | Management | For | For |
| 1.6 | Elect Director James O. Ellis, Jr. | Management | For | For |
| 1.7 | Elect Director Thomas J. Falk | Management | For | For |
| 1.8 | Elect Director Ilene S. Gordon | Management | For | For |
| 1.9 | Elect Director Vicki A. Hollub | Management | For | For |
| 1.10 | Elect Director Jeh C. Johnson | Management | For | For |
| 1.11 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.12 | Elect Director James D. Taiclet | Management | For | For |
| 1.13 | Elect Director Patricia E. Yarrington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Human Rights Impact Assessment | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Full Value Chain GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | For |
| LOUISIANA-PACIFIC CORPORATION Meeting Date: APR 28, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LPX Security ID: 546347105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jose A. Bayardo | Management | For | For |
| 1b | Elect Director Stephen E. Macadam | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | 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 Director Raul Alvarez | Management | For | For |
| 1.2 | Elect Director David H. Batchelder | Management | For | For |
| 1.3 | Elect Director Scott H. Baxter | Management | For | For |
| 1.4 | Elect Director Sandra B. Cochran | Management | For | For |
| 1.5 | Elect Director Laurie Z. Douglas | Management | For | For |
| 1.6 | Elect Director Richard W. Dreiling | Management | For | For |
| 1.7 | Elect Director Marvin R. Ellison | Management | For | For |
| 1.8 | Elect Director Daniel J. Heinrich | Management | For | For |
| 1.9 | Elect Director Brian C. Rogers | Management | For | For |
| 1.10 | Elect Director Bertram L. Scott | Management | For | For |
| 1.11 | Elect Director Colleen Taylor | Management | For | For |
| 1.12 | Elect Director Mary Beth West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Dan H. Arnold | Management | For | For |
| 1b | Elect Director Edward C. Bernard | Management | For | For |
| 1c | Elect Director H. Paulett Eberhart | Management | For | For |
| 1d | Elect Director William F. Glavin, Jr. | Management | For | For |
| 1e | Elect Director Albert J. Ko | Management | For | For |
| 1f | Elect Director Allison H. Mnookin | Management | For | For |
| 1g | Elect Director Anne M. Mulcahy | Management | For | For |
| 1h | Elect Director James S. Putnam | Management | For | For |
| 1i | Elect Director Richard P. Schifter | Management | For | For |
| 1j | Elect Director Corey E. Thomas | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| LUCID GROUP, INC. Meeting Date: APR 24, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LCID Security ID: 549498103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Turqi Alnowaiser | Management | For | Withhold |
| 1.2 | Elect Director Glenn R. August | Management | For | For |
| 1.3 | Elect Director Andrew Liveris | Management | For | Withhold |
| 1.4 | Elect Director Sherif Marakby | Management | For | For |
| 1.5 | Elect Director Nichelle Maynard-Elliott | Management | For | For |
| 1.6 | Elect Director Chabi Nouri | Management | For | For |
| 1.7 | Elect Director Peter Rawlinson | Management | For | For |
| 1.8 | Elect Director Ori Winitzer | Management | For | For |
| 1.9 | Elect Director Janet S. Wong | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Articles of Incorporation to Provide Directors May Be Removed With or Without Cause | Management | For | For |
| LULULEMON ATHLETICA INC. Meeting Date: JUN 07, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LULU Security ID: 550021109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael Casey | Management | For | Against |
| 1b | Elect Director Glenn Murphy | Management | For | Against |
| 1c | Elect Director David Mussafer | Management | For | Against |
| 1d | Elect Director Isabel Mahe | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| LULULEMON ATHLETICA INC. Meeting Date: JUN 07, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LULU Security ID: 550021109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael Casey | Management | For | For |
| 1b | Elect Director Glenn Murphy | Management | For | For |
| 1c | Elect Director David Mussafer | Management | For | For |
| 1d | Elect Director Isabel Mahe | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| LYFT, INC. Meeting Date: JUN 15, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LYFT Security ID: 55087P104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Logan Green | Management | For | Withhold |
| 1.2 | Elect Director David Risher | Management | For | Withhold |
| 1.3 | Elect Director Dave Stephenson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| MADISON SQUARE GARDEN SPORTS CORP. Meeting Date: DEC 09, 2022 Record Date: OCT 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MSGS Security ID: 55825T103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph M. Cohen | Management | For | For |
| 1.2 | Elect Director Richard D. Parsons | Management | For | For |
| 1.3 | Elect Director Nelson Peltz | Management | For | For |
| 1.4 | Elect Director Ivan Seidenberg | Management | For | For |
| 1.5 | Elect Director Anthony J. Vinciquerra | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| MANDIANT, INC. Meeting Date: JUL 07, 2022 Record Date: MAY 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MNDT Security ID: 562662106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin R. Mandia | Management | For | For |
| 1b | Elect Director Enrique Salem | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MANHATTAN ASSOCIATES, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MANH Security ID: 562750109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eddie Capel | Management | For | For |
| 1b | Elect Director Charles E. Moran | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MARAVAI LIFESCIENCES HOLDINGS, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MRVI Security ID: 56600D107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anat Ashkenazi | Management | For | Withhold |
| 1.2 | Elect Director Gregory T. Lucier | Management | For | Withhold |
| 1.3 | Elect Director Luke Marker | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MARKEL CORPORATION Meeting Date: MAY 17, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MKL Security ID: 570535104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark M. Besca | Management | For | For |
| 1b | Elect Director K. Bruce Connell | Management | For | For |
| 1c | Elect Director Lawrence A. Cunningham | Management | For | For |
| 1d | Elect Director Thomas S. Gayner | Management | For | For |
| 1e | Elect Director Greta J. Harris | Management | For | For |
| 1f | Elect Director Morgan E. Housel | Management | For | For |
| 1g | Elect Director Diane Leopold | Management | For | For |
| 1h | Elect Director Anthony F. Markel | Management | For | For |
| 1i | Elect Director Steven A. Markel | Management | For | For |
| 1j | Elect Director Harold L. Morrison, Jr. | Management | For | For |
| 1k | Elect Director Michael O'Reilly | Management | For | For |
| 1l | Elect Director A. Lynne Puckett | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | 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 |
| 1a | Elect Director Richard M. McVey | Management | For | For |
| 1b | Elect Director Christopher R. Concannon | Management | For | For |
| 1c | Elect Director Nancy Altobello | Management | For | For |
| 1d | Elect Director Steven L. Begleiter | Management | For | For |
| 1e | Elect Director Stephen P. Casper | Management | For | For |
| 1f | Elect Director Jane Chwick | Management | For | For |
| 1g | Elect Director William F. Cruger | Management | For | For |
| 1h | Elect Director Kourtney Gibson | Management | For | For |
| 1i | Elect Director Richard G. Ketchum | Management | For | For |
| 1j | Elect Director Emily H. Portney | Management | For | For |
| 1k | Elect Director Richard L. Prager | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One 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 |
| 1a | Elect Director Anthony G. Capuano | Management | For | For |
| 1b | Elect Director Isabella D. Goren | Management | For | For |
| 1c | Elect Director Deborah Marriott Harrison | Management | For | For |
| 1d | Elect Director Frederick A. Henderson | Management | For | For |
| 1e | Elect Director Eric Hippeau | Management | For | For |
| 1f | Elect Director Lauren R. Hobart | Management | For | For |
| 1g | Elect Director Debra L. Lee | Management | For | For |
| 1h | Elect Director Aylwin B. Lewis | Management | For | For |
| 1i | Elect Director David S. Marriott | Management | For | For |
| 1j | Elect Director Margaret M. McCarthy | Management | For | For |
| 1k | Elect Director Grant F. Reid | Management | For | For |
| 1l | Elect Director Horacio D. Rozanski | Management | For | For |
| 1m | Elect Director Susan C. Schwab | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 7 | Report on Gender/Racial Pay Gap | Shareholder | Against | For |
| MARSH & MCLENNAN COMPANIES, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MMC Security ID: 571748102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony K. Anderson | Management | For | For |
| 1b | Elect Director John Q. Doyle | Management | For | For |
| 1c | Elect Director Hafize Gaye Erkan | Management | For | For |
| 1d | Elect Director Oscar Fanjul | Management | For | For |
| 1e | Elect Director H. Edward Hanway | Management | For | For |
| 1f | Elect Director Judith Hartmann | Management | For | For |
| 1g | Elect Director Deborah C. Hopkins | Management | For | For |
| 1h | Elect Director Tamara Ingram | Management | For | For |
| 1i | Elect Director Jane H. Lute | Management | For | For |
| 1j | Elect Director Steven A. Mills | Management | For | For |
| 1k | Elect Director Bruce P. Nolop | Management | For | For |
| 1l | Elect Director Morton O. Schapiro | Management | For | For |
| 1m | Elect Director Lloyd M. Yates | Management | For | For |
| 1n | Elect Director Ray G. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MARTIN MARIETTA MATERIALS, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MLM Security ID: 573284106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dorothy M. Ables | Management | For | For |
| 1.2 | Elect Director Sue W. Cole | Management | For | For |
| 1.3 | Elect Director Anthony R. Foxx | Management | For | For |
| 1.4 | Elect Director John J. Koraleski | Management | For | For |
| 1.5 | Elect Director C. Howard Nye | Management | For | For |
| 1.6 | Elect Director Laree E. Perez | Management | For | For |
| 1.7 | Elect Director Thomas H. Pike | Management | For | For |
| 1.8 | Elect Director Michael J. Quillen | Management | For | For |
| 1.9 | Elect Director Donald W. Slager | Management | For | For |
| 1.10 | Elect Director David C. Wajsgras | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| MARVELL TECHNOLOGY, INC. Meeting Date: JUN 16, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MRVL Security ID: 573874104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sara Andrews | Management | For | For |
| 1b | Elect Director W. Tudor Brown | Management | For | For |
| 1c | Elect Director Brad W. Buss | Management | For | For |
| 1d | Elect Director Rebecca W. House | Management | For | For |
| 1e | Elect Director Marachel L. Knight | Management | For | For |
| 1f | Elect Director Matthew J. Murphy | Management | For | For |
| 1g | Elect Director Michael G. Strachan | Management | For | For |
| 1h | Elect Director Robert E. Switz | Management | For | For |
| 1i | Elect Director Ford Tamer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MASCO CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MAS Security ID: 574599106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Keith J. Allman | Management | For | For |
| 1b | Elect Director Aine L. Denari | Management | For | For |
| 1c | Elect Director Christopher A. O'Herlihy | Management | For | For |
| 1d | Elect Director Charles K. Stevens, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MASIMO CORPORATION Meeting Date: JUN 26, 2023 Record Date: MAY 11, 2023 Meeting Type: PROXY CONTEST | ||||
| Ticker: MASI Security ID: 574795100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Universal Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 2 Directors | ||||
| 1a | Elect Management Nominee Director H Michael Cohen | Management | For | Did Not Vote |
| 1b | Elect Management Nominee Director Julie A. Shimer | Management | For | Did Not Vote |
| 1c | Elect Dissident Nominee Director Michelle Brennan | Shareholder | Withhold | Did Not Vote |
| 1d | Elect Dissident Nominee Director Quentin Koffey | Shareholder | Withhold | Did Not Vote |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | Did Not Vote |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | Did Not Vote |
| 5 | Declassify the Board of Directors | Management | For | Did Not Vote |
| 6 | Approve Increase in Size of Board from Five to Seven | Management | For | Did Not Vote |
| 7 | Approve Repeal Any Provision of or Amendment to Bylaws of the Company Adopted Without the Approval of Shareholders after April 20, 2023 and Through the Conclusion of the Annual Meeting | Shareholder | Against | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (Blue Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 2 Directors | ||||
| Politan Nominees | ||||
| 1a | Elect Dissident Nominee Director Michelle Brennan | Shareholder | For | For |
| 1b | Elect Dissident Nominee Director Quentin Koffey | Shareholder | For | For |
| Company Nominees Opposed by Politan | ||||
| 1a | Elect Management Nominee Director H Michael Cohen | Management | Withhold | Withhold |
| 1b | Elect Management Nominee Director Julie A. Shimer | Management | Withhold | Withhold |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Approve Increase in Size of Board from Five to Seven | Management | Abstain | For |
| 7 | Approve Repeal Any Provision of or Amendment to Bylaws of the Company Adopted Without the Approval of Shareholders after April 20, 2023 and Through the Conclusion of the Annual Meeting | Shareholder | For | For |
| MASTERBRAND, INC. Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MBC Security ID: 57638P104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. David Banyard, Jr. | Management | For | For |
| 1.2 | Elect Director Ann Fritz Hackett | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | 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 |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| MATCH GROUP, INC. Meeting Date: JUN 22, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MTCH Security ID: 57667L107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharmistha Dubey | Management | For | For |
| 1b | Elect Director Ann L. McDaniel | Management | For | For |
| 1c | Elect Director Thomas J. McInerney | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MATTEL, INC. Meeting Date: MAY 15, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MAT Security ID: 577081102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director R. Todd Bradley | Management | For | For |
| 1b | Elect Director Adriana Cisneros | Management | For | For |
| 1c | Elect Director Michael Dolan | Management | For | For |
| 1d | Elect Director Diana Ferguson | Management | For | For |
| 1e | Elect Director Noreena Hertz | Management | For | For |
| 1f | Elect Director Ynon Kreiz | Management | For | For |
| 1g | Elect Director Soren Laursen | Management | For | For |
| 1h | Elect Director Ann Lewnes | Management | For | For |
| 1i | Elect Director Roger Lynch | Management | For | For |
| 1j | Elect Director Dominic Ng | Management | For | For |
| 1k | Elect Director Judy Olian | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | 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 |
| 1a | Elect Director Anthony Capuano | Management | For | For |
| 1b | Elect Director Kareem Daniel | Management | For | For |
| 1c | Elect Director Lloyd Dean | Management | For | For |
| 1d | Elect Director Catherine Engelbert | Management | For | For |
| 1e | Elect Director Margaret Georgiadis | Management | For | For |
| 1f | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1g | Elect Director Christopher Kempczinski | Management | For | For |
| 1h | Elect Director Richard Lenny | Management | For | For |
| 1i | Elect Director John Mulligan | Management | For | For |
| 1j | Elect Director Jennifer Taubert | Management | For | For |
| 1k | Elect Director Paul Walsh | Management | For | For |
| 1l | Elect Director Amy Weaver | Management | For | For |
| 1m | Elect Director Miles White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain | Shareholder | Against | Against |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 9 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 10 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 11 | Report on Animal Welfare | Shareholder | Against | For |
| MCKESSON CORPORATION Meeting Date: JUL 22, 2022 Record Date: MAY 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MCK Security ID: 58155Q103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Carmona | Management | For | For |
| 1b | Elect Director Dominic J. Caruso | Management | For | For |
| 1c | Elect Director W. Roy Dunbar | Management | For | For |
| 1d | Elect Director James H. Hinton | Management | For | For |
| 1e | Elect Director Donald R. Knauss | Management | For | For |
| 1f | Elect Director Bradley E. Lerman | Management | For | For |
| 1g | Elect Director Linda P. Mantia | Management | For | For |
| 1h | Elect Director Maria Martinez | Management | For | For |
| 1i | Elect Director Susan R. Salka | Management | For | For |
| 1j | Elect Director Brian S. Tyler | Management | For | For |
| 1k | Elect Director Kathleen Wilson-Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Adopt Policy on 10b5-1 Plans | Shareholder | Against | 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 |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Thomas H. Glocer | Management | For | For |
| 1f | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Stephen L. Mayo | Management | For | For |
| 1h | Elect Director Paul B. Rothman | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Christine E. Seidman | Management | For | For |
| 1k | Elect Director Inge G. Thulin | Management | For | For |
| 1l | Elect Director Kathy J. Warden | Management | For | For |
| 1m | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Access to COVID-19 Products | Shareholder | Against | For |
| 7 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | For |
| 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 Director Peggy Alford | Management | For | Withhold |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | Withhold |
| 1.3 | Elect Director Andrew W. Houston | Management | For | Withhold |
| 1.4 | Elect Director Nancy Killefer | Management | For | For |
| 1.5 | Elect Director Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Director Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Director Tracey T. Travis | Management | For | For |
| 1.8 | Elect Director Tony Xu | Management | For | Withhold |
| 1.9 | Elect Director Mark Zuckerberg | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Human Rights Impact Assessment of Targeted Advertising | Shareholder | Against | For |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | For |
| 9 | Report on Data Privacy regarding Reproductive Healthcare | Shareholder | Against | For |
| 10 | Report on Enforcement of Community Standards and User Content | Shareholder | Against | Against |
| 11 | Report on Child Safety and Harm Reduction | Shareholder | Against | For |
| 12 | Report on Executive Pay Calibration to Externalized Costs | Shareholder | Against | For |
| 13 | Commission Independent Review of Audit & Risk Oversight Committee | Shareholder | Against | Against |
| 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 Director Peggy Alford | Management | For | Withhold |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | Withhold |
| 1.3 | Elect Director Andrew W. Houston | Management | For | Withhold |
| 1.4 | Elect Director Nancy Killefer | Management | For | For |
| 1.5 | Elect Director Robert M. Kimmitt | Management | For | Withhold |
| 1.6 | Elect Director Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Director Tracey T. Travis | Management | For | For |
| 1.8 | Elect Director Tony Xu | Management | For | Withhold |
| 1.9 | Elect Director Mark Zuckerberg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Human Rights Impact Assessment of Targeted Advertising | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Data Privacy regarding Reproductive Healthcare | Shareholder | Against | Against |
| 10 | Report on Enforcement of Community Standards and User Content | Shareholder | Against | Against |
| 11 | Report on Child Safety and Harm Reduction | Shareholder | Against | Against |
| 12 | Report on Executive Pay Calibration to Externalized Costs | Shareholder | Against | Against |
| 13 | Commission Independent Review of Audit & Risk Oversight Committee | Shareholder | Against | Against |
| METTLER-TOLEDO INTERNATIONAL INC. Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MTD Security ID: 592688105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert F. Spoerry | Management | For | For |
| 1.2 | Elect Director Roland Diggelmann | Management | For | For |
| 1.3 | Elect Director Domitille Doat-Le Bigot | Management | For | For |
| 1.4 | Elect Director Elisha W. Finney | Management | For | For |
| 1.5 | Elect Director Richard Francis | Management | For | For |
| 1.6 | Elect Director Michael A. Kelly | Management | For | For |
| 1.7 | Elect Director Thomas P. Salice | Management | For | For |
| 1.8 | Elect Director Ingrid Zhang | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MICROCHIP TECHNOLOGY INCORPORATED Meeting Date: AUG 23, 2022 Record Date: JUN 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MCHP Security ID: 595017104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew W. Chapman | Management | For | For |
| 1.2 | Elect Director Esther L. Johnson | Management | For | For |
| 1.3 | Elect Director Karlton D. Johnson | Management | For | For |
| 1.4 | Elect Director Wade F. Meyercord | Management | For | For |
| 1.5 | Elect Director Ganesh Moorthy | Management | For | For |
| 1.6 | Elect Director Karen M. Rapp | Management | For | For |
| 1.7 | Elect Director Steve Sanghi | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MICRON TECHNOLOGY, INC. Meeting Date: JAN 12, 2023 Record Date: NOV 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MU Security ID: 595112103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard M. Beyer | Management | For | For |
| 1b | Elect Director Lynn A. Dugle | Management | For | For |
| 1c | Elect Director Steven J. Gomo | Management | For | For |
| 1d | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1e | Elect Director Mary Pat McCarthy | Management | For | For |
| 1f | Elect Director Sanjay Mehrotra | Management | For | For |
| 1g | Elect Director Robert E. Switz | Management | For | For |
| 1h | Elect Director MaryAnn Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 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 |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MIDDLEBY CORPORATION Meeting Date: MAY 16, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MIDD Security ID: 596278101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sarah Palisi Chapin | Management | For | For |
| 1b | Elect Director Timothy J. FitzGerald | Management | For | For |
| 1c | Elect Director Cathy L. McCarthy | Management | For | For |
| 1d | Elect Director John R. Miller, III | Management | For | For |
| 1e | Elect Director Robert A. Nerbonne | Management | For | For |
| 1f | Elect Director Gordon O'Brien | Management | For | For |
| 1g | Elect Director Nassem Ziyad | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MISTER CAR WASH, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MCW Security ID: 60646V105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Kristofer Galashan | Management | For | Withhold |
| 1.2 | Elect Director Jeffrey Suer | Management | For | Withhold |
| 1.3 | Elect Director Ronald Kirk | Management | For | Withhold |
| 1.4 | Elect Director Veronica Rogers | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect Delaware Law Provisions Regarding Officer Exculpation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MODERNA, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MRNA Security ID: 60770K107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen Berenson | Management | For | For |
| 1.2 | Elect Director Sandra Horning | Management | For | For |
| 1.3 | Elect Director Paul Sagan | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Feasibility of Technology Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| MOLINA HEALTHCARE, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MOH Security ID: 60855R100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Barbara L. Brasier | Management | For | For |
| 1b | Elect Director Daniel Cooperman | Management | For | For |
| 1c | Elect Director Stephen H. Lockhart | Management | For | For |
| 1d | Elect Director Steven J. Orlando | Management | For | For |
| 1e | Elect Director Ronna E. Romney | Management | For | For |
| 1f | Elect Director Richard M. Schapiro | Management | For | For |
| 1g | Elect Director Dale B. Wolf | Management | For | For |
| 1h | Elect Director Richard C. Zoretic | Management | For | For |
| 1i | Elect Director Joseph M. Zubretsky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MONGODB, INC. Meeting Date: JUN 27, 2023 Record Date: APR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MDB Security ID: 60937P106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Archana Agrawal | Management | For | Withhold |
| 1.2 | Elect Director Hope Cochran | Management | For | Withhold |
| 1.3 | Elect Director Dwight Merriman | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MONGODB, INC. Meeting Date: JUN 27, 2023 Record Date: APR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MDB Security ID: 60937P106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Archana Agrawal | Management | For | For |
| 1.2 | Elect Director Hope Cochran | Management | For | For |
| 1.3 | Elect Director Dwight Merriman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MONOLITHIC POWER SYSTEMS, INC. Meeting Date: JUN 15, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MPWR Security ID: 609839105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Victor K. Lee | Management | For | For |
| 1.2 | Elect Director James C. Moyer | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| MONSTER BEVERAGE CORPORATION Meeting Date: JUN 22, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MNST Security ID: 61174X109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rodney C. Sacks | Management | For | For |
| 1.2 | Elect Director Hilton H. Schlosberg | Management | For | For |
| 1.3 | Elect Director Mark J. Hall | Management | For | For |
| 1.4 | Elect Director Ana Demel | Management | For | For |
| 1.5 | Elect Director James L. Dinkins | Management | For | For |
| 1.6 | Elect Director Gary P. Fayard | Management | For | For |
| 1.7 | Elect Director Tiffany M. Hall | Management | For | For |
| 1.8 | Elect Director Jeanne P. Jackson | Management | For | For |
| 1.9 | Elect Director Steven G. Pizula | Management | For | For |
| 1.10 | Elect Director Mark S. Vidergauz | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | Against |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| MONSTER BEVERAGE CORPORATION Meeting Date: JUN 22, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MNST Security ID: 61174X109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rodney C. Sacks | Management | For | Withhold |
| 1.2 | Elect Director Hilton H. Schlosberg | Management | For | Withhold |
| 1.3 | Elect Director Mark J. Hall | Management | For | For |
| 1.4 | Elect Director Ana Demel | Management | For | For |
| 1.5 | Elect Director James L. Dinkins | Management | For | For |
| 1.6 | Elect Director Gary P. Fayard | Management | For | For |
| 1.7 | Elect Director Tiffany M. Hall | Management | For | For |
| 1.8 | Elect Director Jeanne P. Jackson | Management | For | For |
| 1.9 | Elect Director Steven G. Pizula | Management | For | For |
| 1.10 | Elect Director Mark S. Vidergauz | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | Against |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| MOODY'S CORPORATION Meeting Date: APR 18, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MCO Security ID: 615369105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jorge A. Bermudez | Management | For | For |
| 1b | Elect Director Therese Esperdy | Management | For | For |
| 1c | Elect Director Robert Fauber | Management | For | For |
| 1d | Elect Director Vincent A. Forlenza | Management | For | For |
| 1e | Elect Director Kathryn M. Hill | Management | For | For |
| 1f | Elect Director Lloyd W. Howell, Jr. | Management | For | For |
| 1g | Elect Director Jose M. Minaya | Management | For | For |
| 1h | Elect Director Leslie F. Seidman | Management | For | For |
| 1i | Elect Director Zig Serafin | Management | For | For |
| 1j | Elect Director Bruce Van Saun | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MORNINGSTAR, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MORN Security ID: 617700109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joe Mansueto | Management | For | For |
| 1b | Elect Director Kunal Kapoor | Management | For | For |
| 1c | Elect Director Robin Diamonte | Management | For | Against |
| 1d | Elect Director Cheryl Francis | Management | For | Against |
| 1e | Elect Director Steve Joynt | Management | For | Against |
| 1f | Elect Director Steve Kaplan | Management | For | For |
| 1g | Elect Director Gail Landis | Management | For | Against |
| 1h | Elect Director Bill Lyons | Management | For | For |
| 1i | Elect Director Doniel Sutton | Management | For | Against |
| 1j | Elect Director Caroline Tsay | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| MP MATERIALS CORP. Meeting Date: JUN 13, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MP Security ID: 553368101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Arnold W. Donald | Management | For | For |
| 1b | Elect Director Randall J. Weisenburger | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| MSA SAFETY INCORPORATED Meeting Date: MAY 12, 2023 Record Date: FEB 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MSA Security ID: 553498106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William M. Lambert | Management | For | For |
| 1.2 | Elect Director Diane M. Pearse | Management | For | For |
| 1.3 | Elect Director Nishan J. Vartanian | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Henry A. Fernandez | Management | For | For |
| 1b | Elect Director Robert G. Ashe | Management | For | For |
| 1c | Elect Director Wayne Edmunds | Management | For | For |
| 1d | Elect Director Catherine R. Kinney | Management | For | For |
| 1e | Elect Director Robin L. Matlock | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director C.D. Baer Pettit | Management | For | For |
| 1h | Elect Director Sandy C. Rattray | Management | For | For |
| 1i | Elect Director Linda H. Riefler | Management | For | For |
| 1j | Elect Director Marcus L. Smith | Management | For | For |
| 1k | Elect Director Rajat Taneja | Management | For | For |
| 1l | Elect Director Paula Volent | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NATERA, INC. Meeting Date: JUN 09, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NTRA Security ID: 632307104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rowan Chapman | Management | For | Withhold |
| 1.2 | Elect Director Herm Rosenman | Management | For | Withhold |
| 1.3 | Elect Director Jonathan Sheena | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NATIONAL FUEL GAS COMPANY Meeting Date: MAR 09, 2023 Record Date: JAN 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NFG Security ID: 636180101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David C. Carroll | Management | For | For |
| 1.2 | Elect Director Steven C. Finch | Management | For | For |
| 1.3 | Elect Director Joseph N. Jaggers | Management | For | For |
| 1.4 | Elect Director Jeffrey W. Shaw | Management | For | For |
| 1.5 | Elect Director Thomas E. Skains | Management | For | For |
| 1.6 | Elect Director David F. Smith | Management | For | For |
| 1.7 | Elect Director Ronald J. Tanski | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NATIONAL INSTRUMENTS CORPORATION Meeting Date: MAY 09, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NATI Security ID: 636518102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael E. McGrath | Management | For | For |
| 1.2 | Elect Director Alexander M. Davern | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| NATIONAL INSTRUMENTS CORPORATION Meeting Date: JUN 29, 2023 Record Date: MAY 23, 2023 Meeting Type: SPECIAL | ||||
| Ticker: NATI Security ID: 636518102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| NCINO, INC. Meeting Date: JUN 22, 2023 Record Date: APR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NCNO Security ID: 63947X101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jon Doyle | Management | For | Withhold |
| 1.2 | Elect Director Jeffrey Horing | Management | For | For |
| 1.3 | Elect Director William (Bill) Spruill | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NCR CORPORATION Meeting Date: MAY 16, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NCR Security ID: 62886E108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark W. Begor | Management | For | For |
| 1.2 | Elect Director Gregory Blank | Management | For | For |
| 1.3 | Elect Director Catherine L. Burke | Management | For | For |
| 1.4 | Elect Director Deborah A. Farrington | Management | For | For |
| 1.5 | Elect Director Michael D. Hayford | Management | For | For |
| 1.6 | Elect Director Georgette D. Kiser | Management | For | For |
| 1.7 | Elect Director Kirk T. Larsen | Management | For | For |
| 1.8 | Elect Director Martin Mucci | Management | For | For |
| 1.9 | Elect Director Joseph E. Reece | Management | For | For |
| 1.10 | Elect Director Laura J. Sen | Management | For | For |
| 1.11 | Elect Director Glenn W. Welling | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| NETAPP, INC. Meeting Date: SEP 09, 2022 Record Date: JUL 13, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NTAP Security ID: 64110D104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director T. Michael Nevens | Management | For | For |
| 1b | Elect Director Deepak Ahuja | Management | For | For |
| 1c | Elect Director Gerald Held | Management | For | For |
| 1d | Elect Director Kathryn M. Hill | Management | For | For |
| 1e | Elect Director Deborah L. Kerr | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Carrie Palin | Management | For | For |
| 1h | Elect Director Scott F. Schenkel | Management | For | For |
| 1i | Elect Director George T. Shaheen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | 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 |
| 1a | Elect Director Mathias Dopfner | Management | For | For |
| 1b | Elect Director Reed Hastings | Management | For | For |
| 1c | Elect Director Jay C. Hoag | Management | For | For |
| 1d | Elect Director Ted Sarandos | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | For |
| 6 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| 7 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 8 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | 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 |
| 1a | Elect Director Mathias Dopfner | Management | For | For |
| 1b | Elect Director Reed Hastings | Management | For | For |
| 1c | Elect Director Jay C. Hoag | Management | For | For |
| 1d | Elect Director Ted Sarandos | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 6 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| 7 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 8 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | Against |
| NEUROCRINE BIOSCIENCES, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NBIX Security ID: 64125C109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin C. Gorman | Management | For | For |
| 1.2 | Elect Director Gary A. Lyons | Management | For | For |
| 1.3 | Elect Director Johanna Mercier | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| NEW FORTRESS ENERGY INC. Meeting Date: MAY 22, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NFE Security ID: 644393100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Mack | Management | For | Withhold |
| 1.2 | Elect Director Katherine E. Wanner | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| NEW RELIC, INC. Meeting Date: AUG 17, 2022 Record Date: JUN 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NEWR Security ID: 64829B100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Hope Cochran | Management | For | For |
| 1.2 | Elect Director Anne DelSanto | Management | For | Withhold |
| 1.3 | Elect Director Susan D. Arthur | Management | For | For |
| 1.4 | Elect Director Pali Bhat | Management | For | For |
| 1.5 | Elect Director Caroline Watteeuw Carlisle | Management | For | For |
| 1.6 | Elect Director Kevin Galligan | Management | For | For |
| 1.7 | Elect Director William Staples | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| NEXSTAR MEDIA GROUP, INC. Meeting Date: JUN 15, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NXST Security ID: 65336K103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Amend Charter to Add Federal Forum Selection Provision | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 4 | Amend Charter | Management | For | For |
| 5.1 | Elect Director John R. Muse | Management | For | For |
| 5.2 | Elect Director I. Martin Pompadur | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | Two Years | One Year |
| 9 | Require Independent Board Chair | Shareholder | Against | For |
| NIKE, INC. Meeting Date: SEP 09, 2022 Record Date: JUL 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NKE Security ID: 654106103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1b | Elect Director Peter B. Henry | Management | For | For |
| 1c | Elect Director Michelle A. Peluso | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Adopt a Policy on China Sourcing | Shareholder | Against | Against |
| NIKE, INC. Meeting Date: SEP 09, 2022 Record Date: JUL 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NKE Security ID: 654106103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1b | Elect Director Peter B. Henry | Management | For | For |
| 1c | Elect Director Michelle A. Peluso | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Adopt a Policy on China Sourcing | Shareholder | Against | Against |
| NORDSON CORPORATION Meeting Date: FEB 28, 2023 Record Date: DEC 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NDSN Security ID: 655663102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sundaram Nagarajan | Management | For | For |
| 1.2 | Elect Director Michael J. Merriman, Jr. | Management | For | For |
| 1.3 | Elect Director Milton M. Morris | Management | For | For |
| 1.4 | Elect Director Mary G. Puma | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Supermajority Vote Requirement | Management | For | For |
| 6 | Reduce Supermajority Vote Requirement for Matters Requiring Shareholder Approval under the Ohio Revised Code | Management | For | For |
| 7 | Reduce Supermajority Vote Requirement for Certain Amendments to Regulations as set forth in Article IX | Management | For | For |
| 8 | Amend Regulations to the Extent Permitted by Ohio law | Management | For | For |
| NORDSTROM, INC. Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: JWN Security ID: 655664100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1B | Elect Director James L. Donald | Management | For | For |
| 1C | Elect Director Kirsten A. Green | Management | For | For |
| 1D | Elect Director Glenda G. McNeal | Management | For | For |
| 1E | Elect Director Erik B. Nordstrom | Management | For | For |
| 1F | Elect Director Peter E. Nordstrom | Management | For | For |
| 1G | Elect Director Eric D. Sprunk | Management | For | For |
| 1H | Elect Director Amie Thuener O'Toole | Management | For | For |
| 1I | Elect Director Bradley D. Tilden | Management | For | For |
| 1J | Elect Director Mark J. Tritton | Management | For | For |
| 1K | Elect Director Atticus N. Tysen | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| 6 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 7 | Ratify Extension of the Stockholder Rights Plan | Management | For | 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 |
| 1.1 | Elect Director Kathy J. Warden | Management | For | For |
| 1.2 | Elect Director David P. Abney | Management | For | For |
| 1.3 | Elect Director Marianne C. Brown | Management | For | For |
| 1.4 | Elect Director Ann M. Fudge | Management | For | For |
| 1.5 | Elect Director Madeleine A. Kleiner | Management | For | For |
| 1.6 | Elect Director Arvind Krishna | Management | For | For |
| 1.7 | Elect Director Graham N. Robinson | Management | For | For |
| 1.8 | Elect Director Kimberly A. Ross | Management | For | For |
| 1.9 | Elect Director Gary Roughead | Management | For | For |
| 1.10 | Elect Director Thomas M. Schoewe | Management | For | For |
| 1.11 | Elect Director James S. Turley | Management | For | For |
| 1.12 | Elect Director Mark A. Welsh, III | Management | For | For |
| 1.13 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 6 | Report on Congruency of Political Spending with Company Stated Values on Human Rights | Shareholder | Against | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| NORTONLIFELOCK INC. Meeting Date: SEP 13, 2022 Record Date: JUL 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NLOK Security ID: 668771108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan P. Barsamian | Management | For | For |
| 1b | Elect Director Eric K. Brandt | Management | For | For |
| 1c | Elect Director Frank E. Dangeard | Management | For | For |
| 1d | Elect Director Nora M. Denzel | Management | For | For |
| 1e | Elect Director Peter A. Feld | Management | For | For |
| 1f | Elect Director Emily Heath | Management | For | For |
| 1g | Elect Director Vincent Pilette | Management | For | For |
| 1h | Elect Director Sherrese M. Smith | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| NORWEGIAN CRUISE LINE HOLDINGS LTD. Meeting Date: JUN 15, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NCLH Security ID: G66721104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Abrams | Management | For | For |
| 1b | Elect Director Zillah Byng-Thorne | Management | For | For |
| 1c | Elect Director Russell W. Galbut | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| NOVOCURE LIMITED Meeting Date: JUN 07, 2023 Record Date: APR 04, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NVCR Security ID: G6674U108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Asaf Danziger | Management | For | For |
| 1b | Elect Director William Doyle | Management | For | For |
| 1c | Elect Director Jeryl Hilleman | Management | For | For |
| 1d | Elect Director David Hung | Management | For | For |
| 1e | Elect Director Kinyip Gabriel Leung | Management | For | For |
| 1f | Elect Director Martin Madden | Management | For | For |
| 1g | Elect Director Allyson Ocean | Management | For | For |
| 1h | Elect Director Timothy Scannell | Management | For | For |
| 1i | Elect Director Kristin Stafford | Management | For | For |
| 1j | Elect Director William Vernon | Management | For | For |
| 2 | Ratify Kost Forer Gabbay & Kasierer as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NUTANIX, INC. Meeting Date: DEC 09, 2022 Record Date: OCT 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NTNX Security ID: 67059N108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Eliminate Supermajority Vote Requirements | Management | For | For |
| 3 | Amend Certificate of Incorporation to Eliminate Inoperative Provisions in Relation to Class B Common Stock and Update Certain Other Miscellaneous Provisions | Management | For | For |
| 4a | Elect Director David Humphrey | Management | For | For |
| 4b | Elect Director Rajiv Ramaswami | Management | For | For |
| 4c | Elect Director Gayle Sheppard | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Amend Qualified Employee Stock Purchase Plan | 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 |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NVR, INC. Meeting Date: MAY 02, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NVR Security ID: 62944T105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul C. Saville | Management | For | For |
| 1.2 | Elect Director C.E. Andrews | Management | For | For |
| 1.3 | Elect Director Sallie B. Bailey | Management | For | For |
| 1.4 | Elect Director Thomas D. Eckert | Management | For | For |
| 1.5 | Elect Director Alfred E. Festa | Management | For | For |
| 1.6 | Elect Director Alexandra A. Jung | Management | For | For |
| 1.7 | Elect Director Mel Martinez | Management | For | For |
| 1.8 | Elect Director David A. Preiser | Management | For | For |
| 1.9 | Elect Director W. Grady Rosier | Management | For | For |
| 1.10 | Elect Director Susan Williamson Ross | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Discharge of Board Members | Management | For | For |
| 3a | Reelect Kurt Sievers as Executive Director | Management | For | For |
| 3b | Reelect Annette Clayton as Non-Executive Director | Management | For | For |
| 3c | Reelect Anthony Foxx as Non-Executive Director | Management | For | For |
| 3d | Reelect Chunyuan Gu as Non-Executive Director | Management | For | For |
| 3e | Reelect Lena Olving as Non-Executive Director | Management | For | For |
| 3f | Reelect Julie Southern as Non-Executive Director | Management | For | For |
| 3g | Reelect Jasmin Staiblin as Non-Executive Director | Management | For | For |
| 3h | Reelect Gregory Summe as Non-Executive Director | Management | For | For |
| 3i | Reelect Karl-Henrik Sundstrom as Non-Executive Director | Management | For | For |
| 3j | Reelect Moshe Gavrielov as Non-Executive Director | Management | For | For |
| 4 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | For | For |
| 5 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 6 | Authorize Share Repurchase Program | Management | For | For |
| 7 | Approve Cancellation of Ordinary Shares | Management | For | For |
| 8 | Ratify Ernst & Young Accountants LLP as Auditors | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| O'REILLY AUTOMOTIVE, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ORLY Security ID: 67103H107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David O'Reilly | Management | For | For |
| 1b | Elect Director Larry O'Reilly | Management | For | For |
| 1c | Elect Director Greg Henslee | Management | For | For |
| 1d | Elect Director Jay D. Burchfield | Management | For | For |
| 1e | Elect Director Thomas T. Hendrickson | Management | For | For |
| 1f | Elect Director John R. Murphy | Management | For | For |
| 1g | Elect Director Dana M. Perlman | Management | For | For |
| 1h | Elect Director Maria A. Sastre | Management | For | For |
| 1i | Elect Director Andrea M. Weiss | Management | For | For |
| 1j | Elect Director Fred Whitfield | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| OCCIDENTAL PETROLEUM CORPORATION Meeting Date: MAY 05, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OXY Security ID: 674599105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicky A. Bailey | Management | For | For |
| 1b | Elect Director Andrew Gould | Management | For | For |
| 1c | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1d | Elect Director Vicki Hollub | Management | For | For |
| 1e | Elect Director William R. Klesse | Management | For | For |
| 1f | Elect Director Jack B. Moore | Management | For | For |
| 1g | Elect Director Claire O'Neill | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director Ken Robinson | Management | For | For |
| 1j | Elect Director Robert M. Shearer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OKTA, INC. Meeting Date: JUN 22, 2023 Record Date: APR 26, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OKTA Security ID: 679295105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye Archambeau | Management | For | Withhold |
| 1.2 | Elect Director Robert L. Dixon, Jr. | Management | For | Withhold |
| 1.3 | Elect Director Benjamin Horowitz | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| OLAPLEX HOLDINGS, INC. Meeting Date: JUN 22, 2023 Record Date: APR 26, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OLPX Security ID: 679369108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janet Gurwitch | Management | For | Withhold |
| 1.2 | Elect Director Martha (Marti) Morfitt | Management | For | For |
| 1.3 | Elect Director David Mussafer | Management | For | Withhold |
| 1.4 | Elect Director Emily White | Management | For | Withhold |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| OLD DOMINION FREIGHT LINE, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ODFL Security ID: 679580100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sherry A. Aaholm | Management | For | For |
| 1.2 | Elect Director David S. Congdon | Management | For | For |
| 1.3 | Elect Director John R. Congdon, Jr. | Management | For | For |
| 1.4 | Elect Director Andrew S. Davis | Management | For | For |
| 1.5 | Elect Director Bradley R. Gabosch | Management | For | For |
| 1.6 | Elect Director Greg C. Gantt | Management | For | For |
| 1.7 | Elect Director Patrick D. Hanley | Management | For | For |
| 1.8 | Elect Director John D. Kasarda | Management | For | For |
| 1.9 | Elect Director Wendy T. Stallings | Management | For | For |
| 1.10 | Elect Director Thomas A. Stith, III | Management | For | For |
| 1.11 | Elect Director Leo H. Suggs | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| OLLIE'S BARGAIN OUTLET HOLDINGS, INC. Meeting Date: JUN 15, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OLLI Security ID: 681116109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alissa Ahlman | Management | For | For |
| 1b | Elect Director Robert Fisch | Management | For | For |
| 1c | Elect Director Stanley Fleishman | Management | For | For |
| 1d | Elect Director Thomas Hendrickson | Management | For | For |
| 1e | Elect Director Abid Rizvi | Management | For | For |
| 1f | Elect Director John Swygert | Management | For | For |
| 1g | Elect Director Stephen White | Management | For | For |
| 1h | Elect Director Richard Zannino | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | 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 |
| 1a | Elect Director Atsushi Abe | Management | For | For |
| 1b | Elect Director Alan Campbell | Management | For | For |
| 1c | Elect Director Susan K. Carter | Management | For | For |
| 1d | Elect Director Thomas L. Deitrich | Management | For | For |
| 1e | Elect Director Hassane El-Khoury | Management | For | For |
| 1f | Elect Director Bruce E. Kiddoo | Management | For | For |
| 1g | Elect Director Paul A. Mascarenas | Management | For | For |
| 1h | Elect Director Gregory Waters | Management | For | For |
| 1i | Elect Director Christine Y. Yan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ONEOK, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OKE Security ID: 682680103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian L. Derksen | Management | For | For |
| 1.2 | Elect Director Julie H. Edwards | Management | For | For |
| 1.3 | Elect Director Mark W. Helderman | Management | For | For |
| 1.4 | Elect Director Randall J. Larson | Management | For | For |
| 1.5 | Elect Director Steven J. Malcolm | Management | For | For |
| 1.6 | Elect Director Jim W. Mogg | Management | For | For |
| 1.7 | Elect Director Pattye L. Moore | Management | For | For |
| 1.8 | Elect Director Pierce H. Norton, II | Management | For | For |
| 1.9 | Elect Director Eduardo A. Rodriguez | Management | For | For |
| 1.10 | Elect Director Gerald D. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| OPENDOOR TECHNOLOGIES INC. Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OPEN Security ID: 683712103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jason Kilar | Management | For | Withhold |
| 1.2 | Elect Director Carrie Wheeler | Management | For | For |
| 1.3 | Elect Director Eric Wu | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 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 Director Awo Ablo | Management | For | For |
| 1.2 | Elect Director Jeffrey S. Berg | Management | For | Withhold |
| 1.3 | Elect Director Michael J. Boskin | Management | For | Withhold |
| 1.4 | Elect Director Safra A. Catz | Management | For | Withhold |
| 1.5 | Elect Director Bruce R. Chizen | Management | For | Withhold |
| 1.6 | Elect Director George H. Conrades | Management | For | Withhold |
| 1.7 | Elect Director Lawrence J. Ellison | Management | For | Withhold |
| 1.8 | Elect Director Rona A. Fairhead | Management | For | Withhold |
| 1.9 | Elect Director Jeffrey O. Henley | Management | For | Withhold |
| 1.10 | Elect Director Renee J. James | Management | For | Withhold |
| 1.11 | Elect Director Charles W. Moorman | Management | For | Withhold |
| 1.12 | Elect Director Leon E. Panetta | Management | For | Withhold |
| 1.13 | Elect Director William G. Parrett | Management | For | Withhold |
| 1.14 | Elect Director Naomi O. Seligman | Management | For | Withhold |
| 1.15 | Elect Director Vishal Sikka | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| OTIS WORLDWIDE CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OTIS Security ID: 68902V107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey H. Black | Management | For | For |
| 1b | Elect Director Nelda J. Connors | Management | For | For |
| 1c | Elect Director Kathy Hopinkah Hannan | Management | For | For |
| 1d | Elect Director Shailesh G. Jejurikar | Management | For | For |
| 1e | Elect Director Christopher J. Kearney | Management | For | For |
| 1f | Elect Director Judith F. Marks | Management | For | For |
| 1g | Elect Director Harold W. McGraw, III | Management | For | For |
| 1h | Elect Director Margaret M. V. Preston | Management | For | For |
| 1i | Elect Director Shelley Stewart, Jr. | Management | For | For |
| 1j | Elect Director John H. Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| OVINTIV INC. Meeting Date: MAY 03, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OVV Security ID: 69047Q102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter A.Dea | Management | For | For |
| 1b | Elect Director Meg A. Gentle | Management | For | For |
| 1c | Elect Director Ralph Izzo | Management | For | For |
| 1d | Elect Director Howard J. Mayson | Management | For | For |
| 1e | Elect Director Brendan M. McCracken | Management | For | For |
| 1f | Elect Director Lee A. McIntire | Management | For | For |
| 1g | Elect Director Katherine L. Minyard | Management | For | For |
| 1h | Elect Director Steven W. Nance | Management | For | For |
| 1i | Elect Director Suzanne P. Nimocks | Management | For | For |
| 1j | Elect Director George L. Pita | Management | For | For |
| 1k | Elect Director Thomas G. Ricks | Management | For | For |
| 1l | Elect Director Brian G. Shaw | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PALANTIR TECHNOLOGIES, INC. Meeting Date: DEC 22, 2022 Record Date: NOV 02, 2022 Meeting Type: SPECIAL | ||||
| Ticker: PLTR Security ID: 69608A108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Certificate of Incorporation | Management | For | For |
| PALANTIR TECHNOLOGIES, INC. Meeting Date: JUN 06, 2023 Record Date: APR 12, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLTR Security ID: 69608A108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexander Karp | Management | For | Withhold |
| 1.2 | Elect Director Stephen Cohen | Management | For | Withhold |
| 1.3 | Elect Director Peter Thiel | Management | For | Withhold |
| 1.4 | Elect Director Alexander Moore | Management | For | Withhold |
| 1.5 | Elect Director Alexandra Schiff | Management | For | Withhold |
| 1.6 | Elect Director Lauren Friedman Stat | Management | For | For |
| 1.7 | Elect Director Eric Woersching | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PALO ALTO NETWORKS, INC. Meeting Date: DEC 13, 2022 Record Date: OCT 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PANW Security ID: 697435105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Helene D. Gayle | Management | For | For |
| 1b | Elect Director James J. Goetz | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| PARKER-HANNIFIN CORPORATION Meeting Date: OCT 26, 2022 Record Date: SEP 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PH Security ID: 701094104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lee C. Banks | Management | For | For |
| 1b | Elect Director Jillian C. Evanko | Management | For | For |
| 1c | Elect Director Lance M. Fritz | Management | For | For |
| 1d | Elect Director Linda A. Harty | Management | For | For |
| 1e | Elect Director William F. Lacey | Management | For | For |
| 1f | Elect Director Kevin A. Lobo | Management | For | For |
| 1g | Elect Director Joseph Scaminace | Management | For | For |
| 1h | Elect Director Ake Svensson | Management | For | For |
| 1i | Elect Director Laura K. Thompson | Management | For | For |
| 1j | Elect Director James R. Verrier | Management | For | For |
| 1k | Elect Director James L. Wainscott | Management | For | For |
| 1l | Elect Director Thomas L. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PAYCHEX, INC. Meeting Date: OCT 13, 2022 Record Date: AUG 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PAYX Security ID: 704326107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin Mucci | Management | For | For |
| 1b | Elect Director Thomas F. Bonadio | Management | For | For |
| 1c | Elect Director Joseph G. Doody | Management | For | For |
| 1d | Elect Director David J.S. Flaschen | Management | For | For |
| 1e | Elect Director B. Thomas Golisano | Management | For | For |
| 1f | Elect Director Pamela A. Joseph | Management | For | For |
| 1g | Elect Director Kevin A. Price | Management | For | For |
| 1h | Elect Director Joseph M. Tucci | Management | For | For |
| 1i | Elect Director Joseph M. Velli | Management | For | For |
| 1j | Elect Director Kara Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PAYCOM SOFTWARE, INC. Meeting Date: MAY 01, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PAYC Security ID: 70432V102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sharen J. Turney | Management | For | Withhold |
| 1.2 | Elect Director J.C. Watts, Jr. | Management | For | Withhold |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Management | For | For |
| 6 | Require a Majority Vote for the Election of Directors | Shareholder | Against | For |
| PAYLOCITY HOLDING CORPORATION Meeting Date: DEC 01, 2022 Record Date: OCT 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PCTY Security ID: 70438V106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven R. Beauchamp | Management | For | For |
| 1.2 | Elect Director Virginia G. Breen | Management | For | For |
| 1.3 | Elect Director Robin L. Pederson | Management | For | For |
| 1.4 | Elect Director Andres D. Reiner | Management | For | For |
| 1.5 | Elect Director Kenneth B. Robinson | Management | For | For |
| 1.6 | Elect Director Ronald V. Waters, III | Management | For | For |
| 1.7 | Elect Director Toby J. Williams | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director Jonathan Christodoro | Management | For | For |
| 1c | Elect Director John J. Donahoe | Management | For | For |
| 1d | Elect Director David W. Dorman | Management | For | For |
| 1e | Elect Director Belinda J. Johnson | Management | For | For |
| 1f | Elect Director Enrique Lores | Management | For | For |
| 1g | Elect Director Gail J. McGovern | Management | For | For |
| 1h | Elect Director Deborah M. Messemer | Management | For | For |
| 1i | Elect Director David M. Moffett | Management | For | For |
| 1j | Elect Director Ann M. Sarnoff | Management | For | For |
| 1k | Elect Director Daniel H. Schulman | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt a Policy on Services in Conflict Zones | Shareholder | Against | Against |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 7 | Report on PayPal's Nondiscriminatory Provision of Financial Services - Withdrawn | Shareholder | None | None |
| 8 | Report on Ensuring Respect for Civil Liberties | Shareholder | Against | Against |
| 9 | Adopt Majority Vote Standard for Director Elections | Shareholder | Against | Against |
| PDC ENERGY, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDCE Security ID: 69327R101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barton R. Brookman | Management | For | For |
| 1.2 | Elect Director Pamela R. Butcher | Management | For | For |
| 1.3 | Elect Director Mark E. Ellis | Management | For | For |
| 1.4 | Elect Director Paul J. Korus | Management | For | For |
| 1.5 | Elect Director Lynn A. Peterson | Management | For | For |
| 1.6 | Elect Director Carlos A. Sabater | Management | For | For |
| 1.7 | Elect Director Diana L. Sands | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PEGASYSTEMS INC. Meeting Date: JUN 20, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEGA Security ID: 705573103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan Trefler | Management | For | For |
| 1.2 | Elect Director Peter Gyenes | Management | For | For |
| 1.3 | Elect Director Richard Jones | Management | For | For |
| 1.4 | Elect Director Christopher Lafond | Management | For | For |
| 1.5 | Elect Director Dianne Ledingham | Management | For | For |
| 1.6 | Elect Director Sharon Rowlands | Management | For | For |
| 1.7 | Elect Director Larry Weber | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PELOTON INTERACTIVE, INC. Meeting Date: DEC 06, 2022 Record Date: OCT 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PTON Security ID: 70614W100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Karen Boone | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PENUMBRA, INC. Meeting Date: MAY 31, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEN Security ID: 70975L107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Arani Bose | Management | For | For |
| 1.2 | Elect Director Bridget O'Rourke | Management | For | Withhold |
| 1.3 | Elect Director Surbhi Sarna | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PENUMBRA, INC. Meeting Date: MAY 31, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEN Security ID: 70975L107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Arani Bose | Management | For | For |
| 1.2 | Elect Director Bridget O'Rourke | Management | For | For |
| 1.3 | Elect Director Surbhi Sarna | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Segun Agbaje | Management | For | For |
| 1b | Elect Director Jennifer Bailey | Management | For | For |
| 1c | Elect Director Cesar Conde | Management | For | For |
| 1d | Elect Director Ian Cook | Management | For | For |
| 1e | Elect Director Edith W. Cooper | Management | For | For |
| 1f | Elect Director Susan M. Diamond | Management | For | For |
| 1g | Elect Director Dina Dublon | Management | For | For |
| 1h | Elect Director Michelle Gass | Management | For | For |
| 1i | Elect Director Ramon L. Laguarta | Management | For | For |
| 1j | Elect Director Dave J. Lewis | Management | For | For |
| 1k | Elect Director David C. Page | Management | For | For |
| 1l | Elect Director Robert C. Pohlad | Management | For | For |
| 1m | Elect Director Daniel Vasella | Management | For | For |
| 1n | Elect Director Darren Walker | Management | For | For |
| 1o | Elect Director Alberto Weisser | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Impacts of Restrictive Reproductive Healthcare Legislation | Shareholder | Against | Against |
| 8 | Publish Annual Congruency Report on Net-Zero Emissions Policy | Shareholder | Against | Against |
| PERFORMANCE FOOD GROUP COMPANY Meeting Date: NOV 16, 2022 Record Date: SEP 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PFGC Security ID: 71377A103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George L. Holm | Management | For | For |
| 1b | Elect Director Manuel A. Fernandez | Management | For | For |
| 1c | Elect Director Barbara J. Beck | Management | For | For |
| 1d | Elect Director William F. Dawson, Jr. | Management | For | For |
| 1e | Elect Director Laura Flanagan | Management | For | For |
| 1f | Elect Director Matthew C. Flanigan | Management | For | For |
| 1g | Elect Director Kimberly S. Grant | Management | For | For |
| 1h | Elect Director Jeffrey M. Overly | Management | For | For |
| 1i | Elect Director David V. Singer | Management | For | For |
| 1j | Elect Director Randall N. Spratt | Management | For | For |
| 1k | Elect Director Warren M. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PILGRIM'S PRIDE CORPORATION Meeting Date: APR 26, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPC Security ID: 72147K108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gilberto Tomazoni | Management | For | Withhold |
| 1b | Elect Director Wesley Mendonca Batista Filho | Management | For | For |
| 1c | Elect Director Andre Nogueira de Souza | Management | For | Withhold |
| 1d | Elect Director Farha Aslam | Management | For | For |
| 1e | Elect Director Joanita Karoleski | Management | For | For |
| 1f | Elect Director Raul Padilla | Management | For | For |
| 2a | Elect Director Wallim Cruz de Vasconcellos Junior | Management | For | For |
| 2b | Elect Director Arquimedes A. Celis | Management | For | For |
| 2c | Elect Director Ajay Menon | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Amend Certificate of Incorporation Re: Composition of the Board of Directors | Management | For | Against |
| 7 | Report on Efforts to Eliminate Deforestation in Supply Chain | Shareholder | Against | For |
| PINTEREST, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINS Security ID: 72352L106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey Jordan | Management | For | Against |
| 1b | Elect Director Jeremy Levine | Management | For | Against |
| 1c | Elect Director Gokul Rajaram | Management | For | For |
| 1d | Elect Director Marc Steinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Prevention of Workplace Harassment and Discrimination | Shareholder | Against | Against |
| 5 | Report on Censorship | Shareholder | Against | Against |
| PIONEER NATURAL RESOURCES COMPANY Meeting Date: MAY 25, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PXD Security ID: 723787107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director A.R Alameddine | Management | For | For |
| 1b | Elect Director Lori G. Billingsley | Management | For | For |
| 1c | Elect Director Edison C. Buchanan | Management | For | For |
| 1d | Elect Director Richard P. Dealy | Management | For | For |
| 1e | Elect Director Maria S. Dreyfus | Management | For | For |
| 1f | Elect Director Matthew M. Gallagher | Management | For | For |
| 1g | Elect Director Phillip A. Gobe | Management | For | For |
| 1h | Elect Director Stacy P. Methvin | Management | For | For |
| 1i | Elect Director Royce W. Mitchell | Management | For | For |
| 1j | Elect Director Scott D. Sheffield | Management | For | For |
| 1k | Elect Director J. Kenneth Thompson | Management | For | For |
| 1l | Elect Director Phoebe A. Wood | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PLANET FITNESS, INC. Meeting Date: MAY 01, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLNT Security ID: 72703H101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Enshalla Anderson | Management | For | For |
| 1.2 | Elect Director Stephen Spinelli, Jr. | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PLAYTIKA HOLDING CORP. Meeting Date: JUN 08, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLTK Security ID: 72815L107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert Antokol | Management | For | For |
| 1.2 | Elect Director Marc Beilinson | Management | For | Withhold |
| 1.3 | Elect Director Hong Du | Management | For | Withhold |
| 1.4 | Elect Director Dana Gross | Management | For | For |
| 1.5 | Elect Director Tian Lin | Management | For | For |
| 1.6 | Elect Director Bing Yuan | Management | For | Withhold |
| 2 | Ratify Kost Forer Gabbay & Kasierer as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| PLUG POWER INC. Meeting Date: JUN 27, 2023 Record Date: APR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLUG Security ID: 72919P202 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jonathan M. Silver | Management | For | Withhold |
| 1b | Elect Director Kyungyeol Song | Management | For | Withhold |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| POLARIS INC. Meeting Date: APR 27, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PII Security ID: 731068102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George W. Bilicic | Management | For | For |
| 1b | Elect Director Gary E. Hendrickson | Management | For | For |
| 1c | Elect Director Gwenne A. Henricks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Change State of Incorporation from Minnesota to Delaware | Management | For | For |
| 5 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | Against |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 7 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| POOL CORPORATION Meeting Date: MAY 03, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POOL Security ID: 73278L105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter D. Arvan | Management | For | For |
| 1b | Elect Director Martha "Marty" S. Gervasi | Management | For | For |
| 1c | Elect Director James "Jim" D. Hope | Management | For | For |
| 1d | Elect Director Debra S. Oler | Management | For | For |
| 1e | Elect Director Manuel J. Perez de la Mesa | Management | For | For |
| 1f | Elect Director Carlos A. Sabater | Management | For | For |
| 1g | Elect Director Robert C. Sledd | Management | For | For |
| 1h | Elect Director John E. Stokely | Management | For | For |
| 1i | Elect Director David G. Whalen | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PPG INDUSTRIES, INC. Meeting Date: APR 20, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPG Security ID: 693506107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen F. Angel | Management | For | For |
| 1.2 | Elect Director Hugh Grant | Management | For | For |
| 1.3 | Elect Director Melanie L. Healey | Management | For | For |
| 1.4 | Elect Director Timothy M. Knavish | Management | For | For |
| 1.5 | Elect Director Guillermo Novo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| PROCORE TECHNOLOGIES, INC. Meeting Date: JUN 07, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCOR Security ID: 74275K108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Craig F. Courtemanche, Jr. | Management | For | For |
| 1.2 | Elect Director Kathryn A. Bueker | Management | For | For |
| 1.3 | Elect Director Nanci E. Caldwell | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PTC INC. Meeting Date: FEB 16, 2023 Record Date: DEC 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PTC Security ID: 69370C100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark Benjamin | Management | For | For |
| 1.2 | Elect Director Janice Chaffin | Management | For | For |
| 1.3 | Elect Director Amar Hanspal | Management | For | For |
| 1.4 | Elect Director James Heppelmann | Management | For | For |
| 1.5 | Elect Director Michal Katz | Management | For | For |
| 1.6 | Elect Director Paul Lacy | Management | For | For |
| 1.7 | Elect Director Corinna Lathan | Management | For | For |
| 1.8 | Elect Director Blake Moret | Management | For | For |
| 1.9 | Elect Director Robert Schechter | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | 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 |
| 1a | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1b | Elect Director Tamara Hughes Gustavson | Management | For | For |
| 1c | Elect Director Leslie S. Heisz | Management | For | For |
| 1d | Elect Director Shankh S. Mitra | Management | For | For |
| 1e | Elect Director David J. Neithercut | Management | For | For |
| 1f | Elect Director Rebecca Owen | Management | For | For |
| 1g | Elect Director Kristy M. Pipes | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director John Reyes | Management | For | For |
| 1j | Elect Director Joseph D. Russell, Jr. | Management | For | For |
| 1k | Elect Director Tariq M. Shaukat | Management | For | For |
| 1l | Elect Director Ronald P. Spogli | Management | For | For |
| 1m | Elect Director Paul S. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| PULTEGROUP, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PHM Security ID: 745867101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian P. Anderson | Management | For | For |
| 1b | Elect Director Bryce Blair | Management | For | For |
| 1c | Elect Director Thomas J. Folliard | Management | For | For |
| 1d | Elect Director Cheryl W. Grise | Management | For | For |
| 1e | Elect Director Andre J. Hawaux | Management | For | For |
| 1f | Elect Director J. Phillip Holloman | Management | For | For |
| 1g | Elect Director Ryan R. Marshall | Management | For | For |
| 1h | Elect Director John R. Peshkin | Management | For | For |
| 1i | Elect Director Scott F. Powers | Management | For | For |
| 1j | Elect Director Lila Snyder | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PURE STORAGE, INC. Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSTG Security ID: 74624M102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Brown | Management | For | For |
| 1.2 | Elect Director John "Coz" Colgrove | Management | For | For |
| 1.3 | Elect Director Roxanne Taylor | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Sylvia Acevedo | Management | For | For |
| 1b | Elect Director Cristiano R. Amon | Management | For | For |
| 1c | Elect Director Mark Fields | Management | For | For |
| 1d | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1e | Elect Director Gregory N. Johnson | Management | For | For |
| 1f | Elect Director Ann M. Livermore | Management | For | For |
| 1g | Elect Director Mark D. McLaughlin | Management | For | For |
| 1h | Elect Director Jamie S. Miller | Management | For | For |
| 1i | Elect Director Irene B. Rosenfeld | Management | For | For |
| 1j | Elect Director Kornelis (Neil) Smit | Management | For | For |
| 1k | Elect Director Jean-Pascal Tricoire | Management | For | For |
| 1l | Elect Director Anthony J. Vinciquerra | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| QUANTA SERVICES, INC. Meeting Date: MAY 23, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PWR Security ID: 74762E102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Earl C. (Duke) Austin, Jr. | Management | For | For |
| 1.2 | Elect Director Doyle N. Beneby | Management | For | For |
| 1.3 | Elect Director Vincent D. Poster | Management | For | For |
| 1.4 | Elect Director Bernard Fried | Management | For | For |
| 1.5 | Elect Director Worthing F. Jackman | Management | For | For |
| 1.6 | Elect Director Holli C. Ladhani | Management | For | For |
| 1.7 | Elect Director David M. McClanahan | Management | For | For |
| 1.8 | Elect Director R. Scott Rowe | Management | For | For |
| 1.9 | Elect Director Margaret B. Shannon | Management | For | For |
| 1.10 | Elect Director Martha B. Wyrsch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| RANGE RESOURCES CORPORATION Meeting Date: MAY 10, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RRC Security ID: 75281A109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brenda A. Cline | Management | For | For |
| 1b | Elect Director Margaret K. Dorman | Management | For | For |
| 1c | Elect Director James M. Funk | Management | For | For |
| 1d | Elect Director Steve D. Gray | Management | For | For |
| 1e | Elect Director Greg G. Maxwell | Management | For | For |
| 1f | Elect Director Reginal W. Spiller | Management | For | For |
| 1g | Elect Director Dennis L. Degner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| RAYMOND JAMES FINANCIAL, INC. Meeting Date: FEB 23, 2023 Record Date: DEC 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RJF Security ID: 754730109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marlene Debel | Management | For | For |
| 1b | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1c | Elect Director Jeffrey N. Edwards | Management | For | For |
| 1d | Elect Director Benjamin C. Esty | Management | For | For |
| 1e | Elect Director Anne Gates | Management | For | For |
| 1f | Elect Director Thomas A. James | Management | For | For |
| 1g | Elect Director Gordon L. Johnson | Management | For | For |
| 1h | Elect Director Roderick C. McGeary | Management | For | For |
| 1i | Elect Director Paul C. Reilly | Management | For | For |
| 1j | Elect Director Raj Seshadri | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| REGENERON PHARMACEUTICALS, INC. Meeting Date: JUN 09, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: REGN Security ID: 75886F107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph L. Goldstein | Management | For | Against |
| 1b | Elect Director Christine A. Poon | Management | For | Against |
| 1c | Elect Director Craig B. Thompson | Management | For | For |
| 1d | Elect Director Huda Y. Zoghbi | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| RENAISSANCERE HOLDINGS LTD. Meeting Date: MAY 09, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RNR Security ID: G7496G103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David C. Bushnell | Management | For | For |
| 1b | Elect Director James L. Gibbons | Management | For | For |
| 1c | Elect Director Shyam Gidumal | Management | For | For |
| 1d | Elect Director Torsten Jeworrek | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve PricewaterhouseCoopers Ltd. as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| REPLIGEN CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RGEN Security ID: 759916109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tony J. Hunt | Management | For | For |
| 1b | Elect Director Karen A. Dawes | Management | For | For |
| 1c | Elect Director Nicolas M. Barthelemy | Management | For | For |
| 1d | Elect Director Carrie Eglinton Manner | Management | For | For |
| 1e | Elect Director Konstantin Konstantinov | Management | For | For |
| 1f | Elect Director Martin D. Madaus | Management | For | For |
| 1g | Elect Director Rohin Mhatre | Management | For | For |
| 1h | Elect Director Glenn P. Muir | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Permit Board to Amend Bylaws Without Shareholder Consent | Management | For | For |
| 6 | Provide Proxy Access Right | Management | For | For |
| REPUBLIC SERVICES, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RSG Security ID: 760759100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Manuel Kadre | Management | For | For |
| 1b | Elect Director Tomago Collins | Management | For | For |
| 1c | Elect Director Michael A. Duffy | Management | For | For |
| 1d | Elect Director Thomas W. Handley | Management | For | For |
| 1e | Elect Director Jennifer M. Kirk | Management | For | For |
| 1f | Elect Director Michael Larson | Management | For | For |
| 1g | Elect Director James P. Snee | Management | For | For |
| 1h | Elect Director Brian S. Tyler | Management | For | For |
| 1i | Elect Director Jon Vander Ark | Management | For | For |
| 1j | Elect Director Sandra M. Volpe | Management | For | For |
| 1k | Elect Director Katharine B. Weymouth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| RESMED INC. Meeting Date: NOV 16, 2022 Record Date: SEP 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RMD Security ID: 761152107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Burt | Management | For | For |
| 1b | Elect Director Jan De Witte | Management | For | For |
| 1c | Elect Director Karen Drexler | Management | For | For |
| 1d | Elect Director Michael 'Mick' Farrell | Management | For | For |
| 1e | Elect Director Peter Farrell | Management | For | For |
| 1f | Elect Director Harjit Gill | Management | For | For |
| 1g | Elect Director John Hernandez | Management | For | For |
| 1h | Elect Director Richard Sulpizio | Management | For | For |
| 1i | Elect Director Desney Tan | Management | For | For |
| 1j | Elect Director Ronald Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RH Meeting Date: APR 04, 2023 Record Date: MAR 06, 2023 Meeting Type: SPECIAL | ||||
| Ticker: RH Security ID: 74967X103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Omnibus Stock Plan | Management | For | Against |
| RH Meeting Date: JUN 29, 2023 Record Date: MAY 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RH Security ID: 74967X103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Hilary Krane | Management | For | For |
| 1.2 | Elect Director Katie Mitic | Management | For | For |
| 1.3 | Elect Director Ali Rowghani | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Report on Procurement of Down Feathers from the Company's Suppliers | Shareholder | Against | Against |
| RINGCENTRAL, INC. Meeting Date: DEC 15, 2022 Record Date: NOV 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RNG Security ID: 76680R206 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vladimir Shmunis | Management | For | For |
| 1.2 | Elect Director Kenneth Goldman | Management | For | For |
| 1.3 | Elect Director Michelle McKenna | Management | For | For |
| 1.4 | Elect Director Robert Theis | Management | For | For |
| 1.5 | Elect Director Allan Thygesen | Management | For | For |
| 1.6 | Elect Director Neil Williams | Management | For | For |
| 1.7 | Elect Director Mignon Clyburn | Management | For | For |
| 1.8 | Elect Director Arne Duncan | Management | For | For |
| 1.9 | Elect Director Tarek Robbiati | Management | For | For |
| 1.10 | Elect Director Sridhar Srinivasan | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| RITCHIE BROS. AUCTIONEERS INCORPORATED Meeting Date: MAY 08, 2023 Record Date: APR 05, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: RBA Security ID: 767744105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Erik Olsson | Management | For | For |
| 1b | Elect Director Ann Fandozzi | Management | For | For |
| 1c | Elect Director Brian Bales | Management | For | For |
| 1d | Elect Director William (Bill) Breslin | Management | For | For |
| 1e | Elect Director Adam DeWitt | Management | For | For |
| 1f | Elect Director Robert George Elton | Management | For | For |
| 1g | Elect Director Lisa Hook | Management | For | For |
| 1h | Elect Director Timothy O'Day | Management | For | For |
| 1i | Elect Director Sarah Raiss | Management | For | Against |
| 1j | Elect Director Michael Sieger | Management | For | For |
| 1k | Elect Director Jeffrey C. Smith | Management | For | For |
| 1l | Elect Director Carol M. Stephenson | Management | For | For |
| 2 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Approve Employee Stock Purchase Plan | Management | For | For |
| 6 | Change Company Name to RB Global, Inc. | Management | For | For |
| RIVIAN AUTOMOTIVE, INC. Meeting Date: JUN 21, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RIVN Security ID: 76954A103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Karen Boone | Management | For | For |
| 1b | Elect Director Rose Marcario | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt a Comprehensive Human Rights Policy | Shareholder | Against | Against |
| ROBERT HALF INTERNATIONAL INC. Meeting Date: MAY 17, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RHI Security ID: 770323103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Julia L. Coronado | Management | For | For |
| 1b | Elect Director Dirk A. Kempthorne | Management | For | For |
| 1c | Elect Director Harold M. Messmer, Jr. | Management | For | For |
| 1d | Elect Director Marc H. Morial | Management | For | For |
| 1e | Elect Director Robert J. Pace | Management | For | For |
| 1f | Elect Director Frederick A. Richman | Management | For | For |
| 1g | Elect Director M. Keith Waddell | Management | For | For |
| 1h | Elect Director Marnie H. Wilking | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ROBLOX CORPORATION Meeting Date: MAY 25, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RBLX Security ID: 771049103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Baszucki | Management | For | Withhold |
| 1.2 | Elect Director Gregory Baszucki | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ROCKET COMPANIES, INC. Meeting Date: JUN 13, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RKT Security ID: 77311W101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew Rizik | Management | For | Withhold |
| 1.2 | Elect Director Suzanne Shank | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| ROCKWELL AUTOMATION, INC. Meeting Date: FEB 07, 2023 Record Date: DEC 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ROK Security ID: 773903109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| A1 | Elect Director William P. Gipson | Management | For | For |
| A2 | Elect Director Pam Murphy | Management | For | For |
| A3 | Elect Director Donald R. Parfet | Management | For | For |
| A4 | Elect Director Robert W. Soderbery | Management | For | For |
| B | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| C | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| D | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ROKU, INC. Meeting Date: JUN 08, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ROKU Security ID: 77543R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey Blackburn | Management | For | For |
| 2a | Elect Director Jeffrey Hastings | Management | For | Withhold |
| 2b | Elect Director Neil Hunt | Management | For | Withhold |
| 2c | Elect Director Anthony Wood | Management | For | Withhold |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ROLLINS, INC. Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ROL Security ID: 775711104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jerry E. Gahlhoff, Jr. | Management | For | For |
| 1.2 | Elect Director Patrick J. Gunning | Management | For | For |
| 1.3 | Elect Director Gregory B. Morrison | Management | For | For |
| 1.4 | Elect Director Jerry W. Nix | Management | For | For |
| 1.5 | Elect Director P. Russell Hardin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 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 |
| 1a | Elect Director K. Gunnar Bjorklund | Management | For | For |
| 1b | Elect Director Michael J. Bush | Management | For | For |
| 1c | Elect Director Edward G. Cannizzaro | Management | For | For |
| 1d | Elect Director Sharon D. Garrett | Management | For | For |
| 1e | Elect Director Michael J. Hartshorn | Management | For | For |
| 1f | Elect Director Stephen D. Milligan | Management | For | For |
| 1g | Elect Director Patricia H. Mueller | Management | For | For |
| 1h | Elect Director George P. Orban | Management | For | For |
| 1i | Elect Director Larree M. Renda | Management | For | For |
| 1j | Elect Director Barbara Rentler | Management | For | For |
| 1k | Elect Director Doniel N. Sutton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ROYAL GOLD, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RGLD Security ID: 780287108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fabiana Chubbs | Management | For | For |
| 1b | Elect Director Kevin McArthur | Management | For | For |
| 1c | Elect Director Sybil Veenman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| RPM INTERNATIONAL INC. Meeting Date: OCT 06, 2022 Record Date: AUG 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RPM Security ID: 749685103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kirkland B. Andrews | Management | For | For |
| 1.2 | Elect Director Ellen M. Pawlikowski | Management | For | For |
| 1.3 | Elect Director Frank C. Sullivan | Management | For | For |
| 1.4 | Elect Director Elizabeth F. Whited | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| RXO, INC. Meeting Date: MAY 23, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RXO Security ID: 74982T103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Drew Wilkerson | Management | For | For |
| 1b | Elect Director Stephen Renna | Management | For | For |
| 1c | Elect Director Thomas Szlosek | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| RYAN SPECIALTY HOLDINGS, INC. Meeting Date: MAY 01, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RYAN Security ID: 78351F107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David P. Bolger | Management | For | For |
| 1.2 | Elect Director Nicholas D. Cortezi | Management | For | For |
| 1.3 | Elect Director Robert (Bobby) Le Blanc | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| S&P GLOBAL INC. Meeting Date: MAY 03, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SPGI Security ID: 78409V104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marco Alvera | Management | For | For |
| 1.2 | Elect Director Jacques Esculier | Management | For | For |
| 1.3 | Elect Director Gay Huey Evans | Management | For | For |
| 1.4 | Elect Director William D. Green | Management | For | For |
| 1.5 | Elect Director Stephanie C. Hill | Management | For | For |
| 1.6 | Elect Director Rebecca Jacoby | Management | For | For |
| 1.7 | Elect Director Robert P. Kelly | Management | For | For |
| 1.8 | Elect Director Ian Paul Livingston | Management | For | For |
| 1.9 | Elect Director Deborah D. McWhinney | Management | For | For |
| 1.10 | Elect Director Maria R. Morris | Management | For | For |
| 1.11 | Elect Director Douglas L. Peterson | Management | For | For |
| 1.12 | Elect Director Richard E. Thornburgh | Management | For | For |
| 1.13 | Elect Director Gregory Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Marc Benioff | Management | For | For |
| 1b | Elect Director Laura Alber | Management | For | For |
| 1c | Elect Director Craig Conway | Management | For | For |
| 1d | Elect Director Arnold Donald | Management | For | For |
| 1e | Elect Director Parker Harris | Management | For | For |
| 1f | Elect Director Neelie Kroes | Management | For | For |
| 1g | Elect Director Sachin Mehra | Management | For | For |
| 1h | Elect Director G. Mason Morfit | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director John V. Roos | Management | For | For |
| 1k | Elect Director Robin Washington | Management | For | For |
| 1l | Elect Director Maynard Webb | Management | For | For |
| 1m | Elect Director Susan Wojcicki | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| SAREPTA THERAPEUTICS, INC. Meeting Date: JUN 08, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SRPT Security ID: 803607100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard J. Barry | Management | For | For |
| 1.2 | Elect Director M. Kathleen Behrens | Management | For | For |
| 1.3 | Elect Director Stephen L. Mayo | Management | For | For |
| 1.4 | Elect Director Claude Nicaise | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify KPMG LLP as Auditors | Management | For | For |
| 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 |
| 1.1 | Elect Director Steven E. Bernstein | Management | For | For |
| 1.2 | Elect Director Laurie Bowen | Management | For | For |
| 1.3 | Elect Director Amy E. Wilson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SEAGEN INC. Meeting Date: MAY 30, 2023 Record Date: APR 17, 2023 Meeting Type: SPECIAL | ||||
| Ticker: SGEN Security ID: 81181C104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| SEAGEN INC. Meeting Date: MAY 31, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SGEN Security ID: 81181C104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Gryska | Management | For | For |
| 1b | Elect Director John A. Orwin | Management | For | For |
| 1c | Elect Director Alpna H. Seth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SEALED AIR CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SEE Security ID: 81211K100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Elizabeth M. Adefioye | Management | For | For |
| 1b | Elect Director Zubaid Ahmad | Management | For | For |
| 1c | Elect Director Kevin C. Berryman | Management | For | For |
| 1d | Elect Director Francoise Colpron | Management | For | For |
| 1e | Elect Director Edward L. Doheny, II | Management | For | For |
| 1f | Elect Director Clay M. Johnson | Management | For | For |
| 1g | Elect Director Henry R. Keizer | Management | For | For |
| 1h | Elect Director Harry A. Lawton, III | Management | For | For |
| 1i | Elect Director Suzanne B. Rowland | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SENTINELONE, INC. Meeting Date: JUN 29, 2023 Record Date: MAY 04, 2023 Meeting Type: ANNUAL | ||||
| Ticker: S Security ID: 81730H109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ana G. Pinczuk | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Susan L. Bostrom | Management | For | For |
| 1b | Elect Director Teresa Briggs | Management | For | For |
| 1c | Elect Director Jonathan C. Chadwick | Management | For | For |
| 1d | Elect Director Paul E. Chamberlain | Management | For | For |
| 1e | Elect Director Lawrence J. Jackson, Jr. | Management | For | For |
| 1f | Elect Director Frederic B. Luddy | Management | For | For |
| 1g | Elect Director William R. McDermott | Management | For | For |
| 1h | Elect Director Jeffrey A. Miller | Management | For | For |
| 1i | Elect Director Joseph 'Larry' Quinlan | Management | For | For |
| 1j | Elect Director Anita M. Sands | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Elect Director Deborah Black | 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 |
| 1a | Elect Director Susan L. Bostrom | Management | For | For |
| 1b | Elect Director Teresa Briggs | Management | For | For |
| 1c | Elect Director Jonathan C. Chadwick | Management | For | For |
| 1d | Elect Director Paul E. Chamberlain | Management | For | For |
| 1e | Elect Director Lawrence J. Jackson, Jr. | Management | For | For |
| 1f | Elect Director Frederic B. Luddy | Management | For | For |
| 1g | Elect Director William R. McDermott | Management | For | For |
| 1h | Elect Director Jeffrey A. Miller | Management | For | For |
| 1i | Elect Director Joseph 'Larry' Quinlan | Management | For | For |
| 1j | Elect Director Anita M. Sands | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Elect Director Deborah Black | Management | For | For |
| SHIFT4 PAYMENTS, INC. Meeting Date: JUN 09, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FOUR Security ID: 82452J109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sam Bakhshandehpour | Management | For | For |
| 1.2 | Elect Director Jonathan Halkyard | Management | For | Withhold |
| 1.3 | Elect Director Donald Isaacman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SHOPIFY INC. Meeting Date: JUN 27, 2023 Record Date: MAY 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SHOP Security ID: 82509L107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Tobias Lutke | Management | For | For |
| 1B | Elect Director Robert Ashe | Management | For | For |
| 1C | Elect Director Gail Goodman | Management | For | For |
| 1D | Elect Director Colleen Johnston | Management | For | For |
| 1E | Elect Director Jeremy Levine | Management | For | For |
| 1F | Elect Director Toby Shannan | Management | For | For |
| 1G | Elect Director Fidji Simo | Management | For | For |
| 1H | Elect Director Bret Taylor | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | Against |
| SIGNIFY HEALTH, INC. Meeting Date: OCT 31, 2022 Record Date: SEP 26, 2022 Meeting Type: SPECIAL | ||||
| Ticker: SGFY Security ID: 82671G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| SIMON PROPERTY GROUP, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SPG Security ID: 828806109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Glyn F. Aeppel | Management | For | Against |
| 1B | Elect Director Larry C. Glasscock | Management | For | Against |
| 1C | Elect Director Allan Hubbard | Management | For | Against |
| 1D | Elect Director Reuben S. Leibowitz | Management | For | For |
| 1E | Elect Director Randall J. Lewis | Management | For | For |
| 1F | Elect Director Gary M. Rodkin | Management | For | Against |
| 1G | Elect Director Peggy Fang Roe | Management | For | Against |
| 1H | Elect Director Stefan M. Selig | Management | For | For |
| 1I | Elect Director Daniel C. Smith | Management | For | For |
| 1J | Elect Director Marta R. Stewart | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SITEONE LANDSCAPE SUPPLY, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SITE Security ID: 82982L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William (Bill) W. Douglas, III | Management | For | For |
| 1.2 | Elect Director Jeri L. Isbell | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SIX FLAGS ENTERTAINMENT CORPORATION Meeting Date: MAY 10, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SIX Security ID: 83001A102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ben Baldanza | Management | For | For |
| 1.2 | Elect Director Selim Bassoul | Management | For | For |
| 1.3 | Elect Director Esi Eggleston Bracey | Management | For | For |
| 1.4 | Elect Director Chieh Huang | Management | For | For |
| 1.5 | Elect Director Enrique Ramirez Mena | Management | For | For |
| 1.6 | Elect Director Arik Ruchim | Management | For | For |
| 1.7 | Elect Director Marilyn Spiegel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Eliminate Supermajority Vote Requirement to Amend Bylaws | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| SKECHERS U.S.A., INC. Meeting Date: JUN 12, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SKX Security ID: 830566105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Katherine Blair | Management | For | Withhold |
| 1.2 | Elect Director Yolanda Macias | Management | For | Withhold |
| 1.3 | Elect Director Richard Siskind | Management | For | For |
| 2 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | Against |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Plans to Reduce Full Value Chain GHG Emissions Aligned with Paris Agreement Goal | Shareholder | Against | For |
| SMARTSHEET INC. Meeting Date: JUN 16, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SMAR Security ID: 83200N103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Geoffrey T. Barker | Management | For | For |
| 1.2 | Elect Director Matthew McIlwain | Management | For | For |
| 1.3 | Elect Director James N. White | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SNOWFLAKE INC. Meeting Date: JUL 07, 2022 Record Date: MAY 13, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SNOW Security ID: 833445109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kelly A. Kramer | Management | For | Withhold |
| 1b | Elect Director Frank Slootman | Management | For | Withhold |
| 1c | Elect Director Michael L. Speiser | Management | For | Withhold |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SNOWFLAKE INC. Meeting Date: JUL 07, 2022 Record Date: MAY 13, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SNOW Security ID: 833445109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kelly A. Kramer | Management | For | For |
| 1b | Elect Director Frank Slootman | Management | For | For |
| 1c | Elect Director Michael L. Speiser | Management | For | Withhold |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | 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 |
| 1a | Elect Director Sean L. Cunningham | Management | For | Against |
| 1b | Elect Director Robert B. Knauss | Management | For | Against |
| 1c | Elect Director Vincent K. Petrella | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SOUTHERN COPPER CORPORATION Meeting Date: MAY 26, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SCCO Security ID: 84265V105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director German Larrea Mota-Velasco | Management | For | Withhold |
| 1.2 | Elect Director Oscar Gonzalez Rocha | Management | For | Withhold |
| 1.3 | Elect Director Vicente Ariztegui Andreve | Management | For | For |
| 1.4 | Elect Director Enrique Castillo Sanchez Mejorada | Management | For | For |
| 1.5 | Elect Director Leonardo Contreras Lerdo de Tejada | Management | For | For |
| 1.6 | Elect Director Xavier Garcia de Quevedo Topete | Management | For | Withhold |
| 1.7 | Elect Director Luis Miguel Palomino Bonilla | Management | For | Withhold |
| 1.8 | Elect Director Gilberto Perezalonso Cifuentes | Management | For | Withhold |
| 1.9 | Elect Director Carlos Ruiz Sacristan | Management | For | Withhold |
| 2 | Ratify Galaz, Yamazaki, Ruiz Urquiza S.C. as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SOUTHWESTERN ENERGY COMPANY Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SWN Security ID: 845467109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John D. Gass | Management | For | For |
| 1b | Elect Director S.P. "Chip" Johnson, IV | Management | For | For |
| 1c | Elect Director Catherine A. Kehr | Management | For | For |
| 1d | Elect Director Greg D. Kerley | Management | For | For |
| 1e | Elect Director Jon A. Marshall | Management | For | For |
| 1f | Elect Director Patrick M. Prevost | Management | For | For |
| 1g | Elect Director Anne Taylor | Management | For | For |
| 1h | Elect Director Denis J. Walsh, III | Management | For | For |
| 1i | Elect Director William J. Way | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting to 20% | Management | For | For |
| 6 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| SPIRIT AEROSYSTEMS HOLDINGS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SPR Security ID: 848574109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen A. Cambone | Management | For | For |
| 1b | Elect Director Irene M. Esteves | Management | For | For |
| 1c | Elect Director William A. Fitzgerald | Management | For | For |
| 1d | Elect Director Paul E. Fulchino | Management | For | For |
| 1e | Elect Director Thomas C. Gentile, III | Management | For | For |
| 1f | Elect Director Robert D. Johnson | Management | For | For |
| 1g | Elect Director Ronald T. Kadish | Management | For | For |
| 1h | Elect Director John L. Plueger | Management | For | For |
| 1i | Elect Director James R. Ray, Jr. | Management | For | For |
| 1j | Elect Director Patrick M. Shanahan | Management | For | For |
| 1k | Elect Director Laura H. Wright | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SPLUNK INC. Meeting Date: JUN 21, 2023 Record Date: MAY 02, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SPLK Security ID: 848637104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patricia Morrison | Management | For | For |
| 1b | Elect Director David Tunnell | Management | For | For |
| 1c | Elect Director Dennis L. Via | Management | For | For |
| 1d | Elect Director Luis Visoso | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| SPOTIFY TECHNOLOGY SA Meeting Date: MAR 29, 2023 Record Date: FEB 03, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: SPOT Security ID: L8681T102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Approve Discharge of Directors | Management | For | For |
| 4a | Elect Daniel Ek as A Director | Management | For | Against |
| 4b | Elect Martin Lorentzon as A Director | Management | For | Against |
| 4c | Elect Shishir Samir Mehrotra as A Director | Management | For | Against |
| 4d | Elect Christopher Marsall as B Director | Management | For | For |
| 4e | Elect Barry McCarthy as B Director | Management | For | For |
| 4f | Elect Heidi O'Neill as B Director | Management | For | For |
| 4g | Elect Ted Sarandos as B Director | Management | For | For |
| 4h | Elect Thomas Owen Staggs as B Director | Management | For | For |
| 4i | Elect Mona Sutphen as B Director | Management | For | For |
| 4j | Elect Padmasree Warrior as B Director | Management | For | For |
| 5 | Appoint Ernst & Young S.A. (Luxembourg) as Auditor | Management | For | For |
| 6 | Approve Remuneration of Directors | Management | For | Against |
| 7 | Authorize Guy Harles and Alexandre Gobert to Execute and Deliver, and with Full Power of Substitution, Any Documents Necessary or Useful in Connection with the Annual Filing and Registration Required by the Luxembourg Laws | Management | For | For |
| E1 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights and Amend Articles of Association | Management | For | Against |
| SPOTIFY TECHNOLOGY SA Meeting Date: MAR 29, 2023 Record Date: FEB 03, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: SPOT Security ID: L8681T102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Income | Management | For | For |
| 3 | Approve Discharge of Directors | Management | For | For |
| 4a | Elect Daniel Ek as A Director | Management | For | For |
| 4b | Elect Martin Lorentzon as A Director | Management | For | Against |
| 4c | Elect Shishir Samir Mehrotra as A Director | Management | For | Against |
| 4d | Elect Christopher Marsall as B Director | Management | For | For |
| 4e | Elect Barry McCarthy as B Director | Management | For | For |
| 4f | Elect Heidi O'Neill as B Director | Management | For | For |
| 4g | Elect Ted Sarandos as B Director | Management | For | For |
| 4h | Elect Thomas Owen Staggs as B Director | Management | For | For |
| 4i | Elect Mona Sutphen as B Director | Management | For | For |
| 4j | Elect Padmasree Warrior as B Director | Management | For | For |
| 5 | Appoint Ernst & Young S.A. (Luxembourg) as Auditor | Management | For | For |
| 6 | Approve Remuneration of Directors | Management | For | For |
| 7 | Authorize Guy Harles and Alexandre Gobert to Execute and Deliver, and with Full Power of Substitution, Any Documents Necessary or Useful in Connection with the Annual Filing and Registration Required by the Luxembourg Laws | Management | For | For |
| E1 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights and Amend Articles of Association | 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 |
| 1a | Elect Director Richard E. Allison, Jr. | Management | For | For |
| 1b | Elect Director Andrew Campion | Management | For | For |
| 1c | Elect Director Beth Ford | Management | For | For |
| 1d | Elect Director Mellody Hobson | Management | For | For |
| 1e | Elect Director Jorgen Vig Knudstorp | Management | For | For |
| 1f | Elect Director Satya Nadella | Management | For | For |
| 1g | Elect Director Laxman Narasimhan | Management | For | For |
| 1h | Elect Director Howard Schultz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Plant-Based Milk Pricing | Shareholder | Against | Against |
| 6 | Adopt Policy on Succession Planning | Shareholder | Against | Against |
| 7 | Report on Operations in Communist China | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | For |
| 9 | Establish Committee on Corporate Sustainability | Shareholder | Against | Against |
| STERIS PLC Meeting Date: JUL 28, 2022 Record Date: JUN 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: STE Security ID: G8473T100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard C. Breeden | Management | For | For |
| 1b | Elect Director Daniel A. Carestio | Management | For | For |
| 1c | Elect Director Cynthia L. Feldmann | Management | For | For |
| 1d | Elect Director Christopher S. Holland | Management | For | For |
| 1e | Elect Director Jacqueline B. Kosecoff | Management | For | For |
| 1f | Elect Director Paul E. Martin | Management | For | For |
| 1g | Elect Director Nirav R. Shah | Management | For | For |
| 1h | Elect Director Mohsen M. Sohi | Management | For | For |
| 1i | Elect Director Richard M. Steeves | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Appoint Ernst & Young Chartered Accountants as Irish Statutory Auditor | Management | For | For |
| 4 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| STRYKER CORPORATION Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SYK Security ID: 863667101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary K. Brainerd | Management | For | For |
| 1b | Elect Director Giovanni Caforio | Management | For | For |
| 1c | Elect Director Srikant M. Datar | Management | For | For |
| 1d | Elect Director Allan C. Golston | Management | For | For |
| 1e | Elect Director Kevin A. Lobo | Management | For | For |
| 1f | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1g | Elect Director Andrew K. Silvernail | Management | For | For |
| 1h | Elect Director Lisa M. Skeete Tatum | Management | For | For |
| 1i | Elect Director Ronda E. Stryker | Management | For | For |
| 1j | Elect Director Rajeev Suri | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| STRYKER CORPORATION Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SYK Security ID: 863667101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary K. Brainerd | Management | For | For |
| 1b | Elect Director Giovanni Caforio | Management | For | For |
| 1c | Elect Director Srikant M. Datar | Management | For | For |
| 1d | Elect Director Allan C. Golston | Management | For | For |
| 1e | Elect Director Kevin A. Lobo | Management | For | For |
| 1f | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1g | Elect Director Andrew K. Silvernail | Management | For | For |
| 1h | Elect Director Lisa M. Skeete Tatum | Management | For | For |
| 1i | Elect Director Ronda E. Stryker | Management | For | For |
| 1j | Elect Director Rajeev Suri | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | Against |
| SWITCH, INC. Meeting Date: AUG 04, 2022 Record Date: JUN 15, 2022 Meeting Type: SPECIAL | ||||
| Ticker: SWCH Security ID: 87105L104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | 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 |
| 1a | Elect Director Aart J. de Geus | Management | For | For |
| 1b | Elect Director Luis Borgen | Management | For | For |
| 1c | Elect Director Marc N. Casper | Management | For | For |
| 1d | Elect Director Janice D. Chaffin | Management | For | For |
| 1e | Elect Director Bruce R. Chizen | Management | For | For |
| 1f | Elect Director Mercedes Johnson | Management | For | For |
| 1g | Elect Director Jeannine P. Sargent | Management | For | For |
| 1h | Elect Director John G. Schwarz | Management | For | For |
| 1i | Elect Director Roy Vallee | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| SYSCO CORPORATION Meeting Date: NOV 18, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SYY Security ID: 871829107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel J. Brutto | Management | For | For |
| 1b | Elect Director Ali Dibadj | Management | For | For |
| 1c | Elect Director Larry C. Glasscock | Management | For | For |
| 1d | Elect Director Jill M. Golder | Management | For | For |
| 1e | Elect Director Bradley M. Halverson | Management | For | For |
| 1f | Elect Director John M. Hinshaw | Management | For | For |
| 1g | Elect Director Kevin P. Hourican | Management | For | For |
| 1h | Elect Director Hans-Joachim Koerber | Management | For | For |
| 1i | Elect Director Alison Kenney Paul | Management | For | For |
| 1j | Elect Director Edward D. Shirley | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Third-Party Civil Rights Audit | Shareholder | Against | For |
| 5 | Commission Third Party Report Assessing Company's Supply Chain Risks | Shareholder | Against | Against |
| 6 | Report on Efforts to Reduce Plastic Use | Shareholder | None | 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 Director Andre Almeida | Management | For | For |
| 1.2 | Elect Director Marcelo Claure | Management | For | For |
| 1.3 | Elect Director Srikant M. Datar | Management | For | For |
| 1.4 | Elect Director Srinivasan Gopalan | Management | For | For |
| 1.5 | Elect Director Timotheus Hottges | Management | For | For |
| 1.6 | Elect Director Christian P. Illek | Management | For | For |
| 1.7 | Elect Director Raphael Kubler | Management | For | For |
| 1.8 | Elect Director Thorsten Langheim | Management | For | For |
| 1.9 | Elect Director Dominique Leroy | Management | For | For |
| 1.10 | Elect Director Letitia A. Long | Management | For | For |
| 1.11 | Elect Director G. Michael Sievert | Management | For | For |
| 1.12 | Elect Director Teresa A. Taylor | Management | For | For |
| 1.13 | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| TAKE-TWO INTERACTIVE SOFTWARE, INC. Meeting Date: SEP 16, 2022 Record Date: JUL 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TTWO Security ID: 874054109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Strauss Zelnick | Management | For | For |
| 1b | Elect Director Michael Dornemann | Management | For | For |
| 1c | Elect Director J Moses | Management | For | For |
| 1d | Elect Director Michael Sheresky | Management | For | For |
| 1e | Elect Director LaVerne Srinivasan | Management | For | For |
| 1f | Elect Director Susan Tolson | Management | For | For |
| 1g | Elect Director Paul Viera | Management | For | For |
| 1h | Elect Director Roland Hernandez | Management | For | For |
| 1i | Elect Director William "Bing" Gordon | Management | For | For |
| 1j | Elect Director Ellen Siminoff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TANDEM DIABETES CARE, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TNDM Security ID: 875372203 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kim D. Blickenstaff | Management | For | For |
| 1b | Elect Director Myoungil Cha | Management | For | For |
| 1c | Elect Director Peyton R. Howell | Management | For | For |
| 1d | Elect Director Joao Paulo Falcao Malagueira | Management | For | For |
| 1e | Elect Director Kathleen McGroddy-Goetz | Management | For | For |
| 1f | Elect Director John F. Sheridan | Management | For | For |
| 1g | Elect Director Christopher J. Twomey | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TAPESTRY, INC. Meeting Date: NOV 15, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TPR Security ID: 876030107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director Darrell Cavens | Management | For | For |
| 1c | Elect Director Joanne Crevoiserat | Management | For | For |
| 1d | Elect Director David Denton | Management | For | For |
| 1e | Elect Director Johanna (Hanneke) Faber | Management | For | For |
| 1f | Elect Director Anne Gates | Management | For | For |
| 1g | Elect Director Thomas Greco | Management | For | For |
| 1h | Elect Director Pamela Lifford | Management | For | For |
| 1i | Elect Director Annabelle Yu Long | Management | For | For |
| 1j | Elect Director Ivan Menezes | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TARGA RESOURCES CORP. Meeting Date: MAY 23, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TRGP Security ID: 87612G101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul W. Chung | Management | For | For |
| 1.2 | Elect Director Charles R. Crisp | Management | For | For |
| 1.3 | Elect Director Laura C. Fulton | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Efforts to Reduce Methane Emission Venting and Flaring in Supply Chain | Shareholder | Against | For |
| TARGET CORPORATION Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TGT Security ID: 87612E106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David P. Abney | Management | For | For |
| 1b | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1c | Elect Director George S. Barrett | Management | For | For |
| 1d | Elect Director Gail K. Boudreaux | Management | For | For |
| 1e | Elect Director Brian C. Cornell | Management | For | For |
| 1f | Elect Director Robert L. Edwards | Management | For | For |
| 1g | Elect Director Donald R. Knauss | Management | For | For |
| 1h | Elect Director Christine A. Leahy | Management | For | For |
| 1i | Elect Director Monica C. Lozano | Management | For | For |
| 1j | Elect Director Grace Puma | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 1l | Elect Director Dmitri L. Stockton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| TELADOC HEALTH, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TDOC Security ID: 87918A105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Karen L. Daniel | Management | For | For |
| 1b | Elect Director Sandra L. Fenwick | Management | For | For |
| 1c | Elect Director Jason Gorevic | Management | For | For |
| 1d | Elect Director Catherine A. Jacobson | Management | For | For |
| 1e | Elect Director Thomas G. McKinley | Management | For | For |
| 1f | Elect Director Kenneth H. Paulus | Management | For | For |
| 1g | Elect Director David L. Shedlarz | Management | For | For |
| 1h | Elect Director Mark Douglas Smith | Management | For | For |
| 1i | Elect Director David B. Snow, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Daniel R. Fishback | Management | For | For |
| 1b | Elect Director Stephen McMillan | Management | For | For |
| 1c | Elect Director Kimberly K. Nelson | Management | For | For |
| 1d | Elect Director Todd E. McElhatton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TERADYNE, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TER Security ID: 880770102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy E. Guertin | Management | For | For |
| 1b | Elect Director Peter Herweck | Management | For | For |
| 1c | Elect Director Mercedes Johnson | Management | For | For |
| 1d | Elect Director Ernest E. Maddock | Management | For | For |
| 1e | Elect Director Marilyn Matz | Management | For | For |
| 1f | Elect Director Gregory S. Smith | Management | For | For |
| 1g | Elect Director Ford Tamer | Management | For | For |
| 1h | Elect Director Paul J. Tufano | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TESLA, INC. Meeting Date: AUG 04, 2022 Record Date: JUN 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TSLA Security ID: 88160R101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ira Ehrenpreis | Management | For | Against |
| 1.2 | Elect Director Kathleen Wilson-Thompson | Management | For | Against |
| 2 | Reduce Director Terms from Three to Two Years | Management | For | For |
| 3 | Eliminate Supermajority Voting Provisions | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Adopt Proxy Access Right | Shareholder | Against | For |
| 7 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | For |
| 8 | Report on Racial and Gender Board Diversity | Shareholder | Against | For |
| 9 | Report on the Impacts of Using Mandatory Arbitration | Shareholder | Against | For |
| 10 | Report on Corporate Climate Lobbying in line with Paris Agreement | Shareholder | Against | For |
| 11 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | Shareholder | Against | For |
| 12 | Report on Eradicating Child Labor in Battery Supply Chain | Shareholder | Against | Against |
| 13 | Report on Water Risk Exposure | Shareholder | Against | For |
| TESLA, INC. Meeting Date: AUG 04, 2022 Record Date: JUN 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TSLA Security ID: 88160R101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ira Ehrenpreis | Management | For | Against |
| 1.2 | Elect Director Kathleen Wilson-Thompson | Management | For | Against |
| 2 | Reduce Director Terms from Three to Two Years | Management | For | For |
| 3 | Eliminate Supermajority Voting Provisions | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Adopt Proxy Access Right | Shareholder | Against | For |
| 7 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | For |
| 8 | Report on Racial and Gender Board Diversity | Shareholder | Against | Against |
| 9 | Report on the Impacts of Using Mandatory Arbitration | Shareholder | Against | Against |
| 10 | Report on Corporate Climate Lobbying in line with Paris Agreement | Shareholder | Against | Against |
| 11 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 12 | Report on Eradicating Child Labor in Battery Supply Chain | Shareholder | Against | Against |
| 13 | Report on Water Risk Exposure | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Elon Musk | Management | For | For |
| 1.2 | Elect Director Robyn Denholm | Management | For | Against |
| 1.3 | Elect Director JB Straubel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Key-Person Risk and Efforts to Ameliorate It | Shareholder | Against | Against |
| TETRA TECH, INC. Meeting Date: FEB 28, 2023 Record Date: JAN 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TTEK Security ID: 88162G103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Dan L. Batrack | Management | For | For |
| 1B | Elect Director Gary R. Birkenbeuel | Management | For | For |
| 1C | Elect Director Prashant Gandhi | Management | For | For |
| 1D | Elect Director Joanne M. Maguire | Management | For | For |
| 1E | Elect Director Christiana Obiaya | Management | For | For |
| 1F | Elect Director Kimberly E. Ritrievi | Management | For | For |
| 1G | Elect Director J. Kenneth Thompson | Management | For | For |
| 1H | Elect Director Kirsten M. Volpi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TEXAS INSTRUMENTS INCORPORATED Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TXN Security ID: 882508104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Blinn | Management | For | For |
| 1b | Elect Director Todd M. Bluedorn | Management | For | For |
| 1c | Elect Director Janet F. Clark | Management | For | For |
| 1d | Elect Director Carrie S. Cox | Management | For | For |
| 1e | Elect Director Martin S. Craighead | Management | For | For |
| 1f | Elect Director Curtis C. Farmer | Management | For | For |
| 1g | Elect Director Jean M. Hobby | Management | For | For |
| 1h | Elect Director Haviv Ilan | Management | For | For |
| 1i | Elect Director Ronald Kirk | Management | For | For |
| 1j | Elect Director Pamela H. Patsley | Management | For | For |
| 1k | Elect Director Robert E. Sanchez | Management | For | For |
| 1l | Elect Director Richard K. Templeton | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Report on Due Diligence Efforts to Trace End-User Misuse of Company Products | Shareholder | Against | Against |
| TEXAS PACIFIC LAND CORP. Meeting Date: MAY 18, 2023 Record Date: SEP 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TPL Security ID: 88262P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rhys J. Best | Management | For | For |
| 1b | Elect Director Donald G. Cook | Management | For | Against |
| 1c | Elect Director Donna E. Epps | Management | For | For |
| 1d | Elect Director Eric L. Oliver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Declassify the Board of Directors | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| 7 | Employ Advisors In Connection with Evaluation of Potential Spinoff | Shareholder | Against | Against |
| 8 | Release All Remaining Obligations of the Stockholders' Agreement | Shareholder | Against | Against |
| 9 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 10 | Require a Majority Vote Standard for the Election of Directors with Mandatory Resignation Policy | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Janet G. Davidson | Management | For | For |
| 1.2 | Elect Director Andres R. Gluski | Management | For | For |
| 1.3 | Elect Director Tarun Khanna | Management | For | For |
| 1.4 | Elect Director Holly K. Koeppel | Management | For | For |
| 1.5 | Elect Director Julia M. Laulis | Management | For | For |
| 1.6 | Elect Director Alain Monie | Management | For | For |
| 1.7 | Elect Director John B. Morse, Jr. | Management | For | For |
| 1.8 | Elect Director Moises Naim | Management | For | For |
| 1.9 | Elect Director Teresa M. Sebastian | Management | For | For |
| 1.10 | Elect Director Maura Shaughnessy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| THE BOEING COMPANY Meeting Date: APR 18, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BA Security ID: 097023105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert A. Bradway | Management | For | For |
| 1b | Elect Director David L. Calhoun | Management | For | For |
| 1c | Elect Director Lynne M. Doughtie | Management | For | For |
| 1d | Elect Director David L. Gitlin | Management | For | For |
| 1e | Elect Director Lynn J. Good | Management | For | For |
| 1f | Elect Director Stayce D. Harris | Management | For | For |
| 1g | Elect Director Akhil Johri | Management | For | For |
| 1h | Elect Director David L. Joyce | Management | For | For |
| 1i | Elect Director Lawrence W. Kellner | Management | For | For |
| 1j | Elect Director Steven M. Mollenkopf | Management | For | For |
| 1k | Elect Director John M. Richardson | Management | For | For |
| 1l | Elect Director Sabrina Soussan | Management | For | For |
| 1m | Elect Director Ronald A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Report on Climate Lobbying | Shareholder | Against | For |
| 9 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| THE BOSTON BEER COMPANY, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SAM Security ID: 100557107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Meghan V. Joyce | Management | For | Withhold |
| 1.2 | Elect Director Michael Spillane | Management | For | Withhold |
| 1.3 | Elect Director Jean-Michel Valette | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| THE CHARLES SCHWAB CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SCHW Security ID: 808513105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marianne C. Brown | Management | For | For |
| 1b | Elect Director Frank C. Herringer | Management | For | For |
| 1c | Elect Director Gerri K. Martin-Flickinger | Management | For | For |
| 1d | Elect Director Todd M. Ricketts | Management | For | For |
| 1e | Elect Director Carolyn Schwab-Pomerantz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Gender/Racial Pay Gap | Shareholder | Against | For |
| 6 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| THE CHEMOURS COMPANY Meeting Date: APR 26, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CC Security ID: 163851108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Curtis V. Anastasio | Management | For | For |
| 1b | Elect Director Mary B. Cranston | Management | For | For |
| 1c | Elect Director Curtis J. Crawford | Management | For | For |
| 1d | Elect Director Dawn L. Farrell | Management | For | For |
| 1e | Elect Director Erin N. Kane | Management | For | For |
| 1f | Elect Director Sean D. Keohane | Management | For | For |
| 1g | Elect Director Mark E. Newman | Management | For | For |
| 1h | Elect Director Guillaume Pepy | Management | For | For |
| 1i | Elect Director Sandra Phillips Rogers | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director David M. Cordani | Management | For | For |
| 1b | Elect Director William J. DeLaney | Management | For | For |
| 1c | Elect Director Eric J. Foss | Management | For | For |
| 1d | Elect Director Elder Granger | Management | For | For |
| 1e | Elect Director Neesha Hathi | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Kimberly A. Ross | Management | For | For |
| 1j | Elect Director Eric C. Wiseman | Management | For | For |
| 1k | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 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 |
| 1a | Elect Director David M. Cordani | Management | For | For |
| 1b | Elect Director William J. DeLaney | Management | For | For |
| 1c | Elect Director Eric J. Foss | Management | For | For |
| 1d | Elect Director Elder Granger | Management | For | For |
| 1e | Elect Director Neesha Hathi | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Kimberly A. Ross | Management | For | For |
| 1j | Elect Director Eric C. Wiseman | Management | For | For |
| 1k | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| THE CLOROX COMPANY Meeting Date: NOV 16, 2022 Record Date: SEP 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CLX Security ID: 189054109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Amy L. Banse | Management | For | For |
| 1.2 | Elect Director Julia Denman | Management | For | For |
| 1.3 | Elect Director Spencer C. Fleischer | Management | For | For |
| 1.4 | Elect Director Esther Lee | Management | For | For |
| 1.5 | Elect Director A.D. David Mackay | Management | For | For |
| 1.6 | Elect Director Paul Parker | Management | For | For |
| 1.7 | Elect Director Stephanie Plaines | Management | For | For |
| 1.8 | Elect Director Linda Rendle | Management | For | For |
| 1.9 | Elect Director Matthew J. Shattock | Management | For | For |
| 1.10 | Elect Director Kathryn Tesija | Management | For | For |
| 1.11 | Elect Director Russell J. Weiner | Management | For | For |
| 1.12 | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1.1 | Elect Director Herb Allen | Management | For | For |
| 1.2 | Elect Director Marc Bolland | Management | For | For |
| 1.3 | Elect Director Ana Botin | Management | For | For |
| 1.4 | Elect Director Christopher C. Davis | Management | For | For |
| 1.5 | Elect Director Barry Diller | Management | For | For |
| 1.6 | Elect Director Carolyn Everson | Management | For | For |
| 1.7 | Elect Director Helene D. Gayle | Management | For | For |
| 1.8 | Elect Director Alexis M. Herman | Management | For | For |
| 1.9 | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1.10 | Elect Director Amity Millhiser | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director Caroline J. Tsay | Management | For | For |
| 1.13 | Elect Director David B. Weinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE ESTEE LAUDER COMPANIES INC. Meeting Date: NOV 18, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EL Security ID: 518439104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald S. Lauder | Management | For | For |
| 1b | Elect Director William P. Lauder | Management | For | Withhold |
| 1c | Elect Director Richard D. Parsons | Management | For | Withhold |
| 1d | Elect Director Lynn Forester de Rothschild | Management | For | For |
| 1e | Elect Director Jennifer Tejada | Management | For | For |
| 1f | Elect Director Richard F. Zannino | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE ESTEE LAUDER COMPANIES INC. Meeting Date: NOV 18, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EL Security ID: 518439104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald S. Lauder | Management | For | For |
| 1b | Elect Director William P. Lauder | Management | For | For |
| 1c | Elect Director Richard D. Parsons | Management | For | For |
| 1d | Elect Director Lynn Forester de Rothschild | Management | For | For |
| 1e | Elect Director Jennifer Tejada | Management | For | For |
| 1f | Elect Director Richard F. Zannino | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 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 Director Pamela M. Arway | Management | For | For |
| 1.2 | Elect Director Michele G. Buck | Management | For | For |
| 1.3 | Elect Director Victor L. Crawford | Management | For | For |
| 1.4 | Elect Director Robert M. Dutkowsky | Management | For | Withhold |
| 1.5 | Elect Director Mary Kay Haben | Management | For | For |
| 1.6 | Elect Director James C. Katzman | Management | For | Withhold |
| 1.7 | Elect Director M. Diane Koken | Management | For | For |
| 1.8 | Elect Director Huong Maria T. Kraus | Management | For | For |
| 1.9 | Elect Director Robert M. Malcolm | Management | For | Withhold |
| 1.10 | Elect Director Anthony J. Palmer | Management | For | Withhold |
| 1.11 | Elect Director Juan R. Perez | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Human Rights Impacts of Living Wage & Income Position Statement | 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 |
| 1a | Elect Director Gerard J. Arpey | Management | For | For |
| 1b | Elect Director Ari Bousbib | Management | For | For |
| 1c | Elect Director Jeffery H. Boyd | Management | For | For |
| 1d | Elect Director Gregory D. Brenneman | Management | For | For |
| 1e | Elect Director J. Frank Brown | Management | For | For |
| 1f | Elect Director Albert P. Carey | Management | For | For |
| 1g | Elect Director Edward P. Decker | Management | For | For |
| 1h | Elect Director Linda R. Gooden | Management | For | For |
| 1i | Elect Director Wayne M. Hewett | Management | For | For |
| 1j | Elect Director Manuel Kadre | Management | For | For |
| 1k | Elect Director Stephanie C. Linnartz | Management | For | For |
| 1l | Elect Director Paula Santilli | Management | For | For |
| 1m | Elect Director Caryn Seidman-Becker | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Political Expenditures Congruence | Shareholder | Against | For |
| 8 | Rescind 2022 Racial Equity Audit Proposal | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| THE MOSAIC COMPANY Meeting Date: MAY 25, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MOS Security ID: 61945C103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl K. Beebe | Management | For | For |
| 1b | Elect Director Gregory L. Ebel | Management | For | For |
| 1c | Elect Director Timothy S. Gitzel | Management | For | For |
| 1d | Elect Director Denise C. Johnson | Management | For | For |
| 1e | Elect Director Emery N. Koenig | Management | For | For |
| 1f | Elect Director James (Joc) C. O'Rourke | Management | For | For |
| 1g | Elect Director David T. Seaton | Management | For | For |
| 1h | Elect Director Steven M. Seibert | Management | For | For |
| 1i | Elect Director Joao Roberto Goncalves Teixeira | Management | For | For |
| 1j | Elect Director Gretchen H. Watkins | Management | For | For |
| 1k | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | For |
| 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 |
| 1a | Elect Director B. Marc Allen | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Christopher Kempczinski | Management | For | For |
| 1f | Elect Director Debra L. Lee | Management | For | For |
| 1g | Elect Director Terry J. Lundgren | Management | For | For |
| 1h | Elect Director Christine M. McCarthy | Management | For | For |
| 1i | Elect Director Jon R. Moeller | Management | For | For |
| 1j | Elect Director Rajesh Subramaniam | Management | For | For |
| 1k | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' 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 |
| 1a | Elect Director Danelle M. Barrett | Management | For | For |
| 1b | Elect Director Philip Bleser | Management | For | For |
| 1c | Elect Director Stuart B. Burgdoerfer | Management | For | For |
| 1d | Elect Director Pamela J. Craig | Management | For | For |
| 1e | Elect Director Charles A. Davis | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Lawton W. Fitt | Management | For | For |
| 1h | Elect Director Susan Patricia Griffith | Management | For | For |
| 1i | Elect Director Devin C. Johnson | Management | For | For |
| 1j | Elect Director Jeffrey D. Kelly | Management | For | For |
| 1k | Elect Director Barbara R. Snyder | Management | For | For |
| 1l | Elect Director Kahina Van Dyke | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE SCOTTS MIRACLE-GRO COMPANY Meeting Date: JAN 23, 2023 Record Date: NOV 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SMG Security ID: 810186106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Hagedorn | Management | For | For |
| 1b | Elect Director Nancy G. Mistretta | Management | For | For |
| 1c | Elect Director Gerald Volas | Management | For | For |
| 1d | Elect Director Edith Aviles | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | 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 |
| 1a | Elect Director Kerrii B. Anderson | Management | For | For |
| 1b | Elect Director Arthur F. Anton | Management | For | For |
| 1c | Elect Director Jeff M. Fettig | Management | For | For |
| 1d | Elect Director John G. Morikis | Management | For | For |
| 1e | Elect Director Christine A. Poon | Management | For | For |
| 1f | Elect Director Aaron M. Powell | Management | For | For |
| 1g | Elect Director Marta R. Stewart | Management | For | For |
| 1h | Elect Director Michael H. Thaman | Management | For | For |
| 1i | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1a | Elect Director Jose B. Alvarez | Management | For | For |
| 1b | Elect Director Alan M. Bennett | Management | For | For |
| 1c | Elect Director Rosemary T. Berkery | Management | For | For |
| 1d | Elect Director David T. Ching | Management | For | For |
| 1e | Elect Director C. Kim Goodwin | Management | For | For |
| 1f | Elect Director Ernie Herrman | Management | For | For |
| 1g | Elect Director Amy B. Lane | Management | For | For |
| 1h | Elect Director Carol Meyrowitz | Management | For | For |
| 1i | Elect Director Jackwyn L. Nemerov | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Third-Party Assessment of Human Rights Due Diligence in Supply Chain | Shareholder | Against | Against |
| 6 | Report on Risk from Supplier Misclassification of Supplier's Employees | Shareholder | Against | For |
| 7 | Adopt a Paid Sick Leave Policy for All Employees | Shareholder | Against | Against |
| THE TORO COMPANY Meeting Date: MAR 21, 2023 Record Date: JAN 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TTC Security ID: 891092108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey M. Ettinger | Management | For | For |
| 1.2 | Elect Director Eric P. Hansotia | Management | For | For |
| 1.3 | Elect Director D. Christian Koch | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| THE TRADE DESK, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TTD Security ID: 88339J105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeff T. Green | Management | For | Withhold |
| 1.2 | Elect Director Andrea L. Cunningham | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE TRADE DESK, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TTD Security ID: 88339J105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeff T. Green | Management | For | For |
| 1.2 | Elect Director Andrea L. Cunningham | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | 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 |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Safra A. Catz | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Francis A. deSouza | Management | For | For |
| 1e | Elect Director Carolyn N. Everson | Management | For | For |
| 1f | Elect Director Michael B.G. Froman | Management | For | For |
| 1g | Elect Director Robert A. Iger | Management | For | For |
| 1h | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1i | Elect Director Calvin R. McDonald | Management | For | For |
| 1j | Elect Director Mark G. Parker | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Charitable Contributions | Shareholder | Against | Against |
| 7 | Report on Political Expenditures | Shareholder | Against | For |
| THE WENDY'S COMPANY Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WEN Security ID: 95058W100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nelson Peltz | Management | For | For |
| 1.2 | Elect Director Peter W. May | Management | For | For |
| 1.3 | Elect Director Matthew H. Peltz | Management | For | For |
| 1.4 | Elect Director Michelle Caruso-Cabrera | Management | For | For |
| 1.5 | Elect Director Kristin A. Dolan | Management | For | For |
| 1.6 | Elect Director Kenneth W. Gilbert | Management | For | For |
| 1.7 | Elect Director Richard H. Gomez | Management | For | For |
| 1.8 | Elect Director Joseph A. Levato | Management | For | For |
| 1.9 | Elect Director Michelle "Mich" J. Mathews-Spradlin | Management | For | For |
| 1.10 | Elect Director Todd A. Penegor | Management | For | For |
| 1.11 | Elect Director Peter H. Rothschild | Management | For | For |
| 1.12 | Elect Director Arthur B. Winkleblack | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Proxy Access Right | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| THE WESTERN UNION COMPANY Meeting Date: MAY 12, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WU Security ID: 959802109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin I. Cole | Management | For | For |
| 1b | Elect Director Betsy D. Holden | Management | For | For |
| 1c | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1d | Elect Director Devin B. McGranahan | Management | For | For |
| 1e | Elect Director Michael A. Miles, Jr. | Management | For | For |
| 1f | Elect Director Timothy P. Murphy | Management | For | For |
| 1g | Elect Director Jan Siegmund | Management | For | For |
| 1h | Elect Director Angela A. Sun | Management | For | For |
| 1i | Elect Director Solomon D. Trujillo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Provide Right to Act by Written Consent | 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 |
| 1a | Elect Director Marc N. Casper | Management | For | For |
| 1b | Elect Director Nelson J. Chai | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director C. Martin Harris | Management | For | For |
| 1e | Elect Director Tyler Jacks | Management | For | For |
| 1f | Elect Director R. Alexandra Keith | Management | For | For |
| 1g | Elect Director James C. Mullen | Management | For | For |
| 1h | Elect Director Lars R. Sorensen | Management | For | For |
| 1i | Elect Director Debora L. Spar | Management | For | For |
| 1j | Elect Director Scott M. Sperling | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| THOUGHTWORKS HOLDING, INC. Meeting Date: JUN 05, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TWKS Security ID: 88546E105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gina Loften | Management | For | For |
| 1.2 | Elect Director Salim Nathoo | Management | For | Withhold |
| 1.3 | Elect Director William Parrett | Management | For | Withhold |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TOAST, INC. Meeting Date: JUN 08, 2023 Record Date: APR 12, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TOST Security ID: 888787108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kent Bennett | Management | For | Withhold |
| 1b | Elect Director Susan E. Chapman-Hughes | Management | For | Withhold |
| 1c | Elect Director Mark Hawkins | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TOLL BROTHERS, INC. Meeting Date: MAR 07, 2023 Record Date: JAN 12, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TOL Security ID: 889478103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas C. Yearley, Jr. | Management | For | For |
| 1.2 | Elect Director Stephen F. East | Management | For | For |
| 1.3 | Elect Director Christine N. Garvey | Management | For | For |
| 1.4 | Elect Director Karen H. Grimes | Management | For | For |
| 1.5 | Elect Director Derek T. Kan | Management | For | For |
| 1.6 | Elect Director Carl B. Marbach | Management | For | For |
| 1.7 | Elect Director John A. McLean | Management | For | For |
| 1.8 | Elect Director Wendell E. Pritchett | Management | For | For |
| 1.9 | Elect Director Paul E. Shapiro | Management | For | For |
| 1.10 | Elect Director Scott D. Stowell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TOPBUILD CORP. Meeting Date: MAY 01, 2023 Record Date: MAR 02, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BLD Security ID: 89055F103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alec C. Covington | Management | For | For |
| 1b | Elect Director Ernesto Bautista, III | Management | For | For |
| 1c | Elect Director Robert M. Buck | Management | For | For |
| 1d | Elect Director Joseph S. Cantie | Management | For | For |
| 1e | Elect Director Tina M. Donikowski | Management | For | For |
| 1f | Elect Director Deirdre C. Drake | Management | For | For |
| 1g | Elect Director Mark A. Petrarca | Management | For | For |
| 1h | Elect Director Nancy M. Taylor | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TRACTOR SUPPLY COMPANY Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TSCO Security ID: 892356106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joy Brown | Management | For | For |
| 1.2 | Elect Director Ricardo Cardenas | Management | For | For |
| 1.3 | Elect Director Andre Hawaux | Management | For | For |
| 1.4 | Elect Director Denise L. Jackson | Management | For | For |
| 1.5 | Elect Director Ramkumar Krishnan | Management | For | For |
| 1.6 | Elect Director Edna K. Morris | Management | For | For |
| 1.7 | Elect Director Mark J. Weikel | Management | For | For |
| 1.8 | Elect Director Harry A. Lawton, III | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TRADEWEB MARKETS INC. Meeting Date: MAY 15, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TW Security ID: 892672106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Troy Dixon | Management | For | For |
| 1.2 | Elect Director Scott Ganeles | Management | For | Withhold |
| 1.3 | Elect Director Catherine Johnson | Management | For | Withhold |
| 1.4 | Elect Director Murray Roos | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| TRANE TECHNOLOGIES PLC Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TT Security ID: G8994E103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kirk E. Arnold | Management | For | For |
| 1b | Elect Director Ann C. Berzin | Management | For | For |
| 1c | Elect Director April Miller Boise | Management | For | For |
| 1d | Elect Director Gary D. Forsee | Management | For | For |
| 1e | Elect Director Mark R. George | Management | For | For |
| 1f | Elect Director John A. Hayes | Management | For | For |
| 1g | Elect Director Linda P. Hudson | Management | For | For |
| 1h | Elect Director Myles P. Lee | Management | For | For |
| 1i | Elect Director David S. Regnery | Management | For | For |
| 1j | Elect Director Melissa N. Schaeffer | Management | For | For |
| 1k | Elect Director John P. Surma | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Authorize Issue of Equity | Management | For | For |
| 6 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | For |
| TRANSDIGM GROUP INCORPORATED Meeting Date: JUL 12, 2022 Record Date: MAY 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TDG Security ID: 893641100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Barr | Management | For | For |
| 1.2 | Elect Director Jane Cronin | Management | For | For |
| 1.3 | Elect Director Mervin Dunn | Management | For | Withhold |
| 1.4 | Elect Director Michael Graff | Management | For | Withhold |
| 1.5 | Elect Director Sean Hennessy | Management | For | Withhold |
| 1.6 | Elect Director W. Nicholas Howley | Management | For | For |
| 1.7 | Elect Director Gary E. McCullough | Management | For | For |
| 1.8 | Elect Director Michele Santana | Management | For | For |
| 1.9 | Elect Director Robert Small | Management | For | Withhold |
| 1.10 | Elect Director John Staer | Management | For | For |
| 1.11 | Elect Director Kevin Stein | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| TRANSDIGM GROUP INCORPORATED Meeting Date: MAR 09, 2023 Record Date: JAN 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TDG Security ID: 893641100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Barr | Management | For | For |
| 1.2 | Elect Director Jane Cronin | Management | For | For |
| 1.3 | Elect Director Mervin Dunn | Management | For | Withhold |
| 1.4 | Elect Director Michael Graff | Management | For | Withhold |
| 1.5 | Elect Director Sean Hennessy | Management | For | Withhold |
| 1.6 | Elect Director W. Nicholas Howley | Management | For | For |
| 1.7 | Elect Director Gary E. McCullough | Management | For | For |
| 1.8 | Elect Director Michele Santana | Management | For | For |
| 1.9 | Elect Director Robert Small | Management | For | Withhold |
| 1.10 | Elect Director John Staer | Management | For | For |
| 1.11 | Elect Director Kevin Stein | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| TRANSUNION Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TRU Security ID: 89400J107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George M. Awad | Management | For | For |
| 1b | Elect Director William P. (Billy) Bosworth | Management | For | For |
| 1c | Elect Director Christopher A. Cartwright | Management | For | For |
| 1d | Elect Director Suzanne P. Clark | Management | For | For |
| 1e | Elect Director Hamidou Dia | Management | For | For |
| 1f | Elect Director Russell P. Fradin | Management | For | For |
| 1g | Elect Director Charles E. Gottdiener | Management | For | For |
| 1h | Elect Director Pamela A. Joseph | Management | For | For |
| 1i | Elect Director Thomas L. Monahan, III | Management | For | For |
| 1j | Elect Director Ravi Kumar Singisetti | Management | For | For |
| 1k | Elect Director Linda K. Zukauckas | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TRAVEL + LEISURE CO. Meeting Date: MAY 17, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TNL Security ID: 894164102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Louise F. Brady | Management | For | For |
| 1.2 | Elect Director Michael D. Brown | Management | For | For |
| 1.3 | Elect Director James E. Buckman | Management | For | For |
| 1.4 | Elect Director George Herrera | Management | For | For |
| 1.5 | Elect Director Stephen P. Holmes | Management | For | For |
| 1.6 | Elect Director Lucinda C. Martinez | Management | For | For |
| 1.7 | Elect Director Denny Marie Post | Management | For | For |
| 1.8 | Elect Director Ronald L. Rickles | Management | For | For |
| 1.9 | Elect Director Michael H. Wargotz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| TREX COMPANY, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TREX Security ID: 89531P105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jay M. Gratz | Management | For | For |
| 1.2 | Elect Director Ronald W. Kaplan | Management | For | For |
| 1.3 | Elect Director Gerald Volas | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TRIPADVISOR, INC. Meeting Date: JUN 06, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TRIP Security ID: 896945201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory B. Maffei | Management | For | Withhold |
| 1.2 | Elect Director Matt Goldberg | Management | For | Withhold |
| 1.3 | Elect Director Jay C. Hoag | Management | For | Withhold |
| 1.4 | Elect Director Betsy L. Morgan | Management | For | Withhold |
| 1.5 | Elect Director M. Greg O'Hara | Management | For | Withhold |
| 1.6 | Elect Director Jeremy Philips | Management | For | Withhold |
| 1.7 | Elect Director Albert E. Rosenthaler | Management | For | Withhold |
| 1.8 | Elect Director Jane Jie Sun | Management | For | Withhold |
| 1.9 | Elect Director Trynka Shineman Blake | Management | For | Withhold |
| 1.10 | Elect Director Robert S. Wiesenthal | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Change State of Incorporation from Delaware to Nevada | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| TWILIO INC. Meeting Date: JUN 13, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TWLO Security ID: 90138F102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles Bell | Management | For | For |
| 1.2 | Elect Director Jeffrey Immelt | Management | For | For |
| 1.3 | Elect Director Erika Rottenberg | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| TWITTER, INC. Meeting Date: SEP 13, 2022 Record Date: JUL 22, 2022 Meeting Type: SPECIAL | ||||
| Ticker: TWTR Security ID: 90184L102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| TYLER TECHNOLOGIES, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TYL Security ID: 902252105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn A. Carter | Management | For | For |
| 1.2 | Elect Director Brenda A. Cline | Management | For | For |
| 1.3 | Elect Director Ronnie D. Hawkins, Jr. | Management | For | For |
| 1.4 | Elect Director Mary L. Landrieu | Management | For | For |
| 1.5 | Elect Director John S. Marr, Jr. | Management | For | For |
| 1.6 | Elect Director H. Lynn Moore, Jr. | Management | For | For |
| 1.7 | Elect Director Daniel M. Pope | Management | For | For |
| 1.8 | Elect Director Dustin R. Womble | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Ronald Sugar | Management | For | For |
| 1b | Elect Director Revathi Advaithi | Management | For | For |
| 1c | Elect Director Ursula Burns | Management | For | For |
| 1d | Elect Director Robert Eckert | Management | For | For |
| 1e | Elect Director Amanda Ginsberg | Management | For | For |
| 1f | Elect Director Dara Khosrowshahi | Management | For | For |
| 1g | Elect Director Wan Ling Martello | Management | For | For |
| 1h | Elect Director John Thain | Management | For | For |
| 1i | Elect Director David I. Trujillo | Management | For | For |
| 1j | Elect Director Alexander Wynaendts | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Commission a Third-Party Audit on Driver Health and Safety | Shareholder | Against | Against |
| UBIQUITI INC. Meeting Date: DEC 08, 2022 Record Date: OCT 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: UI Security ID: 90353W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald A. Sege | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| UIPATH, INC. Meeting Date: JUN 15, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PATH Security ID: 90364P105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel Dines | Management | For | Withhold |
| 1b | Elect Director Philippe Botteri | Management | For | Withhold |
| 1c | Elect Director Michael Gordon | Management | For | For |
| 1d | Elect Director Daniel D. Springer | Management | For | For |
| 1e | Elect Director Laela Sturdy | Management | For | Withhold |
| 1f | Elect Director Karenann Terrell | Management | For | For |
| 1g | Elect Director Richard P. Wong | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | 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 |
| 1a | Elect Director Michelle L. Collins | Management | For | For |
| 1b | Elect Director Patricia A. Little | Management | For | For |
| 1c | Elect Director Heidi G. Petz | Management | For | For |
| 1d | Elect Director Michael C. Smith | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Provide Directors May Be Removed With or Without Cause | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement to Amend Certificate of Incorporation | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement to Amend Bylaws | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ULTRAGENYX PHARMACEUTICAL INC. Meeting Date: JUN 07, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RARE Security ID: 90400D108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Emil D. Kakkis | Management | For | For |
| 1b | Elect Director Shehnaaz Suliman | Management | For | For |
| 1c | Elect Director Daniel G. Welch | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | Against |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 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 |
| 1a | Elect Director William J. DeLaney | Management | For | For |
| 1b | Elect Director David B. Dillon | Management | For | For |
| 1c | Elect Director Sheri H. Edison | Management | For | For |
| 1d | Elect Director Teresa M. Finley | Management | For | For |
| 1e | Elect Director Lance M. Fritz | Management | For | For |
| 1f | Elect Director Deborah C. Hopkins | Management | For | For |
| 1g | Elect Director Jane H. Lute | Management | For | For |
| 1h | Elect Director Michael R. McCarthy | Management | For | For |
| 1i | Elect Director Jose H. Villarreal | Management | For | For |
| 1j | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy | Shareholder | Against | Against |
| UNITED PARCEL SERVICE, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: UPS Security ID: 911312106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Tome | Management | For | For |
| 1b | Elect Director Rodney Adkins | Management | For | For |
| 1c | Elect Director Eva Boratto | Management | For | For |
| 1d | Elect Director Michael Burns | Management | For | For |
| 1e | Elect Director Wayne Hewett | Management | For | For |
| 1f | Elect Director Angela Hwang | Management | For | For |
| 1g | Elect Director Kate Johnson | Management | For | Against |
| 1h | Elect Director William Johnson | Management | For | Against |
| 1i | Elect Director Franck Moison | Management | For | Against |
| 1j | Elect Director Christiana Smith Shi | Management | For | For |
| 1k | Elect Director Russell Stokes | Management | For | Against |
| 1l | Elect Director Kevin Warsh | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 6 | Adopt Independently Verified Science-Based Greenhouse Gas Emissions Reduction Targets in Line with the Paris Climate Agreement | Shareholder | Against | For |
| 7 | Report on Integrating GHG Emissions Reductions Targets into Executive Compensation | Shareholder | Against | For |
| 8 | Report on Just Transition | Shareholder | Against | For |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| 10 | Oversee and Report a Civil Rights Audit | Shareholder | Against | Against |
| 11 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Jose B. Alvarez | Management | For | For |
| 1b | Elect Director Marc A. Bruno | Management | For | For |
| 1c | Elect Director Larry D. De Shon | Management | For | For |
| 1d | Elect Director Matthew J. Flannery | Management | For | For |
| 1e | Elect Director Bobby J. Griffin | Management | For | For |
| 1f | Elect Director Kim Harris Jones | Management | For | For |
| 1g | Elect Director Terri L. Kelly | Management | For | For |
| 1h | Elect Director Michael J. Kneeland | Management | For | For |
| 1i | Elect Director Francisco J. Lopez-Balboa | Management | For | For |
| 1j | Elect Director Gracia C. Martore | Management | For | For |
| 1k | Elect Director Shiv Singh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent to 15% | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent to 10% | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| UNITY SOFTWARE INC. Meeting Date: OCT 07, 2022 Record Date: SEP 02, 2022 Meeting Type: SPECIAL | ||||
| Ticker: U Security ID: 91332U101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| UNITY SOFTWARE INC. Meeting Date: JUN 07, 2023 Record Date: APR 12, 2023 Meeting Type: ANNUAL | ||||
| Ticker: U Security ID: 91332U101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tomer Bar-Zeev | Management | For | For |
| 1.2 | Elect Director Mary Schmidt Campbell | Management | For | Withhold |
| 1.3 | Elect Director Keisha Smith-Jeremie | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| UNIVERSAL DISPLAY CORPORATION Meeting Date: JUN 15, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OLED Security ID: 91347P105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven V. Abramson | Management | For | For |
| 1b | Elect Director Cynthia J. Comparin | Management | For | For |
| 1c | Elect Director Richard C. Elias | Management | For | For |
| 1d | Elect Director Elizabeth H. Gemmill | Management | For | For |
| 1e | Elect Director C. Keith Hartley | Management | For | For |
| 1f | Elect Director Celia M. Joseph | Management | For | For |
| 1g | Elect Director Lawrence Lacerte | Management | For | For |
| 1h | Elect Director Sidney D. Rosenblatt | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| UPSTART HOLDINGS, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: UPST Security ID: 91680M107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kerry W. Cooper | Management | For | For |
| 1.2 | Elect Director Mary Hentges | Management | For | For |
| 1.3 | Elect Director Ciaran O'Kelly | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| UWM HOLDINGS CORP. Meeting Date: JUN 07, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: UWMC Security ID: 91823B109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey A. Ishbia | Management | For | Withhold |
| 1.2 | Elect Director Laura Lawson | Management | For | Withhold |
| 1.3 | Elect Director Isiah Thomas | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VAIL RESORTS, INC. Meeting Date: DEC 07, 2022 Record Date: OCT 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MTN Security ID: 91879Q109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Robert A. Katz | Management | For | For |
| 1c | Elect Director Kirsten A. Lynch | Management | For | For |
| 1d | Elect Director Nadia Rawlinson | Management | For | For |
| 1e | Elect Director John T. Redmond | Management | For | For |
| 1f | Elect Director Michele Romanow | Management | For | For |
| 1g | Elect Director Hilary A. Schneider | Management | For | For |
| 1h | Elect Director D. Bruce Sewell | Management | For | For |
| 1i | Elect Director John F. Sorte | Management | For | For |
| 1j | Elect Director Peter A. Vaughn | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VALMONT INDUSTRIES, INC. Meeting Date: APR 24, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VMI Security ID: 920253101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mogens C. Bay | Management | For | For |
| 1.2 | Elect Director Ritu Favre | Management | For | For |
| 1.3 | Elect Director Richard A. Lanoha | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| VALVOLINE INC. Meeting Date: JAN 26, 2023 Record Date: NOV 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VVV Security ID: 92047W101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerald W. Evans, Jr. | Management | For | For |
| 1b | Elect Director Richard J. Freeland | Management | For | For |
| 1c | Elect Director Carol H. Kruse | Management | For | For |
| 1d | Elect Director Vada O. Manager | Management | For | For |
| 1e | Elect Director Samuel J. Mitchell, Jr. | Management | For | For |
| 1f | Elect Director Jennifer L. Slater | Management | For | For |
| 1g | Elect Director Charles M. Sonsteby | Management | For | For |
| 1h | Elect Director Mary J. Twinem | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VEEVA SYSTEMS INC. Meeting Date: JUN 21, 2023 Record Date: APR 26, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VEEV Security ID: 922475108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy S. Cabral | Management | For | For |
| 1b | Elect Director Mark Carges | Management | For | For |
| 1c | Elect Director Peter P. Gassner | Management | For | For |
| 1d | Elect Director Mary Lynne Hedley | Management | For | For |
| 1e | Elect Director Priscilla Hung | Management | For | For |
| 1f | Elect Director Tina Hunt | Management | For | For |
| 1g | Elect Director Marshall L. Mohr | Management | For | For |
| 1h | Elect Director Gordon Ritter | Management | For | For |
| 1i | Elect Director Paul Sekhri | Management | For | Against |
| 1j | Elect Director Matthew J. Wallach | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation | Management | For | For |
| 4 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| VERISIGN, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VRSN Security ID: 92343E102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director D. James Bidzos | Management | For | For |
| 1.2 | Elect Director Courtney D. Armstrong | Management | For | For |
| 1.3 | Elect Director Yehuda Ari Buchalter | Management | For | For |
| 1.4 | Elect Director Kathleen A. Cote | Management | For | For |
| 1.5 | Elect Director Thomas F. Frist, III | Management | For | For |
| 1.6 | Elect Director Jamie S. Gorelick | Management | For | For |
| 1.7 | Elect Director Roger H. Moore | Management | For | For |
| 1.8 | Elect Director Timothy Tomlinson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| VERISK ANALYTICS, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VRSK Security ID: 92345Y106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vincent K. Brooks | Management | For | For |
| 1b | Elect Director Jeffrey Dailey | Management | For | For |
| 1c | Elect Director Wendy Lane | Management | For | For |
| 1d | Elect Director Lee M. Shavel | Management | For | For |
| 1e | Elect Director Kimberly S. Stevenson | Management | For | For |
| 1f | Elect Director Olumide Soroye | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | 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 |
| 1.1 | Elect Director Sangeeta Bhatia | Management | For | For |
| 1.2 | Elect Director Lloyd Carney | Management | For | For |
| 1.3 | Elect Director Alan Garber | Management | For | For |
| 1.4 | Elect Director Terrence Kearney | Management | For | For |
| 1.5 | Elect Director Reshma Kewalramani | Management | For | For |
| 1.6 | Elect Director Jeffrey Leiden | Management | For | For |
| 1.7 | Elect Director Diana McKenzie | Management | For | For |
| 1.8 | Elect Director Bruce Sachs | Management | For | For |
| 1.9 | Elect Director Suketu Upadhyay | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VERTIV HOLDINGS CO. Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VRT Security ID: 92537N108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Cote | Management | For | For |
| 1b | Elect Director Giordano Albertazzi | Management | For | For |
| 1c | Elect Director Joseph J. DeAngelo | Management | For | For |
| 1d | Elect Director Joseph van Dokkum | Management | For | Withhold |
| 1e | Elect Director Roger Fradin | Management | For | For |
| 1f | Elect Director Jakki L. Haussler | Management | For | For |
| 1g | Elect Director Jacob Kotzubei | Management | For | For |
| 1h | Elect Director Matthew Louie | Management | For | For |
| 1i | Elect Director Edward L. Monser | Management | For | For |
| 1j | Elect Director Steven S. Reinemund | Management | For | For |
| 1k | Elect Director Robin L. Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VF CORPORATION Meeting Date: JUL 26, 2022 Record Date: MAY 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VFC Security ID: 918204108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard T. Carucci | Management | For | For |
| 1.2 | Elect Director Alex Cho | Management | For | For |
| 1.3 | Elect Director Juliana L. Chugg | Management | For | For |
| 1.4 | Elect Director Benno Dorer | Management | For | For |
| 1.5 | Elect Director Mark S. Hoplamazian | Management | For | For |
| 1.6 | Elect Director Laura W. Lang | Management | For | For |
| 1.7 | Elect Director W. Rodney McMullen | Management | For | For |
| 1.8 | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1.9 | Elect Director Steven E. Rendle | Management | For | For |
| 1.10 | Elect Director Carol L. Roberts | Management | For | For |
| 1.11 | Elect Director Matthew J. Shattock | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| VICTORIA'S SECRET & CO. Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VSCO Security ID: 926400102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Irene Chang Britt | Management | For | For |
| 1.2 | Elect Director Sarah Davis | Management | For | For |
| 1.3 | Elect Director Jacqueline Hernandez | Management | For | For |
| 1.4 | Elect Director Donna James | Management | For | For |
| 1.5 | Elect Director Mariam Naficy | Management | For | For |
| 1.6 | Elect Director Lauren Peters | Management | For | For |
| 1.7 | Elect Director Anne Sheehan | Management | For | For |
| 1.8 | Elect Director Martin Waters | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Scott B. Helm | Management | For | For |
| 1.2 | Elect Director Hilary E. Ackermann | Management | For | For |
| 1.3 | Elect Director Arcilia C. Acosta | Management | For | For |
| 1.4 | Elect Director Gavin R. Baiera | Management | For | For |
| 1.5 | Elect Director Paul M. Barbas | Management | For | For |
| 1.6 | Elect Director James A. Burke | Management | For | For |
| 1.7 | Elect Director Lisa Crutchfield | Management | For | For |
| 1.8 | Elect Director Brian K. Ferraioli | Management | For | For |
| 1.9 | Elect Director Jeff D. Hunter | Management | For | For |
| 1.10 | Elect Director Julie A. Lagacy | Management | For | For |
| 1.11 | Elect Director John R. (J.R.) Sult | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| VMWARE, INC. Meeting Date: JUL 12, 2022 Record Date: MAY 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VMW Security ID: 928563402 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole Anasenes | Management | For | For |
| 1b | Elect Director Marianne Brown | Management | For | For |
| 1c | Elect Director Paul Sagan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| VMWARE, INC. Meeting Date: NOV 04, 2022 Record Date: SEP 30, 2022 Meeting Type: SPECIAL | ||||
| Ticker: VMW Security ID: 928563402 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| 4 | Amend Certificate of Incorporation to Eliminate Personal Liability of Directors | Management | For | For |
| VONTIER CORPORATION Meeting Date: MAY 22, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VNT Security ID: 928881101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gloria R. Boyland | Management | For | For |
| 1b | Elect Director Christopher J. Klein | Management | For | For |
| 1c | Elect Director Maryrose Sylvester | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | 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 |
| 1a | Elect Director Melissa H. Anderson | Management | For | For |
| 1b | Elect Director O. B. Grayson Hall, Jr. | Management | For | For |
| 1c | Elect Director Lydia H. Kennard | Management | For | For |
| 1d | Elect Director James T. Prokopanko | Management | For | For |
| 1e | Elect Director George Willis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | 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 |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director V. Ann Hailey | Management | For | For |
| 1c | Elect Director Katherine D. Jaspon | Management | For | For |
| 1d | Elect Director Stuart L. Levenick | Management | For | For |
| 1e | Elect Director D.G. Macpherson | Management | For | For |
| 1f | Elect Director Neil S. Novich | Management | For | For |
| 1g | Elect Director Beatriz R. Perez | Management | For | For |
| 1h | Elect Director E. Scott Santi | Management | For | For |
| 1i | Elect Director Susan Slavik Williams | Management | For | For |
| 1j | Elect Director Lucas E. Watson | Management | For | For |
| 1k | Elect Director Steven A. White | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WARNER BROS. DISCOVERY, INC. Meeting Date: MAY 08, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WBD Security ID: 934423104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Li Haslett Chen | Management | For | For |
| 1.2 | Elect Director Kenneth W. Lowe | Management | For | For |
| 1.3 | Elect Director Paula A. Price | Management | For | For |
| 1.4 | Elect Director David M. Zaslav | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| WASTE MANAGEMENT, INC. Meeting Date: MAY 09, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WM Security ID: 94106L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bruce E. Chinn | Management | For | For |
| 1b | Elect Director James C. Fish, Jr. | Management | For | For |
| 1c | Elect Director Andres R. Gluski | Management | For | For |
| 1d | Elect Director Victoria M. Holt | Management | For | For |
| 1e | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1f | Elect Director Sean E. Menke | Management | For | For |
| 1g | Elect Director William B. Plummer | Management | For | For |
| 1h | Elect Director John C. Pope | Management | For | For |
| 1i | Elect Director Maryrose T. Sylvester | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| WATERS CORPORATION Meeting Date: MAY 23, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WAT Security ID: 941848103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Flemming Ornskov | Management | For | For |
| 1.2 | Elect Director Linda Baddour | Management | For | For |
| 1.3 | Elect Director Udit Batra | Management | For | For |
| 1.4 | Elect Director Dan Brennan | Management | For | For |
| 1.5 | Elect Director Richard Fearon | Management | For | For |
| 1.6 | Elect Director Pearl S. Huang | Management | For | For |
| 1.7 | Elect Director Wei Jiang | Management | For | For |
| 1.8 | Elect Director Christopher A. Kuebler | Management | For | For |
| 1.9 | Elect Director Mark Vergnano | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WATSCO, INC. Meeting Date: JUN 05, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WSO Security ID: 942622200 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Ana Lopez-Blazquez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| WAYFAIR INC. Meeting Date: OCT 13, 2022 Record Date: AUG 22, 2022 Meeting Type: SPECIAL | ||||
| Ticker: W Security ID: 94419L101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Omnibus Stock Plan | Management | For | Against |
| WAYFAIR INC. Meeting Date: APR 25, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: W Security ID: 94419L101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Niraj Shah | Management | For | For |
| 1b | Elect Director Steven Conine | Management | For | For |
| 1c | Elect Director Michael Choe | Management | For | For |
| 1d | Elect Director Andrea Jung | Management | For | Abstain |
| 1e | Elect Director Jeremy King | Management | For | Abstain |
| 1f | Elect Director Michael Kumin | Management | For | Abstain |
| 1g | Elect Director Jeffrey Naylor | Management | For | For |
| 1h | Elect Director Anke Schaferkordt | Management | For | For |
| 1i | Elect Director Michael E. Sneed | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| 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 Director John J. Engel | Management | For | For |
| 1.2 | Elect Director Anne M. Cooney | Management | For | For |
| 1.3 | Elect Director Matthew J. Espe | Management | For | For |
| 1.4 | Elect Director Bobby J. Griffin | Management | For | For |
| 1.5 | Elect Director Sundaram "Naga" Nagarajan | Management | For | For |
| 1.6 | Elect Director Steven A. Raymund | Management | For | For |
| 1.7 | Elect Director James L. Singleton | Management | For | For |
| 1.8 | Elect Director Easwaran Sundaram | Management | For | For |
| 1.9 | Elect Director Laura K. Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| WEST PHARMACEUTICAL SERVICES, INC. Meeting Date: APR 25, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WST Security ID: 955306105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Buthman | Management | For | For |
| 1b | Elect Director William F. Feehery | Management | For | For |
| 1c | Elect Director Robert F. Friel | Management | For | For |
| 1d | Elect Director Eric M. Green | Management | For | For |
| 1e | Elect Director Thomas W. Hofmann | Management | For | For |
| 1f | Elect Director Molly E. Joseph | Management | For | For |
| 1g | Elect Director Deborah L. V. Keller | Management | For | For |
| 1h | Elect Director Myla P. Lai-Goldman | Management | For | For |
| 1i | Elect Director Stephen H. Lockhart | Management | For | For |
| 1j | Elect Director Douglas A. Michels | Management | For | For |
| 1k | Elect Director Paolo Pucci | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Bylaws | Shareholder | Against | Against |
| WESTERN ALLIANCE BANCORPORATION Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WAL Security ID: 957638109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bruce D. Beach | Management | For | For |
| 1.2 | Elect Director Kevin M. Blakely | Management | For | For |
| 1.3 | Elect Director Juan Figuereo | Management | For | For |
| 1.4 | Elect Director Paul S. Galant | Management | For | For |
| 1.5 | Elect Director Howard Gould | Management | For | For |
| 1.6 | Elect Director Marianne Boyd Johnson | Management | For | For |
| 1.7 | Elect Director Mary Tuuk Kuras | Management | For | For |
| 1.8 | Elect Director Robert Latta | Management | For | For |
| 1.9 | Elect Director Anthony Meola | Management | For | For |
| 1.10 | Elect Director Bryan Segedi | Management | For | For |
| 1.11 | Elect Director Donald Snyder | Management | For | For |
| 1.12 | Elect Director Sung Won Sohn | Management | For | For |
| 1.13 | Elect Director Kenneth A. Vecchione | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify RSM US LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| WEX INC. Meeting Date: MAY 11, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WEX Security ID: 96208T104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel Callahan | Management | For | For |
| 1.2 | Elect Director Shikhar Ghosh | Management | For | For |
| 1.3 | Elect Director James Groch | Management | For | For |
| 1.4 | Elect Director James (Jim) Neary | Management | For | For |
| 1.5 | Elect Director Melissa Smith | Management | For | For |
| 1.6 | Elect Director Stephen Smith | Management | For | For |
| 1.7 | Elect Director Susan Sobbott | Management | For | For |
| 1.8 | Elect Director Regina O. Sommer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| WILLIAMS-SONOMA, INC. Meeting Date: MAY 31, 2023 Record Date: APR 05, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WSM Security ID: 969904101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Laura Alber | Management | For | For |
| 1.2 | Elect Director Esi Eggleston Bracey | Management | For | For |
| 1.3 | Elect Director Scott Dahnke | Management | For | For |
| 1.4 | Elect Director Anne Finucane | Management | For | For |
| 1.5 | Elect Director Paula Pretlow | Management | For | For |
| 1.6 | Elect Director William Ready | Management | For | For |
| 1.7 | Elect Director Frits van Paasschen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| WILLSCOT MOBILE MINI HOLDINGS CORP. Meeting Date: JUN 02, 2023 Record Date: APR 05, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WSC Security ID: 971378104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark S. Bartlett | Management | For | For |
| 1.2 | Elect Director Erika T. Davis | Management | For | For |
| 1.3 | Elect Director Gerard E. Holthaus | Management | For | For |
| 1.4 | Elect Director Erik Olsson | Management | For | For |
| 1.5 | Elect Director Rebecca L. Owen | Management | For | For |
| 1.6 | Elect Director Jeff Sagansky | Management | For | For |
| 1.7 | Elect Director Bradley L. Soultz | Management | For | For |
| 1.8 | Elect Director Michael W. Upchurch | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WIX.COM LTD. Meeting Date: DEC 19, 2022 Record Date: NOV 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WIX Security ID: M98068105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Reelect Avishai Abrahami as Director | Management | For | For |
| 1b | Reelect Diane Greene as Director | Management | For | For |
| 1c | Reelect Mark Tluszcz as Director | Management | For | For |
| 2.1 | Amend and Readopt Compensation Policy for the Executives of the Company | Management | For | For |
| 2.2 | Amend and Readopt Compensation Policy for the Directors of the Company | Management | For | For |
| 3 | Amend and Readopt Compensation Arrangement of Non-Executive Directors | Management | For | Against |
| 4 | Approve Offer to Exchange certain Options held by Non-Director and Non-Executive Employees of the Company and Subsidiaries | Management | For | Against |
| 5 | Ratify the Appointment and Compensation of Kost, Forer, Gabbay & Kasierer as Auditors | Management | For | For |
| A | Vote FOR if you are NOT a controlling shareholder and do NOT have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. If you vote AGAINST, please provide an explanation to your account manager | Management | None | For |
| WORKDAY, INC. Meeting Date: JUN 22, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WDAY Security ID: 98138H101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christa Davies | Management | For | Against |
| 1b | Elect Director Wayne A.I. Frederick | Management | For | For |
| 1c | Elect Director Mark J. Hawkins | Management | For | For |
| 1d | Elect Director George J. Still, Jr. | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| WORLD WRESTLING ENTERTAINMENT, INC. Meeting Date: MAY 31, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WWE Security ID: 98156Q108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vincent K. Mcmahon | Management | For | Withhold |
| 1.2 | Elect Director Nick Khan | Management | For | Withhold |
| 1.3 | Elect Director Paul "Triple H" Levesque | Management | For | Withhold |
| 1.4 | Elect Director George A. Barrios | Management | For | Withhold |
| 1.5 | Elect Director Steve Koonin | Management | For | Withhold |
| 1.6 | Elect Director Michelle R. McKenna | Management | For | For |
| 1.7 | Elect Director Steve Pamon | Management | For | Withhold |
| 1.8 | Elect Director Michelle D. Wilson | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WYNDHAM HOTELS & RESORTS, INC. Meeting Date: MAY 09, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WH Security ID: 98311A105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen P. Holmes | Management | For | For |
| 1b | Elect Director Geoffrey A. Ballotti | Management | For | For |
| 1c | Elect Director Myra J. Biblowit | Management | For | For |
| 1d | Elect Director James E. Buckman | Management | For | For |
| 1e | Elect Director Bruce B. Churchill | Management | For | For |
| 1f | Elect Director Mukul V. Deoras | Management | For | For |
| 1g | Elect Director Ronald L. Nelson | Management | For | For |
| 1h | Elect Director Pauline D.E. Richards | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Certificate of Incorporation To Provide for Exculpation of Certain Officers | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| WYNN RESORTS, LIMITED Meeting Date: MAY 04, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WYNN Security ID: 983134107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard J. Byrne | Management | For | For |
| 1.2 | Elect Director Patricia Mulroy | Management | For | For |
| 1.3 | Elect Director Philip G. Satre | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| XPO, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: XPO Security ID: 983793100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brad Jacobs | Management | For | For |
| 1.2 | Elect Director Jason Aiken | Management | For | For |
| 1.3 | Elect Director Bella Allaire | Management | For | For |
| 1.4 | Elect Director Wes Frye | Management | For | For |
| 1.5 | Elect Director Mario Harik | Management | For | For |
| 1.6 | Elect Director Michael Jesselson | Management | For | For |
| 1.7 | Elect Director Allison Landry | Management | For | For |
| 1.8 | Elect Director Irene Moshouris | Management | For | For |
| 1.9 | Elect Director Johnny C. Taylor, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| XYLEM INC. Meeting Date: MAY 11, 2023 Record Date: APR 05, 2023 Meeting Type: SPECIAL | ||||
| Ticker: XYL Security ID: 98419M100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| XYLEM INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: XYL Security ID: 98419M100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeanne Beliveau-Dunn | Management | For | For |
| 1b | Elect Director Patrick K. Decker | Management | For | For |
| 1c | Elect Director Earl R. Ellis | Management | For | For |
| 1d | Elect Director Robert F. Friel | Management | For | For |
| 1e | Elect Director Victoria D. Harker | Management | For | For |
| 1f | Elect Director Steven R. Loranger | Management | For | For |
| 1g | Elect Director Mark D. Morelli | Management | For | For |
| 1h | Elect Director Jerome A. Peribere | Management | For | For |
| 1i | Elect Director Lila Tretikov | Management | For | For |
| 1j | Elect Director Uday Yadav | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| YETI HOLDINGS, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: YETI Security ID: 98585X104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mary Lou Kelley | Management | For | Withhold |
| 1.2 | Elect Director Dustan E. McCoy | Management | For | For |
| 1.3 | Elect Director Robert K. Shearer | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | 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 |
| 1a | Elect Director Paget L. Alves | Management | For | For |
| 1b | Elect Director Keith Barr | Management | For | For |
| 1c | Elect Director Christopher M. Connor | Management | For | For |
| 1d | Elect Director Brian C. Cornell | Management | For | For |
| 1e | Elect Director Tanya L. Domier | Management | For | For |
| 1f | Elect Director David W. Gibbs | Management | For | For |
| 1g | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1h | Elect Director Thomas C. Nelson | Management | For | For |
| 1i | Elect Director P. Justin Skala | Management | For | For |
| 1j | Elect Director Annie Young-Scrivner | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| 9 | Report on Paid Sick Leave | Shareholder | Against | Against |
| ZEBRA TECHNOLOGIES CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ZBRA Security ID: 989207105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William J. Burns | Management | For | For |
| 1b | Elect Director Linda M. Connly | Management | For | For |
| 1c | Elect Director Anders Gustafsson | Management | For | For |
| 1d | Elect Director Janice M. Roberts | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ZENDESK INC. Meeting Date: AUG 17, 2022 Record Date: JUN 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ZEN Security ID: 98936J101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael Frandsen | Management | For | Against |
| 1b | Elect Director Brandon Gayle | Management | For | Against |
| 1c | Elect Director Ronald Pasek | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ZENDESK INC. Meeting Date: SEP 19, 2022 Record Date: AUG 04, 2022 Meeting Type: SPECIAL | ||||
| Ticker: ZEN Security ID: 98936J101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| ZILLOW GROUP, INC. Meeting Date: JUN 06, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: Z Security ID: 98954M101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Amy C. Bohutinsky | Management | For | Against |
| 1.2 | Elect Director Jay C. Hoag | Management | For | Against |
| 1.3 | Elect Director Gregory B. Maffei | Management | For | Against |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ZOETIS INC. Meeting Date: MAY 18, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ZTS Security ID: 98978V103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul M. Bisaro | Management | For | For |
| 1b | Elect Director Vanessa Broadhurst | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Michael B. McCallister | Management | For | For |
| 1e | Elect Director Gregory Norden | Management | For | For |
| 1f | Elect Director Louise M. Parent | Management | For | For |
| 1g | Elect Director Kristin C. Peck | Management | For | For |
| 1h | Elect Director Robert W. Scully | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | For |
| ZOETIS INC. Meeting Date: MAY 18, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ZTS Security ID: 98978V103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul M. Bisaro | Management | For | For |
| 1b | Elect Director Vanessa Broadhurst | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Michael B. McCallister | Management | For | For |
| 1e | Elect Director Gregory Norden | Management | For | For |
| 1f | Elect Director Louise M. Parent | Management | For | For |
| 1g | Elect Director Kristin C. Peck | Management | For | For |
| 1h | Elect Director Robert W. Scully | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| ZOOM VIDEO COMMUNICATIONS, INC. Meeting Date: JUN 15, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ZM Security ID: 98980L101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eric S. Yuan | Management | For | For |
| 1.2 | Elect Director Peter Gassner | Management | For | For |
| 1.3 | Elect Director H.R. McMaster | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| ZOOMINFO TECHNOLOGIES INC. Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ZI Security ID: 98980F104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Todd Crockett | Management | For | Withhold |
| 1.2 | Elect Director Patrick McCarter | Management | For | Withhold |
| 1.3 | Elect Director D. Randall Winn | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ZSCALER, INC. Meeting Date: JAN 13, 2023 Record Date: NOV 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ZS Security ID: 98980G102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew Brown | Management | For | Withhold |
| 1.2 | Elect Director Scott Darling | Management | For | Withhold |
| 1.3 | Elect Director David Schneider | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
LargeCap S&P 500 Index Account
| 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 |
| 1a | Elect Director Thomas "Tony" K. Brown | Management | For | For |
| 1b | Elect Director Anne H. Chow | Management | For | For |
| 1c | Elect Director David B. Dillon | Management | For | For |
| 1d | Elect Director Michael L. Eskew | Management | For | For |
| 1e | Elect Director James R. Fitterling | Management | For | For |
| 1f | Elect Director Amy E. Hood | Management | For | For |
| 1g | Elect Director Suzan Kereere | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Pedro J. Pizarro | Management | For | For |
| 1j | Elect Director Michael F. Roman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| A. O. SMITH CORPORATION Meeting Date: APR 11, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AOS Security ID: 831865209 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald D. Brown | Management | For | Withhold |
| 1.2 | Elect Director Earl E. Exum | Management | For | For |
| 1.3 | Elect Director Michael M. Larsen | Management | For | For |
| 1.4 | Elect Director Idelle K. Wolf | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Whether Company Policies Reinforce Racism in Company Culture | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Claire Babineaux-Fontenot | Management | For | For |
| 1.3 | Elect Director Sally E. Blount | Management | For | For |
| 1.4 | Elect Director Robert B. Ford | Management | For | For |
| 1.5 | Elect Director Paola Gonzalez | Management | For | For |
| 1.6 | Elect Director Michelle A. Kumbier | Management | For | For |
| 1.7 | Elect Director Darren W. McDew | Management | For | For |
| 1.8 | Elect Director Nancy McKinstry | Management | For | For |
| 1.9 | Elect Director Michael G. O'Grady | Management | For | For |
| 1.10 | Elect Director Michael F. Roman | Management | For | For |
| 1.11 | Elect Director Daniel J. Starks | Management | For | For |
| 1.12 | Elect Director John G. Stratton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Melody B. Meyer | Management | For | For |
| 1.3 | Elect Director Frederick H. Waddell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | For |
| ABIOMED, INC. Meeting Date: AUG 10, 2022 Record Date: JUN 13, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ABMD Security ID: 003654100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael R. Minogue | Management | For | For |
| 1.2 | Elect Director Martin P. Sutter | Management | For | Withhold |
| 1.3 | Elect Director Paula A. Johnson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Jaime Ardila | Management | For | For |
| 1b | Elect Director Nancy McKinstry | Management | For | For |
| 1c | Elect Director Beth E. Mooney | Management | For | For |
| 1d | Elect Director Gilles C. Pelisson | Management | For | For |
| 1e | Elect Director Paula A. Price | Management | For | For |
| 1f | Elect Director Venkata (Murthy) Renduchintala | Management | For | For |
| 1g | Elect Director Arun Sarin | Management | For | For |
| 1h | Elect Director Julie Sweet | Management | For | For |
| 1i | Elect Director Tracey T. Travis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Management | For | For |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| ACTIVISION BLIZZARD, INC. Meeting Date: JUN 21, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ATVI Security ID: 00507V109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reveta Bowers | Management | For | For |
| 1b | Elect Director Kerry Carr | Management | For | For |
| 1c | Elect Director Robert Corti | Management | For | For |
| 1d | Elect Director Brian Kelly | Management | For | For |
| 1e | Elect Director Robert Kotick | Management | For | For |
| 1f | Elect Director Barry Meyer | Management | For | For |
| 1g | Elect Director Robert Morgado | Management | For | For |
| 1h | Elect Director Peter Nolan | Management | For | For |
| 1i | Elect Director Dawn Ostroff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | For |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| 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 |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Brett Biggs | Management | For | For |
| 1c | Elect Director Melanie Boulden | Management | For | For |
| 1d | Elect Director Frank Calderoni | Management | For | For |
| 1e | Elect Director Laura Desmond | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Spencer Neumann | Management | For | For |
| 1h | Elect Director Kathleen Oberg | Management | For | For |
| 1i | Elect Director Dheeraj Pandey | Management | For | For |
| 1j | Elect Director David Ricks | Management | For | For |
| 1k | Elect Director Daniel Rosensweig | Management | For | For |
| 1l | Elect Director John Warnock | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| ADVANCE AUTO PARTS, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AAP Security ID: 00751Y106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carla J. Bailo | Management | For | For |
| 1b | Elect Director John F. Ferraro | Management | For | For |
| 1c | Elect Director Thomas R. Greco | Management | For | For |
| 1d | Elect Director Joan M. Hilson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director Eugene I. Lee, Jr. | Management | For | For |
| 1g | Elect Director Douglas A. Pertz | Management | For | For |
| 1h | Elect Director Sherice R. Torres | Management | For | For |
| 1i | Elect Director Arthur L. Valdez, Jr. | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| ADVANCED MICRO DEVICES, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMD Security ID: 007903107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nora M. Denzel | Management | For | For |
| 1b | Elect Director Mark Durcan | Management | For | For |
| 1c | Elect Director Michael P. Gregoire | Management | For | For |
| 1d | Elect Director Joseph A. Householder | Management | For | For |
| 1e | Elect Director John W. Marren | Management | For | For |
| 1f | Elect Director Jon A. Olson | Management | For | For |
| 1g | Elect Director Lisa T. Su | Management | For | For |
| 1h | Elect Director Abhi Y. Talwalkar | Management | For | For |
| 1i | Elect Director Elizabeth W. Vanderslice | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AFLAC INCORPORATED Meeting Date: MAY 01, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AFL Security ID: 001055102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel P. Amos | Management | For | For |
| 1b | Elect Director W. Paul Bowers | Management | For | For |
| 1c | Elect Director Arthur R. Collins | Management | For | For |
| 1d | Elect Director Miwako Hosoda | Management | For | For |
| 1e | Elect Director Thomas J. Kenny | Management | For | For |
| 1f | Elect Director Georgette D. Kiser | Management | For | For |
| 1g | Elect Director Karole F. Lloyd | Management | For | For |
| 1h | Elect Director Nobuchika Mori | Management | For | For |
| 1i | Elect Director Joseph L. Moskowitz | Management | For | For |
| 1j | Elect Director Barbara K. Rimer | Management | For | For |
| 1k | Elect Director Katherine T. Rohrer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | 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 |
| 1.1 | Elect Director Heidi K. Kunz | Management | For | For |
| 1.2 | Elect Director Susan H. Rataj | Management | For | For |
| 1.3 | Elect Director George A. Scangos | Management | For | For |
| 1.4 | Elect Director Dow R. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AIR PRODUCTS AND CHEMICALS, INC. Meeting Date: JAN 26, 2023 Record Date: NOV 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: APD Security ID: 009158106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tonit M. Calaway | Management | For | For |
| 1b | Elect Director Charles I. Cogut | Management | For | For |
| 1c | Elect Director Lisa A. Davis | Management | For | For |
| 1d | Elect Director Seifollah (Seifi) Ghasemi | Management | For | For |
| 1e | Elect Director David H. Y. Ho | Management | For | For |
| 1f | Elect Director Edward L. Monser | Management | For | For |
| 1g | Elect Director Matthew H. Paull | Management | For | For |
| 1h | Elect Director Wayne T. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| AKAMAI TECHNOLOGIES, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AKAM Security ID: 00971T101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sharon Bowen | Management | For | For |
| 1.2 | Elect Director Marianne Brown | Management | For | For |
| 1.3 | Elect Director Monte Ford | Management | For | For |
| 1.4 | Elect Director Dan Hesse | Management | For | For |
| 1.5 | Elect Director Tom Killalea | Management | For | For |
| 1.6 | Elect Director Tom Leighton | Management | For | For |
| 1.7 | Elect Director Jonathan Miller | Management | For | For |
| 1.8 | Elect Director Madhu Ranganathan | Management | For | For |
| 1.9 | Elect Director Ben Verwaayen | Management | For | For |
| 1.10 | Elect Director Bill Wagner | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALASKA AIR GROUP 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 |
| 1a | Elect Director Patricia M. Bedient | Management | For | For |
| 1b | Elect Director James A. Beer | Management | For | For |
| 1c | Elect Director Raymond L. Conner | Management | For | For |
| 1d | Elect Director Daniel K. Elwell | Management | For | For |
| 1e | Elect Director Dhiren R. Fonseca | Management | For | For |
| 1f | Elect Director Kathleen T. Hogan | Management | For | For |
| 1g | Elect Director Adrienne R. Lofton | Management | For | For |
| 1h | Elect Director Benito Minicucci | Management | For | For |
| 1i | Elect Director Helvi K. Sandvik | Management | For | For |
| 1j | Elect Director J. Kenneth Thompson | Management | For | For |
| 1k | Elect Director Eric K. Yeaman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | 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 |
| 1a | Elect Director M. Lauren Brlas | Management | For | For |
| 1b | Elect Director Ralf H. Cramer | Management | For | For |
| 1c | Elect Director J. Kent Masters, Jr. | Management | For | For |
| 1d | Elect Director Glenda J. Minor | Management | For | For |
| 1e | Elect Director James J. O'Brien | Management | For | For |
| 1f | Elect Director Diarmuid B. O'Connell | Management | For | For |
| 1g | Elect Director Dean L. Seavers | Management | For | For |
| 1h | Elect Director Gerald A. Steiner | Management | For | For |
| 1i | Elect Director Holly A. Van Deursen | Management | For | For |
| 1j | Elect Director Alejandro D. Wolff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Non-Employee Director Restricted Stock Plan | Management | For | For |
| ALEXANDRIA REAL ESTATE EQUITIES, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ARE Security ID: 015271109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joel S. Marcus | Management | For | For |
| 1b | Elect Director Steven R. Hash | Management | For | For |
| 1c | Elect Director James P. Cain | Management | For | For |
| 1d | Elect Director Cynthia L. Feldmann | Management | For | For |
| 1e | Elect Director Maria C. Freire | Management | For | For |
| 1f | Elect Director Richard H. Klein | Management | For | For |
| 1g | Elect Director Michael A. Woronoff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ALIGN TECHNOLOGY, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ALGN Security ID: 016255101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin J. Dallas | Management | For | For |
| 1.2 | Elect Director Joseph M. Hogan | Management | For | For |
| 1.3 | Elect Director Joseph Lacob | Management | For | For |
| 1.4 | Elect Director C. Raymond Larkin, Jr. | Management | For | For |
| 1.5 | Elect Director George J. Morrow | Management | For | For |
| 1.6 | Elect Director Anne M. Myong | Management | For | For |
| 1.7 | Elect Director Andrea L. Saia | Management | For | For |
| 1.8 | Elect Director Susan E. Siegel | Management | For | For |
| 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALLEGION PLC Meeting Date: JUN 08, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ALLE Security ID: G0176J109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect as Director Kirk S. Hachigian | Management | For | For |
| 1b | Elect as Director Steven C. Mizell | Management | For | For |
| 1c | Elect as Director Nicole Parent Haughey | Management | For | For |
| 1d | Elect as Director Lauren B. Peters | Management | For | For |
| 1e | Elect as Director Ellen Rubin | Management | For | For |
| 1f | Elect as Director Dean I. Schaffer | Management | For | For |
| 1g | Elect as Director John H. Stone | Management | For | For |
| 1h | Elect as Director Dev Vardhan | Management | For | For |
| 1i | Elect as Director Martin E. Welch, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers as Auditors and Authorise Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights | Management | For | For |
| ALLIANT ENERGY CORPORATION Meeting Date: MAY 23, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LNT Security ID: 018802108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephanie L. Cox | Management | For | For |
| 1b | Elect Director Patrick E. Allen | Management | For | For |
| 1c | Elect Director Michael D. Garcia | Management | For | For |
| 1d | Elect Director Susan D. Whiting | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | 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 |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | Against |
| 1e | Elect Director Frances H. Arnold | Management | For | Against |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | For |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | For |
| 1k | Elect Director Robin L. Washington | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | For |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | For |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | For |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | For |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| ALTRIA GROUP, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MO Security ID: 02209S103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ian L.T. Clarke | Management | For | For |
| 1b | Elect Director Marjorie M. Connelly | Management | For | For |
| 1c | Elect Director R. Matt Davis | Management | For | For |
| 1d | Elect Director William F. Gifford, Jr. | Management | For | For |
| 1e | Elect Director Jacinto J. Hernandez | Management | For | For |
| 1f | Elect Director Debra J. Kelly-Ennis | Management | For | For |
| 1g | Elect Director Kathryn B. McQuade | Management | For | For |
| 1h | Elect Director George Munoz | Management | For | For |
| 1i | Elect Director Nabil Y. Sakkab | Management | For | For |
| 1j | Elect Director Virginia E. Shanks | Management | For | For |
| 1k | Elect Director Ellen R. Strahlman | Management | For | For |
| 1l | Elect Director M. Max Yzaguirre | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 6 | Report on Third-Party Civil Rights Audit | 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 |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | Against |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | Against |
| 1g | Elect Director Judith A. McGrath | Management | For | Against |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | For |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | For |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | For |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | For |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | For |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | For |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | For |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | For |
| AMCOR PLC Meeting Date: NOV 09, 2022 Record Date: SEP 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AMCR Security ID: G0250X107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Graeme Liebelt | Management | For | For |
| 1b | Elect Director Armin Meyer | Management | For | For |
| 1c | Elect Director Ronald Delia | Management | For | For |
| 1d | Elect Director Achal Agarwal | Management | For | For |
| 1e | Elect Director Andrea Bertone | Management | For | For |
| 1f | Elect Director Susan Carter | Management | For | For |
| 1g | Elect Director Karen Guerra | Management | For | For |
| 1h | Elect Director Nicholas (Tom) Long | Management | For | For |
| 1i | Elect Director Arun Nayar | Management | For | For |
| 1j | Elect Director David Szczupak | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers AG as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMEREN CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AEE Security ID: 023608102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warner L. Baxter | Management | For | For |
| 1b | Elect Director Cynthia J. Brinkley | Management | For | For |
| 1c | Elect Director Catherine S. Brune | Management | For | For |
| 1d | Elect Director J. Edward Coleman | Management | For | For |
| 1e | Elect Director Ward H. Dickson | Management | For | For |
| 1f | Elect Director Noelle K. Eder | Management | For | For |
| 1g | Elect Director Ellen M. Fitzsimmons | Management | For | For |
| 1h | Elect Director Rafael Flores | Management | For | For |
| 1i | Elect Director Richard J. Harshman | Management | For | For |
| 1j | Elect Director Craig S. Ivey | Management | For | For |
| 1k | Elect Director James C. Johnson | Management | For | For |
| 1l | Elect Director Martin J. Lyons, Jr. | Management | For | For |
| 1m | Elect Director Steven H. Lipstein | Management | For | For |
| 1n | Elect Director Leo S. Mackay, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Disclose GHG Emissions Reductions Targets | Shareholder | Against | Against |
| AMERICAN AIRLINES GROUP INC. Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AAL Security ID: 02376R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Jeffrey D. Benjamin | Management | For | For |
| 1B | Elect Director Adriane M. Brown | Management | For | For |
| 1C | Elect Director John T. Cahill | Management | For | For |
| 1D | Elect Director Michael J. Embler | Management | For | For |
| 1F | Elect Director Matthew J. Hart | Management | For | For |
| 1G | Elect Director Robert D. Isom | Management | For | For |
| 1H | Elect Director Susan D. Kronick | Management | For | For |
| 1I | Elect Director Martin H. Nesbitt | Management | For | For |
| 1J | Elect Director Denise M. O'Leary | Management | For | For |
| 1K | Elect Director Vicente Reynal | Management | For | For |
| 1L | Elect Director Gregory D. Smith | Management | For | For |
| 1M | Elect Director Douglas M. Steenland | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | For | For |
| AMERICAN ELECTRIC POWER COMPANY, INC. Meeting Date: APR 25, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AEP Security ID: 025537101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nicholas K. Akins | Management | For | For |
| 1.2 | Elect Director J. Barnie Beasley, Jr. | Management | For | For |
| 1.3 | Elect Director Ben Fowke | Management | For | For |
| 1.4 | Elect Director Art A. Garcia | Management | For | For |
| 1.5 | Elect Director Linda A. Goodspeed | Management | For | For |
| 1.6 | Elect Director Donna A. James | Management | For | For |
| 1.7 | Elect Director Sandra Beach Lin | Management | For | For |
| 1.8 | Elect Director Margaret M. McCarthy | Management | For | For |
| 1.9 | Elect Director Oliver G. 'Rick' Richard, III | Management | For | For |
| 1.10 | Elect Director Daryl Roberts | Management | For | For |
| 1.11 | Elect Director Julia A. Sloat | Management | For | For |
| 1.12 | Elect Director Sara Martinez Tucker | Management | For | For |
| 1.13 | Elect Director Lewis Von Thaer | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Reduce Supermajority Vote Requirement | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Thomas J. Baltimore | Management | For | For |
| 1b | Elect Director John J. Brennan | Management | For | For |
| 1c | Elect Director Peter Chernin | Management | For | For |
| 1d | Elect Director Walter J. Clayton, III | Management | For | For |
| 1e | Elect Director Ralph de la Vega | Management | For | For |
| 1f | Elect Director Theodore J. Leonsis | Management | For | For |
| 1g | Elect Director Deborah P. Majoras | Management | For | For |
| 1h | Elect Director Karen L. Parkhill | Management | For | For |
| 1i | Elect Director Charles E. Phillips | Management | For | For |
| 1j | Elect Director Lynn A. Pike | Management | For | For |
| 1k | Elect Director Stephen J. Squeri | Management | For | For |
| 1l | Elect Director Daniel L. Vasella | Management | For | For |
| 1m | Elect Director Lisa W. Wardell | Management | For | For |
| 1n | Elect Director Christopher D. Young | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | 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 |
| 1a | Elect Director Paola Bergamaschi | Management | For | For |
| 1b | Elect Director James Cole, Jr. | Management | For | For |
| 1c | Elect Director W. Don Cornwell | Management | For | For |
| 1d | Elect Director Linda A. Mills | Management | For | For |
| 1e | Elect Director Diana M. Murphy | Management | For | For |
| 1f | Elect Director Peter R. Porrino | Management | For | For |
| 1g | Elect Director John G. Rice | Management | For | For |
| 1h | Elect Director Therese M. Vaughan | Management | For | For |
| 1i | Elect Director Vanessa A. Wittman | Management | For | For |
| 1j | Elect Director Peter Zaffino | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board 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 |
| 1a | Elect Director Thomas A. Bartlett | Management | For | For |
| 1b | Elect Director Kelly C. Chambliss | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director Raymond P. Dolan | Management | For | For |
| 1e | Elect Director Kenneth R. Frank | Management | For | For |
| 1f | Elect Director Robert D. Hormats | Management | For | For |
| 1g | Elect Director Grace D. Lieblein | Management | For | For |
| 1h | Elect Director Craig Macnab | Management | For | For |
| 1i | Elect Director JoAnn A. Reed | Management | For | For |
| 1j | Elect Director Pamela D. A. Reeve | Management | For | For |
| 1k | Elect Director Bruce L. Tanner | Management | For | For |
| 1l | Elect Director Samme L. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One 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 |
| 1a | Elect Director Jeffrey N. Edwards | Management | For | For |
| 1b | Elect Director Martha Clark Goss | Management | For | For |
| 1c | Elect Director M. Susan Hardwick | Management | For | For |
| 1d | Elect Director Kimberly J. Harris | Management | For | For |
| 1e | Elect Director Laurie P. Havanec | Management | For | For |
| 1f | Elect Director Julia L. Johnson | Management | For | For |
| 1g | Elect Director Patricia L. Kampling | Management | For | For |
| 1h | Elect Director Karl F. Kurz | Management | For | For |
| 1i | Elect Director Michael L. Marberry | Management | For | For |
| 1j | Elect Director James G. Stavridis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Oversee and Report a Racial Equity Audit | Shareholder | Against | For |
| AMERIPRISE FINANCIAL, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMP Security ID: 03076C106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James M. Cracchiolo | Management | For | For |
| 1b | Elect Director Robert F. Sharpe, Jr. | Management | For | For |
| 1c | Elect Director Dianne Neal Blixt | Management | For | For |
| 1d | Elect Director Amy DiGeso | Management | For | For |
| 1e | Elect Director Christopher J. Williams | Management | For | For |
| 1f | Elect Director Armando Pimentel, Jr. | Management | For | For |
| 1g | Elect Director Brian T. Shea | Management | For | For |
| 1h | Elect Director W. Edward Walter, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| AMERISOURCEBERGEN CORPORATION Meeting Date: MAR 09, 2023 Record Date: JAN 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ABC Security ID: 03073E105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ornella Barra | Management | For | For |
| 1b | Elect Director Steven H. Collis | Management | For | For |
| 1c | Elect Director D. Mark Durcan | Management | For | For |
| 1d | Elect Director Richard W. Gochnauer | Management | For | For |
| 1e | Elect Director Lon R. Greenberg | Management | For | For |
| 1f | Elect Director Kathleen W. Hyle | Management | For | For |
| 1g | Elect Director Lorence H. Kim | Management | For | For |
| 1h | Elect Director Henry W. McGee | Management | For | For |
| 1i | Elect Director Redonda G. Miller | Management | For | For |
| 1j | Elect Director Dennis M. Nally | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| AMETEK, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AME Security ID: 031100100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Amato | Management | For | For |
| 1b | Elect Director Anthony J. Conti | Management | For | For |
| 1c | Elect Director Gretchen W. McClain | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director Robert A. Bradway | Management | For | For |
| 1c | Elect Director Michael V. Drake | Management | For | For |
| 1d | Elect Director Brian J. Druker | Management | For | For |
| 1e | Elect Director Robert A. Eckert | Management | For | For |
| 1f | Elect Director Greg C. Garland | Management | For | For |
| 1g | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1h | Elect Director S. Omar Ishrak | Management | For | For |
| 1i | Elect Director Tyler Jacks | Management | For | For |
| 1j | Elect Director Ellen J. Kullman | Management | For | For |
| 1k | Elect Director Amy E. Miles | Management | For | For |
| 1l | Elect Director Ronald D. Sugar | Management | For | For |
| 1m | Elect Director R. Sanders Williams | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AMPHENOL CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: APH Security ID: 032095101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy A. Altobello | Management | For | For |
| 1.2 | Elect Director David P. Falck | Management | For | For |
| 1.3 | Elect Director Edward G. Jepsen | Management | For | For |
| 1.4 | Elect Director Rita S. Lane | Management | For | For |
| 1.5 | Elect Director Robert A. Livingston | Management | For | For |
| 1.6 | Elect Director Martin H. Loeffler | Management | For | For |
| 1.7 | Elect Director R. Adam Norwitt | Management | For | For |
| 1.8 | Elect Director Prahlad Singh | Management | For | For |
| 1.9 | Elect Director Anne Clarke Wolff | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | 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 |
| 1a | Elect Director Vincent Roche | Management | For | For |
| 1b | Elect Director James A. Champy | Management | For | For |
| 1c | Elect Director Andre Andonian | Management | For | For |
| 1d | Elect Director Anantha P. Chandrakasan | Management | For | For |
| 1e | Elect Director Edward H. Frank | Management | For | For |
| 1f | Elect Director Laurie H. Glimcher | Management | For | For |
| 1g | Elect Director Karen M. Golz | Management | For | For |
| 1h | Elect Director Mercedes Johnson | Management | For | For |
| 1i | Elect Director Kenton J. Sicchitano | Management | For | For |
| 1j | Elect Director Ray Stata | Management | For | For |
| 1k | Elect Director Susie Wee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ANSYS, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ANSS Security ID: 03662Q105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert M. Calderoni | Management | For | For |
| 1b | Elect Director Glenda M. Dorchak | Management | For | For |
| 1c | Elect Director Ajei S. Gopal | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| AON PLC Meeting Date: JUN 16, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AON Security ID: G0403H108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lester B. Knight | Management | For | For |
| 1.2 | Elect Director Gregory C. Case | Management | For | For |
| 1.3 | Elect Director Jin-Yong Cai | Management | For | For |
| 1.4 | Elect Director Jeffrey C. Campbell | Management | For | For |
| 1.5 | Elect Director Fulvio Conti | Management | For | For |
| 1.6 | Elect Director Cheryl A. Francis | Management | For | For |
| 1.7 | Elect Director Adriana Karaboutis | Management | For | For |
| 1.8 | Elect Director Richard C. Notebaert | Management | For | For |
| 1.9 | Elect Director Gloria Santona | Management | For | For |
| 1.10 | Elect Director Sarah E. Smith | Management | For | For |
| 1.11 | Elect Director Byron O. Spruell | Management | For | For |
| 1.12 | Elect Director Carolyn Y. Woo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Ratify Ernst & Young Chartered Accountants as Statutory Auditor | Management | For | For |
| 6 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 7 | Amend Omnibus Plan | Management | For | For |
| APA CORPORATION Meeting Date: MAY 23, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: APA Security ID: 03743Q108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Annell R. Bay | Management | For | For |
| 2 | Elect Director John J. Christmann, IV | Management | For | For |
| 3 | Elect Director Juliet S. Ellis | Management | For | For |
| 4 | Elect Director Charles W. Hooper | Management | For | For |
| 5 | Elect Director Chansoo Joung | Management | For | For |
| 6 | Elect Director H. Lamar McKay | Management | For | For |
| 7 | Elect Director Amy H. Nelson | Management | For | For |
| 8 | Elect Director Daniel W. Rabun | Management | For | For |
| 9 | Elect Director Peter A. Ragauss | Management | For | For |
| 10 | Elect Director David L. Stover | Management | For | For |
| 11 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 14 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 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 |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Amend Proxy Access Right | Shareholder | Against | For |
| APPLIED MATERIALS, INC. Meeting Date: MAR 09, 2023 Record Date: JAN 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMAT Security ID: 038222105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rani Borkar | Management | For | For |
| 1b | Elect Director Judy Bruner | Management | For | For |
| 1c | Elect Director Xun (Eric) Chen | Management | For | For |
| 1d | Elect Director Aart J. de Geus | Management | For | For |
| 1e | Elect Director Gary E. Dickerson | Management | For | For |
| 1f | Elect Director Thomas J. Iannotti | Management | For | For |
| 1g | Elect Director Alexander A. Karsner | Management | For | For |
| 1h | Elect Director Kevin P. March | Management | For | For |
| 1i | Elect Director Yvonne McGill | Management | For | For |
| 1j | Elect Director Scott A. McGregor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Improve Executive Compensation Program and Policy | Shareholder | Against | Against |
| APTIV PLC Meeting Date: APR 26, 2023 Record Date: MAR 02, 2023 Meeting Type: ANNUAL | ||||
| Ticker: APTV Security ID: G6095L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin P. Clark | Management | For | For |
| 1b | Elect Director Richard L. (Rick) Clemmer | Management | For | For |
| 1c | Elect Director Nancy E. Cooper | Management | For | For |
| 1d | Elect Director Joseph L. (Jay) Hooley | Management | For | For |
| 1e | Elect Director Merit E. Janow | Management | For | For |
| 1f | Elect Director Sean O. Mahoney | Management | For | For |
| 1g | Elect Director Paul M. Meister | Management | For | For |
| 1h | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1i | Elect Director Colin J. Parris | Management | For | For |
| 1j | Elect Director Ana G. Pinczuk | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ARCH CAPITAL GROUP LTD. Meeting Date: MAY 04, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ACGL Security ID: G0450A105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Francis Ebong | Management | For | For |
| 1b | Elect Director Eileen Mallesch | Management | For | For |
| 1c | Elect Director Louis J. Paglia | Management | For | For |
| 1d | Elect Director Brian S. Posner | Management | For | For |
| 1e | Elect Director John D. Vollaro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6a | Elect Director Matthew Dragonetti as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6b | Elect Director Seamus Fearon as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6c | Elect Director H. Beau Franklin as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6d | Elect Director Jerome Halgan as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6e | Elect Director James Haney as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6f | Elect Director Chris Hovey as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6g | Elect Director Pierre Jal as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6h | Elect Director Francois Morin as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6i | Elect Director David J. Mulholland as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6j | Elect Director Chiara Nannini as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6k | Elect Director Maamoun Rajeh as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6l | Elect Director Christine Todd as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 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 |
| 1a | Elect Director Michael S. Burke | Management | For | For |
| 1b | Elect Director Theodore Colbert | Management | For | For |
| 1c | Elect Director James C. Collins, Jr. | Management | For | For |
| 1d | Elect Director Terrell K. Crews | Management | For | For |
| 1e | Elect Director Ellen de Brabander | Management | For | For |
| 1f | Elect Director Suzan F. Harrison | Management | For | For |
| 1g | Elect Director Juan R. Luciano | Management | For | For |
| 1h | Elect Director Patrick J. Moore | Management | For | For |
| 1i | Elect Director Debra A. Sandler | Management | For | For |
| 1j | Elect Director Lei Z. Schlitz | Management | For | For |
| 1k | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 Director Lewis Chew | Management | For | Withhold |
| 1.2 | Elect Director Douglas Merritt *Withdrawn Resolution* | Management | None | None |
| 1.3 | Elect Director Mark B. Templeton | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ARTHUR J. GALLAGHER & CO. Meeting Date: MAY 09, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AJG Security ID: 363576109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sherry S. Barrat | Management | For | For |
| 1b | Elect Director William L. Bax | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director D. John Coldman | Management | For | For |
| 1e | Elect Director J. Patrick Gallagher, Jr. | Management | For | For |
| 1f | Elect Director David S. Johnson | Management | For | For |
| 1g | Elect Director Christopher C. Miskel | Management | For | For |
| 1h | Elect Director Ralph J. Nicoletti | Management | For | For |
| 1i | Elect Director Norman L. Rosenthal | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Management | For | For |
| ASSURANT, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AIZ Security ID: 04621X108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Elaine D. Rosen | Management | For | For |
| 1b | Elect Director Paget L. Alves | Management | For | For |
| 1c | Elect Director Rajiv Basu | Management | For | For |
| 1d | Elect Director J. Braxton Carter | Management | For | For |
| 1e | Elect Director Juan N. Cento | Management | For | For |
| 1f | Elect Director Keith W. Demmings | Management | For | For |
| 1g | Elect Director Harriet Edelman | Management | For | For |
| 1h | Elect Director Sari Granat | Management | For | For |
| 1i | Elect Director Lawrence V. Jackson | Management | For | For |
| 1j | Elect Director Debra J. Perry | Management | For | For |
| 1k | Elect Director Ognjen (Ogi) Redzic | Management | For | For |
| 1l | Elect Director Paul J. Reilly | Management | For | For |
| 1m | Elect Director Robert W. Stein | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1.1 | Elect Director Scott T. Ford | Management | For | For |
| 1.2 | Elect Director Glenn H. Hutchins | Management | For | For |
| 1.3 | Elect Director William E. Kennard | Management | For | For |
| 1.4 | Elect Director Stephen J. Luczo | Management | For | For |
| 1.5 | Elect Director Michael B. McCallister | Management | For | For |
| 1.6 | Elect Director Beth E. Mooney | Management | For | For |
| 1.7 | Elect Director Matthew K. Rose | Management | For | For |
| 1.8 | Elect Director John T. Stankey | Management | For | For |
| 1.9 | Elect Director Cynthia B. Taylor | Management | For | For |
| 1.10 | Elect Director Luis A. Ubinas | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| ATMOS ENERGY CORPORATION Meeting Date: FEB 08, 2023 Record Date: DEC 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ATO Security ID: 049560105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John C. Ale | Management | For | For |
| 1b | Elect Director J. Kevin Akers | Management | For | For |
| 1c | Elect Director Kim R. Cocklin | Management | For | For |
| 1d | Elect Director Kelly H. Compton | Management | For | For |
| 1e | Elect Director Sean Donohue | Management | For | For |
| 1f | Elect Director Rafael G. Garza | Management | For | For |
| 1g | Elect Director Richard K. Gordon | Management | For | For |
| 1h | Elect Director Nancy K. Quinn | Management | For | For |
| 1i | Elect Director Richard A. Sampson | Management | For | For |
| 1j | Elect Director Diana J. Walters | Management | For | For |
| 1k | Elect Director Frank Yoho | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AUTODESK, INC. Meeting Date: JUN 21, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ADSK Security ID: 052769106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew Anagnost | Management | For | For |
| 1b | Elect Director Karen Blasing | Management | For | For |
| 1c | Elect Director Reid French | Management | For | For |
| 1d | Elect Director Ayanna Howard | Management | For | For |
| 1e | Elect Director Blake Irving | Management | For | For |
| 1f | Elect Director Mary T. McDowell | Management | For | For |
| 1g | Elect Director Stephen Milligan | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Elizabeth (Betsy) Rafael | Management | For | For |
| 1j | Elect Director Rami Rahim | Management | For | For |
| 1k | Elect Director Stacy J. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Peter Bisson | Management | For | For |
| 1b | Elect Director David V. Goeckeler | Management | For | For |
| 1c | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1d | Elect Director John P. Jones | Management | For | For |
| 1e | Elect Director Francine S. Katsoudas | Management | For | For |
| 1f | Elect Director Nazzic S. Keene | Management | For | For |
| 1g | Elect Director Thomas J. Lynch | Management | For | For |
| 1h | Elect Director Scott F. Powers | Management | For | For |
| 1i | Elect Director William J. Ready | Management | For | For |
| 1j | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1k | Elect Director Sandra S. Wijnberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| AUTOZONE, INC. Meeting Date: DEC 14, 2022 Record Date: OCT 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AZO Security ID: 053332102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. George | Management | For | For |
| 1.2 | Elect Director Linda A. Goodspeed | Management | For | For |
| 1.3 | Elect Director Earl G. Graves, Jr. | Management | For | For |
| 1.4 | Elect Director Enderson Guimaraes | Management | For | For |
| 1.5 | Elect Director Brian P. Hannasch | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director Gale V. King | Management | For | For |
| 1.8 | Elect Director George R. Mrkonic, Jr. | Management | For | For |
| 1.9 | Elect Director William C. Rhodes, III | Management | For | For |
| 1.10 | Elect Director Jill A. Soltau | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AVALONBAY COMMUNITIES, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AVB Security ID: 053484101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Glyn F. Aeppel | Management | For | For |
| 1b | Elect Director Terry S. Brown | Management | For | For |
| 1c | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1d | Elect Director Stephen P. Hills | Management | For | For |
| 1e | Elect Director Christopher B. Howard | Management | For | For |
| 1f | Elect Director Richard J. Lieb | Management | For | For |
| 1g | Elect Director Nnenna Lynch | Management | For | For |
| 1h | Elect Director Charles E. Mueller, Jr. | Management | For | For |
| 1i | Elect Director Timothy J. Naughton | Management | For | For |
| 1j | Elect Director Benjamin W. Schall | Management | For | For |
| 1k | Elect Director Susan Swanezy | Management | For | For |
| 1l | Elect Director W. Edward Walter | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AVERY DENNISON CORPORATION Meeting Date: APR 27, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AVY Security ID: 053611109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bradley A. Alford | Management | For | For |
| 1b | Elect Director Anthony K. Anderson | Management | For | For |
| 1c | Elect Director Mitchell R. Butier | Management | For | For |
| 1d | Elect Director Ken C. Hicks | Management | For | For |
| 1e | Elect Director Andres A. Lopez | Management | For | For |
| 1f | Elect Director Francesca Reverberi | Management | For | For |
| 1g | Elect Director Patrick T. Siewert | Management | For | For |
| 1h | Elect Director Julia A. Stewart | Management | For | For |
| 1i | Elect Director Martha N. Sullivan | Management | For | For |
| 1j | Elect Director William R. Wagner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BAKER HUGHES COMPANY Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BKR Security ID: 05722G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W. Geoffrey Beattie | Management | For | For |
| 1.2 | Elect Director Gregory D. Brenneman | Management | For | For |
| 1.3 | Elect Director Cynthia B. Carroll | Management | For | For |
| 1.4 | Elect Director Nelda J. Connors | Management | For | For |
| 1.5 | Elect Director Michael R. Dumais | Management | For | For |
| 1.6 | Elect Director Lynn L. Elsenhans | Management | For | For |
| 1.7 | Elect Director John G. Rice | Management | For | For |
| 1.8 | Elect Director Lorenzo Simonelli | Management | For | For |
| 1.9 | Elect Director Mohsen Sohi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BALL CORPORATION Meeting Date: APR 26, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BALL Security ID: 058498106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cathy D. Ross | Management | For | For |
| 1.2 | Elect Director Betty J. Sapp | Management | For | For |
| 1.3 | Elect Director Stuart A. Taylor, II | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BANK OF AMERICA CORPORATION Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BAC Security ID: 060505104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1c | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1d | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1e | Elect Director Arnold W. Donald | Management | For | For |
| 1f | Elect Director Linda P. Hudson | Management | For | For |
| 1g | Elect Director Monica C. Lozano | Management | For | For |
| 1h | Elect Director Brian T. Moynihan | Management | For | For |
| 1i | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1j | Elect Director Denise L. Ramos | Management | For | For |
| 1k | Elect Director Clayton S. Rose | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 1m | Elect Director Thomas D. Woods | Management | For | For |
| 1n | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 8 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | For |
| 10 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 11 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Patricia S. Bellinger | Management | For | For |
| 1.2 | Elect Director Alessandro Bogliolo | Management | For | For |
| 1.3 | Elect Director Gina R. Boswell | Management | For | For |
| 1.4 | Elect Director Lucy O. Brady | Management | For | For |
| 1.5 | Elect Director Francis A. Hondal | Management | For | For |
| 1.6 | Elect Director Thomas J. Kuhn | Management | For | For |
| 1.7 | Elect Director Danielle M. Lee | Management | For | For |
| 1.8 | Elect Director Michael G. Morris | Management | For | For |
| 1.9 | Elect Director Sarah E. Nash | Management | For | For |
| 1.10 | Elect Director Juan Rajlin | Management | For | For |
| 1.11 | Elect Director Stephen D. Steinour | Management | For | For |
| 1.12 | Elect Director J.K. Symancyk | Management | For | For |
| 1.13 | Elect Director Steven E. Voskuil | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board 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 |
| 1a | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1b | Elect Director Michael F. Mahoney | Management | For | For |
| 1c | Elect Director Patricia B. Morrison | Management | For | For |
| 1d | Elect Director Stephen N. Oesterle | Management | For | For |
| 1e | Elect Director Nancy M. Schlichting | Management | For | For |
| 1f | Elect Director Brent Shafer | Management | For | For |
| 1g | Elect Director Cathy R. Smith | Management | For | For |
| 1h | Elect Director Amy A. Wendell | Management | For | For |
| 1i | Elect Director David S. Wilkes | Management | For | For |
| 1j | Elect Director Peter M. Wilver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| BECTON, DICKINSON AND COMPANY Meeting Date: JAN 24, 2023 Record Date: DEC 05, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BDX Security ID: 075887109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William M. Brown | Management | For | For |
| 1.2 | Elect Director Catherine M. Burzik | Management | For | For |
| 1.3 | Elect Director Carrie L. Byington | Management | For | For |
| 1.4 | Elect Director R. Andrew Eckert | Management | For | For |
| 1.5 | Elect Director Claire M. Fraser | Management | For | For |
| 1.6 | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1.7 | Elect Director Christopher Jones | Management | For | For |
| 1.8 | Elect Director Marshall O. Larsen | Management | For | For |
| 1.9 | Elect Director Thomas E. Polen | Management | For | For |
| 1.10 | Elect Director Timothy M. Ring | Management | For | For |
| 1.11 | Elect Director Bertram L. Scott | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| BERKSHIRE HATHAWAY INC. Meeting Date: MAY 06, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BRK.B Security ID: 084670702 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren E. Buffett | Management | For | For |
| 1.2 | Elect Director Charles T. Munger | Management | For | For |
| 1.3 | Elect Director Gregory E. Abel | Management | For | For |
| 1.4 | Elect Director Howard G. Buffett | Management | For | For |
| 1.5 | Elect Director Susan A. Buffett | Management | For | For |
| 1.6 | Elect Director Stephen B. Burke | Management | For | Withhold |
| 1.7 | Elect Director Kenneth I. Chenault | Management | For | Withhold |
| 1.8 | Elect Director Christopher C. Davis | Management | For | For |
| 1.9 | Elect Director Susan L. Decker | Management | For | Withhold |
| 1.10 | Elect Director Charlotte Guyman | Management | For | Withhold |
| 1.11 | Elect Director Ajit Jain | Management | For | For |
| 1.12 | Elect Director Thomas S. Murphy, Jr. | Management | For | For |
| 1.13 | Elect Director Ronald L. Olson | Management | For | For |
| 1.14 | Elect Director Wallace R. Weitz | Management | For | For |
| 1.15 | Elect Director Meryl B. Witmer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Report on Physical and Transitional Climate-Related Risks and Opportunities | Shareholder | Against | For |
| 5 | Report on Audit Committee's Oversight on Climate Risks and Disclosures | Shareholder | Against | For |
| 6 | Report If and How Company Will Measure, Disclose and Reduce GHG Emissions | Shareholder | Against | For |
| 7 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| 8 | Require Independent Board Chair | Shareholder | Against | For |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| BEST BUY CO., INC. Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BBY Security ID: 086516101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Corie S. Barry | Management | For | For |
| 1b | Elect Director Lisa M. Caputo | Management | For | For |
| 1c | Elect Director J. Patrick Doyle | Management | For | For |
| 1d | Elect Director David W. Kenny | Management | For | For |
| 1e | Elect Director Mario J. Marte | Management | For | For |
| 1f | Elect Director Karen A. McLoughlin | Management | For | For |
| 1g | Elect Director Claudia F. Munce | Management | For | For |
| 1h | Elect Director Richelle P. Parham | Management | For | For |
| 1i | Elect Director Steven E. Rendle | Management | For | For |
| 1j | Elect Director Sima D. Sistani | Management | For | For |
| 1k | Elect Director Melinda D. Whittington | Management | For | For |
| 1l | Elect Director Eugene A. Woods | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BIO-RAD LABORATORIES, INC. Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BIO Security ID: 090572207 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Melinda Litherland | Management | For | For |
| 1.2 | Elect Director Arnold A. Pinkston | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| BIO-TECHNE CORPORATION Meeting Date: OCT 27, 2022 Record Date: SEP 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TECH Security ID: 09073M104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Nine | Management | For | For |
| 2a | Elect Director Robert V. Baumgartner | Management | For | For |
| 2b | Elect Director Julie L. Bushman | Management | For | For |
| 2c | Elect Director John L. Higgins | Management | For | For |
| 2d | Elect Director Joseph D. Keegan | Management | For | For |
| 2e | Elect Director Charles R. Kummeth | Management | For | For |
| 2f | Elect Director Roeland Nusse | Management | For | For |
| 2g | Elect Director Alpna Seth | Management | For | For |
| 2h | Elect Director Randolph Steer | Management | For | For |
| 2i | Elect Director Rupert Vessey | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Stock Split | Management | For | For |
| 5 | Ratify KPMG, LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Alexander J. Denner - Withdrawn | Management | None | None |
| 1b | Elect Director Caroline D. Dorsa | Management | For | For |
| 1c | Elect Director Maria C. Freire | Management | For | Against |
| 1d | Elect Director William A. Hawkins | Management | For | Against |
| 1e | Elect Director William D. Jones- Withdrawn | Management | None | None |
| 1f | Elect Director Jesus B. Mantas | Management | For | For |
| 1g | Elect Director Richard C. Mulligan- Withdrawn | Management | None | None |
| 1h | Elect Director Eric K. Rowinsky | Management | For | For |
| 1i | Elect Director Stephen A. Sherwin | Management | For | For |
| 1j | Elect Director Christopher A. Viehbacher | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Elect Director Susan K. Langer | Management | For | For |
| BLACKROCK, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BLK Security ID: 09247X101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bader M. Alsaad | Management | For | For |
| 1b | Elect Director Pamela Daley | Management | For | For |
| 1c | Elect Director Laurence D. Fink | Management | For | For |
| 1d | Elect Director William E. Ford | Management | For | For |
| 1e | Elect Director Fabrizio Freda | Management | For | For |
| 1f | Elect Director Murry S. Gerber | Management | For | For |
| 1g | Elect Director Margaret "Peggy" L. Johnson | Management | For | For |
| 1h | Elect Director Robert S. Kapito | Management | For | For |
| 1i | Elect Director Cheryl D. Mills | Management | For | For |
| 1j | Elect Director Gordon M. Nixon | Management | For | For |
| 1k | Elect Director Kristin C. Peck | Management | For | For |
| 1l | Elect Director Charles H. Robbins | Management | For | For |
| 1m | Elect Director Marco Antonio Slim Domit | Management | For | For |
| 1n | Elect Director Hans E. Vestberg | Management | For | For |
| 1o | Elect Director Susan L. Wagner | Management | For | For |
| 1p | Elect Director Mark Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Report on Ability to Engineer Decarbonization in the Real Economy | Shareholder | Against | Against |
| 7 | Report on Societal Impacts of Aerospace & Defense Industry ETF | Shareholder | Against | Against |
| 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 Director Glenn D. Fogel | Management | For | For |
| 1.2 | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1.3 | Elect Director Wei Hopeman | Management | For | For |
| 1.4 | Elect Director Robert J. Mylod, Jr. | Management | For | For |
| 1.5 | Elect Director Charles H. Noski | Management | For | For |
| 1.6 | Elect Director Larry Quinlan | Management | For | For |
| 1.7 | Elect Director Nicholas J. Read | Management | For | For |
| 1.8 | Elect Director Thomas E. Rothman | Management | For | For |
| 1.9 | Elect Director Sumit Singh | Management | For | For |
| 1.10 | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1.11 | Elect Director Vanessa A. Wittman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | 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 |
| 1A | Elect Director Sara A. Greenstein | Management | For | For |
| 1B | Elect Director Michael S. Hanley | Management | For | For |
| 1C | Elect Director Frederic B. Lissalde | Management | For | For |
| 1D | Elect Director Shaun E. McAlmont | Management | For | For |
| 1E | Elect Director Deborah D. McWhinney | Management | For | For |
| 1F | Elect Director Alexis P. Michas | Management | For | For |
| 1G | Elect Director Sailaja K. Shankar | Management | For | For |
| 1H | Elect Director Hau N. Thai-Tang | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Report on Just Transition | Shareholder | Against | Against |
| BOSTON PROPERTIES, INC. Meeting Date: MAY 23, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BXP Security ID: 101121101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kelly A. Ayotte | Management | For | For |
| 1b | Elect Director Bruce W. Duncan | Management | For | For |
| 1c | Elect Director Carol B. Einiger | Management | For | For |
| 1d | Elect Director Diane J. Hoskins | Management | For | For |
| 1e | Elect Director Mary E. Kipp | Management | For | For |
| 1f | Elect Director Joel I. Klein | Management | For | For |
| 1g | Elect Director Douglas T. Linde | Management | For | For |
| 1h | Elect Director Matthew J. Lustig | Management | For | For |
| 1i | Elect Director Owen D. Thomas | Management | For | For |
| 1j | Elect Director William H. Walton, III | Management | For | For |
| 1k | Elect Director Derek Anthony (Tony) West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | 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 |
| 1a | Elect Director Nelda J. Connors | Management | For | For |
| 1b | Elect Director Charles J. Dockendorff | Management | For | For |
| 1c | Elect Director Yoshiaki Fujimori | Management | For | For |
| 1d | Elect Director Edward J. Ludwig | Management | For | For |
| 1e | Elect Director Michael F. Mahoney | Management | For | For |
| 1f | Elect Director David J. Roux | Management | For | For |
| 1g | Elect Director John E. Sununu | Management | For | For |
| 1h | Elect Director David S. Wichmann | Management | For | For |
| 1i | Elect Director Ellen M. Zane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Deepak L. Bhatt | Management | For | For |
| 1C | Elect Director Giovanni Caforio | Management | For | For |
| 1D | Elect Director Julia A. Haller | Management | For | For |
| 1E | Elect Director Manuel Hidalgo Medina | Management | For | For |
| 1F | Elect Director Paula A. Price | Management | For | For |
| 1G | Elect Director Derica W. Rice | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Gerald L. Storch | Management | For | For |
| 1J | Elect Director Karen H. Vousden | Management | For | For |
| 1K | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| BROADCOM INC. Meeting Date: APR 03, 2023 Record Date: FEB 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AVGO Security ID: 11135F101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Diane M. Bryant | Management | For | For |
| 1b | Elect Director Gayla J. Delly | Management | For | For |
| 1c | Elect Director Raul J. Fernandez | Management | For | For |
| 1d | Elect Director Eddy W. Hartenstein | Management | For | For |
| 1e | Elect Director Check Kian Low | Management | For | For |
| 1f | Elect Director Justine F. Page | Management | For | For |
| 1g | Elect Director Henry Samueli | Management | For | For |
| 1h | Elect Director Hock E. Tan | Management | For | For |
| 1i | Elect Director Harry L. You | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BROADRIDGE FINANCIAL SOLUTIONS, INC. Meeting Date: NOV 10, 2022 Record Date: SEP 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BR Security ID: 11133T103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leslie A. Brun | Management | For | For |
| 1b | Elect Director Pamela L. Carter | Management | For | For |
| 1c | Elect Director Richard J. Daly | Management | For | For |
| 1d | Elect Director Robert N. Duelks | Management | For | For |
| 1e | Elect Director Melvin L. Flowers | Management | For | For |
| 1f | Elect Director Timothy C. Gokey | Management | For | For |
| 1g | Elect Director Brett A. Keller | Management | For | For |
| 1h | Elect Director Maura A. Markus | Management | For | For |
| 1i | Elect Director Eileen K. Murray | Management | For | For |
| 1j | Elect Director Annette L. Nazareth | Management | For | For |
| 1k | Elect Director Thomas J. Perna | Management | For | For |
| 1l | Elect Director Amit K. Zavery | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| BROWN & BROWN, INC. Meeting Date: MAY 03, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BRO Security ID: 115236101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Hyatt Brown | Management | For | For |
| 1.2 | Elect Director J. Powell Brown | Management | For | For |
| 1.3 | Elect Director Lawrence L. Gellerstedt, III | Management | For | For |
| 1.4 | Elect Director James C. Hays | Management | For | For |
| 1.5 | Elect Director Theodore J. Hoepner | Management | For | For |
| 1.6 | Elect Director James S. Hunt | Management | For | For |
| 1.7 | Elect Director Toni Jennings | Management | For | For |
| 1.8 | Elect Director Timothy R.M. Main | Management | For | For |
| 1.9 | Elect Director Jaymin B. Patel | Management | For | For |
| 1.10 | Elect Director H. Palmer Proctor, Jr. | Management | For | For |
| 1.11 | Elect Director Wendell S. Reilly | Management | For | For |
| 1.12 | Elect Director Chilton D. Varner | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| C.H. ROBINSON WORLDWIDE, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHRW Security ID: 12541W209 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott P. Anderson | Management | For | For |
| 1b | Elect Director James J. Barber, Jr. | Management | For | For |
| 1c | Elect Director Kermit R. Crawford | Management | For | For |
| 1d | Elect Director Timothy C. Gokey | Management | For | For |
| 1e | Elect Director Mark A. Goodburn | Management | For | For |
| 1f | Elect Director Mary J. Steele Guilfoile | Management | For | For |
| 1g | Elect Director Jodee A. Kozlak | Management | For | For |
| 1h | Elect Director Henry J. Maier | Management | For | For |
| 1i | Elect Director James B. Stake | Management | For | For |
| 1j | Elect Director Paula C. Tolliver | Management | For | For |
| 1k | Elect Director Henry W. 'Jay' Winship | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CADENCE DESIGN SYSTEMS, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CDNS Security ID: 127387108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark W. Adams | Management | For | For |
| 1.2 | Elect Director Ita Brennan | Management | For | For |
| 1.3 | Elect Director Lewis Chew | Management | For | For |
| 1.4 | Elect Director Anirudh Devgan | Management | For | For |
| 1.5 | Elect Director ML Krakauer | Management | For | For |
| 1.6 | Elect Director Julia Liuson | Management | For | For |
| 1.7 | Elect Director James D. Plummer | Management | For | For |
| 1.8 | Elect Director Alberto Sangiovanni-Vincentelli | Management | For | For |
| 1.9 | Elect Director John B. Shoven | Management | For | For |
| 1.10 | Elect Director Young K. Sohn | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Remove One-Year Holding Period Requirement to Call Special Meeting | Shareholder | Against | Against |
| CAESARS ENTERTAINMENT, INC. Meeting Date: JUN 13, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CZR Security ID: 12769G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gary L. Carano | Management | For | For |
| 1.2 | Elect Director Bonnie S. Biumi | Management | For | For |
| 1.3 | Elect Director Jan Jones Blackhurst | Management | For | For |
| 1.4 | Elect Director Frank J. Fahrenkopf | Management | For | Withhold |
| 1.5 | Elect Director Don R. Kornstein | Management | For | For |
| 1.6 | Elect Director Courtney R. Mather | Management | For | For |
| 1.7 | Elect Director Michael E. Pegram | Management | For | For |
| 1.8 | Elect Director Thomas R. Reeg | Management | For | For |
| 1.9 | Elect Director David P. Tomick | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| 6 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | 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 |
| 1a | Elect Director Richard J. Campo | Management | For | For |
| 1b | Elect Director Javier E. Benito | Management | For | For |
| 1c | Elect Director Heather J. Brunner | Management | For | For |
| 1d | Elect Director Mark D. Gibson | Management | For | For |
| 1e | Elect Director Scott S. Ingraham | Management | For | For |
| 1f | Elect Director Renu Khator | Management | For | For |
| 1g | Elect Director D. Keith Oden | Management | For | For |
| 1h | Elect Director Frances Aldrich Sevilla-Sacasa | Management | For | For |
| 1i | Elect Director Steven A. Webster | Management | For | For |
| 1j | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CAMPBELL SOUP COMPANY Meeting Date: NOV 30, 2022 Record Date: OCT 03, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CPB Security ID: 134429109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Fabiola R. Arredondo | Management | For | For |
| 1.2 | Elect Director Howard M. Averill | Management | For | For |
| 1.3 | Elect Director John P. (JP) Bilbrey | Management | For | For |
| 1.4 | Elect Director Mark A. Clouse | Management | For | For |
| 1.5 | Elect Director Bennett Dorrance, Jr. | Management | For | For |
| 1.6 | Elect Director Maria Teresa (Tessa) Hilado | Management | For | For |
| 1.7 | Elect Director Grant H. Hill | Management | For | For |
| 1.8 | Elect Director Sarah Hofstetter | Management | For | For |
| 1.9 | Elect Director Marc B. Lautenbach | Management | For | For |
| 1.10 | Elect Director Mary Alice Dorrance Malone | Management | For | For |
| 1.11 | Elect Director Keith R. McLoughlin | Management | For | For |
| 1.12 | Elect Director Kurt T. Schmidt | Management | For | For |
| 1.13 | Elect Director Archbold D. van Beuren | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Report on Supply Chain Practices | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Richard D. Fairbank | Management | For | For |
| 1b | Elect Director Ime Archibong | Management | For | For |
| 1c | Elect Director Christine Detrick | Management | For | For |
| 1d | Elect Director Ann Fritz Hackett | Management | For | For |
| 1e | Elect Director Peter Thomas Killalea | Management | For | For |
| 1f | Elect Director Cornelis "Eli" Leenaars | Management | For | For |
| 1g | Elect Director Francois Locoh-Donou | Management | For | For |
| 1h | Elect Director Peter E. Raskind | Management | For | For |
| 1i | Elect Director Eileen Serra | Management | For | For |
| 1j | Elect Director Mayo A. Shattuck, III | Management | For | For |
| 1k | Elect Director Bradford H. Warner | Management | For | For |
| 1l | Elect Director Craig Anthony Williams | Management | For | For |
| 2 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 7 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 8 | Report on Board Oversight of Risks Related to Discrimination | Shareholder | Against | Against |
| 9 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | For |
| CARDINAL HEALTH, INC. Meeting Date: NOV 09, 2022 Record Date: SEP 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CAH Security ID: 14149Y108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven K. Barg | Management | For | For |
| 1b | Elect Director Michelle M. Brennan | Management | For | For |
| 1c | Elect Director Sujatha Chandrasekaran | Management | For | For |
| 1d | Elect Director Carrie S. Cox | Management | For | For |
| 1e | Elect Director Bruce L. Downey | Management | For | For |
| 1f | Elect Director Sheri H. Edison | Management | For | For |
| 1g | Elect Director David C. Evans | Management | For | For |
| 1h | Elect Director Patricia A. Hemingway Hall | Management | For | For |
| 1i | Elect Director Jason M. Hollar | Management | For | For |
| 1j | Elect Director Akhil Johri | Management | For | For |
| 1k | Elect Director Gregory B. Kenny | Management | For | For |
| 1l | Elect Director Nancy Killefer | Management | For | For |
| 1m | Elect Director Christine A. Mundkur | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CARMAX, INC. Meeting Date: JUN 27, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KMX Security ID: 143130102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Bensen | Management | For | For |
| 1b | Elect Director Ronald E. Blaylock | Management | For | For |
| 1c | Elect Director Sona Chawla | Management | For | For |
| 1d | Elect Director Thomas J. Folliard | Management | For | For |
| 1e | Elect Director Shira Goodman | Management | For | For |
| 1f | Elect Director David W. McCreight | Management | For | For |
| 1g | Elect Director William D. Nash | Management | For | For |
| 1h | Elect Director Mark F. O'Neil | Management | For | For |
| 1i | Elect Director Pietro Satriano | Management | For | For |
| 1j | Elect Director Marcella Shinder | Management | For | For |
| 1k | Elect Director Mitchell D. Steenrod | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| CARNIVAL CORPORATION Meeting Date: APR 21, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CCL Security ID: 143658300 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Re-elect Micky Arison as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 2 | Re-elect Jonathon Band as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 3 | Re-elect Jason Glen Cahilly as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 4 | Re-elect Helen Deeble as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 5 | Re-elect Jeffrey J. Gearhart as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 6 | Re-elect Katie Lahey as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 7 | Elect Sara Mathew as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 8 | Re-elect Stuart Subotnick as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 9 | Re-elect Laura Weil as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 10 | Elect Josh Weinstein as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 11 | Re-elect Randall Weisenburger as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 14 | Approve Directors' Remuneration Report (in Accordance with Legal Requirements Applicable to UK Companies) | Management | For | For |
| 15 | Approve Remuneration Policy | Management | For | For |
| 16 | Reappoint PricewaterhouseCoopers LLP as Independent Auditors of Carnival plc; Ratify the Selection of the U.S. Firm of PricewaterhouseCoopers LLP as the Independent Registered Public Accounting Firm of Carnival Corporation | Management | For | For |
| 17 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 18 | Receive the Accounts and Reports of the Directors and Auditors of Carnival plc for the Year Ended November 30, 2022 (in Accordance with Legal Requirements Applicable to UK Companies) | Management | For | For |
| 19 | Approve Issuance of Equity | Management | For | For |
| 20 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| 21 | Authorize Share Repurchase Program | Management | For | For |
| 22 | Amend Omnibus Stock Plan | Management | For | For |
| 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 |
| 1a | Elect Director Jean-Pierre Garnier | Management | For | For |
| 1b | Elect Director David L. Gitlin | Management | For | For |
| 1c | Elect Director John J. Greisch | Management | For | For |
| 1d | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1e | Elect Director Michael M. McNamara | Management | For | For |
| 1f | Elect Director Susan N. Story | Management | For | For |
| 1g | Elect Director Michael A. Todman | Management | For | For |
| 1h | Elect Director Virginia M. Wilson | Management | For | For |
| 1i | Elect Director Beth A. Wozniak | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | Against |
| CATALENT, INC. Meeting Date: OCT 27, 2022 Record Date: SEP 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CTLT Security ID: 148806102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Madhavan "Madhu" Balachandran | Management | For | For |
| 1b | Elect Director Michael J. Barber | Management | For | For |
| 1c | Elect Director J. Martin Carroll | Management | For | For |
| 1d | Elect Director John Chiminski | Management | For | For |
| 1e | Elect Director Rolf Classon | Management | For | For |
| 1f | Elect Director Rosemary A. Crane | Management | For | For |
| 1g | Elect Director Karen Flynn | Management | For | For |
| 1h | Elect Director John J. Greisch | Management | For | For |
| 1i | Elect Director Christa Kreuzburg | Management | For | For |
| 1j | Elect Director Gregory T. Lucier | Management | For | For |
| 1k | Elect Director Donald E. Morel, Jr. | Management | For | For |
| 1l | Elect Director Alessandro Maselli | Management | For | For |
| 1m | Elect Director Jack Stahl | Management | For | For |
| 1n | Elect Director Peter Zippelius | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | 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 |
| 1.1 | Elect Director Kelly A. Ayotte | Management | For | For |
| 1.2 | Elect Director David L. Calhoun | Management | For | For |
| 1.3 | Elect Director Daniel M. Dickinson | Management | For | For |
| 1.4 | Elect Director James C. Fish, Jr. | Management | For | For |
| 1.5 | Elect Director Gerald Johnson | Management | For | For |
| 1.6 | Elect Director David W. MacLennan | Management | For | For |
| 1.7 | Elect Director Judith F. Marks | Management | For | For |
| 1.8 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.9 | Elect Director Susan C. Schwab | Management | For | For |
| 1.10 | Elect Director D. James Umpleby, III | Management | For | For |
| 1.11 | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Lobbying | Shareholder | Against | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Report on Due Diligence Process of Doing Business in Conflict Affected Areas | Shareholder | Against | Against |
| 9 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| CBOE GLOBAL MARKETS, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CBOE Security ID: 12503M108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Edward T. Tilly | Management | For | For |
| 1b | Elect Director William M. Farrow, III | Management | For | For |
| 1c | Elect Director Edward J. Fitzpatrick | Management | For | For |
| 1d | Elect Director Ivan K. Fong | Management | For | For |
| 1e | Elect Director Janet P. Froetscher | Management | For | For |
| 1f | Elect Director Jill R. Goodman | Management | For | For |
| 1g | Elect Director Alexander J. Matturri, Jr. | Management | For | For |
| 1h | Elect Director Jennifer J. McPeek | Management | For | For |
| 1i | Elect Director Roderick A. Palmore | Management | For | For |
| 1j | Elect Director James E. Parisi | Management | For | For |
| 1k | Elect Director Joseph P. Ratterman | Management | For | For |
| 1l | Elect Director Fredric J. Tomczyk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| CBRE GROUP, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CBRE Security ID: 12504L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brandon B. Boze | Management | For | For |
| 1b | Elect Director Beth F. Cobert | Management | For | For |
| 1c | Elect Director Reginald H. Gilyard | Management | For | For |
| 1d | Elect Director Shira D. Goodman | Management | For | For |
| 1e | Elect Director E.M. Blake Hutcheson | Management | For | For |
| 1f | Elect Director Christopher T. Jenny | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Susan Meaney | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director Robert E. Sulentic | Management | For | For |
| 1k | Elect Director Sanjiv Yajnik | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| CDW CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CDW Security ID: 12514G108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Virginia C. Addicott | Management | For | For |
| 1b | Elect Director James A. Bell | Management | For | For |
| 1c | Elect Director Lynda M. Clarizio | Management | For | For |
| 1d | Elect Director Anthony R. Foxx | Management | For | For |
| 1e | Elect Director Marc E. Jones | Management | For | For |
| 1f | Elect Director Christine A. Leahy | Management | For | For |
| 1g | Elect Director Sanjay Mehrotra | Management | For | For |
| 1h | Elect Director David W. Nelms | Management | For | For |
| 1i | Elect Director Joseph R. Swedish | Management | For | For |
| 1j | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| CELANESE CORPORATION Meeting Date: APR 20, 2023 Record Date: FEB 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CE Security ID: 150870103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean S. Blackwell | Management | For | For |
| 1b | Elect Director William M. Brown | Management | For | For |
| 1c | Elect Director Edward G. Galante | Management | For | For |
| 1d | Elect Director Kathryn M. Hill | Management | For | For |
| 1e | Elect Director David F. Hoffmeister | Management | For | For |
| 1f | Elect Director Jay V. Ihlenfeld | Management | For | For |
| 1g | Elect Director Deborah J. Kissire | Management | For | For |
| 1h | Elect Director Michael Koenig | Management | For | For |
| 1i | Elect Director Kim K.W. Rucker | Management | For | For |
| 1j | Elect Director Lori J. Ryerkerk | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| CENTENE CORPORATION Meeting Date: SEP 27, 2022 Record Date: AUG 10, 2022 Meeting Type: SPECIAL | ||||
| Ticker: CNC Security ID: 15135B101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Provide Right to Call Special Meeting | Management | For | For |
| 3 | Provide Right to Act by Written Consent | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| 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 |
| 1a | Elect Director Jessica L. Blume | Management | For | For |
| 1b | Elect Director Kenneth A. Burdick | Management | For | For |
| 1c | Elect Director Christopher J. Coughlin | Management | For | For |
| 1d | Elect Director H. James Dallas | Management | For | For |
| 1e | Elect Director Wayne S. DeVeydt | Management | For | For |
| 1f | Elect Director Frederick H. Eppinger | Management | For | For |
| 1g | Elect Director Monte E. Ford | Management | For | For |
| 1h | Elect Director Sarah M. London | Management | For | For |
| 1i | Elect Director Lori J. Robinson | Management | For | For |
| 1j | Elect Director Theodore R. Samuels | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Report on Maternal Morbidity Reduction Metrics in Executive Compensation | Shareholder | Against | For |
| CENTERPOINT ENERGY, INC. Meeting Date: APR 21, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CNP Security ID: 15189T107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wendy Montoya Cloonan | Management | For | For |
| 1b | Elect Director Earl M. Cummings | Management | For | For |
| 1c | Elect Director Christopher H. Franklin | Management | For | For |
| 1d | Elect Director David J. Lesar | Management | For | For |
| 1e | Elect Director Raquelle W. Lewis | Management | For | For |
| 1f | Elect Director Martin H. Nesbitt | Management | For | For |
| 1g | Elect Director Theodore F. Pound | Management | For | For |
| 1h | Elect Director Phillip R. Smith | Management | For | For |
| 1i | Elect Director Barry T. Smitherman | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Scope 3 Emissions and Setting Scope 3 Emission Targets | Shareholder | Against | Against |
| CERIDIAN HCM HOLDING INC. Meeting Date: APR 28, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CDAY Security ID: 15677J108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brent B. Bickett | Management | For | For |
| 1.2 | Elect Director Ronald F. Clarke | Management | For | For |
| 1.3 | Elect Director Ganesh B. Rao | Management | For | For |
| 1.4 | Elect Director Leagh E. Turner | Management | For | For |
| 1.5 | Elect Director Deborah A. Farrington | Management | For | For |
| 1.6 | Elect Director Thomas M. Hagerty | Management | For | For |
| 1.7 | Elect Director Linda P. Mantia | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| CF INDUSTRIES HOLDINGS, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CF Security ID: 125269100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Javed Ahmed | Management | For | For |
| 1b | Elect Director Robert C. Arzbaecher | Management | For | For |
| 1c | Elect Director Deborah L. DeHaas | Management | For | For |
| 1d | Elect Director John W. Eaves | Management | For | For |
| 1e | Elect Director Stephen J. Hagge | Management | For | For |
| 1f | Elect Director Jesus Madrazo Yris | Management | For | For |
| 1g | Elect Director Anne P. Noonan | Management | For | For |
| 1h | Elect Director Michael J. Toelle | Management | For | For |
| 1i | Elect Director Theresa E. Wagler | Management | For | For |
| 1j | Elect Director Celso L. White | Management | For | For |
| 1k | Elect Director W. Anthony Will | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| CHARLES RIVER LABORATORIES INTERNATIONAL, INC. Meeting Date: MAY 09, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CRL Security ID: 159864107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James C. Foster | Management | For | For |
| 1.2 | Elect Director Nancy C. Andrews | Management | For | For |
| 1.3 | Elect Director Robert Bertolini | Management | For | For |
| 1.4 | Elect Director Deborah T. Kochevar | Management | For | For |
| 1.5 | Elect Director George Llado, Sr. | Management | For | For |
| 1.6 | Elect Director Martin W. Mackay | Management | For | For |
| 1.7 | Elect Director George E. Massaro | Management | For | For |
| 1.8 | Elect Director C. Richard Reese | Management | For | For |
| 1.9 | Elect Director Craig B. Thompson | Management | For | For |
| 1.10 | Elect Director Richard F. Wallman | Management | For | For |
| 1.11 | Elect Director Virginia M. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Non-human Primates Imported by the Company | Shareholder | Against | For |
| CHARTER COMMUNICATIONS, INC. Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHTR Security ID: 16119P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Lance Conn | Management | For | For |
| 1b | Elect Director Kim C. Goodman | Management | For | For |
| 1c | Elect Director Craig A. Jacobson | Management | For | For |
| 1d | Elect Director Gregory B. Maffei | Management | For | Against |
| 1e | Elect Director John D. Markley, Jr. | Management | For | For |
| 1f | Elect Director David C. Merritt | Management | For | For |
| 1g | Elect Director James E. Meyer | Management | For | For |
| 1h | Elect Director Steven A. Miron | Management | For | For |
| 1i | Elect Director Balan Nair | Management | For | For |
| 1j | Elect Director Michael A. Newhouse | Management | For | For |
| 1k | Elect Director Mauricio Ramos | Management | For | For |
| 1l | Elect Director Thomas M. Rutledge | Management | For | For |
| 1m | Elect Director Eric L. Zinterhofer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Marillyn A. Hewson | Management | For | For |
| 1f | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1g | Elect Director Charles W. Moorman | Management | For | For |
| 1h | Elect Director Dambisa F. Moyo | Management | For | For |
| 1i | Elect Director Debra Reed-Klages | Management | For | For |
| 1j | Elect Director D. James Umpleby, III | Management | For | For |
| 1k | Elect Director Cynthia J. Warner | Management | For | For |
| 1l | Elect Director Michael K. (Mike) Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Rescind Scope 3 GHG Reduction Proposal | Shareholder | Against | Against |
| 6 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 7 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 8 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 9 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 10 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Require Independent Board Chair | Shareholder | Against | Against |
| CHIPOTLE MEXICAN GRILL, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CMG Security ID: 169656105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Albert S. Baldocchi | Management | For | For |
| 1.2 | Elect Director Matthew A. Carey | Management | For | For |
| 1.3 | Elect Director Gregg L. Engles | Management | For | For |
| 1.4 | Elect Director Patricia Fili-Krushel | Management | For | For |
| 1.5 | Elect Director Mauricio Gutierrez | Management | For | For |
| 1.6 | Elect Director Robin Hickenlooper | Management | For | For |
| 1.7 | Elect Director Scott Maw | Management | For | For |
| 1.8 | Elect Director Brian Niccol | Management | For | For |
| 1.9 | Elect Director Mary Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 6 | Adopt Policy to Not Interfere with Freedom of Association Rights | Shareholder | Against | 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 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2.1 | Allocate Disposable Profit | Management | For | For |
| 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | For | For |
| 3 | Approve Discharge of Board of Directors | Management | For | For |
| 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | For | For |
| 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | For | For |
| 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | For |
| 5.1 | Elect Director Evan G. Greenberg | Management | For | For |
| 5.2 | Elect Director Michael P. Connors | Management | For | Against |
| 5.3 | Elect Director Michael G. Atieh | Management | For | For |
| 5.4 | Elect Director Kathy Bonanno | Management | For | For |
| 5.5 | Elect Director Nancy K. Buese | Management | For | For |
| 5.6 | Elect Director Sheila P. Burke | Management | For | For |
| 5.7 | Elect Director Michael L. Corbat | Management | For | For |
| 5.8 | Elect Director Robert J. Hugin | Management | For | For |
| 5.9 | Elect Director Robert W. Scully | Management | For | For |
| 5.10 | Elect Director Theodore E. Shasta | Management | For | For |
| 5.11 | Elect Director David H. Sidwell | Management | For | For |
| 5.12 | Elect Director Olivier Steimer | Management | For | For |
| 5.13 | Elect Director Frances F. Townsend | Management | For | Against |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | Against |
| 7.1 | Elect Michael P. Connors as Member of the Compensation Committee | Management | For | For |
| 7.2 | Elect David H. Sidwell as Member of the Compensation Committee | Management | For | For |
| 7.3 | Elect Frances F. Townsend as Member of the Compensation Committee | Management | For | For |
| 8 | Designate Homburger AG as Independent Proxy | Management | For | For |
| 9.1 | Amend Articles Relating to Swiss Corporate Law Updates | Management | For | For |
| 9.2 | Amend Articles to Advance Notice Period | Management | For | For |
| 10.1 | Cancel Repurchased Shares | Management | For | For |
| 10.2 | Reduction of Par Value | Management | For | For |
| 11.1 | Approve Remuneration of Directors in the Amount of USD 5.5 Million | Management | For | For |
| 11.2 | Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024 | Management | For | For |
| 11.3 | Approve Remuneration Report | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 14 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| 15 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| CHURCH & DWIGHT CO., INC. Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHD Security ID: 171340102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bradlen S. Cashaw | Management | For | For |
| 1b | Elect Director Matthew T. Farrell | Management | For | For |
| 1c | Elect Director Bradley C. Irwin | Management | For | For |
| 1d | Elect Director Penry W. Price | Management | For | For |
| 1e | Elect Director Susan G. Saideman | Management | For | For |
| 1f | Elect Director Ravichandra K. Saligram | Management | For | For |
| 1g | Elect Director Robert K. Shearer | Management | For | For |
| 1h | Elect Director Janet S. Vergis | Management | For | For |
| 1i | Elect Director Arthur B. Winkleblack | Management | For | For |
| 1j | Elect Director Laurie J. Yoler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| CINCINNATI FINANCIAL CORPORATION Meeting Date: MAY 06, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CINF Security ID: 172062101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas J. Aaron | Management | For | For |
| 1.2 | Elect Director Nancy C. Benacci | Management | For | For |
| 1.3 | Elect Director Linda W. Clement-Holmes | Management | For | For |
| 1.4 | Elect Director Dirk J. Debbink | Management | For | For |
| 1.5 | Elect Director Steven J. Johnston | Management | For | For |
| 1.6 | Elect Director Jill P. Meyer | Management | For | For |
| 1.7 | Elect Director David P. Osborn | Management | For | For |
| 1.8 | Elect Director Gretchen W. Schar | Management | For | For |
| 1.9 | Elect Director Charles O. Schiff | Management | For | For |
| 1.10 | Elect Director Douglas S. Skidmore | Management | For | For |
| 1.11 | Elect Director John F. Steele, Jr. | Management | For | For |
| 1.12 | Elect Director Larry R. Webb | Management | For | For |
| 2 | Amend Code of Regulations | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CINTAS CORPORATION Meeting Date: OCT 25, 2022 Record Date: AUG 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CTAS Security ID: 172908105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerald S. Adolph | Management | For | For |
| 1b | Elect Director John F. Barrett | Management | For | For |
| 1c | Elect Director Melanie W. Barstad | Management | For | For |
| 1d | Elect Director Karen L. Carnahan | Management | For | For |
| 1e | Elect Director Robert E. Coletti | Management | For | For |
| 1f | Elect Director Scott D. Farmer | Management | For | For |
| 1g | Elect Director Joseph Scaminace | Management | For | For |
| 1h | Elect Director Todd M. Schneider | Management | For | For |
| 1i | Elect Director Ronald W. Tysoe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement for Business Combinations with Interested Persons | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement to Remove Directors for Cause | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement for Shareholder Approval of Mergers, Share Exchanges, Asset Sales and Dissolutions | Management | For | For |
| 7 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 8 | Report on Political Contributions | Shareholder | Against | For |
| 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 |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director John D. Harris, II | Management | For | For |
| 1f | Elect Director Kristina M. Johnson | Management | For | For |
| 1g | Elect Director Roderick C. McGeary | Management | For | For |
| 1h | Elect Director Sarah Rae Murphy | Management | For | For |
| 1i | Elect Director Charles H. Robbins | Management | For | For |
| 1j | Elect Director Brenton L. Saunders | Management | For | For |
| 1k | Elect Director Lisa T. Su | Management | For | For |
| 1l | Elect Director Marianna Tessel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Report on Tax Transparency Set Forth in the Global Reporting Initiative's Tax Standard | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Ellen M. Costello | Management | For | For |
| 1b | Elect Director Grace E. Dailey | Management | For | For |
| 1c | Elect Director Barbara J. Desoer | Management | For | For |
| 1d | Elect Director John C. Dugan | Management | For | For |
| 1e | Elect Director Jane N. Fraser | Management | For | For |
| 1f | Elect Director Duncan P. Hennes | Management | For | For |
| 1g | Elect Director Peter B. Henry | Management | For | For |
| 1h | Elect Director S. Leslie Ireland | Management | For | For |
| 1i | Elect Director Renee J. James | Management | For | For |
| 1j | Elect Director Gary M. Reiner | Management | For | For |
| 1k | Elect Director Diana L. Taylor | Management | For | For |
| 1l | Elect Director James S. Turley | Management | For | For |
| 1m | Elect Director Casper W. von Koskull | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Report on Respecting Indigenous Peoples' Rights | Shareholder | Against | For |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| CITIZENS FINANCIAL GROUP INC. Meeting Date: APR 27, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CFG Security ID: 174610105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bruce Van Saun | Management | For | For |
| 1.2 | Elect Director Lee Alexander | Management | For | For |
| 1.3 | Elect Director Christine M. Cumming | Management | For | For |
| 1.4 | Elect Director Kevin Cummings | Management | For | For |
| 1.5 | Elect Director William P. Hankowsky | Management | For | For |
| 1.6 | Elect Director Edward J. Kelly, III | Management | For | For |
| 1.7 | Elect Director Robert G. Leary | Management | For | For |
| 1.8 | Elect Director Terrance J. Lillis | Management | For | For |
| 1.9 | Elect Director Michele N. Siekerka | Management | For | For |
| 1.10 | Elect Director Shivan Subramaniam | Management | For | For |
| 1.11 | Elect Director Christopher J. Swift | Management | For | For |
| 1.12 | Elect Director Wendy A. Watson | Management | For | For |
| 1.13 | Elect Director Marita Zuraitis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CME GROUP INC. Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CME Security ID: 12572Q105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence A. Duffy | Management | For | For |
| 1b | Elect Director Kathryn Benesh | Management | For | For |
| 1c | Elect Director Timothy S. Bitsberger | Management | For | Against |
| 1d | Elect Director Charles P. Carey | Management | For | Against |
| 1e | Elect Director Bryan T. Durkin | Management | For | For |
| 1f | Elect Director Harold Ford, Jr. | Management | For | For |
| 1g | Elect Director Martin J. Gepsman | Management | For | For |
| 1h | Elect Director Larry G. Gerdes | Management | For | For |
| 1i | Elect Director Daniel R. Glickman | Management | For | Against |
| 1j | Elect Director Daniel G. Kaye | Management | For | For |
| 1k | Elect Director Phyllis M. Lockett | Management | For | Against |
| 1l | Elect Director Deborah J. Lucas | Management | For | For |
| 1m | Elect Director Terry L. Savage | Management | For | Against |
| 1n | Elect Director Rahael Seifu | Management | For | Against |
| 1o | Elect Director William R. Shepard | Management | For | For |
| 1p | Elect Director Howard J. Siegel | Management | For | For |
| 1q | Elect Director Dennis A. Suskind | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CMS ENERGY CORPORATION Meeting Date: MAY 05, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CMS Security ID: 125896100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jon E. Barfield | Management | For | For |
| 1b | Elect Director Deborah H. Butler | Management | For | For |
| 1c | Elect Director Kurt L. Darrow | Management | For | For |
| 1d | Elect Director William D. Harvey | Management | For | For |
| 1e | Elect Director Garrick J. Rochow | Management | For | For |
| 1f | Elect Director John G. Russell | Management | For | For |
| 1g | Elect Director Suzanne F. Shank | Management | For | For |
| 1h | Elect Director Myrna M. Soto | Management | For | For |
| 1i | Elect Director John G. Sznewajs | Management | For | For |
| 1j | Elect Director Ronald J. Tanski | Management | For | For |
| 1k | Elect Director Laura H. Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Zein Abdalla | Management | For | For |
| 1b | Elect Director Vinita Bali | Management | For | For |
| 1c | Elect Director Eric Branderiz | Management | For | For |
| 1d | Elect Director Archana Deskus | Management | For | For |
| 1e | Elect Director John M. Dineen | Management | For | For |
| 1f | Elect Director Nella Domenici | Management | For | For |
| 1g | Elect Director Ravi Kumar S | Management | For | For |
| 1h | Elect Director Leo S. Mackay, Jr. | Management | For | For |
| 1i | Elect Director Michael Patsalos-Fox | Management | For | For |
| 1j | Elect Director Stephen J. Rohleder | Management | For | For |
| 1k | Elect Director Abraham "Bram" Schot | Management | For | For |
| 1l | Elect Director Joseph M. Velli | Management | For | For |
| 1m | Elect Director Sandra S. Wijnberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Amend Bylaws | Shareholder | Against | Against |
| 8 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | 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 |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director John T. Cahill | Management | For | For |
| 1c | Elect Director Steve Cahillane | Management | For | For |
| 1d | Elect Director Lisa M. Edwards | Management | For | For |
| 1e | Elect Director C. Martin Harris | Management | For | For |
| 1f | Elect Director Martina Hund-Mejean | Management | For | For |
| 1g | Elect Director Kimberly A. Nelson | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Michael B. Polk | Management | For | For |
| 1j | Elect Director Stephen I. Sadove | Management | For | For |
| 1k | Elect Director Noel R. Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| 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 Director Kenneth J. Bacon | Management | For | Withhold |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | Withhold |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | Withhold |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 10 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| COMERICA INCORPORATED Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CMA Security ID: 200340107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy Avila | Management | For | For |
| 1.2 | Elect Director Michael E. Collins | Management | For | For |
| 1.3 | Elect Director Roger A. Cregg | Management | For | For |
| 1.4 | Elect Director Curtis C. Farmer | Management | For | For |
| 1.5 | Elect Director Jacqueline P. Kane | Management | For | For |
| 1.6 | Elect Director Derek J. Kerr | Management | For | For |
| 1.7 | Elect Director Richard G. Lindner | Management | For | For |
| 1.8 | Elect Director Jennifer H. Sampson | Management | For | For |
| 1.9 | Elect Director Barbara R. Smith | Management | For | For |
| 1.10 | Elect Director Robert S. Taubman | Management | For | For |
| 1.11 | Elect Director Reginald M. Turner, Jr. | Management | For | For |
| 1.12 | Elect Director Nina G. Vaca | Management | For | For |
| 1.13 | Elect Director Michael G. Van de Ven | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CONAGRA BRANDS, INC. Meeting Date: SEP 21, 2022 Record Date: AUG 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CAG Security ID: 205887102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anil Arora | Management | For | For |
| 1b | Elect Director Thomas "Tony" K. Brown | Management | For | For |
| 1c | Elect Director Emanuel "Manny" Chirico | Management | For | For |
| 1d | Elect Director Sean M. Connolly | Management | For | For |
| 1e | Elect Director George Dowdie | Management | For | For |
| 1f | Elect Director Fran Horowitz | Management | For | For |
| 1g | Elect Director Richard H. Lenny | Management | For | For |
| 1h | Elect Director Melissa Lora | Management | For | For |
| 1i | Elect Director Ruth Ann Marshall | Management | For | For |
| 1j | Elect Director Denise A. Paulonis | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Dennis V. Arriola | Management | For | For |
| 1b | Elect Director Jody Freeman | Management | For | For |
| 1c | Elect Director Gay Huey Evans | Management | For | For |
| 1d | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1e | Elect Director Ryan M. Lance | Management | For | For |
| 1f | Elect Director Timothy A. Leach | Management | For | For |
| 1g | Elect Director William H. McRaven | Management | For | For |
| 1h | Elect Director Sharmila Mulligan | Management | For | For |
| 1i | Elect Director Eric D. Mullins | Management | For | For |
| 1j | Elect Director Arjun N. Murti | Management | For | For |
| 1k | Elect Director Robert A. Niblock | Management | For | For |
| 1l | Elect Director David T. Seaton | Management | For | For |
| 1m | Elect Director R.A. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Approve Omnibus Stock Plan | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| 10 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CONSOLIDATED EDISON, INC. Meeting Date: MAY 15, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ED Security ID: 209115104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy P. Cawley | Management | For | For |
| 1.2 | Elect Director Ellen V. Futter | Management | For | For |
| 1.3 | Elect Director John F. Killian | Management | For | For |
| 1.4 | Elect Director Karol V. Mason | Management | For | For |
| 1.5 | Elect Director Dwight A. McBride | Management | For | For |
| 1.6 | Elect Director William J. Mulrow | Management | For | For |
| 1.7 | Elect Director Armando J. Olivera | Management | For | For |
| 1.8 | Elect Director Michael W. Ranger | Management | For | For |
| 1.9 | Elect Director Linda S. Sanford | Management | For | For |
| 1.10 | Elect Director Deirdre Stanley | Management | For | For |
| 1.11 | Elect Director L. Frederick Sutherland | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| CONSTELLATION BRANDS, INC. Meeting Date: JUL 19, 2022 Record Date: MAY 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: STZ Security ID: 21036P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer M. Daniels | Management | For | For |
| 1.2 | Elect Director Jeremy S. G. Fowden | Management | For | Withhold |
| 1.3 | Elect Director Jose Manuel Madero Garza | Management | For | For |
| 1.4 | Elect Director Daniel J. McCarthy | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' 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 | Amend Charter | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| CONSTELLATION ENERGY CORPORATION Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CEG Security ID: 21037T109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph Dominguez | Management | For | For |
| 1.2 | Elect Director Julie Holzrichter | Management | For | For |
| 1.3 | Elect Director Ashish Khandpur | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| COPART, INC. Meeting Date: OCT 31, 2022 Record Date: OCT 03, 2022 Meeting Type: SPECIAL | ||||
| Ticker: CPRT Security ID: 217204106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| COPART, INC. Meeting Date: DEC 02, 2022 Record Date: OCT 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CPRT Security ID: 217204106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Willis J. Johnson | Management | For | For |
| 1.2 | Elect Director A. Jayson Adair | Management | For | For |
| 1.3 | Elect Director Matt Blunt | Management | For | For |
| 1.4 | Elect Director Steven D. Cohan | Management | For | For |
| 1.5 | Elect Director Daniel J. Englander | Management | For | For |
| 1.6 | Elect Director James E. Meeks | Management | For | For |
| 1.7 | Elect Director Thomas N. Tryforos | Management | For | For |
| 1.8 | Elect Director Diane M. Morefield | Management | For | For |
| 1.9 | Elect Director Stephen Fisher | Management | For | For |
| 1.10 | Elect Director Cherylyn Harley LeBon | Management | For | For |
| 1.11 | Elect Director Carl D. Sparks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CORNING INCORPORATED Meeting Date: APR 27, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GLW Security ID: 219350105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald W. Blair | Management | For | For |
| 1b | Elect Director Leslie A. Brun | Management | For | For |
| 1c | Elect Director Stephanie A. Burns | Management | For | For |
| 1d | Elect Director Richard T. Clark | Management | For | For |
| 1e | Elect Director Pamela J. Craig | Management | For | For |
| 1f | Elect Director Robert F. Cummings, Jr. | Management | For | For |
| 1g | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1h | Elect Director Deborah A. Henretta | Management | For | For |
| 1i | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1j | Elect Director Kurt M. Landgraf | Management | For | For |
| 1k | Elect Director Kevin J. Martin | Management | For | For |
| 1l | Elect Director Deborah D. Rieman | Management | For | For |
| 1m | Elect Director Hansel E. Tookes, II | Management | For | For |
| 1n | Elect Director Wendell P. Weeks | Management | For | For |
| 1o | Elect Director Mark S. Wrighton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CORTEVA, INC. Meeting Date: APR 21, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CTVA Security ID: 22052L104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lamberto Andreotti | Management | For | For |
| 1b | Elect Director Klaus A. Engel | Management | For | For |
| 1c | Elect Director David C. Everitt | Management | For | For |
| 1d | Elect Director Janet P. Giesselman | Management | For | For |
| 1e | Elect Director Karen H. Grimes | Management | For | For |
| 1f | Elect Director Michael O. Johanns | Management | For | For |
| 1g | Elect Director Rebecca B. Liebert | Management | For | For |
| 1h | Elect Director Marcos M. Lutz | Management | For | For |
| 1i | Elect Director Charles V. Magro | Management | For | For |
| 1j | Elect Director Nayaki R. Nayyar | Management | For | For |
| 1k | Elect Director Gregory R. Page | Management | For | For |
| 1l | Elect Director Kerry J. Preete | Management | For | For |
| 1m | Elect Director Patrick J. Ward | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| COSTAR GROUP, INC. Meeting Date: JUN 08, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CSGP Security ID: 22160N109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael R. Klein | Management | For | For |
| 1b | Elect Director Andrew C. Florance | Management | For | For |
| 1c | Elect Director Michael J. Glosserman | Management | For | For |
| 1d | Elect Director John W. Hill | Management | For | For |
| 1e | Elect Director Laura Cox Kaplan | Management | For | For |
| 1f | Elect Director Robert W. Musslewhite | Management | For | For |
| 1g | Elect Director Christopher J. Nassetta | Management | For | For |
| 1h | Elect Director Louise S. Sams | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Kenneth D. Denman | Management | For | For |
| 1c | Elect Director Richard A. Galanti | Management | For | For |
| 1d | Elect Director Hamilton E. James | Management | For | For |
| 1e | Elect Director W. Craig Jelinek | Management | For | For |
| 1f | Elect Director Sally Jewell | Management | For | For |
| 1g | Elect Director Charles T. Munger | Management | For | For |
| 1h | Elect Director Jeffrey S. Raikes | Management | For | For |
| 1i | Elect Director John W. Stanton | Management | For | For |
| 1j | Elect Director Ron M. Vachris | Management | For | For |
| 1k | Elect Director Mary Agnes (Maggie) Wilderotter | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| COTERRA ENERGY INC. Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CTRA Security ID: 127097103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas E. Jorden | Management | For | For |
| 1.2 | Elect Director Robert S. Boswell | Management | For | For |
| 1.3 | Elect Director Dorothy M. Ables | Management | For | For |
| 1.4 | Elect Director Amanda M. Brock | Management | For | For |
| 1.5 | Elect Director Dan O. Dinges | Management | For | For |
| 1.6 | Elect Director Paul N. Eckley | Management | For | For |
| 1.7 | Elect Director Hans Helmerich | Management | For | For |
| 1.8 | Elect Director Lisa A. Stewart | Management | For | For |
| 1.9 | Elect Director Frances M. Vallejo | Management | For | For |
| 1.10 | Elect Director Marcus A. Watts | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Reliability of Methane Emission Disclosures | Shareholder | Against | For |
| 7 | Report on Climate Lobbying | Shareholder | Against | For |
| CROWN CASTLE INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CCI Security ID: 22822V101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director P. Robert Bartolo | Management | For | For |
| 1b | Elect Director Jay A. Brown | Management | For | For |
| 1c | Elect Director Cindy Christy | Management | For | For |
| 1d | Elect Director Ari Q. Fitzgerald | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Tammy K. Jones | Management | For | For |
| 1g | Elect Director Anthony J. Melone | Management | For | For |
| 1h | Elect Director W. Benjamin Moreland | Management | For | For |
| 1i | Elect Director Kevin A. Stephens | Management | For | For |
| 1j | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Charter to Allow Exculpation of Certain Officers | Management | For | For |
| CSX CORPORATION Meeting Date: MAY 10, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CSX Security ID: 126408103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donna M. Alvarado | Management | For | For |
| 1b | Elect Director Thomas P. Bostick | Management | For | For |
| 1c | Elect Director Steven T. Halverson | Management | For | For |
| 1d | Elect Director Paul C. Hilal | Management | For | For |
| 1e | Elect Director Joseph R. Hinrichs | Management | For | For |
| 1f | Elect Director David M. Moffett | Management | For | For |
| 1g | Elect Director Linda H. Riefler | Management | For | For |
| 1h | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 1i | Elect Director James L. Wainscott | Management | For | For |
| 1j | Elect Director J. Steven Whisler | Management | For | For |
| 1k | Elect Director John J. Zillmer | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CUMMINS INC. Meeting Date: MAY 09, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CMI Security ID: 231021106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director N. Thomas Linebarger | Management | For | For |
| 2 | Elect Director Jennifer W. Rumsey | Management | For | For |
| 3 | Elect Director Gary L. Belske | Management | For | For |
| 4 | Elect Director Robert J. Bernhard | Management | For | For |
| 5 | Elect Director Bruno V. Di Leo Allen | Management | For | For |
| 6 | Elect Director Stephen B. Dobbs | Management | For | For |
| 7 | Elect Director Carla A. Harris | Management | For | For |
| 8 | Elect Director Thomas J. Lynch | Management | For | For |
| 9 | Elect Director William I. Miller | Management | For | For |
| 10 | Elect Director Georgia R. Nelson | Management | For | For |
| 11 | Elect Director Kimberly A. Nelson | Management | For | For |
| 12 | Elect Director Karen H. Quintos | Management | For | For |
| 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 14 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 15 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 16 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 17 | Require Independent Board Chairman | Shareholder | Against | For |
| 18 | Disclose Plan to Link Executive Compensation to GHG Emissions Reduction Goals | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Fernando Aguirre | Management | For | For |
| 1b | Elect Director Jeffrey R. Balser | Management | For | For |
| 1c | Elect Director C. David Brown, II | Management | For | For |
| 1d | Elect Director Alecia A. DeCoudreaux | Management | For | For |
| 1e | Elect Director Nancy-Ann M. DeParle | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Anne M. Finucane | Management | For | For |
| 1h | Elect Director Edward J. Ludwig | Management | For | For |
| 1i | Elect Director Karen S. Lynch | Management | For | For |
| 1j | Elect Director Jean-Pierre Millon | Management | For | For |
| 1k | Elect Director Mary L. Schapiro | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt a Paid Sick Leave Policy | Shareholder | Against | Against |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | Against |
| 9 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| D.R. HORTON, INC. Meeting Date: JAN 18, 2023 Record Date: NOV 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DHI Security ID: 23331A109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald R. Horton | Management | For | For |
| 1b | Elect Director Barbara K. Allen | Management | For | For |
| 1c | Elect Director Brad S. Anderson | Management | For | For |
| 1d | Elect Director Michael R. Buchanan | Management | For | For |
| 1e | Elect Director Benjamin S. Carson, Sr. | Management | For | For |
| 1f | Elect Director Maribess L. Miller | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | 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 |
| 1a | Elect Director Rainer M. Blair | Management | For | For |
| 1b | Elect Director Feroz Dewan | Management | For | For |
| 1c | Elect Director Linda Filler | Management | For | For |
| 1d | Elect Director Teri List | Management | For | Against |
| 1e | Elect Director Walter G. Lohr, Jr. | Management | For | For |
| 1f | Elect Director Jessica L. Mega | Management | For | For |
| 1g | Elect Director Mitchell P. Rales | Management | For | For |
| 1h | Elect Director Steven M. Rales | Management | For | For |
| 1i | Elect Director Pardis C. Sabeti | Management | For | For |
| 1j | Elect Director A. Shane Sanders | Management | For | Against |
| 1k | Elect Director John T. Schwieters | Management | For | Against |
| 1l | Elect Director Alan G. Spoon | Management | For | For |
| 1m | Elect Director Raymond C. Stevens | Management | For | Against |
| 1n | Elect Director Elias A. Zerhouni | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| DARDEN RESTAURANTS, INC. Meeting Date: SEP 21, 2022 Record Date: JUL 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DRI Security ID: 237194105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Margaret Shan Atkins | Management | For | For |
| 1.2 | Elect Director Ricardo 'Rick' Cardenas | Management | For | For |
| 1.3 | Elect Director Juliana L. Chugg | Management | For | For |
| 1.4 | Elect Director James P. Fogarty | Management | For | For |
| 1.5 | Elect Director Cynthia T. Jamison | Management | For | For |
| 1.6 | Elect Director Eugene I. Lee, Jr. | Management | For | For |
| 1.7 | Elect Director Nana Mensah | Management | For | For |
| 1.8 | Elect Director William S. Simon | Management | For | For |
| 1.9 | Elect Director Charles M. Sonsteby | Management | For | For |
| 1.10 | Elect Director Timothy J. Wilmott | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| DAVITA INC. Meeting Date: JUN 06, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DVA Security ID: 23918K108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pamela M. Arway | Management | For | For |
| 1b | Elect Director Charles G. Berg | Management | For | For |
| 1c | Elect Director Barbara J. Desoer | Management | For | For |
| 1d | Elect Director Jason M. Hollar | Management | For | For |
| 1e | Elect Director Gregory J. Moore | Management | For | For |
| 1f | Elect Director John M. Nehra | Management | For | For |
| 1g | Elect Director Javier J. Rodriguez | Management | For | For |
| 1h | Elect Director Adam H. Schechter | Management | For | For |
| 1i | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Provide for the Exculpation of Officers | Management | For | For |
| 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 |
| 1a | Elect Director Leanne G. Caret | Management | For | For |
| 1b | Elect Director Tamra A. Erwin | Management | For | For |
| 1c | Elect Director Alan C. Heuberger | Management | For | For |
| 1d | Elect Director Charles O. Holliday, Jr. | Management | For | For |
| 1e | Elect Director Michael O. Johanns | Management | For | For |
| 1f | Elect Director Clayton M. Jones | Management | For | For |
| 1g | Elect Director John C. May | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Sherry M. Smith | Management | For | For |
| 1j | Elect Director Dmitri L. Stockton | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| DELTA AIR LINES, INC. Meeting Date: JUN 15, 2023 Record Date: APR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DAL Security ID: 247361702 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Edward H. Bastian | Management | For | For |
| 1b | Elect Director Greg Creed | Management | For | For |
| 1c | Elect Director David G. DeWalt | Management | For | For |
| 1d | Elect Director William H. Easter, III | Management | For | For |
| 1e | Elect Director Leslie D. Hale | Management | For | For |
| 1f | Elect Director Christopher A. Hazleton | Management | For | For |
| 1g | Elect Director Michael P. Huerta | Management | For | For |
| 1h | Elect Director Jeanne P. Jackson | Management | For | For |
| 1i | Elect Director George N. Mattson | Management | For | For |
| 1j | Elect Director Vasant M. Prabhu | Management | For | For |
| 1k | Elect Director Sergio A. L. Rial | Management | For | For |
| 1l | Elect Director David S. Taylor | Management | For | For |
| 1m | Elect Director Kathy N. Waller | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | For |
| DENTSPLY SIRONA INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: XRAY Security ID: 24906P109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eric K. Brandt | Management | For | For |
| 1b | Elect Director Simon D. Campion | Management | For | For |
| 1c | Elect Director Willie A. Deese | Management | For | For |
| 1d | Elect Director Betsy D. Holden | Management | For | For |
| 1e | Elect Director Clyde R. Hosein | Management | For | For |
| 1f | Elect Director Harry M. Jansen Kraemer, Jr. | Management | For | For |
| 1g | Elect Director Gregory T. Lucier | Management | For | For |
| 1h | Elect Director Jonathan J. Mazelsky | Management | For | For |
| 1i | Elect Director Leslie F. Varon | Management | For | For |
| 1j | Elect Director Janet S. Vergis | Management | For | For |
| 1k | Elect Director Dorothea Wenzel | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DEVON ENERGY CORPORATION Meeting Date: JUN 07, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DVN Security ID: 25179M103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara M. Baumann | Management | For | For |
| 1.2 | Elect Director John E. Bethancourt | Management | For | For |
| 1.3 | Elect Director Ann G. Fox | Management | For | For |
| 1.4 | Elect Director Gennifer F. Kelly | Management | For | For |
| 1.5 | Elect Director Kelt Kindick | Management | For | For |
| 1.6 | Elect Director John Krenicki, Jr. | Management | For | For |
| 1.7 | Elect Director Karl F. Kurz | Management | For | For |
| 1.8 | Elect Director Michael N. Mears | Management | For | For |
| 1.9 | Elect Director Robert A. Mosbacher, Jr. | Management | For | For |
| 1.10 | Elect Director Richard E. Muncrief | Management | For | For |
| 1.11 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 6 | Amend Certificate of Incorporation to Adopt Limitations on the Liability of Officers | Management | For | For |
| 7 | Amend Right to Call Special Meeting | 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 |
| 1.1 | Elect Director Steven R. Altman | Management | For | For |
| 1.2 | Elect Director Richard A. Collins | Management | For | For |
| 1.3 | Elect Director Karen Dahut | Management | For | For |
| 1.4 | Elect Director Mark G. Foletta | Management | For | For |
| 1.5 | Elect Director Barbara E. Kahn | Management | For | For |
| 1.6 | Elect Director Kyle Malady | Management | For | For |
| 1.7 | Elect Director Eric J. Topol | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| DIAMONDBACK ENERGY, INC. Meeting Date: JUN 08, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FANG Security ID: 25278X109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Travis D. Stice | Management | For | For |
| 1.2 | Elect Director Vincent K. Brooks | Management | For | For |
| 1.3 | Elect Director David L. Houston | Management | For | For |
| 1.4 | Elect Director Rebecca A. Klein | Management | For | For |
| 1.5 | Elect Director Stephanie K. Mains | Management | For | For |
| 1.6 | Elect Director Mark L. Plaumann | Management | For | For |
| 1.7 | Elect Director Melanie M. Trent | Management | For | For |
| 1.8 | Elect Director Frank D. Tsuru | Management | For | For |
| 1.9 | Elect Director Steven E. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Eliminate Supermajority Vote Requirement for Amendments of the Charter and Removal of Directors | Management | For | For |
| 4 | Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 6 | Ratify Grant Thornton LLP as Auditors | 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 |
| 1a | Elect Director Alexis Black Bjorlin | Management | For | For |
| 1b | Elect Director VeraLinn 'Dash' Jamieson | Management | For | For |
| 1c | Elect Director Kevin J. Kennedy | Management | For | For |
| 1d | Elect Director William G. LaPerch | Management | For | For |
| 1e | Elect Director Jean F.H.P. Mandeville | Management | For | For |
| 1f | Elect Director Afshin Mohebbi | Management | For | For |
| 1g | Elect Director Mark R. Patterson | Management | For | For |
| 1h | Elect Director Mary Hogan Preusse | Management | For | For |
| 1i | Elect Director Andrew P. Power | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risks Associated with Use of Concealment Clauses | Shareholder | Against | For |
| 6 | Report on Whether Company Policies Reinforce Racism in Company Culture | Shareholder | Against | Against |
| DISCOVER FINANCIAL SERVICES Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DFS Security ID: 254709108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Aronin | Management | For | For |
| 1.2 | Elect Director Mary K. Bush | Management | For | For |
| 1.3 | Elect Director Gregory C. Case | Management | For | For |
| 1.4 | Elect Director Candace H. Duncan | Management | For | For |
| 1.5 | Elect Director Joseph F. Eazor | Management | For | For |
| 1.6 | Elect Director Roger C. Hochschild | Management | For | For |
| 1.7 | Elect Director Thomas G. Maheras | Management | For | For |
| 1.8 | Elect Director John B. Owen | Management | For | For |
| 1.9 | Elect Director David L. Rawlinson, II | Management | For | For |
| 1.10 | Elect Director Beverley A. Sibblies | Management | For | For |
| 1.11 | Elect Director Mark A. Thierer | Management | For | For |
| 1.12 | Elect Director Jennifer L. Wong | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DISH NETWORK CORPORATION Meeting Date: APR 28, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DISH Security ID: 25470M109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kathleen Q. Abernathy | Management | For | Withhold |
| 1.2 | Elect Director George R. Brokaw | Management | For | Withhold |
| 1.3 | Elect Director Stephen J. Bye | Management | For | For |
| 1.4 | Elect Director W. Erik Carlson | Management | For | For |
| 1.5 | Elect Director James DeFranco | Management | For | For |
| 1.6 | Elect Director Cantey M. Ergen | Management | For | Withhold |
| 1.7 | Elect Director Charles W. Ergen | Management | For | Withhold |
| 1.8 | Elect Director Tom A. Ortolf | Management | For | Withhold |
| 1.9 | Elect Director Joseph T. Proietti | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| DOLLAR GENERAL CORPORATION Meeting Date: MAY 31, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DG Security ID: 256677105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warren F. Bryant | Management | For | For |
| 1b | Elect Director Michael M. Calbert | Management | For | For |
| 1c | Elect Director Ana M. Chadwick | Management | For | For |
| 1d | Elect Director Patricia D. Fili-Krushel | Management | For | For |
| 1e | Elect Director Timothy I. McGuire | Management | For | For |
| 1f | Elect Director Jeffery C. Owen | Management | For | For |
| 1g | Elect Director Debra A. Sandler | Management | For | For |
| 1h | Elect Director Ralph E. Santana | Management | For | For |
| 1i | Elect Director Todd J. Vasos | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | For |
| 6 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 7 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | For |
| DOLLAR TREE, INC. Meeting Date: JUN 13, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DLTR Security ID: 256746108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard W. Dreiling | Management | For | For |
| 1b | Elect Director Cheryl W. Grise | Management | For | For |
| 1c | Elect Director Daniel J. Heinrich | Management | For | For |
| 1d | Elect Director Paul C. Hilal | Management | For | For |
| 1e | Elect Director Edward J. Kelly, III | Management | For | For |
| 1f | Elect Director Mary A. Laschinger | Management | For | For |
| 1g | Elect Director Jeffrey G. Naylor | Management | For | For |
| 1h | Elect Director Winnie Y. Park | Management | For | For |
| 1i | Elect Director Bertram L. Scott | Management | For | For |
| 1j | Elect Director Stephanie P. Stahl | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Economic and Social Risks of Compensation and Workforce Practices and Any Impact on Diversified Shareholders | Shareholder | Against | Against |
| DOMINION ENERGY, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: D Security ID: 25746U109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director James A. Bennett | Management | For | For |
| 1B | Elect Director Robert M. Blue | Management | For | For |
| 1C | Elect Director D. Maybank Hagood | Management | For | For |
| 1D | Elect Director Ronald W. Jibson | Management | For | For |
| 1E | Elect Director Mark J. Kington | Management | For | For |
| 1F | Elect Director Kristin G. Lovejoy | Management | For | For |
| 1G | Elect Director Joseph M. Rigby | Management | For | For |
| 1H | Elect Director Pamela J. Royal | Management | For | For |
| 1I | Elect Director Robert H. Spilman, Jr. | Management | For | For |
| 1J | Elect Director Susan N. Story | Management | For | For |
| 1K | Elect Director Michael E. Szymanczyk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Right to Call Special Meeting | Management | For | For |
| 6 | Amend Advance Notice Provisions for Director Nominations | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | For |
| DOMINO'S PIZZA, INC. Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DPZ Security ID: 25754A201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David A. Brandon | Management | For | For |
| 1.2 | Elect Director C. Andrew Ballard | Management | For | For |
| 1.3 | Elect Director Andrew B. Balson | Management | For | For |
| 1.4 | Elect Director Corie S. Barry | Management | For | For |
| 1.5 | Elect Director Diana F. Cantor | Management | For | For |
| 1.6 | Elect Director Richard L. Federico | Management | For | For |
| 1.7 | Elect Director James A. Goldman | Management | For | For |
| 1.8 | Elect Director Patricia E. Lopez | Management | For | For |
| 1.9 | Elect Director Russell J. Weiner | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DOVER CORPORATION Meeting Date: MAY 05, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DOV Security ID: 260003108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Deborah L. DeHaas | Management | For | For |
| 1b | Elect Director H. John Gilbertson, Jr. | Management | For | For |
| 1c | Elect Director Kristiane C. Graham | Management | For | Against |
| 1d | Elect Director Michael F. Johnston | Management | For | Against |
| 1e | Elect Director Michael Manley | Management | For | For |
| 1f | Elect Director Eric A. Spiegel | Management | For | For |
| 1g | Elect Director Richard J. Tobin | Management | For | For |
| 1h | Elect Director Stephen M. Todd | Management | For | For |
| 1i | Elect Director Keith E. Wandell | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| DOW INC. Meeting Date: APR 13, 2023 Record Date: FEB 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DOW Security ID: 260557103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Allen | Management | For | For |
| 1b | Elect Director Gaurdie E. Banister, Jr. | Management | For | For |
| 1c | Elect Director Wesley G. Bush | Management | For | For |
| 1d | Elect Director Richard K. Davis | Management | For | For |
| 1e | Elect Director Jerri DeVard | Management | For | For |
| 1f | Elect Director Debra L. Dial | Management | For | For |
| 1g | Elect Director Jeff M. Fettig | Management | For | For |
| 1h | Elect Director Jim Fitterling | Management | For | For |
| 1i | Elect Director Jacqueline C. Hinman | Management | For | For |
| 1j | Elect Director Luis Alberto Moreno | Management | For | For |
| 1k | Elect Director Jill S. Wyant | Management | For | For |
| 1l | Elect Director Daniel W. Yohannes | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| 5 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | 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 Director David A. Brandon | Management | For | For |
| 1.2 | Elect Director Charles G. McClure, Jr. | Management | For | For |
| 1.3 | Elect Director Gail J. McGovern | Management | For | For |
| 1.4 | Elect Director Mark A. Murray | Management | For | For |
| 1.5 | Elect Director Gerardo Norcia | Management | For | For |
| 1.6 | Elect Director Robert C. Skaggs, Jr. | Management | For | For |
| 1.7 | Elect Director David A. Thomas | Management | For | For |
| 1.8 | Elect Director Gary H. Torgow | Management | For | For |
| 1.9 | Elect Director James H. Vandenberghe | Management | For | For |
| 1.10 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Call Special Meeting | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Derrick Burks | Management | For | For |
| 1b | Elect Director Annette K. Clayton | Management | For | For |
| 1c | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Caroline Dorsa | Management | For | For |
| 1f | Elect Director W. Roy Dunbar | Management | For | For |
| 1g | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1h | Elect Director Lynn J. Good | Management | For | For |
| 1i | Elect Director John T. Herron | Management | For | For |
| 1j | Elect Director Idalene F. Kesner | Management | For | For |
| 1k | Elect Director E. Marie McKee | Management | For | For |
| 1l | Elect Director Michael J. Pacilio | Management | For | For |
| 1m | Elect Director Thomas E. Skains | Management | For | For |
| 1n | Elect Director William E. Webster, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | None | For |
| 7 | Create a Committee to Evaluate Decarbonization Risk | Shareholder | Against | Against |
| DUKE REALTY CORPORATION Meeting Date: SEP 28, 2022 Record Date: AUG 08, 2022 Meeting Type: SPECIAL | ||||
| Ticker: DRE Security ID: 264411505 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| DUPONT DE NEMOURS, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DD Security ID: 26614N102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy G. Brady | Management | For | For |
| 1b | Elect Director Edward D. Breen | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director Terrence R. Curtin | Management | For | For |
| 1e | Elect Director Alexander M. Cutler | Management | For | For |
| 1f | Elect Director Eleuthere I. du Pont | Management | For | For |
| 1g | Elect Director Kristina M. Johnson | Management | For | For |
| 1h | Elect Director Luther C. Kissam | Management | For | For |
| 1i | Elect Director Frederick M. Lowery | Management | For | For |
| 1j | Elect Director Raymond J. Milchovich | Management | For | For |
| 1k | Elect Director Deanna M. Mulligan | Management | For | For |
| 1l | Elect Director Steven M. Sterin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| DXC TECHNOLOGY COMPANY Meeting Date: JUL 26, 2022 Record Date: MAY 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DXC Security ID: 23355L106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mukesh Aghi | Management | For | For |
| 1b | Elect Director Amy E. Alving | Management | For | For |
| 1c | Elect Director David A. Barnes | Management | For | For |
| 1d | Elect Director Raul J. Fernandez | Management | For | For |
| 1e | Elect Director David L. Herzog | Management | For | For |
| 1f | Elect Director Dawn Rogers | Management | For | For |
| 1g | Elect Director Michael J. Salvino | Management | For | For |
| 1h | Elect Director Carrie W. Teffner | Management | For | For |
| 1i | Elect Director Akihiko Washington | Management | For | For |
| 1j | Elect Director Robert F. Woods | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EASTMAN CHEMICAL COMPANY Meeting Date: MAY 04, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EMN Security ID: 277432100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Humberto P. Alfonso | Management | For | For |
| 1.2 | Elect Director Brett D. Begemann | Management | For | For |
| 1.3 | Elect Director Eric L. Butler | Management | For | For |
| 1.4 | Elect Director Mark J. Costa | Management | For | For |
| 1.5 | Elect Director Edward L. Doheny, II | Management | For | For |
| 1.6 | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1.7 | Elect Director Julie F. Holder | Management | For | For |
| 1.8 | Elect Director Renee J. Hornbaker | Management | For | For |
| 1.9 | Elect Director Kim Ann Mink | Management | For | For |
| 1.10 | Elect Director James J. O'Brien | Management | For | For |
| 1.11 | Elect Director David W. Raisbeck | Management | For | For |
| 1.12 | Elect Director Charles K. Stevens, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| EATON CORPORATION PLC Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ETN Security ID: G29183103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig Arnold | Management | For | For |
| 1b | Elect Director Olivier Leonetti | Management | For | For |
| 1c | Elect Director Silvio Napoli | Management | For | For |
| 1d | Elect Director Gregory R. Page | Management | For | For |
| 1e | Elect Director Sandra Pianalto | Management | For | For |
| 1f | Elect Director Robert V. Pragada | Management | For | For |
| 1g | Elect Director Lori J. Ryerkerk | Management | For | For |
| 1h | Elect Director Gerald B. Smith | Management | For | For |
| 1i | Elect Director Dorothy C. Thompson | Management | For | For |
| 1j | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Approve Ernst & Young as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Authorize Issue of Equity with Pre-emptive Rights | Management | For | For |
| 6 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 7 | Authorize Share Repurchase of Issued Share Capital | Management | For | For |
| EBAY, INC. Meeting Date: JUN 21, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EBAY Security ID: 278642103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Adriane M. Brown | Management | For | For |
| 1b | Elect Director Aparna Chennapragada | Management | For | For |
| 1c | Elect Director Logan D. Green | Management | For | For |
| 1d | Elect Director E. Carol Hayles | Management | For | For |
| 1e | Elect Director Jamie Iannone | Management | For | For |
| 1f | Elect Director Shripriya Mahesh | Management | For | For |
| 1g | Elect Director Paul S. Pressler | Management | For | For |
| 1h | Elect Director Mohak Shroff | Management | For | For |
| 1i | Elect Director Perry M. Traquina | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| 6 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 7 | Reduce Ownership Threshold for Shareholders to Call Special Meeting to 10% | Shareholder | Against | For |
| ECOLAB INC. Meeting Date: MAY 04, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ECL Security ID: 278865100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shari L. Ballard | Management | For | For |
| 1b | Elect Director Barbara J. Beck | Management | For | For |
| 1c | Elect Director Christophe Beck | Management | For | For |
| 1d | Elect Director Jeffrey M. Ettinger | Management | For | For |
| 1e | Elect Director Eric M. Green | Management | For | For |
| 1f | Elect Director Arthur J. Higgins | Management | For | For |
| 1g | Elect Director Michael Larson | Management | For | For |
| 1h | Elect Director David W. MacLennan | Management | For | For |
| 1i | Elect Director Tracy B. McKibben | Management | For | For |
| 1j | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1k | Elect Director Victoria J. Reich | Management | For | For |
| 1l | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 1m | Elect Director John J. Zillmer | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Require Independent Board Chair | Shareholder | Against | For |
| EDISON INTERNATIONAL Meeting Date: APR 27, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EIX Security ID: 281020107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeanne Beliveau-Dunn | Management | For | For |
| 1b | Elect Director Michael C. Camunez | Management | For | For |
| 1c | Elect Director Vanessa C.L. Chang | Management | For | For |
| 1d | Elect Director James T. Morris | Management | For | For |
| 1e | Elect Director Timothy T. O'Toole | Management | For | For |
| 1f | Elect Director Pedro J. Pizarro | Management | For | For |
| 1g | Elect Director Marcy L. Reed | Management | For | For |
| 1h | Elect Director Carey A. Smith | Management | For | For |
| 1i | Elect Director Linda G. Stuntz | Management | For | For |
| 1j | Elect Director Peter J. Taylor | Management | For | For |
| 1k | Elect Director Keith Trent | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EDWARDS LIFESCIENCES CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EW Security ID: 28176E108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kieran T. Gallahue | Management | For | For |
| 1.2 | Elect Director Leslie S. Heisz | Management | For | For |
| 1.3 | Elect Director Paul A. LaViolette | Management | For | For |
| 1.4 | Elect Director Steven R. Loranger | Management | For | For |
| 1.5 | Elect Director Martha H. Marsh | Management | For | For |
| 1.6 | Elect Director Michael A. Mussallem | Management | For | For |
| 1.7 | Elect Director Ramona Sequeira | Management | For | For |
| 1.8 | Elect Director Nicholas J. Valeriani | Management | For | For |
| 1.9 | Elect Director Bernard J. Zovighian | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| ELECTRONIC ARTS INC. Meeting Date: AUG 11, 2022 Record Date: JUN 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EA Security ID: 285512109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kofi A. Bruce | Management | For | For |
| 1b | Elect Director Rachel A. Gonzalez | Management | For | For |
| 1c | Elect Director Jeffrey T. Huber | Management | For | For |
| 1d | Elect Director Talbott Roche | Management | For | For |
| 1e | Elect Director Richard A. Simonson | Management | For | For |
| 1f | Elect Director Luis A. Ubinas | Management | For | For |
| 1g | Elect Director Heidi J. Ueberroth | Management | For | For |
| 1h | Elect Director Andrew Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meetings to 15% | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 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 |
| 1.1 | Elect Director Gail K. Boudreaux | Management | For | For |
| 1.2 | Elect Director R. Kerry Clark | Management | For | For |
| 1.3 | Elect Director Robert L. Dixon, Jr. | Management | For | For |
| 1.4 | Elect Director Deanna D. Strable | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Annually Report Third Party Political Contributions | 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 |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | For |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | 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 |
| 1a | Elect Director Martin S. Craighead | Management | For | For |
| 1b | Elect Director Gloria A. Flach | Management | For | For |
| 1c | Elect Director Matthew S. Levatich | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ENPHASE ENERGY, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ENPH Security ID: 29355A107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jamie Haenggi | Management | For | For |
| 1.2 | Elect Director Benjamin Kortlang | Management | For | For |
| 1.3 | Elect Director Richard Mora | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ENTERGY CORPORATION Meeting Date: MAY 05, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ETR Security ID: 29364G103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gina F. Adams | Management | For | For |
| 1b | Elect Director John H. Black | Management | For | For |
| 1c | Elect Director John R. Burbank | Management | For | For |
| 1d | Elect Director Patrick J. Condon | Management | For | For |
| 1e | Elect Director Kirkland H. Donald | Management | For | For |
| 1f | Elect Director Brian W. Ellis | Management | For | For |
| 1g | Elect Director Philip L. Frederickson | Management | For | For |
| 1h | Elect Director M. Elise Hyland | Management | For | For |
| 1i | Elect Director Stuart L. Levenick | Management | For | For |
| 1j | Elect Director Blanche Lambert Lincoln | Management | For | For |
| 1k | Elect Director Andrew S. Marsh | Management | For | For |
| 1l | Elect Director Karen A. Puckett | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| EOG RESOURCES, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EOG Security ID: 26875P101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janet F. Clark | Management | For | For |
| 1b | Elect Director Charles R. Crisp | Management | For | For |
| 1c | Elect Director Robert P. Daniels | Management | For | For |
| 1d | Elect Director Lynn A. Dugle | Management | For | For |
| 1e | Elect Director C. Christopher Gaut | Management | For | For |
| 1f | Elect Director Michael T. Kerr | Management | For | For |
| 1g | Elect Director Julie J. Robertson | Management | For | For |
| 1h | Elect Director Donald F. Textor | Management | For | For |
| 1i | Elect Director Ezra Y. Yacob | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EPAM SYSTEMS, INC. Meeting Date: JUN 02, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EPAM Security ID: 29414B104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eugene Roman | Management | For | For |
| 1.2 | Elect Director Jill B. Smart | Management | For | For |
| 1.3 | Elect Director Ronald Vargo | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EQT CORPORATION Meeting Date: APR 19, 2023 Record Date: FEB 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EQT Security ID: 26884L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lydia I. Beebe | Management | For | For |
| 1.2 | Elect Director Lee M. Canaan | Management | For | For |
| 1.3 | Elect Director Janet L. Carrig | Management | For | For |
| 1.4 | Elect Director Frank C. Hu | Management | For | For |
| 1.5 | Elect Director Kathryn J. Jackson | Management | For | For |
| 1.6 | Elect Director John F. McCartney | Management | For | For |
| 1.7 | Elect Director James T. McManus, II | Management | For | For |
| 1.8 | Elect Director Anita M. Powers | Management | For | For |
| 1.9 | Elect Director Daniel J. Rice, IV | Management | For | For |
| 1.10 | Elect Director Toby Z. Rice | Management | For | For |
| 1.11 | Elect Director Hallie A. Vanderhider | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EQUIFAX INC. Meeting Date: MAY 04, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EFX Security ID: 294429105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark W. Begor | Management | For | For |
| 1b | Elect Director Mark L. Feidler | Management | For | For |
| 1c | Elect Director Karen L. Fichuk | Management | For | For |
| 1d | Elect Director G. Thomas Hough | Management | For | For |
| 1e | Elect Director Robert D. Marcus | Management | For | For |
| 1f | Elect Director Scott A. McGregor | Management | For | For |
| 1g | Elect Director John A. McKinley | Management | For | For |
| 1h | Elect Director Melissa D. Smith | Management | For | For |
| 1i | Elect Director Audrey Boone Tillman | Management | For | For |
| 1j | Elect Director Heather H. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Oversee and Report a Racial Equity Audit | 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 |
| 1a | Elect Director Nanci Caldwell | Management | For | For |
| 1b | Elect Director Adaire Fox-Martin | Management | For | For |
| 1c | Elect Director Ron Guerrier - Withdrawn | Management | None | None |
| 1d | Elect Director Gary Hromadko | Management | For | For |
| 1e | Elect Director Charles Meyers | Management | For | For |
| 1f | Elect Director Thomas Olinger | Management | For | For |
| 1g | Elect Director Christopher Paisley | Management | For | For |
| 1h | Elect Director Jeetu Patel | Management | For | For |
| 1i | Elect Director Sandra Rivera | Management | For | For |
| 1j | Elect Director Fidelma Russo | Management | For | For |
| 1k | Elect Director Peter Van Camp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | 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 Director Angela M. Aman | Management | For | For |
| 1.2 | Elect Director Linda Walker Bynoe | Management | For | For |
| 1.3 | Elect Director Mary Kay Haben | Management | For | For |
| 1.4 | Elect Director Tahsinul Zia Huque | Management | For | For |
| 1.5 | Elect Director John E. Neal | Management | For | For |
| 1.6 | Elect Director David J. Neithercut | Management | For | For |
| 1.7 | Elect Director Mark J. Parrell | Management | For | For |
| 1.8 | Elect Director Mark S. Shapiro | Management | For | For |
| 1.9 | Elect Director Stephen E. Sterrett | Management | For | For |
| 1.10 | Elect Director Samuel Zell - Withdrawn | Management | None | None |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Keith R. Guericke | Management | For | For |
| 1b | Elect Director Maria R. Hawthorne | Management | For | For |
| 1c | Elect Director Amal M. Johnson | Management | For | For |
| 1d | Elect Director Mary Kasaris | Management | For | For |
| 1e | Elect Director Angela L. Kleiman | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director George M. Marcus | Management | For | For |
| 1h | Elect Director Thomas E. Robinson | Management | For | For |
| 1i | Elect Director Michael J. Schall | Management | For | For |
| 1j | Elect Director Byron A. Scordelis | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ETSY, INC. Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ETSY Security ID: 29786A106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | Withhold |
| 1b | Elect Director Josh Silverman | Management | For | For |
| 1c | Elect Director Fred Wilson | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Commission Independent Review of Effectiveness of Efforts to Prevent Harassment and Discrimination | Shareholder | Against | Against |
| EVEREST RE GROUP, LTD. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RE Security ID: G3223R108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Amore | Management | For | For |
| 1.2 | Elect Director Juan C. Andrade | Management | For | For |
| 1.3 | Elect Director William F. Galtney, Jr. | Management | For | For |
| 1.4 | Elect Director John A. Graf | Management | For | For |
| 1.5 | Elect Director Meryl Hartzband | Management | For | For |
| 1.6 | Elect Director Gerri Losquadro | Management | For | For |
| 1.7 | Elect Director Hazel McNeilage | Management | For | For |
| 1.8 | Elect Director Roger M. Singer | Management | For | For |
| 1.9 | Elect Director Joseph V. Taranto | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Change Company Name to Everest Group, Ltd. | Management | For | For |
| EVERGY, INC. Meeting Date: MAY 02, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EVRG Security ID: 30034W106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David A. Campbell | Management | For | For |
| 1b | Elect Director Thomas D. Hyde | Management | For | For |
| 1c | Elect Director B. Anthony Isaac | Management | For | For |
| 1d | Elect Director Paul M. Keglevic | Management | For | For |
| 1e | Elect Director Mary L. Landrieu | Management | For | For |
| 1f | Elect Director Sandra A.J. Lawrence | Management | For | For |
| 1g | Elect Director Ann D. Murtlow | Management | For | For |
| 1h | Elect Director Sandra J. Price | Management | For | For |
| 1i | Elect Director Mark A. Ruelle | Management | For | For |
| 1j | Elect Director James Scarola | Management | For | For |
| 1k | Elect Director C. John Wilder | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EVERSOURCE ENERGY Meeting Date: MAY 03, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ES Security ID: 30040W108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cotton M. Cleveland | Management | For | For |
| 1.2 | Elect Director Francis A. Doyle | Management | For | For |
| 1.3 | Elect Director Linda Dorcena Forry | Management | For | For |
| 1.4 | Elect Director Gregory M. Jones | Management | For | For |
| 1.5 | Elect Director Loretta D. Keane | Management | For | For |
| 1.6 | Elect Director John Y. Kim | Management | For | For |
| 1.7 | Elect Director Kenneth R. Leibler | Management | For | For |
| 1.8 | Elect Director David H. Long | Management | For | For |
| 1.9 | Elect Director Joseph R. Nolan, Jr. | Management | For | For |
| 1.10 | Elect Director William C. Van Faasen | Management | For | For |
| 1.11 | Elect Director Frederica M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Anthony Anderson | Management | For | For |
| 1b | Elect Director W. Paul Bowers | Management | For | For |
| 1c | Elect Director Calvin G. Butler, Jr. | Management | For | For |
| 1d | Elect Director Marjorie Rodgers Cheshire | Management | For | For |
| 1e | Elect Director Linda Jojo | Management | For | For |
| 1f | Elect Director Charisse Lillie | Management | For | For |
| 1g | Elect Director Matthew Rogers | Management | For | For |
| 1h | Elect Director John Young | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One 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 |
| 1a | Elect Director Samuel Altman | Management | For | For |
| 1b | Elect Director Beverly Anderson | Management | For | Withhold |
| 1c | Elect Director M. Moina Banerjee | Management | For | For |
| 1d | Elect Director Chelsea Clinton | Management | For | Withhold |
| 1e | Elect Director Barry Diller | Management | For | Withhold |
| 1f | Elect Director Henrique Dubugras | Management | For | For |
| 1g | Elect Director Craig Jacobson | Management | For | Withhold |
| 1h | Elect Director Peter Kern | Management | For | For |
| 1i | Elect Director Dara Khosrowshahi | Management | For | Withhold |
| 1j | Elect Director Patricia Menendez Cambo | Management | For | For |
| 1k | Elect Director Alex von Furstenberg | Management | For | For |
| 1l | Elect Director Julie Whalen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EXPEDITORS INTERNATIONAL OF WASHINGTON, INC. Meeting Date: MAY 02, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EXPD Security ID: 302130109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn M. Alger | Management | For | For |
| 1.2 | Elect Director Robert P. Carlile | Management | For | For |
| 1.3 | Elect Director James M. DuBois | Management | For | For |
| 1.4 | Elect Director Mark A. Emmert | Management | For | For |
| 1.5 | Elect Director Diane H. Gulyas | Management | For | For |
| 1.6 | Elect Director Jeffrey S. Musser | Management | For | For |
| 1.7 | Elect Director Brandon S. Pedersen | Management | For | For |
| 1.8 | Elect Director Liane J. Pelletier | Management | For | For |
| 1.9 | Elect Director Olivia D. Polius | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| EXTRA SPACE STORAGE INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EXR Security ID: 30225T102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth M. Woolley | Management | For | For |
| 1.2 | Elect Director Joseph D. Margolis | Management | For | For |
| 1.3 | Elect Director Roger B. Porter | Management | For | For |
| 1.4 | Elect Director Jennifer Blouin | Management | For | For |
| 1.5 | Elect Director Joseph J. Bonner | Management | For | For |
| 1.6 | Elect Director Gary L. Crittenden | Management | For | For |
| 1.7 | Elect Director Spencer F. Kirk | Management | For | For |
| 1.8 | Elect Director Diane Olmstead | Management | For | For |
| 1.9 | Elect Director Jefferson S. Shreve | Management | For | For |
| 1.10 | Elect Director Julia Vander Ploeg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | 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 |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | For |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | For |
| 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Against | Against |
| 13 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | For |
| 14 | Report on Potential Costs of Environmental Litigation | Shareholder | Against | Against |
| 15 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 16 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | None | None |
| F5, INC. Meeting Date: MAR 09, 2023 Record Date: JAN 04, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FFIV Security ID: 315616102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marianne N. Budnik | Management | For | For |
| 1b | Elect Director Elizabeth L. Buse | Management | For | For |
| 1c | Elect Director Michael L. Dreyer | Management | For | For |
| 1d | Elect Director Alan J. Higginson | Management | For | For |
| 1e | Elect Director Peter S. Klein | Management | For | For |
| 1f | Elect Director Francois Locoh-Donou | Management | For | For |
| 1g | Elect Director Nikhil Mehta | Management | For | For |
| 1h | Elect Director Michael F. Montoya | Management | For | For |
| 1i | Elect Director Marie E. Myers | Management | For | For |
| 1j | Elect Director James M. Phillips | Management | For | For |
| 1k | Elect Director Sripada Shivananda | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FACTSET RESEARCH SYSTEMS INC. Meeting Date: DEC 15, 2022 Record Date: OCT 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FDS Security ID: 303075105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James J. McGonigle | Management | For | For |
| 1b | Elect Director F. Philip Snow | Management | For | For |
| 1c | Elect Director Maria Teresa Tejada | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Eliminate Certain Business Combination Restrictions | Management | For | For |
| 6 | Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes | Management | For | For |
| 7 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 8 | Amend Certificate of Incorporation to Remove Creditor Compromise Provision | Management | For | For |
| 9 | Amend Certificate of Incorporation to Clarify, Streamline and Modernize the Certificate of Incorporation | Management | For | For |
| FASTENAL COMPANY Meeting Date: APR 22, 2023 Record Date: FEB 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FAST Security ID: 311900104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott A. Satterlee | Management | For | For |
| 1b | Elect Director Michael J. Ancius | Management | For | For |
| 1c | Elect Director Stephen L. Eastman | Management | For | For |
| 1d | Elect Director Daniel L. Florness | Management | For | For |
| 1e | Elect Director Rita J. Heise | Management | For | For |
| 1f | Elect Director Hsenghung Sam Hsu | Management | For | For |
| 1g | Elect Director Daniel L. Johnson | Management | For | For |
| 1h | Elect Director Nicholas J. Lundquist | Management | For | For |
| 1i | Elect Director Sarah N. Nielsen | Management | For | For |
| 1j | Elect Director Reyne K. Wisecup | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FEDERAL REALTY INVESTMENT TRUST Meeting Date: MAY 03, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FRT Security ID: 313745101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David W. Faeder | Management | For | For |
| 1.2 | Elect Director Elizabeth I. Holland | Management | For | For |
| 1.3 | Elect Director Nicole Y. Lamb-Hale | Management | For | For |
| 1.4 | Elect Director Thomas A. McEachin | Management | For | For |
| 1.5 | Elect Director Anthony P. Nader, III | Management | For | For |
| 1.6 | Elect Director Gail P. Steinel | Management | For | For |
| 1.7 | Elect Director Donald C. Wood | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Ratify Grant Thornton, LLP as Auditors | Management | For | For |
| FEDEX CORPORATION Meeting Date: SEP 19, 2022 Record Date: JUL 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FDX Security ID: 31428X106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marvin R. Ellison | Management | For | For |
| 1b | Elect Director Stephen E. Gorman | Management | For | For |
| 1c | Elect Director Susan Patricia Griffith | Management | For | For |
| 1d | Elect Director Kimberly A. Jabal | Management | For | For |
| 1e | Elect Director Amy B. Lane | Management | For | For |
| 1f | Elect Director R. Brad Martin | Management | For | For |
| 1g | Elect Director Nancy A. Norton | Management | For | For |
| 1h | Elect Director Frederick P. Perpall | Management | For | For |
| 1i | Elect Director Joshua Cooper Ramo | Management | For | For |
| 1j | Elect Director Susan C. Schwab | Management | For | For |
| 1k | Elect Director Frederick W. Smith | Management | For | For |
| 1l | Elect Director David P. Steiner | Management | For | For |
| 1m | Elect Director Rajesh Subramaniam | Management | For | For |
| 1n | Elect Director V. James Vena | Management | For | For |
| 1o | Elect Director Paul S. Walsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Report on Alignment Between Company Values and Electioneering Contributions | Shareholder | Against | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Report on Racism in Corporate Culture | Shareholder | Against | Against |
| 9 | Report on Climate Lobbying | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Lee Adrean | Management | For | For |
| 1b | Elect Director Ellen R. Alemany | Management | For | For |
| 1c | Elect Director Mark D. Benjamin | Management | For | For |
| 1d | Elect Director Vijay G. D'Silva | Management | For | For |
| 1e | Elect Director Stephanie L. Ferris | Management | For | For |
| 1f | Elect Director Jeffrey A. Goldstein | Management | For | For |
| 1g | Elect Director Lisa A. Hook | Management | For | For |
| 1h | Elect Director Kenneth T. Lamneck | Management | For | For |
| 1i | Elect Director Gary L. Lauer | Management | For | For |
| 1j | Elect Director Louise M. Parent | Management | For | For |
| 1k | Elect Director Brian T. Shea | Management | For | For |
| 1l | Elect Director James B. Stallings, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| FIFTH THIRD BANCORP Meeting Date: APR 18, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FITB Security ID: 316773100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicholas K. Akins | Management | For | For |
| 1b | Elect Director B. Evan Bayh, III | Management | For | For |
| 1c | Elect Director Jorge L. Benitez | Management | For | For |
| 1d | Elect Director Katherine B. Blackburn | Management | For | For |
| 1e | Elect Director Emerson L. Brumback | Management | For | For |
| 1f | Elect Director Linda W. Clement-Holmes | Management | For | For |
| 1g | Elect Director C. Bryan Daniels | Management | For | For |
| 1h | Elect Director Mitchell S. Feiger | Management | For | For |
| 1i | Elect Director Thomas H. Harvey | Management | For | For |
| 1j | Elect Director Gary R. Heminger | Management | For | For |
| 1k | Elect Director Eileen A. Mallesch | Management | For | For |
| 1l | Elect Director Michael B. McCallister | Management | For | For |
| 1m | Elect Director Timothy N. Spence | Management | For | For |
| 1n | Elect Director Marsha C. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | 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 |
| 1.1 | Elect Director Michael J. Ahearn | Management | For | For |
| 1.2 | Elect Director Richard D. Chapman | Management | For | For |
| 1.3 | Elect Director Anita Marangoly George | Management | For | For |
| 1.4 | Elect Director George A. ("Chip") Hambro | Management | For | For |
| 1.5 | Elect Director Molly E. Joseph | Management | For | For |
| 1.6 | Elect Director Craig Kennedy | Management | For | For |
| 1.7 | Elect Director Lisa A. Kro | Management | For | For |
| 1.8 | Elect Director William J. Post | Management | For | For |
| 1.9 | Elect Director Paul H. Stebbins | Management | For | For |
| 1.10 | Elect Director Michael T. Sweeney | Management | For | For |
| 1.11 | Elect Director Mark R. Widmar | Management | For | For |
| 1.12 | Elect Director Norman L. Wright | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FIRSTENERGY CORPORATION Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FE Security ID: 337932107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jana T. Croom | Management | For | For |
| 1.2 | Elect Director Steven J. Demetriou | Management | For | For |
| 1.3 | Elect Director Lisa Winston Hicks | Management | For | For |
| 1.4 | Elect Director Paul Kaleta | Management | For | For |
| 1.5 | Elect Director Sean T. Klimczak | Management | For | For |
| 1.6 | Elect Director Jesse A. Lynn | Management | For | For |
| 1.7 | Elect Director James F. O'Neil, III | Management | For | For |
| 1.8 | Elect Director John W. Somerhalder, II | Management | For | For |
| 1.9 | Elect Director Andrew Teno | Management | For | For |
| 1.10 | Elect Director Leslie M. Turner | Management | For | For |
| 1.11 | Elect Director Melvin Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting to 20% | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 7 | Establish a New Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| FISERV, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FISV Security ID: 337738108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank J. Bisignano | Management | For | For |
| 1.2 | Elect Director Henrique de Castro | Management | For | For |
| 1.3 | Elect Director Harry F. DiSimone | Management | For | For |
| 1.4 | Elect Director Dylan G. Haggart | Management | For | For |
| 1.5 | Elect Director Wafaa Mamilli | Management | For | For |
| 1.6 | Elect Director Heidi G. Miller | Management | For | For |
| 1.7 | Elect Director Doyle R. Simons | Management | For | For |
| 1.8 | Elect Director Kevin M. Warren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| FLEETCOR TECHNOLOGIES, INC. Meeting Date: JUN 09, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FLT Security ID: 339041105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven T. Stull | Management | For | Against |
| 1b | Elect Director Annabelle Bexiga | Management | For | For |
| 1c | Elect Director Michael Buckman | Management | For | For |
| 1d | Elect Director Ronald F. Clarke | Management | For | For |
| 1e | Elect Director Joseph W. Farrelly | Management | For | Against |
| 1f | Elect Director Rahul Gupta | Management | For | For |
| 1g | Elect Director Thomas M. Hagerty | Management | For | Against |
| 1h | Elect Director Archie L. Jones, Jr. | Management | For | For |
| 1i | Elect Director Hala G. Moddelmog | Management | For | Against |
| 1j | Elect Director Richard Macchia | Management | For | For |
| 1k | Elect Director Jeffrey S. Sloan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| FMC CORPORATION Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FMC Security ID: 302491303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pierre Brondeau | Management | For | For |
| 1b | Elect Director Eduardo E. Cordeiro | Management | For | For |
| 1c | Elect Director Carol Anthony ("John") Davidson | Management | For | For |
| 1d | Elect Director Mark Douglas | Management | For | For |
| 1e | Elect Director Kathy L. Fortmann | Management | For | For |
| 1f | Elect Director C. Scott Greer | Management | For | For |
| 1g | Elect Director K'Lynne Johnson | Management | For | For |
| 1h | Elect Director Dirk A. Kempthorne | Management | For | For |
| 1i | Elect Director Margareth Ovrum | Management | For | For |
| 1j | Elect Director Robert C. Pallash | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One 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 |
| 1a | Elect Director Kimberly A. Casiano | Management | For | For |
| 1b | Elect Director Alexandra Ford English | Management | For | For |
| 1c | Elect Director James D. Farley, Jr. | Management | For | For |
| 1d | Elect Director Henry Ford, III | Management | For | For |
| 1e | Elect Director William Clay Ford, Jr. | Management | For | Against |
| 1f | Elect Director William W. Helman, IV | Management | For | For |
| 1g | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1h | Elect Director William E. Kennard | Management | For | Against |
| 1i | Elect Director John C. May | Management | For | For |
| 1j | Elect Director Beth E. Mooney | Management | For | For |
| 1k | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1l | Elect Director John L. Thornton | Management | For | For |
| 1m | Elect Director John B. Veihmeyer | Management | For | For |
| 1n | Elect Director John S. Weinberg | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| 6 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 7 | Report on Reliance on Child Labor in Supply Chain | Shareholder | Against | Against |
| 8 | Report on Animal Testing Practices | Shareholder | Against | Against |
| FORTINET, INC. Meeting Date: JUN 16, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FTNT Security ID: 34959E109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ken Xie | Management | For | For |
| 1.2 | Elect Director Michael Xie | Management | For | For |
| 1.3 | Elect Director Kenneth A. Goldman | Management | For | For |
| 1.4 | Elect Director Ming Hsieh | Management | For | For |
| 1.5 | Elect Director Jean Hu | Management | For | For |
| 1.6 | Elect Director William H. Neukom | Management | For | For |
| 1.7 | Elect Director Judith Sim | Management | For | For |
| 1.8 | Elect Director Admiral James Stavridis (Ret) | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Amend Certificate of Incorporation to Limit the Liability of Officers | Management | For | For |
| FORTIVE CORPORATION Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FTV Security ID: 34959J108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eric Branderiz | Management | For | For |
| 1b | Elect Director Daniel L. Comas | Management | For | For |
| 1c | Elect Director Sharmistha Dubey | Management | For | For |
| 1d | Elect Director Rejji P. Hayes | Management | For | For |
| 1e | Elect Director Wright Lassiter, III | Management | For | For |
| 1f | Elect Director James A. Lico | Management | For | For |
| 1g | Elect Director Kate D. Mitchell | Management | For | For |
| 1h | Elect Director Jeannine Sargent | Management | For | For |
| 1i | Elect Director Alan G. Spoon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| FOX CORPORATION Meeting Date: NOV 03, 2022 Record Date: SEP 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FOXA Security ID: 35137L204 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director K. Rupert Murdoch | Management | For | For |
| 1b | Elect Director Lachlan K. Murdoch | Management | For | For |
| 1c | Elect Director William A. Burck | Management | For | For |
| 1d | Elect Director Chase Carey | Management | For | For |
| 1e | Elect Director Anne Dias | Management | For | For |
| 1f | Elect Director Roland A. Hernandez | Management | For | For |
| 1g | Elect Director Jacques Nasser | Management | For | For |
| 1h | Elect Director Paul D. Ryan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Articles of Incorporation To Provide for Exculpation Provision | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| FRANKLIN RESOURCES, INC. Meeting Date: FEB 07, 2023 Record Date: DEC 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BEN Security ID: 354613101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mariann Byerwalter | Management | For | For |
| 1b | Elect Director Alexander S. Friedman | Management | For | For |
| 1c | Elect Director Gregory E. Johnson | Management | For | For |
| 1d | Elect Director Jennifer M. Johnson | Management | For | For |
| 1e | Elect Director Rupert H. Johnson, Jr. | Management | For | For |
| 1f | Elect Director John Y. Kim | Management | For | For |
| 1g | Elect Director Karen M. King | Management | For | For |
| 1h | Elect Director Anthony J. Noto | Management | For | For |
| 1i | Elect Director John W. Thiel | Management | For | For |
| 1j | Elect Director Seth H. Waugh | Management | For | For |
| 1k | Elect Director Geoffrey Y. Yang | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| FREEPORT-MCMORAN, INC. Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FCX Security ID: 35671D857 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David P. Abney | Management | For | For |
| 1.2 | Elect Director Richard C. Adkerson | Management | For | For |
| 1.3 | Elect Director Marcela E. Donadio | Management | For | For |
| 1.4 | Elect Director Robert W. Dudley | Management | For | For |
| 1.5 | Elect Director Hugh Grant | Management | For | For |
| 1.6 | Elect Director Lydia H. Kennard | Management | For | For |
| 1.7 | Elect Director Ryan M. Lance | Management | For | For |
| 1.8 | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1.9 | Elect Director Dustan E. McCoy | Management | For | For |
| 1.10 | Elect Director Kathleen L. Quirk | Management | For | For |
| 1.11 | Elect Director John J. Stephens | Management | For | For |
| 1.12 | Elect Director Frances Fragos Townsend | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GARMIN LTD. Meeting Date: JUN 09, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GRMN Security ID: H2906T109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3 | Approve Dividends | Management | For | For |
| 4 | Approve Discharge of Board and Senior Management | Management | For | For |
| 5a | Elect Director Jonathan C. Burrell | Management | For | For |
| 5b | Elect Director Joseph J. Hartnett | Management | For | For |
| 5c | Elect Director Min H. Kao | Management | For | For |
| 5d | Elect Director Catherine A. Lewis | Management | For | For |
| 5e | Elect Director Charles W. Peffer | Management | For | For |
| 5f | Elect Director Clifton A. Pemble | Management | For | For |
| 6 | Elect Min H. Kao as Board Chairman | Management | For | For |
| 7a | Appoint Jonathan C. Burrell as Member of the Compensation Committee | Management | For | For |
| 7b | Appoint Joseph J. Hartnett as Member of the Compensation Committee | Management | For | For |
| 7c | Appoint Catherine A. Lewis as Member of the Compensation Committee | Management | For | For |
| 7d | Appoint Charles W. Peffer as Member of the Compensation Committee | Management | For | For |
| 8 | Designate Wuersch & Gering LLP as Independent Proxy | Management | For | For |
| 9 | Ratify Ernst & Young LLP as Auditors and Ernst & Young Ltd as Statutory Auditor | Management | For | For |
| 10 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 11 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 12 | Advisory Vote on the Swiss Statutory Compensation Report | Management | For | For |
| 13 | Approve Fiscal Year 2024 Maximum Aggregate Compensation for the Executive Management | Management | For | For |
| 14 | Approve Maximum Aggregate Compensation for the Board of Directors for the Period Between the 2023 AGM and the 2024 AGM | Management | For | For |
| 15 | Cancel Repurchased Shares | Management | For | For |
| 16 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 17 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 18 | Approve Reduction of Par Value | Management | For | For |
| 19 | Approve Conversion of Currency of the Share Capital from CHF to USD | Management | For | For |
| 20 | Amend Articles to Reflect Changes in Capital | Management | For | For |
| 21 | Amend Articles Re: Addressing Shares, Shareholder Rights and General Meeting | Management | For | For |
| 22 | Amend Articles Re: Addressing Board, Compensation and Related Matters | Management | For | For |
| GARTNER, INC. Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IT Security ID: 366651107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter E. Bisson | Management | For | For |
| 1b | Elect Director Richard J. Bressler | Management | For | For |
| 1c | Elect Director Raul E. Cesan | Management | For | For |
| 1d | Elect Director Karen E. Dykstra | Management | For | For |
| 1e | Elect Director Diana S. Ferguson | Management | For | For |
| 1f | Elect Director Anne Sutherland Fuchs | Management | For | For |
| 1g | Elect Director William O. Grabe | Management | For | For |
| 1h | Elect Director Jose M. Gutierrez | Management | For | For |
| 1i | Elect Director Eugene A. Hall | Management | For | For |
| 1j | Elect Director Stephen G. Pagliuca | Management | For | For |
| 1k | Elect Director Eileen M. Serra | Management | For | For |
| 1l | Elect Director James C. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| GE HEALTHCARE TECHNOLOGIES, INC. Meeting Date: MAY 23, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GEHC Security ID: 36266G107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Arduini | Management | For | For |
| 1b | Elect Director H. Lawrence Culp, Jr. | Management | For | For |
| 1c | Elect Director Rodney F. Hochman | Management | For | For |
| 1d | Elect Director Lloyd W. Howell, Jr. | Management | For | For |
| 1e | Elect Director Risa Lavizzo-Mourey | Management | For | For |
| 1f | Elect Director Catherine Lesjak | Management | For | For |
| 1g | Elect Director Anne T. Madden | Management | For | For |
| 1h | Elect Director Tomislav Mihaljevic | Management | For | For |
| 1i | Elect Director William J. Stromberg | Management | For | For |
| 1j | Elect Director Phoebe L. Yang | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| GENERAC HOLDINGS INC. Meeting Date: JUN 15, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GNRC Security ID: 368736104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marcia J. Avedon | Management | For | For |
| 1.2 | Elect Director Bennett J. Morgan | Management | For | For |
| 1.3 | Elect Director Dominick P. Zarcone | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Richard D. Clarke | Management | For | For |
| 1b | Elect Director James S. Crown | Management | For | For |
| 1c | Elect Director Rudy F. deLeon | Management | For | For |
| 1d | Elect Director Cecil D. Haney | Management | For | For |
| 1e | Elect Director Mark M. Malcolm | Management | For | For |
| 1f | Elect Director James N. Mattis | Management | For | For |
| 1g | Elect Director Phebe N. Novakovic | Management | For | For |
| 1h | Elect Director C. Howard Nye | Management | For | For |
| 1i | Elect Director Catherine B. Reynolds | Management | For | For |
| 1j | Elect Director Laura J. Schumacher | Management | For | For |
| 1k | Elect Director Robert K. Steel | Management | For | For |
| 1l | Elect Director John G. Stratton | Management | For | For |
| 1m | Elect Director Peter A. Wall | Management | For | For |
| 2 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Human Rights Risk Assessment | Shareholder | Against | For |
| 7 | Require Independent Board 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 |
| 1a | Elect Director Stephen Angel | Management | For | For |
| 1b | Elect Director Sebastien Bazin | Management | For | For |
| 1c | Elect Director H. Lawrence Culp, Jr. | Management | For | For |
| 1d | Elect Director Edward Garden | Management | For | For |
| 1e | Elect Director Isabella Goren | Management | For | For |
| 1f | Elect Director Thomas Horton | Management | For | For |
| 1g | Elect Director Catherine Lesjak | Management | For | For |
| 1h | Elect Director Darren McDew | Management | For | For |
| 1i | Elect Director Paula Rosput Reynolds | Management | For | For |
| 1j | Elect Director Jessica Uhl | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| 6 | Hire Investment Bank to Explore Sale of Company | Shareholder | Against | Against |
| 7 | Issue Audited Report on Fiduciary Relevance of Decarbonization Goal | Shareholder | Against | Against |
| 8 | Issue Audited Report on Impact of IEA Net-Zero Emissions by 2050 Scenario | Shareholder | Against | Against |
| GENERAL MILLS, INC. Meeting Date: SEP 27, 2022 Record Date: JUL 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: GIS Security ID: 370334104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director R. Kerry Clark | Management | For | For |
| 1b | Elect Director David M. Cordani | Management | For | For |
| 1c | Elect Director C. Kim Goodwin | Management | For | For |
| 1d | Elect Director Jeffrey L. Harmening | Management | For | For |
| 1e | Elect Director Maria G. Henry | Management | For | For |
| 1f | Elect Director Jo Ann Jenkins | Management | For | For |
| 1g | Elect Director Elizabeth C. Lempres | Management | For | For |
| 1h | Elect Director Diane L. Neal | Management | For | For |
| 1i | Elect Director Steve Odland | Management | For | For |
| 1j | Elect Director Maria A. Sastre | Management | For | For |
| 1k | Elect Director Eric D. Sprunk | Management | For | For |
| 1l | Elect Director Jorge A. Uribe | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Absolute Plastic Packaging Use Reduction | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Aneel Bhusri | Management | For | For |
| 1c | Elect Director Wesley G. Bush | Management | For | For |
| 1d | Elect Director Joanne C. Crevoiserat | Management | For | For |
| 1e | Elect Director Linda R. Gooden | Management | For | For |
| 1f | Elect Director Joseph Jimenez | Management | For | For |
| 1g | Elect Director Jonathan McNeill | Management | For | For |
| 1h | Elect Director Judith A. Miscik | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Thomas M. Schoewe | Management | For | For |
| 1k | Elect Director Mark A. Tatum | Management | For | For |
| 1l | Elect Director Jan E. Tighe | Management | For | For |
| 1m | Elect Director Devin N. Wenig | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 7 | Report on Setting Sustainable Sourcing Targets | Shareholder | Against | For |
| GENUINE PARTS COMPANY Meeting Date: MAY 01, 2023 Record Date: FEB 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GPC Security ID: 372460105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth W. Camp | Management | For | For |
| 1.2 | Elect Director Richard Cox, Jr. | Management | For | For |
| 1.3 | Elect Director Paul D. Donahue | Management | For | For |
| 1.4 | Elect Director Gary P. Fayard | Management | For | For |
| 1.5 | Elect Director P. Russell Hardin | Management | For | For |
| 1.6 | Elect Director John R. Holder | Management | For | For |
| 1.7 | Elect Director Donna W. Hyland | Management | For | For |
| 1.8 | Elect Director John D. Johns | Management | For | For |
| 1.9 | Elect Director Jean-Jacques Lafont | Management | For | For |
| 1.10 | Elect Director Robert C. "Robin" Loudermilk, Jr. | Management | For | For |
| 1.11 | Elect Director Wendy B. Needham | Management | For | For |
| 1.12 | Elect Director Juliette W. Pryor | Management | For | For |
| 1.13 | Elect Director E. Jenner Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Jacqueline K. Barton | Management | For | For |
| 1b | Elect Director Jeffrey A. Bluestone | Management | For | For |
| 1c | Elect Director Sandra J. Horning | Management | For | For |
| 1d | Elect Director Kelly A. Kramer | Management | For | For |
| 1e | Elect Director Kevin E. Lofton | Management | For | For |
| 1f | Elect Director Harish Manwani | Management | For | For |
| 1g | Elect Director Daniel P. O'Day | Management | For | For |
| 1h | Elect Director Javier J. Rodriguez | Management | For | For |
| 1i | Elect Director Anthony Welters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require More Director Nominations Than Open Seats | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| GLOBAL PAYMENTS INC. Meeting Date: APR 27, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GPN Security ID: 37940X102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director F. Thaddeus Arroyo | Management | For | For |
| 1b | Elect Director Robert H.B. Baldwin, Jr. | Management | For | For |
| 1c | Elect Director John G. Bruno | Management | For | For |
| 1d | Elect Director Joia M. Johnson | Management | For | For |
| 1e | Elect Director Ruth Ann Marshall | Management | For | For |
| 1f | Elect Director Connie D. McDaniel | Management | For | For |
| 1g | Elect Director Joseph H. Osnoss | Management | For | For |
| 1h | Elect Director William B. Plummer | Management | For | For |
| 1i | Elect Director Jeffrey S. Sloan | Management | For | For |
| 1j | Elect Director John T. Turner | Management | For | For |
| 1k | Elect Director M. Troy Woods | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| GLOBE LIFE INC. Meeting Date: APR 27, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GL Security ID: 37959E102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Linda L. Addison | Management | For | For |
| 1.2 | Elect Director Marilyn A. Alexander | Management | For | For |
| 1.3 | Elect Director Cheryl D. Alston | Management | For | For |
| 1.4 | Elect Director Mark A. Blinn | Management | For | For |
| 1.5 | Elect Director James P. Brannen | Management | For | For |
| 1.6 | Elect Director Jane Buchan | Management | For | For |
| 1.7 | Elect Director Alice S. Cho | Management | For | For |
| 1.8 | Elect Director J. Matthew Darden | Management | For | For |
| 1.9 | Elect Director Steven P. Johnson | Management | For | For |
| 1.10 | Elect Director David A. Rodriguez | Management | For | For |
| 1.11 | Elect Director Frank M. Svoboda | Management | For | For |
| 1.12 | Elect Director Mary E. Thigpen | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 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 |
| 1a | Elect Director Abdulaziz F. Al Khayyal | Management | For | For |
| 1b | Elect Director William E. Albrecht | Management | For | For |
| 1c | Elect Director M. Katherine Banks | Management | For | For |
| 1d | Elect Director Alan M. Bennett | Management | For | For |
| 1e | Elect Director Milton Carroll | Management | For | For |
| 1f | Elect Director Earl M. Cummings | Management | For | For |
| 1g | Elect Director Murry S. Gerber | Management | For | For |
| 1h | Elect Director Robert A. Malone | Management | For | For |
| 1i | Elect Director Jeffrey A. Miller | Management | For | For |
| 1j | Elect Director Bhavesh V. (Bob) Patel | Management | For | For |
| 1k | Elect Director Maurice S. Smith | Management | For | For |
| 1l | Elect Director Janet L. Weiss | Management | For | For |
| 1m | Elect Director Tobi M. Edwards Young | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Amend Certificate of Incorporation | Management | For | For |
| HASBRO, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HAS Security ID: 418056107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael R. Burns | Management | For | For |
| 1.2 | Elect Director Hope F. Cochran | Management | For | For |
| 1.3 | Elect Director Christian P. Cocks | Management | For | For |
| 1.4 | Elect Director Lisa Gersh | Management | For | For |
| 1.5 | Elect Director Elizabeth Hamren | Management | For | For |
| 1.6 | Elect Director Blake Jorgensen | Management | For | For |
| 1.7 | Elect Director Tracy A. Leinbach | Management | For | For |
| 1.8 | Elect Director Laurel J. Richie | Management | For | For |
| 1.9 | Elect Director Richard S. Stoddart | Management | For | For |
| 1.10 | Elect Director Mary Beth West | Management | For | For |
| 1.11 | Elect Director Linda Zecher Higgins | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| HCA HEALTHCARE, INC. Meeting Date: APR 19, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HCA Security ID: 40412C101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas F. Frist, III | Management | For | For |
| 1b | Elect Director Samuel N. Hazen | Management | For | For |
| 1c | Elect Director Meg G. Crofton | Management | For | For |
| 1d | Elect Director Robert J. Dennis | Management | For | For |
| 1e | Elect Director Nancy-Ann DeParle | Management | For | For |
| 1f | Elect Director William R. Frist | Management | For | For |
| 1g | Elect Director Hugh F. Johnston | Management | For | For |
| 1h | Elect Director Michael W. Michelson | Management | For | For |
| 1i | Elect Director Wayne J. Riley | Management | For | For |
| 1j | Elect Director Andrea B. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| 6 | Amend Charter of Patient Safety and Quality of Care Committee | Shareholder | Against | For |
| HEALTHPEAK PROPERTIES, INC. Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEAK Security ID: 42250P103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott M. Brinker | Management | For | For |
| 1b | Elect Director Brian G. Cartwright | Management | For | For |
| 1c | Elect Director James B. Connor | Management | For | For |
| 1d | Elect Director Christine N. Garvey | Management | For | For |
| 1e | Elect Director R. Kent Griffin, Jr. | Management | For | For |
| 1f | Elect Director David B. Henry | Management | For | For |
| 1g | Elect Director Sara G. Lewis | Management | For | For |
| 1h | Elect Director Katherine M. Sandstrom | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| HENRY SCHEIN, INC. Meeting Date: MAY 23, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HSIC Security ID: 806407102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mohamad Ali | Management | For | For |
| 1b | Elect Director Stanley M. Bergman | Management | For | For |
| 1c | Elect Director James P. Breslawski | Management | For | For |
| 1d | Elect Director Deborah Derby | Management | For | For |
| 1e | Elect Director Joseph L. Herring | Management | For | For |
| 1f | Elect Director Kurt P. Kuehn | Management | For | For |
| 1g | Elect Director Philip A. Laskawy | Management | For | For |
| 1h | Elect Director Anne H. Margulies | Management | For | For |
| 1i | Elect Director Mark E. Mlotek | Management | For | For |
| 1j | Elect Director Steven Paladino | Management | For | For |
| 1k | Elect Director Carol Raphael | Management | For | For |
| 1l | Elect Director Scott Serota | Management | For | For |
| 1m | Elect Director Bradley T. Sheares | Management | For | For |
| 1n | Elect Director Reed V. Tuckson | Management | For | For |
| 2 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| HESS CORPORATION Meeting Date: MAY 17, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HES Security ID: 42809H107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence J. Checki | Management | For | For |
| 1b | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1c | Elect Director Lisa Glatch | Management | For | For |
| 1d | Elect Director John B. Hess | Management | For | For |
| 1e | Elect Director Edith E. Holiday | Management | For | For |
| 1f | Elect Director Marc S. Lipschultz | Management | For | For |
| 1g | Elect Director Raymond J. McGuire | Management | For | For |
| 1h | Elect Director David McManus | Management | For | For |
| 1i | Elect Director Kevin O. Meyers | Management | For | For |
| 1j | Elect Director Karyn F. Ovelmen | Management | For | For |
| 1k | Elect Director James H. Quigley | Management | For | For |
| 1l | Elect Director William G. Schrader | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1a | Elect Director Daniel Ammann | Management | For | For |
| 1b | Elect Director Pamela L. Carter | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Regina E. Dugan | Management | For | For |
| 1e | Elect Director Jean M. Hobby | Management | For | For |
| 1f | Elect Director Raymond J. Lane | Management | For | For |
| 1g | Elect Director Ann M. Livermore | Management | For | For |
| 1h | Elect Director Antonio F. Neri | Management | For | For |
| 1i | Elect Director Charles H. Noski | Management | For | For |
| 1j | Elect Director Raymond E. Ozzie | Management | For | For |
| 1k | Elect Director Gary M. Reiner | Management | For | For |
| 1l | Elect Director Patricia F. Russo | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Christopher J. Nassetta | Management | For | For |
| 1b | Elect Director Jonathan D. Gray | Management | For | For |
| 1c | Elect Director Charlene T. Begley | Management | For | For |
| 1d | Elect Director Chris Carr | Management | For | For |
| 1e | Elect Director Melanie L. Healey | Management | For | For |
| 1f | Elect Director Raymond E. Mabus, Jr. | Management | For | For |
| 1g | Elect Director Judith A. McHale | Management | For | For |
| 1h | Elect Director Elizabeth A. Smith | Management | For | For |
| 1i | Elect Director Douglas M. Steenland | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HOLOGIC, INC. Meeting Date: MAR 09, 2023 Record Date: JAN 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HOLX Security ID: 436440101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen P. MacMillan | Management | For | For |
| 1b | Elect Director Sally W. Crawford | Management | For | For |
| 1c | Elect Director Charles J. Dockendorff | Management | For | For |
| 1d | Elect Director Scott T. Garrett | Management | For | For |
| 1e | Elect Director Ludwig N. Hantson | Management | For | For |
| 1f | Elect Director Namal Nawana | Management | For | For |
| 1g | Elect Director Christiana Stamoulis | Management | For | For |
| 1h | Elect Director Stacey D. Stewart | Management | For | For |
| 1i | Elect Director Amy M. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1A | Elect Director Darius Adamczyk | Management | For | For |
| 1B | Elect Director Duncan Angove | Management | For | For |
| 1C | Elect Director William S. Ayer | Management | For | For |
| 1D | Elect Director Kevin Burke | Management | For | For |
| 1E | Elect Director D. Scott Davis | Management | For | For |
| 1F | Elect Director Deborah Flint | Management | For | For |
| 1G | Elect Director Vimal Kapur | Management | For | For |
| 1H | Elect Director Rose Lee | Management | For | For |
| 1I | Elect Director Grace Lieblein | Management | For | For |
| 1J | Elect Director Robin L. Washington | Management | For | For |
| 1K | Elect Director Robin Watson | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Issue Environmental Justice Report | Shareholder | Against | For |
| HORMEL FOODS CORPORATION Meeting Date: JAN 31, 2023 Record Date: DEC 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HRL Security ID: 440452100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Prama Bhatt | Management | For | For |
| 1b | Elect Director Gary C. Bhojwani | Management | For | For |
| 1c | Elect Director Stephen M. Lacy | Management | For | For |
| 1d | Elect Director Elsa A. Murano | Management | For | For |
| 1e | Elect Director Susan K. Nestegard | Management | For | For |
| 1f | Elect Director William A. Newlands | Management | For | For |
| 1g | Elect Director Christopher J. Policinski | Management | For | For |
| 1h | Elect Director Jose Luis Prado | Management | For | For |
| 1i | Elect Director Sally J. Smith | Management | For | For |
| 1j | Elect Director James P. Snee | Management | For | For |
| 1k | Elect Director Steven A. White | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| HOST HOTELS & RESORTS, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HST Security ID: 44107P104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mary L. Baglivo | Management | For | For |
| 1.2 | Elect Director Herman E. Bulls | Management | For | For |
| 1.3 | Elect Director Diana M. Laing | Management | For | For |
| 1.4 | Elect Director Richard E. Marriott | Management | For | For |
| 1.5 | Elect Director Mary Hogan Preusse | Management | For | For |
| 1.6 | Elect Director Walter C. Rakowich | Management | For | For |
| 1.7 | Elect Director James F. Risoleo | Management | For | For |
| 1.8 | Elect Director Gordon H. Smith | Management | For | For |
| 1.9 | Elect Director A. William Stein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director James F. Albaugh | Management | For | For |
| 1b | Elect Director Amy E. Alving | Management | For | For |
| 1c | Elect Director Sharon R. Barner | Management | For | For |
| 1d | Elect Director Joseph S. Cantie | Management | For | For |
| 1e | Elect Director Robert F. Leduc | Management | For | For |
| 1f | Elect Director David J. Miller | Management | For | For |
| 1g | Elect Director Jody G. Miller | Management | For | For |
| 1h | Elect Director John C. Plant | Management | For | For |
| 1i | Elect Director Ulrich R. Schmidt | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | For |
| HP INC. Meeting Date: APR 24, 2023 Record Date: FEB 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HPQ Security ID: 40434L105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Aida M. Alvarez | Management | For | For |
| 1b | Elect Director Shumeet Banerji | Management | For | For |
| 1c | Elect Director Robert R. Bennett | Management | For | For |
| 1d | Elect Director Charles "Chip" V. Bergh | Management | For | For |
| 1e | Elect Director Bruce Broussard | Management | For | For |
| 1f | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1g | Elect Director Stephanie A. Burns | Management | For | For |
| 1h | Elect Director Mary Anne Citrino | Management | For | For |
| 1i | Elect Director Richard L. Clemmer | Management | For | For |
| 1j | Elect Director Enrique J. Lores | Management | For | For |
| 1k | Elect Director Judith "Jami" Miscik | Management | For | For |
| 1l | Elect Director Kim K.W. Rucker | Management | For | For |
| 1m | Elect Director Subra Suresh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Raquel C. Bono | Management | For | For |
| 1b | Elect Director Bruce D. Broussard | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director David T. Feinberg | Management | For | For |
| 1e | Elect Director Wayne A. I. Frederick | Management | For | For |
| 1f | Elect Director John W. Garratt | Management | For | For |
| 1g | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1h | Elect Director Karen W. Katz | Management | For | For |
| 1i | Elect Director Marcy S. Klevorn | Management | For | For |
| 1j | Elect Director William J. McDonald | Management | For | For |
| 1k | Elect Director Jorge S. Mesquita | Management | For | For |
| 1l | Elect Director Brad D. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HUNTINGTON BANCSHARES INCORPORATED Meeting Date: APR 19, 2023 Record Date: FEB 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HBAN Security ID: 446150104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alanna Y. Cotton | Management | For | For |
| 1.2 | Elect Director Ann B. (Tanny) Crane | Management | For | For |
| 1.3 | Elect Director Gina D. France | Management | For | For |
| 1.4 | Elect Director J. Michael Hochschwender | Management | For | For |
| 1.5 | Elect Director Richard H. King | Management | For | For |
| 1.6 | Elect Director Katherine M. A. (Allie) Kline | Management | For | For |
| 1.7 | Elect Director Richard W. Neu | Management | For | For |
| 1.8 | Elect Director Kenneth J. Phelan | Management | For | For |
| 1.9 | Elect Director David L. Porteous | Management | For | For |
| 1.10 | Elect Director Roger J. Sit | Management | For | For |
| 1.11 | Elect Director Stephen D. Steinour | Management | For | For |
| 1.12 | Elect Director Jeffrey L. Tate | Management | For | For |
| 1.13 | Elect Director Gary Torgow | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HUNTINGTON INGALLS INDUSTRIES, INC. Meeting Date: MAY 02, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HII Security ID: 446413106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Augustus L. Collins | Management | For | For |
| 1.2 | Elect Director Leo P. Denault | Management | For | For |
| 1.3 | Elect Director Kirkland H. Donald | Management | For | For |
| 1.4 | Elect Director Victoria D. Harker | Management | For | For |
| 1.5 | Elect Director Frank R. Jimenez | Management | For | For |
| 1.6 | Elect Director Christopher D. Kastner | Management | For | For |
| 1.7 | Elect Director Anastasia D. Kelly | Management | For | For |
| 1.8 | Elect Director Tracy B. McKibben | Management | For | For |
| 1.9 | Elect Director Stephanie L. O'Sullivan | Management | For | For |
| 1.10 | Elect Director Thomas C. Schievelbein | Management | For | For |
| 1.11 | Elect Director John K. Welch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| IDEX CORPORATION Meeting Date: MAY 25, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IEX Security ID: 45167R104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Katrina L. Helmkamp | Management | For | For |
| 1b | Elect Director Mark A. Beck | Management | For | For |
| 1c | Elect Director Carl R. Christenson | Management | For | For |
| 1d | Elect Director Alejandro Quiroz Centeno | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| IDEXX LABORATORIES, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IDXX Security ID: 45168D104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel M. Junius | Management | For | For |
| 1b | Elect Director Lawrence D. Kingsley | Management | For | For |
| 1c | Elect Director Sophie V. Vandebroek | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ILLINOIS TOOL WORKS INC. Meeting Date: MAY 05, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ITW Security ID: 452308109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel J. Brutto | Management | For | For |
| 1b | Elect Director Susan Crown | Management | For | For |
| 1c | Elect Director Darell L. Ford | Management | For | For |
| 1d | Elect Director Kelly J. Grier | Management | For | For |
| 1e | Elect Director James W. Griffith | Management | For | For |
| 1f | Elect Director Jay L. Henderson | Management | For | For |
| 1g | Elect Director Richard H. Lenny | Management | For | For |
| 1h | Elect Director E. Scott Santi | Management | For | For |
| 1i | Elect Director David B. Smith, Jr. | Management | For | For |
| 1j | Elect Director Pamela B. Strobel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| ILLUMINA, INC. Meeting Date: MAY 25, 2023 Record Date: APR 03, 2023 Meeting Type: PROXY CONTEST | ||||
| Ticker: ILMN Security ID: 452327109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Universal Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 9 Directors | ||||
| 1A | Elect Management Nominee Director Frances Arnold | Management | For | Did Not Vote |
| 1B | Elect Management Nominee Director Francis A. deSouza | Management | For | Did Not Vote |
| 1C | Elect Management Nominee Director Caroline D. Dorsa | Management | For | Did Not Vote |
| 1D | Elect Management Nominee Director Robert S. Epstein | Management | For | Did Not Vote |
| 1E | Elect Management Nominee Director Scott Gottlieb | Management | For | Did Not Vote |
| 1F | Elect Management Nominee Director Gary S. Guthart | Management | For | Did Not Vote |
| 1G | Elect Management Nominee Director Philip W. Schiller | Management | For | Did Not Vote |
| 1H | Elect Management Nominee Director Susan E. Siegel | Management | For | Did Not Vote |
| 1I | Elect Management Nominee Director John W. Thompson | Management | For | Did Not Vote |
| 1J | Elect Dissident Nominee Director Vincent J. Intrieri | Shareholder | Against | Did Not Vote |
| 1K | Elect Dissident Nominee Director Jesse A. Lynn | Shareholder | Against | Did Not Vote |
| 1L | Elect Dissident Nominee Director Andrew J. Teno | Shareholder | Against | Did Not Vote |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | Did Not Vote |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | Did Not Vote |
| 5 | Amend Omnibus Stock Plan | Management | For | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (Gold Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 9 Directors | ||||
| 1.1 | Elect Dissident Nominee Director Vincent J. Intrieri | Shareholder | For | Withhold |
| 1.2 | Elect Dissident Nominee Director Jesse A. Lynn | Shareholder | For | Withhold |
| 1.3 | Elect Dissident Nominee Director Andrew J. Teno | Shareholder | For | For |
| 1.4 | Elect Management Nominee Director Frances Arnold | Management | None | For |
| 1.5 | Elect Management Nominee Director Caroline D. Dorsa | Management | None | For |
| 1.6 | Elect Management Nominee Director Scott Gottlieb | Management | None | For |
| 1.7 | Elect Management Nominee Director Gary S. Guthart | Management | None | For |
| 1.8 | Elect Management Nominee Director Philip W. Schiller | Management | None | For |
| 1.9 | Elect Management Nominee Director Susan E. Siegel | Management | None | For |
| 1.10 | Elect Management Nominee Director Francis A. deSouza | Management | Against | For |
| 1.11 | Elect Management Nominee Director Robert S. Epstein | Management | Against | For |
| 1.12 | Elect Management Nominee Director John W. Thompson | Management | Against | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | None | For |
| INCYTE CORPORATION Meeting Date: JUN 14, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL | ||||
| Ticker: INCY Security ID: 45337C102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julian C. Baker | Management | For | For |
| 1.2 | Elect Director Jean-Jacques Bienaime | Management | For | For |
| 1.3 | Elect Director Otis W. Brawley | Management | For | For |
| 1.4 | Elect Director Paul J. Clancy | Management | For | For |
| 1.5 | Elect Director Jacqualyn A. Fouse | Management | For | For |
| 1.6 | Elect Director Edmund P. Harrigan | Management | For | For |
| 1.7 | Elect Director Katherine A. High | Management | For | For |
| 1.8 | Elect Director Herve Hoppenot | Management | For | For |
| 1.9 | Elect Director Susanne Schaffert | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| INGERSOLL RAND INC. Meeting Date: JUN 15, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IR Security ID: 45687V106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicente Reynal | Management | For | For |
| 1b | Elect Director William P. Donnelly | Management | For | For |
| 1c | Elect Director Kirk E. Arnold | Management | For | For |
| 1d | Elect Director Gary D. Forsee | Management | For | For |
| 1e | Elect Director Jennifer Hartsock | Management | For | For |
| 1f | Elect Director John Humphrey | Management | For | For |
| 1g | Elect Director Marc E. Jones | Management | For | For |
| 1h | Elect Director Mark Stevenson | Management | For | For |
| 1i | Elect Director Michael Stubblefield | Management | For | For |
| 1j | Elect Director Tony L. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INSULET CORPORATION Meeting Date: MAY 23, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PODD Security ID: 45784P101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Luciana Borio | Management | For | For |
| 1.2 | Elect Director Michael R. Minogue | Management | For | For |
| 1.3 | Elect Director Corinne H. Nevinny | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| INTEL CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: INTC Security ID: 458140100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick P. Gelsinger | Management | For | For |
| 1b | Elect Director James J. Goetz | Management | For | For |
| 1c | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1d | Elect Director Alyssa H. Henry | Management | For | For |
| 1e | Elect Director Omar Ishrak | Management | For | For |
| 1f | Elect Director Risa Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Tsu-Jae King Liu | Management | For | For |
| 1h | Elect Director Barbara G. Novick | Management | For | For |
| 1i | Elect Director Gregory D. Smith | Management | For | For |
| 1j | Elect Director Lip-Bu Tan | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| 7 | Publish Third Party Review of Intel's China Business ESG Congruence | Shareholder | Against | Against |
| INTERCONTINENTAL EXCHANGE, INC. Meeting Date: MAY 19, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ICE Security ID: 45866F104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon Y. Bowen | Management | For | For |
| 1b | Elect Director Shantella E. Cooper | Management | For | For |
| 1c | Elect Director Duriya M. Farooqui | Management | For | For |
| 1d | Elect Director The Right Hon. the Lord Hague of Richmond | Management | For | For |
| 1e | Elect Director Mark F. Mulhern | Management | For | For |
| 1f | Elect Director Thomas E. Noonan | Management | For | For |
| 1g | Elect Director Caroline L. Silver | Management | For | For |
| 1h | Elect Director Jeffrey C. Sprecher | Management | For | For |
| 1i | Elect Director Judith A. Sprieser | Management | For | For |
| 1j | Elect Director Martha A. Tirinnanzi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Thomas Buberl | Management | For | For |
| 1b | Elect Director David N. Farr | Management | For | For |
| 1c | Elect Director Alex Gorsky | Management | For | For |
| 1d | Elect Director Michelle J. Howard | Management | For | For |
| 1e | Elect Director Arvind Krishna | Management | For | For |
| 1f | Elect Director Andrew N. Liveris | Management | For | For |
| 1g | Elect Director F. William McNabb, III | Management | For | For |
| 1h | Elect Director Martha E. Pollack | Management | For | For |
| 1i | Elect Director Joseph R. Swedish | Management | For | For |
| 1j | Elect Director Peter R. Voser | Management | For | For |
| 1k | Elect Director Frederick H. Waddell | Management | For | For |
| 1l | Elect Director Alfred W. Zollar | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | For |
| INTERNATIONAL FLAVORS & FRAGRANCES INC. Meeting Date: MAY 03, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IFF Security ID: 459506101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kathryn J. Boor | Management | For | For |
| 1b | Elect Director Barry A. Bruno | Management | For | For |
| 1c | Elect Director Frank K. Clyburn, Jr. | Management | For | For |
| 1d | Elect Director Mark J. Costa | Management | For | For |
| 1e | Elect Director Carol Anthony (John) Davidson | Management | For | For |
| 1f | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1g | Elect Director John F. Ferraro | Management | For | For |
| 1h | Elect Director Christina Gold | Management | For | For |
| 1i | Elect Director Gary Hu | Management | For | For |
| 1j | Elect Director Kevin O'Byrne | Management | For | For |
| 1k | Elect Director Dawn C. Willoughby | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INTERNATIONAL PAPER COMPANY Meeting Date: MAY 08, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IP Security ID: 460146103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher M. Connor | Management | For | For |
| 1b | Elect Director Ahmet C. Dorduncu | Management | For | For |
| 1c | Elect Director Ilene S. Gordon | Management | For | For |
| 1d | Elect Director Anders Gustafsson | Management | For | For |
| 1e | Elect Director Jacqueline C. Hinman | Management | For | For |
| 1f | Elect Director Clinton A. Lewis, Jr. | Management | For | For |
| 1g | Elect Director Donald G. (DG) Macpherson | Management | For | For |
| 1h | Elect Director Kathryn D. Sullivan | Management | For | For |
| 1i | Elect Director Mark S. Sutton | Management | For | For |
| 1j | Elect Director Anton V. Vincent | Management | For | For |
| 1k | Elect Director Ray G. Young | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| INTUIT INC. Meeting Date: JAN 19, 2023 Record Date: NOV 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: INTU Security ID: 461202103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eve Burton | Management | For | For |
| 1b | Elect Director Scott D. Cook | Management | For | For |
| 1c | Elect Director Richard L. Dalzell | Management | For | For |
| 1d | Elect Director Sasan K. Goodarzi | Management | For | For |
| 1e | Elect Director Deborah Liu | Management | For | For |
| 1f | Elect Director Tekedra Mawakana | Management | For | For |
| 1g | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1h | Elect Director Thomas Szkutak | Management | For | For |
| 1i | Elect Director Raul Vazquez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| INTUITIVE SURGICAL, INC. Meeting Date: APR 27, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ISRG Security ID: 46120E602 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig H. Barratt | Management | For | For |
| 1b | Elect Director Joseph C. Beery | Management | For | For |
| 1c | Elect Director Gary S. Guthart | Management | For | For |
| 1d | Elect Director Amal M. Johnson | Management | For | For |
| 1e | Elect Director Don R. Kania | Management | For | For |
| 1f | Elect Director Amy L. Ladd | Management | For | For |
| 1g | Elect Director Keith R. Leonard, Jr. | Management | For | For |
| 1h | Elect Director Alan J. Levy | Management | For | For |
| 1i | Elect Director Jami Dover Nachtsheim | Management | For | For |
| 1j | Elect Director Monica P. Reed | Management | For | For |
| 1k | Elect Director Mark J. Rubash | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Gender/Racial Pay Gap | Shareholder | Against | For |
| INVESCO LTD. Meeting Date: MAY 25, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IVZ Security ID: G491BT108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sarah E. Beshar | Management | For | For |
| 1.2 | Elect Director Thomas M. Finke | Management | For | For |
| 1.3 | Elect Director Martin L. Flanagan | Management | For | For |
| 1.4 | Elect Director Thomas (Todd) P. Gibbons | Management | For | For |
| 1.5 | Elect Director William (Bill) F. Glavin, Jr. | Management | For | For |
| 1.6 | Elect Director Elizabeth (Beth) S. Johnson | Management | For | For |
| 1.7 | Elect Director Denis Kessler | Management | For | For |
| 1.8 | Elect Director Nigel Sheinwald | Management | For | For |
| 1.9 | Elect Director Paula C. Tolliver | Management | For | For |
| 1.10 | Elect Director G. Richard (Rick) Wagoner, Jr. | Management | For | For |
| 1.11 | Elect Director Christopher C. Womack | Management | For | For |
| 1.12 | Elect Director Phoebe A. Wood | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| INVITATION HOMES, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: INVH Security ID: 46187W107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael D. Fascitelli | Management | For | For |
| 1.2 | Elect Director Dallas B. Tanner | Management | For | For |
| 1.3 | Elect Director Jana Cohen Barbe | Management | For | For |
| 1.4 | Elect Director Richard D. Bronson | Management | For | For |
| 1.5 | Elect Director Jeffrey E. Kelter | Management | For | For |
| 1.6 | Elect Director Joseph D. Margolis | Management | For | For |
| 1.7 | Elect Director John B. Rhea | Management | For | For |
| 1.8 | Elect Director Janice L. Sears | Management | For | For |
| 1.9 | Elect Director Frances Aldrich Sevilla-Sacasa | Management | For | For |
| 1.10 | Elect Director Keith D. Taylor | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| IQVIA HOLDINGS INC. Meeting Date: APR 18, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IQV Security ID: 46266C105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol J. Burt | Management | For | For |
| 1b | Elect Director Colleen A. Goggins | Management | For | For |
| 1c | Elect Director Sheila A. Stamps | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold | Management | For | For |
| 4 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| IRON MOUNTAIN INCORPORATED Meeting Date: MAY 09, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IRM Security ID: 46284V101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer Allerton | Management | For | For |
| 1b | Elect Director Pamela M. Arway | Management | For | For |
| 1c | Elect Director Clarke H. Bailey | Management | For | For |
| 1d | Elect Director Kent P. Dauten | Management | For | For |
| 1e | Elect Director Monte Ford | Management | For | For |
| 1f | Elect Director Robin L. Matlock | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Wendy J. Murdock | Management | For | For |
| 1i | Elect Director Walter C. Rakowich | Management | For | For |
| 1j | Elect Director Doyle R. Simons | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| J.B. HUNT TRANSPORT SERVICES, INC. Meeting Date: APR 27, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: JBHT Security ID: 445658107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Francesca M. Edwardson | Management | For | For |
| 1.2 | Elect Director Wayne Garrison | Management | For | For |
| 1.3 | Elect Director Sharilyn S. Gasaway | Management | For | For |
| 1.4 | Elect Director Thad (John B., III) Hill | Management | For | For |
| 1.5 | Elect Director Bryan Hunt | Management | For | For |
| 1.6 | Elect Director Persio Lisboa | Management | For | For |
| 1.7 | Elect Director John N. Roberts, III | Management | For | For |
| 1.8 | Elect Director James L. Robo | Management | For | For |
| 1.9 | Elect Director Kirk Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| JACK HENRY & ASSOCIATES, INC. Meeting Date: NOV 15, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JKHY Security ID: 426281101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David B. Foss | Management | For | For |
| 1.2 | Elect Director Matthew C. Flanigan | Management | For | For |
| 1.3 | Elect Director Thomas H. Wilson, Jr. | Management | For | For |
| 1.4 | Elect Director Jacque R. Fiegel | Management | For | For |
| 1.5 | Elect Director Thomas A. Wimsett | Management | For | For |
| 1.6 | Elect Director Laura G. Kelly | Management | For | For |
| 1.7 | Elect Director Shruti S. Miyashiro | Management | For | For |
| 1.8 | Elect Director Wesley A. Brown | Management | For | For |
| 1.9 | Elect Director Curtis A. Campbell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| JACOBS SOLUTIONS, INC. Meeting Date: JAN 24, 2023 Record Date: NOV 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: J Security ID: 46982L108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven J. Demetriou | Management | For | For |
| 1b | Elect Director Christopher M.T. Thompson | Management | For | For |
| 1c | Elect Director Priya Abani | Management | For | For |
| 1d | Elect Director Vincent K. Brooks | Management | For | For |
| 1e | Elect Director Ralph E. ("Ed") Eberhart | Management | For | For |
| 1f | Elect Director Manny Fernandez | Management | For | For |
| 1g | Elect Director Georgette D. Kiser | Management | For | For |
| 1h | Elect Director Barbara L. Loughran | Management | For | For |
| 1i | Elect Director Robert A. McNamara | Management | For | For |
| 1j | Elect Director Robert V. Pragada | Management | For | For |
| 1k | Elect Director Peter J. Robertson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1a | Elect Director Darius Adamczyk | Management | For | For |
| 1b | Elect Director Mary C. Beckerle | Management | For | For |
| 1c | Elect Director D. Scott Davis | Management | For | For |
| 1d | Elect Director Jennifer A. Doudna | Management | For | For |
| 1e | Elect Director Joaquin Duato | Management | For | For |
| 1f | Elect Director Marillyn A. Hewson | Management | For | For |
| 1g | Elect Director Paula A. Johnson | Management | For | For |
| 1h | Elect Director Hubert Joly | Management | For | For |
| 1i | Elect Director Mark B. McClellan | Management | For | For |
| 1j | Elect Director Anne M. Mulcahy | Management | For | For |
| 1k | Elect Director Mark A. Weinberger | Management | For | For |
| 1l | Elect Director Nadja Y. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Mandatory Arbitration Bylaw - Withdrawn | Shareholder | None | None |
| 6 | Report on Government Financial Support and Equitable Access to Covid-19 Products | Shareholder | Against | For |
| 7 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | For |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| JOHNSON CONTROLS INTERNATIONAL PLC Meeting Date: MAR 08, 2023 Record Date: JAN 05, 2023 Meeting Type: ANNUAL | ||||
| Ticker: JCI Security ID: G51502105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean Blackwell | Management | For | For |
| 1b | Elect Director Pierre Cohade | Management | For | For |
| 1c | Elect Director Michael E. Daniels | Management | For | For |
| 1d | Elect Director W. Roy Dunbar | Management | For | For |
| 1e | Elect Director Gretchen R. Haggerty | Management | For | For |
| 1f | Elect Director Ayesha Khanna | Management | For | For |
| 1g | Elect Director Simone Menne | Management | For | For |
| 1h | Elect Director George R. Oliver | Management | For | For |
| 1i | Elect Director Jurgen Tinggren | Management | For | For |
| 1j | Elect Director Mark Vergnano | Management | For | For |
| 1k | Elect Director John D. Young | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 2b | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Authorize Market Purchases of Company Shares | Management | For | For |
| 4 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Approve the Directors' Authority to Allot Shares | Management | For | For |
| 8 | Approve the Disapplication of Statutory Pre-Emption Rights | Management | For | For |
| 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 |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director Alicia Boler Davis | Management | For | For |
| 1f | Elect Director James Dimon | Management | For | For |
| 1g | Elect Director Timothy P. Flynn | Management | For | For |
| 1h | Elect Director Alex Gorsky | Management | For | For |
| 1i | Elect Director Mellody Hobson | Management | For | For |
| 1j | Elect Director Michael A. Neal | Management | For | For |
| 1k | Elect Director Phebe N. Novakovic | Management | For | For |
| 1l | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 7 | Amend Public Responsibility Committee Charter to Include Animal Welfare | Shareholder | Against | Against |
| 8 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | For |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | For |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| JUNIPER NETWORKS, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: JNPR Security ID: 48203R104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anne DelSanto | Management | For | For |
| 1b | Elect Director Kevin DeNuccio | Management | For | For |
| 1c | Elect Director James Dolce | Management | For | For |
| 1d | Elect Director Steven Fernandez | Management | For | For |
| 1e | Elect Director Christine Gorjanc | Management | For | For |
| 1f | Elect Director Janet Haugen | Management | For | For |
| 1g | Elect Director Scott Kriens | Management | For | For |
| 1h | Elect Director Rahul Merchant | Management | For | For |
| 1i | Elect Director Rami Rahim | Management | For | For |
| 1j | Elect Director William Stensrud | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| KELLOGG COMPANY Meeting Date: APR 28, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: K Security ID: 487836108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephanie A. Burns | Management | For | For |
| 1b | Elect Director Steve Cahillane | Management | For | For |
| 1c | Elect Director La June Montgomery Tabron | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Civil Rights, Non-Discrimination and Returns to Merit Audit | Shareholder | Against | Against |
| 6 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| KEURIG DR PEPPER INC. Meeting Date: JUN 12, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KDP Security ID: 49271V100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Robert Gamgort | Management | For | For |
| 1B | Elect Director Oray Boston | Management | For | For |
| 1C | Elect Director Olivier Goudet | Management | For | For |
| 1D | Elect Director Peter Harf | Management | For | For |
| 1E | Elect Director Juliette Hickman | Management | For | For |
| 1F | Elect Director Paul Michaels | Management | For | For |
| 1G | Elect Director Pamela Patsley | Management | For | For |
| 1H | Elect Director Lubomira Rochet | Management | For | For |
| 1I | Elect Director Debra Sandler | Management | For | For |
| 1J | Elect Director Robert Singer | Management | For | For |
| 1K | Elect Director Larry Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KEYCORP Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KEY Security ID: 493267108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexander M. Cutler | Management | For | For |
| 1.2 | Elect Director H. James Dallas | Management | For | For |
| 1.3 | Elect Director Elizabeth R. Gile | Management | For | For |
| 1.4 | Elect Director Ruth Ann M. Gillis | Management | For | For |
| 1.5 | Elect Director Christopher M. Gorman | Management | For | For |
| 1.6 | Elect Director Robin N. Hayes | Management | For | For |
| 1.7 | Elect Director Carlton L. Highsmith | Management | For | For |
| 1.8 | Elect Director Richard J. Hipple | Management | For | For |
| 1.9 | Elect Director Devina A. Rankin | Management | For | For |
| 1.10 | Elect Director Barbara R. Snyder | Management | For | For |
| 1.11 | Elect Director Richard J. Tobin | Management | For | For |
| 1.12 | Elect Director Todd J. Vasos | Management | For | For |
| 1.13 | Elect Director David K. Wilson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| KEYSIGHT TECHNOLOGIES, INC. Meeting Date: MAR 16, 2023 Record Date: JAN 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KEYS Security ID: 49338L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Satish C. Dhanasekaran | Management | For | For |
| 1.2 | Elect Director Richard P. Hamada | Management | For | For |
| 1.3 | Elect Director Paul A. Lacouture | Management | For | For |
| 1.4 | Elect Director Kevin A. Stephens | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| KIMBERLY-CLARK CORPORATION Meeting Date: APR 20, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KMB Security ID: 494368103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sylvia M. Burwell | Management | For | For |
| 1.2 | Elect Director John W. Culver | Management | For | For |
| 1.3 | Elect Director Michael D. Hsu | Management | For | For |
| 1.4 | Elect Director Mae C. Jemison | Management | For | For |
| 1.5 | Elect Director S. Todd Maclin | Management | For | For |
| 1.6 | Elect Director Deirdre A. Mahlan | Management | For | For |
| 1.7 | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1.8 | Elect Director Christa S. Quarles | Management | For | For |
| 1.9 | Elect Director Jaime A. Ramirez | Management | For | For |
| 1.10 | Elect Director Dunia A. Shive | Management | For | For |
| 1.11 | Elect Director Mark T. Smucker | Management | For | For |
| 1.12 | Elect Director Michael D. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| KIMCO REALTY CORPORATION Meeting Date: APR 25, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KIM Security ID: 49446R109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Milton Cooper | Management | For | For |
| 1b | Elect Director Philip E. Coviello | Management | For | For |
| 1c | Elect Director Conor C. Flynn | Management | For | For |
| 1d | Elect Director Frank Lourenso | Management | For | For |
| 1e | Elect Directorr Henry Moniz | Management | For | For |
| 1f | Elect Director Mary Hogan Preusse | Management | For | For |
| 1g | Elect Director Valerie Richardson | Management | For | For |
| 1h | Elect Director Richard B. Saltzman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| KINDER MORGAN, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KMI Security ID: 49456B101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard D. Kinder | Management | For | For |
| 1.2 | Elect Director Steven J. Kean | Management | For | For |
| 1.3 | Elect Director Kimberly A. Dang | Management | For | For |
| 1.4 | Elect Director Ted A. Gardner | Management | For | For |
| 1.5 | Elect Director Anthony W. Hall, Jr. | Management | For | For |
| 1.6 | Elect Director Gary L. Hultquist | Management | For | For |
| 1.7 | Elect Director Ronald L. Kuehn, Jr. | Management | For | For |
| 1.8 | Elect Director Deborah A. Macdonald | Management | For | For |
| 1.9 | Elect Director Michael C. Morgan | Management | For | For |
| 1.10 | Elect Director Arthur C. Reichstetter | Management | For | For |
| 1.11 | Elect Director C. Park Shaper | Management | For | For |
| 1.12 | Elect Director William A. Smith | Management | For | For |
| 1.13 | Elect Director Joel V. Staff | Management | For | For |
| 1.14 | Elect Director Robert F. Vagt | Management | For | Against |
| 2 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| KLA CORPORATION Meeting Date: NOV 02, 2022 Record Date: SEP 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KLAC Security ID: 482480100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert Calderoni | Management | For | For |
| 1.2 | Elect Director Jeneanne Hanley | Management | For | For |
| 1.3 | Elect Director Emiko Higashi | Management | For | For |
| 1.4 | Elect Director Kevin Kennedy | Management | For | For |
| 1.5 | Elect Director Gary Moore | Management | For | For |
| 1.6 | Elect Director Marie Myers | Management | For | For |
| 1.7 | Elect Director Kiran Patel | Management | For | For |
| 1.8 | Elect Director Victor Peng | Management | For | For |
| 1.9 | Elect Director Robert Rango | Management | For | For |
| 1.10 | Elect Director Richard Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| L3HARRIS TECHNOLOGIES, INC. Meeting Date: APR 21, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LHX Security ID: 502431109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sallie B. Bailey | Management | For | For |
| 1b | Elect Director Peter W. Chiarelli | Management | For | For |
| 1c | Elect Director Thomas A. Dattilo | Management | For | For |
| 1d | Elect Director Roger B. Fradin | Management | For | For |
| 1e | Elect Director Joanna L. Geraghty | Management | For | For |
| 1f | Elect Director Harry B. Harris, Jr. | Management | For | For |
| 1g | Elect Director Lewis Hay, III | Management | For | For |
| 1h | Elect Director Christopher E. Kubasik | Management | For | For |
| 1i | Elect Director Rita S. Lane | Management | For | For |
| 1j | Elect Director Robert B. Millard | Management | For | For |
| 1k | Elect Director Edward A. Rice, Jr. | Management | For | For |
| 1l | Elect Director Christina L. Zamarro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| LABORATORY CORPORATION OF AMERICA HOLDINGS Meeting Date: MAY 11, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LH Security ID: 50540R409 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kerrii B. Anderson | Management | For | For |
| 1b | Elect Director Jean-Luc Belingard | Management | For | For |
| 1c | Elect Director Jeffrey A. Davis | Management | For | For |
| 1d | Elect Director D. Gary Gilliland | Management | For | For |
| 1e | Elect Director Kirsten M. Kliphouse | Management | For | For |
| 1f | Elect Director Garheng Kong | Management | For | For |
| 1g | Elect Director Peter M. Neupert | Management | For | For |
| 1h | Elect Director Richelle P. Parham | Management | For | For |
| 1i | Elect Director Adam H. Schechter | Management | For | For |
| 1j | Elect Director Kathryn E. Wengel | Management | For | For |
| 1k | Elect Director R. Sanders Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Transport of Nonhuman Primates Within the U.S. | Shareholder | Against | Against |
| 7 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| LAM RESEARCH CORPORATION Meeting Date: NOV 08, 2022 Record Date: SEP 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LRCX Security ID: 512807108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohail U. Ahmed | Management | For | For |
| 1b | Elect Director Timothy M. Archer | Management | For | For |
| 1c | Elect Director Eric K. Brandt | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Bethany J. Mayer | Management | For | For |
| 1f | Elect Director Jyoti K. Mehra | Management | For | For |
| 1g | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1h | Elect Director Lih Shyng (Rick L.) Tsai | Management | For | For |
| 1i | Elect Director Leslie F. Varon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LAMB WESTON HOLDINGS, INC. Meeting Date: SEP 29, 2022 Record Date: AUG 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LW Security ID: 513272104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Bensen | Management | For | For |
| 1b | Elect Director Charles A. Blixt | Management | For | For |
| 1c | Elect Director Robert J. Coviello | Management | For | For |
| 1d | Elect Director Andre J. Hawaux | Management | For | For |
| 1e | Elect Director W.G. Jurgensen | Management | For | For |
| 1f | Elect Director Thomas P. Maurer | Management | For | For |
| 1g | Elect Director Hala G. Moddelmog | Management | For | For |
| 1h | Elect Director Robert A. Niblock | Management | For | For |
| 1i | Elect Director Maria Renna Sharpe | Management | For | For |
| 1j | Elect Director Thomas P. Werner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| LAS VEGAS SANDS CORP. Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LVS Security ID: 517834107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert G. Goldstein | Management | For | Withhold |
| 1.2 | Elect Director Patrick Dumont | Management | For | Withhold |
| 1.3 | Elect Director Irwin Chafetz | Management | For | Withhold |
| 1.4 | Elect Director Micheline Chau | Management | For | Withhold |
| 1.5 | Elect Director Charles D. Forman | Management | For | Withhold |
| 1.6 | Elect Director Nora M. Jordan | Management | For | Withhold |
| 1.7 | Elect Director Lewis Kramer | Management | For | Withhold |
| 1.8 | Elect Director David F. Levi | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | For |
| LEIDOS HOLDINGS, INC. Meeting Date: APR 28, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LDOS Security ID: 525327102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Bell | Management | For | For |
| 1b | Elect Director Gregory R. Dahlberg | Management | For | For |
| 1c | Elect Director David G. Fubini | Management | For | For |
| 1d | Elect Director Noel B. Geer | Management | For | For |
| 1e | Elect Director Miriam E. John | Management | For | For |
| 1f | Elect Director Robert C. Kovarik, Jr. | Management | For | For |
| 1g | Elect Director Harry M. J. Kraemer, Jr. | Management | For | For |
| 1h | Elect Director Gary S. May | Management | For | For |
| 1i | Elect Director Surya N. Mohapatra | Management | For | For |
| 1j | Elect Director Patrick M. Shanahan | Management | For | For |
| 1k | Elect Director Robert S. Shapard | Management | For | For |
| 1l | Elect Director Susan M. Stalnecker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Political Expenditures Congruence | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| LENNAR CORPORATION Meeting Date: APR 12, 2023 Record Date: FEB 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LEN Security ID: 526057104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Rick Beckwitt | Management | For | For |
| 1c | Elect Director Tig Gilliam | Management | For | For |
| 1d | Elect Director Sherrill W. Hudson | Management | For | For |
| 1e | Elect Director Jonathan M. Jaffe | Management | For | For |
| 1f | Elect Director Sidney Lapidus | Management | For | For |
| 1g | Elect Director Teri P. McClure | Management | For | For |
| 1h | Elect Director Stuart Miller | Management | For | Against |
| 1i | Elect Director Armando Olivera | Management | For | For |
| 1j | Elect Director Jeffrey Sonnenfeld | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| LINCOLN NATIONAL CORPORATION Meeting Date: MAY 25, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LNC Security ID: 534187109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Deirdre P. Connelly | Management | For | For |
| 1.2 | Elect Director Ellen G. Cooper | Management | For | For |
| 1.3 | Elect Director William H. Cunningham | Management | For | For |
| 1.4 | Elect Director Reginald E. Davis | Management | For | For |
| 1.5 | Elect Director Eric G. Johnson | Management | For | For |
| 1.6 | Elect Director Gary C. Kelly | Management | For | For |
| 1.7 | Elect Director M. Leanne Lachman | Management | For | For |
| 1.8 | Elect Director Dale LeFebvre | Management | For | For |
| 1.9 | Elect Director Janet Liang | Management | For | For |
| 1.10 | Elect Director Michael F. Mee | Management | For | For |
| 1.11 | Elect Director Lynn M. Utter | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| LINDE PLC Meeting Date: JUL 25, 2022 Record Date: JUL 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LIN Security ID: G5494J103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen F. Angel | Management | For | For |
| 1b | Elect Director Sanjiv Lamba | Management | For | For |
| 1c | Elect Director Ann-Kristin Achleitner | Management | For | For |
| 1d | Elect Director Thomas Enders | Management | For | For |
| 1e | Elect Director Edward G. Galante | Management | For | For |
| 1f | Elect Director Joe Kaeser | Management | For | For |
| 1g | Elect Director Victoria E. Ossadnik | Management | For | For |
| 1h | Elect Director Martin H. Richenhagen | Management | For | For |
| 1i | Elect Director Alberto Weisser | Management | For | For |
| 1j | Elect Director Robert L. Wood | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 2b | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Remuneration Report | Management | For | For |
| 5 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| LINDE PLC Meeting Date: JAN 18, 2023 Record Date: JAN 16, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: LIN Security ID: G5494J103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Approve Common Draft Terms of Merger | Management | For | For |
| LINDE PLC Meeting Date: JAN 18, 2023 Record Date: JAN 16, 2023 Meeting Type: COURT | ||||
| Ticker: LIN Security ID: G5494J111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| LIVE NATION ENTERTAINMENT, INC. Meeting Date: JUN 09, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LYV Security ID: 538034109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Maverick Carter | Management | For | For |
| 1.2 | Elect Director Ping Fu | Management | For | For |
| 1.3 | Elect Director Jeffrey T. Hinson | Management | For | For |
| 1.4 | Elect Director Chad Hollingsworth | Management | For | For |
| 1.5 | Elect Director James Iovine | Management | For | For |
| 1.6 | Elect Director James S. Kahan | Management | For | For |
| 1.7 | Elect Director Gregory B. Maffei | Management | For | Against |
| 1.8 | Elect Director Randall T. Mays | Management | For | For |
| 1.9 | Elect Director Richard A. Paul | Management | For | For |
| 1.10 | Elect Director Michael Rapino | Management | For | For |
| 1.11 | Elect Director Latriece Watkins | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Patrick Berard | Management | For | For |
| 1b | Elect Director Meg A. Divitto | Management | For | For |
| 1c | Elect Director Joseph M. Holsten | Management | For | For |
| 1d | Elect Director Blythe J. McGarvie | Management | For | For |
| 1e | Elect Director John W. Mendel | Management | For | For |
| 1f | Elect Director Jody G. Miller | Management | For | For |
| 1g | Elect Director Guhan Subramanian | Management | For | For |
| 1h | Elect Director Xavier Urbain | Management | For | For |
| 1i | Elect Director Dominick Zarcone | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One 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 |
| 1.1 | Elect Director Daniel F. Akerson | Management | For | For |
| 1.2 | Elect Director David B. Burritt | Management | For | For |
| 1.3 | Elect Director Bruce A. Carlson | Management | For | For |
| 1.4 | Elect Director John M. Donovan | Management | For | For |
| 1.5 | Elect Director Joseph F. Dunford, Jr. | Management | For | For |
| 1.6 | Elect Director James O. Ellis, Jr. | Management | For | For |
| 1.7 | Elect Director Thomas J. Falk | Management | For | For |
| 1.8 | Elect Director Ilene S. Gordon | Management | For | For |
| 1.9 | Elect Director Vicki A. Hollub | Management | For | For |
| 1.10 | Elect Director Jeh C. Johnson | Management | For | For |
| 1.11 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.12 | Elect Director James D. Taiclet | Management | For | For |
| 1.13 | Elect Director Patricia E. Yarrington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Human Rights Impact Assessment | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Full Value Chain GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | For |
| LOEWS CORPORATION Meeting Date: MAY 09, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: L Security ID: 540424108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Ann E. Berman | Management | For | For |
| 1B | Elect Director Joseph L. Bower | Management | For | For |
| 1C | Elect Director Charles D. Davidson | Management | For | For |
| 1D | Elect Director Charles M. Diker | Management | For | For |
| 1E | Elect Director Paul J. Fribourg | Management | For | For |
| 1F | Elect Director Walter L. Harris | Management | For | For |
| 1G | Elect Director Susan P. Peters | Management | For | For |
| 1H | Elect Director Andrew H. Tisch | Management | For | For |
| 1I | Elect Director James S. Tisch | Management | For | For |
| 1J | Elect Director Jonathan M. Tisch | Management | For | For |
| 1K | Elect Director Anthony Welters | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | 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 Director Raul Alvarez | Management | For | For |
| 1.2 | Elect Director David H. Batchelder | Management | For | For |
| 1.3 | Elect Director Scott H. Baxter | Management | For | For |
| 1.4 | Elect Director Sandra B. Cochran | Management | For | For |
| 1.5 | Elect Director Laurie Z. Douglas | Management | For | For |
| 1.6 | Elect Director Richard W. Dreiling | Management | For | For |
| 1.7 | Elect Director Marvin R. Ellison | Management | For | For |
| 1.8 | Elect Director Daniel J. Heinrich | Management | For | For |
| 1.9 | Elect Director Brian C. Rogers | Management | For | For |
| 1.10 | Elect Director Bertram L. Scott | Management | For | For |
| 1.11 | Elect Director Colleen Taylor | Management | For | For |
| 1.12 | Elect Director Mary Beth West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Jacques Aigrain | Management | For | For |
| 1b | Elect Director Lincoln Benet | Management | For | For |
| 1c | Elect Director Robin Buchanan | Management | For | For |
| 1d | Elect Director Anthony (Tony) Chase | Management | For | For |
| 1e | Elect Director Robert (Bob) Dudley | Management | For | For |
| 1f | Elect Director Claire Farley | Management | For | For |
| 1g | Elect Director Rita Griffin | Management | For | For |
| 1h | Elect Director Michael Hanley | Management | For | For |
| 1i | Elect Director Virginia Kamsky | Management | For | For |
| 1j | Elect Director Albert Manifold | Management | For | For |
| 1k | Elect Director Peter Vanacker | Management | For | For |
| 2 | Approve Discharge of Directors | Management | For | For |
| 3 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 8 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 9 | Approve Cancellation of Shares | Management | For | For |
| M&T BANK CORPORATION Meeting Date: APR 18, 2023 Record Date: FEB 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MTB Security ID: 55261F104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John P. Barnes | Management | For | For |
| 1.2 | Elect Director Robert T. Brady | Management | For | For |
| 1.3 | Elect Director Carlton J. Charles | Management | For | For |
| 1.4 | Elect Director Jane Chwick | Management | For | For |
| 1.5 | Elect Director William F. Cruger, Jr. | Management | For | For |
| 1.6 | Elect Director T. Jefferson Cunningham, III | Management | For | For |
| 1.7 | Elect Director Gary N. Geisel | Management | For | For |
| 1.8 | Elect Director Leslie V. Godridge | Management | For | For |
| 1.9 | Elect Director Rene F. Jones | Management | For | For |
| 1.10 | Elect Director Richard H. Ledgett, Jr. | Management | For | For |
| 1.11 | Elect Director Melinda R. Rich | Management | For | For |
| 1.12 | Elect Director Robert E. Sadler, Jr. | Management | For | For |
| 1.13 | Elect Director Denis J. Salamone | Management | For | For |
| 1.14 | Elect Director John R. Scannell | Management | For | For |
| 1.15 | Elect Director Rudina Seseri | Management | For | For |
| 1.16 | Elect Director Kirk W. Walters | Management | For | For |
| 1.17 | Elect Director Herbert L. Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MARATHON OIL CORPORATION Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MRO Security ID: 565849106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Chadwick C. Deaton | Management | For | For |
| 1b | Elect Director Marcela E. Donadio | Management | For | For |
| 1c | Elect Director M. Elise Hyland | Management | For | For |
| 1d | Elect Director Holli C. Ladhani | Management | For | For |
| 1e | Elect Director Mark A. McCollum | Management | For | For |
| 1f | Elect Director Brent J. Smolik | Management | For | For |
| 1g | Elect Director Lee M. Tillman | Management | For | For |
| 1h | Elect Director Shawn D. Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1.1 | Elect Director J. Michael Stice | Management | For | For |
| 1.2 | Elect Director John P. Surma | Management | For | For |
| 1.3 | Elect Director Susan Tomasky | Management | For | For |
| 1.4 | Elect Director Toni Townes-Whitley | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Approve Increase in Size of Board | Management | For | For |
| 7 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 8 | Amend Compensation Clawback Policy | Shareholder | Against | For |
| 9 | Report on Just Transition | Shareholder | Against | Against |
| 10 | Report on Asset Retirement Obligation | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Richard M. McVey | Management | For | For |
| 1b | Elect Director Christopher R. Concannon | Management | For | For |
| 1c | Elect Director Nancy Altobello | Management | For | For |
| 1d | Elect Director Steven L. Begleiter | Management | For | For |
| 1e | Elect Director Stephen P. Casper | Management | For | For |
| 1f | Elect Director Jane Chwick | Management | For | For |
| 1g | Elect Director William F. Cruger | Management | For | For |
| 1h | Elect Director Kourtney Gibson | Management | For | For |
| 1i | Elect Director Richard G. Ketchum | Management | For | For |
| 1j | Elect Director Emily H. Portney | Management | For | For |
| 1k | Elect Director Richard L. Prager | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One 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 |
| 1a | Elect Director Anthony G. Capuano | Management | For | For |
| 1b | Elect Director Isabella D. Goren | Management | For | For |
| 1c | Elect Director Deborah Marriott Harrison | Management | For | For |
| 1d | Elect Director Frederick A. Henderson | Management | For | For |
| 1e | Elect Director Eric Hippeau | Management | For | For |
| 1f | Elect Director Lauren R. Hobart | Management | For | For |
| 1g | Elect Director Debra L. Lee | Management | For | For |
| 1h | Elect Director Aylwin B. Lewis | Management | For | For |
| 1i | Elect Director David S. Marriott | Management | For | For |
| 1j | Elect Director Margaret M. McCarthy | Management | For | For |
| 1k | Elect Director Grant F. Reid | Management | For | For |
| 1l | Elect Director Horacio D. Rozanski | Management | For | For |
| 1m | Elect Director Susan C. Schwab | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 7 | Report on Gender/Racial Pay Gap | Shareholder | Against | For |
| MARSH & MCLENNAN COMPANIES, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MMC Security ID: 571748102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony K. Anderson | Management | For | For |
| 1b | Elect Director John Q. Doyle | Management | For | For |
| 1c | Elect Director Hafize Gaye Erkan | Management | For | For |
| 1d | Elect Director Oscar Fanjul | Management | For | For |
| 1e | Elect Director H. Edward Hanway | Management | For | For |
| 1f | Elect Director Judith Hartmann | Management | For | For |
| 1g | Elect Director Deborah C. Hopkins | Management | For | For |
| 1h | Elect Director Tamara Ingram | Management | For | For |
| 1i | Elect Director Jane H. Lute | Management | For | For |
| 1j | Elect Director Steven A. Mills | Management | For | For |
| 1k | Elect Director Bruce P. Nolop | Management | For | For |
| 1l | Elect Director Morton O. Schapiro | Management | For | For |
| 1m | Elect Director Lloyd M. Yates | Management | For | For |
| 1n | Elect Director Ray G. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MARTIN MARIETTA MATERIALS, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MLM Security ID: 573284106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dorothy M. Ables | Management | For | For |
| 1.2 | Elect Director Sue W. Cole | Management | For | For |
| 1.3 | Elect Director Anthony R. Foxx | Management | For | For |
| 1.4 | Elect Director John J. Koraleski | Management | For | For |
| 1.5 | Elect Director C. Howard Nye | Management | For | For |
| 1.6 | Elect Director Laree E. Perez | Management | For | For |
| 1.7 | Elect Director Thomas H. Pike | Management | For | For |
| 1.8 | Elect Director Michael J. Quillen | Management | For | For |
| 1.9 | Elect Director Donald W. Slager | Management | For | For |
| 1.10 | Elect Director David C. Wajsgras | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| MASCO CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MAS Security ID: 574599106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Keith J. Allman | Management | For | For |
| 1b | Elect Director Aine L. Denari | Management | For | For |
| 1c | Elect Director Christopher A. O'Herlihy | Management | For | For |
| 1d | Elect Director Charles K. Stevens, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | 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 |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| MATCH GROUP, INC. Meeting Date: JUN 22, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MTCH Security ID: 57667L107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharmistha Dubey | Management | For | For |
| 1b | Elect Director Ann L. McDaniel | Management | For | For |
| 1c | Elect Director Thomas J. McInerney | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Anthony Capuano | Management | For | For |
| 1b | Elect Director Kareem Daniel | Management | For | For |
| 1c | Elect Director Lloyd Dean | Management | For | For |
| 1d | Elect Director Catherine Engelbert | Management | For | For |
| 1e | Elect Director Margaret Georgiadis | Management | For | For |
| 1f | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1g | Elect Director Christopher Kempczinski | Management | For | For |
| 1h | Elect Director Richard Lenny | Management | For | For |
| 1i | Elect Director John Mulligan | Management | For | For |
| 1j | Elect Director Jennifer Taubert | Management | For | For |
| 1k | Elect Director Paul Walsh | Management | For | For |
| 1l | Elect Director Amy Weaver | Management | For | For |
| 1m | Elect Director Miles White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain | Shareholder | Against | Against |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 9 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 10 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 11 | Report on Animal Welfare | Shareholder | Against | For |
| MCKESSON CORPORATION Meeting Date: JUL 22, 2022 Record Date: MAY 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MCK Security ID: 58155Q103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Carmona | Management | For | For |
| 1b | Elect Director Dominic J. Caruso | Management | For | For |
| 1c | Elect Director W. Roy Dunbar | Management | For | For |
| 1d | Elect Director James H. Hinton | Management | For | For |
| 1e | Elect Director Donald R. Knauss | Management | For | For |
| 1f | Elect Director Bradley E. Lerman | Management | For | For |
| 1g | Elect Director Linda P. Mantia | Management | For | For |
| 1h | Elect Director Maria Martinez | Management | For | For |
| 1i | Elect Director Susan R. Salka | Management | For | For |
| 1j | Elect Director Brian S. Tyler | Management | For | For |
| 1k | Elect Director Kathleen Wilson-Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Adopt Policy on 10b5-1 Plans | Shareholder | Against | For |
| MEDTRONIC PLC Meeting Date: DEC 08, 2022 Record Date: OCT 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MDT Security ID: G5960L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Anderson | Management | For | For |
| 1b | Elect Director Craig Arnold | Management | For | For |
| 1c | Elect Director Scott C. Donnelly | Management | For | For |
| 1d | Elect Director Lidia L. Fonseca | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Randall J. Hogan, III | Management | For | For |
| 1g | Elect Director Kevin E. Lofton | Management | For | For |
| 1h | Elect Director Geoffrey S. Martha | Management | For | For |
| 1i | Elect Director Elizabeth G. Nabel | Management | For | For |
| 1j | Elect Director Denise M. O'Leary | Management | For | For |
| 1k | Elect Director Kendall J. Powell | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 5 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 6 | Authorize Overseas Market Purchases of Ordinary 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 |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Thomas H. Glocer | Management | For | For |
| 1f | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Stephen L. Mayo | Management | For | For |
| 1h | Elect Director Paul B. Rothman | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Christine E. Seidman | Management | For | For |
| 1k | Elect Director Inge G. Thulin | Management | For | For |
| 1l | Elect Director Kathy J. Warden | Management | For | For |
| 1m | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Access to COVID-19 Products | Shareholder | Against | For |
| 7 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | For |
| 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 Director Peggy Alford | Management | For | Withhold |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | Withhold |
| 1.3 | Elect Director Andrew W. Houston | Management | For | Withhold |
| 1.4 | Elect Director Nancy Killefer | Management | For | For |
| 1.5 | Elect Director Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Director Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Director Tracey T. Travis | Management | For | For |
| 1.8 | Elect Director Tony Xu | Management | For | Withhold |
| 1.9 | Elect Director Mark Zuckerberg | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Human Rights Impact Assessment of Targeted Advertising | Shareholder | Against | For |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | For |
| 9 | Report on Data Privacy regarding Reproductive Healthcare | Shareholder | Against | For |
| 10 | Report on Enforcement of Community Standards and User Content | Shareholder | Against | Against |
| 11 | Report on Child Safety and Harm Reduction | Shareholder | Against | For |
| 12 | Report on Executive Pay Calibration to Externalized Costs | Shareholder | Against | For |
| 13 | Commission Independent Review of Audit & Risk Oversight Committee | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Cheryl W. Grise | Management | For | For |
| 1b | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1c | Elect Director Carla A. Harris | Management | For | For |
| 1d | Elect Director Gerald L. Hassell | Management | For | For |
| 1e | Elect Director David L. Herzog | Management | For | For |
| 1f | Elect Director R. Glenn Hubbard | Management | For | For |
| 1g | Elect Director Jeh C. Johnson | Management | For | For |
| 1h | Elect Director Edward J. Kelly, III | Management | For | For |
| 1i | Elect Director William E. Kennard | Management | For | For |
| 1j | Elect Director Michel A. Khalaf | Management | For | For |
| 1k | Elect Director Catherine R. Kinney | Management | For | For |
| 1l | Elect Director Diana L. McKenzie | Management | For | For |
| 1m | Elect Director Denise M. Morrison | Management | For | For |
| 1n | Elect Director Mark A. Weinberger | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| METTLER-TOLEDO INTERNATIONAL INC. Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MTD Security ID: 592688105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert F. Spoerry | Management | For | For |
| 1.2 | Elect Director Roland Diggelmann | Management | For | For |
| 1.3 | Elect Director Domitille Doat-Le Bigot | Management | For | For |
| 1.4 | Elect Director Elisha W. Finney | Management | For | For |
| 1.5 | Elect Director Richard Francis | Management | For | For |
| 1.6 | Elect Director Michael A. Kelly | Management | For | For |
| 1.7 | Elect Director Thomas P. Salice | Management | For | For |
| 1.8 | Elect Director Ingrid Zhang | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MGM RESORTS INTERNATIONAL Meeting Date: MAY 02, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MGM Security ID: 552953101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Barry Diller | Management | For | For |
| 1b | Elect Director Alexis M. Herman | Management | For | For |
| 1c | Elect Director William J. Hornbuckle | Management | For | For |
| 1d | Elect Director Mary Chris Jammet | Management | For | For |
| 1e | Elect Director Joey Levin | Management | For | For |
| 1f | Elect Director Rose McKinney-James | Management | For | For |
| 1g | Elect Director Keith A. Meister | Management | For | For |
| 1h | Elect Director Paul Salem | Management | For | For |
| 1i | Elect Director Jan G. Swartz | Management | For | For |
| 1j | Elect Director Daniel J. Taylor | Management | For | For |
| 1k | Elect Director Ben Winston | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MICROCHIP TECHNOLOGY INCORPORATED Meeting Date: AUG 23, 2022 Record Date: JUN 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MCHP Security ID: 595017104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew W. Chapman | Management | For | For |
| 1.2 | Elect Director Esther L. Johnson | Management | For | For |
| 1.3 | Elect Director Karlton D. Johnson | Management | For | For |
| 1.4 | Elect Director Wade F. Meyercord | Management | For | For |
| 1.5 | Elect Director Ganesh Moorthy | Management | For | For |
| 1.6 | Elect Director Karen M. Rapp | Management | For | For |
| 1.7 | Elect Director Steve Sanghi | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MICRON TECHNOLOGY, INC. Meeting Date: JAN 12, 2023 Record Date: NOV 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MU Security ID: 595112103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard M. Beyer | Management | For | For |
| 1b | Elect Director Lynn A. Dugle | Management | For | For |
| 1c | Elect Director Steven J. Gomo | Management | For | For |
| 1d | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1e | Elect Director Mary Pat McCarthy | Management | For | For |
| 1f | Elect Director Sanjay Mehrotra | Management | For | For |
| 1g | Elect Director Robert E. Switz | Management | For | For |
| 1h | Elect Director MaryAnn Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 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 |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MID-AMERICA APARTMENT COMMUNITIES, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MAA Security ID: 59522J103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director H. Eric Bolton, Jr. | Management | For | For |
| 1b | Elect Director Deborah H. Caplan | Management | For | For |
| 1c | Elect Director John P. Case | Management | For | For |
| 1d | Elect Director Tamara Fischer | Management | For | For |
| 1e | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1f | Elect Director Toni Jennings | Management | For | For |
| 1g | Elect Director Edith Kelly-Green | Management | For | For |
| 1h | Elect Director James K. Lowder | Management | For | For |
| 1i | Elect Director Thomas H. Lowder | Management | For | For |
| 1j | Elect Director Claude B. Nielsen | Management | For | For |
| 1k | Elect Director W. Reid Sanders | Management | For | For |
| 1l | Elect Director Gary S. Shorb | Management | For | For |
| 1m | Elect Director David P. Stockert | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| MODERNA, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MRNA Security ID: 60770K107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen Berenson | Management | For | For |
| 1.2 | Elect Director Sandra Horning | Management | For | For |
| 1.3 | Elect Director Paul Sagan | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Feasibility of Technology Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| MOHAWK INDUSTRIES, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MHK Security ID: 608190104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Karen A. Smith Bogart | Management | For | For |
| 1.2 | Elect Director Jeffrey S. Lorberbaum | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Oversee and Report a Racial Equity Audit | Shareholder | Against | For |
| MOLINA HEALTHCARE, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MOH Security ID: 60855R100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Barbara L. Brasier | Management | For | For |
| 1b | Elect Director Daniel Cooperman | Management | For | For |
| 1c | Elect Director Stephen H. Lockhart | Management | For | For |
| 1d | Elect Director Steven J. Orlando | Management | For | For |
| 1e | Elect Director Ronna E. Romney | Management | For | For |
| 1f | Elect Director Richard M. Schapiro | Management | For | For |
| 1g | Elect Director Dale B. Wolf | Management | For | For |
| 1h | Elect Director Richard C. Zoretic | Management | For | For |
| 1i | Elect Director Joseph M. Zubretsky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MOLSON COORS BEVERAGE COMPANY Meeting Date: MAY 17, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TAP Security ID: 60871R209 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roger G. Eaton | Management | For | For |
| 1.2 | Elect Director Charles M. Herington | Management | For | For |
| 1.3 | Elect Director H. Sanford Riley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | 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 |
| 1a | Elect Director Lewis W.K. Booth | Management | For | For |
| 1b | Elect Director Charles E. Bunch | Management | For | For |
| 1c | Elect Director Ertharin Cousin | Management | For | For |
| 1d | Elect Director Jorge S. Mesquita | Management | For | For |
| 1e | Elect Director Anindita Mukherjee | Management | For | For |
| 1f | Elect Director Jane Hamilton Nielsen | Management | For | For |
| 1g | Elect Director Patrick T. Siewert | Management | For | For |
| 1h | Elect Director Michael A. Todman | Management | For | For |
| 1i | Elect Director Dirk Van de Put | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | Against |
| 7 | Report on Targets to Eradicate Child Labor in Cocoa Supply Chain | Shareholder | Against | Against |
| MONOLITHIC POWER SYSTEMS, INC. Meeting Date: JUN 15, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MPWR Security ID: 609839105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Victor K. Lee | Management | For | For |
| 1.2 | Elect Director James C. Moyer | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| MONSTER BEVERAGE CORPORATION Meeting Date: JUN 22, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MNST Security ID: 61174X109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rodney C. Sacks | Management | For | For |
| 1.2 | Elect Director Hilton H. Schlosberg | Management | For | For |
| 1.3 | Elect Director Mark J. Hall | Management | For | For |
| 1.4 | Elect Director Ana Demel | Management | For | For |
| 1.5 | Elect Director James L. Dinkins | Management | For | For |
| 1.6 | Elect Director Gary P. Fayard | Management | For | For |
| 1.7 | Elect Director Tiffany M. Hall | Management | For | For |
| 1.8 | Elect Director Jeanne P. Jackson | Management | For | For |
| 1.9 | Elect Director Steven G. Pizula | Management | For | For |
| 1.10 | Elect Director Mark S. Vidergauz | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | Against |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| MOODY'S CORPORATION Meeting Date: APR 18, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MCO Security ID: 615369105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jorge A. Bermudez | Management | For | For |
| 1b | Elect Director Therese Esperdy | Management | For | For |
| 1c | Elect Director Robert Fauber | Management | For | For |
| 1d | Elect Director Vincent A. Forlenza | Management | For | For |
| 1e | Elect Director Kathryn M. Hill | Management | For | For |
| 1f | Elect Director Lloyd W. Howell, Jr. | Management | For | For |
| 1g | Elect Director Jose M. Minaya | Management | For | For |
| 1h | Elect Director Leslie F. Seidman | Management | For | For |
| 1i | Elect Director Zig Serafin | Management | For | For |
| 1j | Elect Director Bruce Van Saun | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Alistair Darling | Management | For | For |
| 1b | Elect Director Thomas H. Glocer | Management | For | For |
| 1c | Elect Director James P. Gorman | Management | For | For |
| 1d | Elect Director Robert H. Herz | Management | For | For |
| 1e | Elect Director Erika H. James | Management | For | For |
| 1f | Elect Director Hironori Kamezawa | Management | For | For |
| 1g | Elect Director Shelley B. Leibowitz | Management | For | For |
| 1h | Elect Director Stephen J. Luczo | Management | For | For |
| 1i | Elect Director Jami Miscik | Management | For | For |
| 1j | Elect Director Masato Miyachi | Management | For | For |
| 1k | Elect Director Dennis M. Nally | Management | For | For |
| 1l | Elect Director Mary L. Schapiro | Management | For | For |
| 1m | Elect Director Perry M. Traquina | Management | For | For |
| 1n | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| MOTOROLA SOLUTIONS, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MSI Security ID: 620076307 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gregory Q. Brown | Management | For | For |
| 1b | Elect Director Kenneth D. Denman | Management | For | For |
| 1c | Elect Director Egon P. Durban | Management | For | Against |
| 1d | Elect Director Ayanna M. Howard | Management | For | For |
| 1e | Elect Director Clayton M. Jones | Management | For | For |
| 1f | Elect Director Judy C. Lewent | Management | For | For |
| 1g | Elect Director Gregory K. Mondre | Management | For | Against |
| 1h | Elect Director Joseph M. Tucci | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Henry A. Fernandez | Management | For | For |
| 1b | Elect Director Robert G. Ashe | Management | For | For |
| 1c | Elect Director Wayne Edmunds | Management | For | For |
| 1d | Elect Director Catherine R. Kinney | Management | For | For |
| 1e | Elect Director Robin L. Matlock | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director C.D. Baer Pettit | Management | For | For |
| 1h | Elect Director Sandy C. Rattray | Management | For | For |
| 1i | Elect Director Linda H. Riefler | Management | For | For |
| 1j | Elect Director Marcus L. Smith | Management | For | For |
| 1k | Elect Director Rajat Taneja | Management | For | For |
| 1l | Elect Director Paula Volent | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NASDAQ, INC. Meeting Date: JUN 21, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NDAQ Security ID: 631103108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Melissa M. Arnoldi | Management | For | For |
| 1b | Elect Director Charlene T. Begley | Management | For | For |
| 1c | Elect Director Steven D. Black | Management | For | For |
| 1d | Elect Director Adena T. Friedman | Management | For | For |
| 1e | Elect Director Essa Kazim | Management | For | For |
| 1f | Elect Director Thomas A. Kloet | Management | For | For |
| 1g | Elect Director Michael R. Splinter | Management | For | For |
| 1h | Elect Director Johan Torgeby | Management | For | For |
| 1i | Elect Director Toni Townes-Whitley | Management | For | For |
| 1j | Elect Director Jeffery W. Yabuki | Management | For | For |
| 1k | Elect Director Alfred W. Zollar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| NETAPP, INC. Meeting Date: SEP 09, 2022 Record Date: JUL 13, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NTAP Security ID: 64110D104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director T. Michael Nevens | Management | For | For |
| 1b | Elect Director Deepak Ahuja | Management | For | For |
| 1c | Elect Director Gerald Held | Management | For | For |
| 1d | Elect Director Kathryn M. Hill | Management | For | For |
| 1e | Elect Director Deborah L. Kerr | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Carrie Palin | Management | For | For |
| 1h | Elect Director Scott F. Schenkel | Management | For | For |
| 1i | Elect Director George T. Shaheen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | 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 |
| 1a | Elect Director Mathias Dopfner | Management | For | For |
| 1b | Elect Director Reed Hastings | Management | For | For |
| 1c | Elect Director Jay C. Hoag | Management | For | For |
| 1d | Elect Director Ted Sarandos | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | For |
| 6 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| 7 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 8 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | For |
| NEWELL BRANDS INC. Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NWL Security ID: 651229106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bridget Ryan Berman | Management | For | For |
| 1b | Elect Director Patrick D. Campbell | Management | For | For |
| 1c | Elect Director Gary Hu | Management | For | For |
| 1d | Elect Director Jay L. Johnson | Management | For | For |
| 1e | Elect Director Gerardo I. Lopez | Management | For | For |
| 1f | Elect Director Courtney R. Mather | Management | For | For |
| 1g | Elect Director Christopher H. Peterson | Management | For | For |
| 1h | Elect Director Judith A. Sprieser | Management | For | For |
| 1i | Elect Director Stephanie P. Stahl | Management | For | For |
| 1j | Elect Director Robert A. Steele | Management | For | For |
| 1k | Elect Director David P. Willetts | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Act by Written Consent | Shareholder | Against | Against |
| NEWMONT CORPORATION Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NEM Security ID: 651639106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patrick G. Awuah, Jr. | Management | For | For |
| 1.2 | Elect Director Gregory H. Boyce | Management | For | For |
| 1.3 | Elect Director Bruce R. Brook | Management | For | For |
| 1.4 | Elect Director Maura Clark | Management | For | For |
| 1.5 | Elect Director Emma FitzGerald | Management | For | For |
| 1.6 | Elect Director Mary A. Laschinger | Management | For | For |
| 1.7 | Elect Director Jose Manuel Madero | Management | For | For |
| 1.8 | Elect Director Rene Medori | Management | For | For |
| 1.9 | Elect Director Jane Nelson | Management | For | For |
| 1.10 | Elect Director Thomas Palmer | Management | For | For |
| 1.11 | Elect Director Julio M. Quintana | Management | For | For |
| 1.12 | Elect Director Susan N. Story | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NEWS CORPORATION Meeting Date: NOV 15, 2022 Record Date: SEP 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NWSA Security ID: 65249B208 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director K. Rupert Murdoch | Management | For | For |
| 1b | Elect Director Lachlan K. Murdoch | Management | For | For |
| 1c | Elect Director Robert J. Thomson | Management | For | For |
| 1d | Elect Director Kelly Ayotte | Management | For | For |
| 1e | Elect Director Jose Maria Aznar | Management | For | For |
| 1f | Elect Director Natalie Bancroft | Management | For | For |
| 1g | Elect Director Ana Paula Pessoa | Management | For | For |
| 1h | Elect Director Masroor Siddiqui | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| NEXTERA ENERGY, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NEE Security ID: 65339F101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole S. Arnaboldi | Management | For | For |
| 1b | Elect Director Sherry S. Barrat | Management | For | For |
| 1c | Elect Director James L. Camaren | Management | For | For |
| 1d | Elect Director Kenneth B. Dunn | Management | For | For |
| 1e | Elect Director Naren K. Gursahaney | Management | For | For |
| 1f | Elect Director Kirk S. Hachigian | Management | For | For |
| 1g | Elect Director John W. Ketchum | Management | For | For |
| 1h | Elect Director Amy B. Lane | Management | For | For |
| 1i | Elect Director David L. Porges | Management | For | For |
| 1j | Elect Director Deborah "Dev" Stahlkopf | Management | For | For |
| 1k | Elect Director John A. Stall | Management | For | For |
| 1l | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Ratify Deloitte & Touche as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | For |
| NIELSEN HOLDINGS PLC Meeting Date: SEP 01, 2022 Record Date: AUG 16, 2022 Meeting Type: SPECIAL | ||||
| Ticker: NLSN Security ID: G6518L108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Matters Relating to Merger | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| NIELSEN HOLDINGS PLC Meeting Date: SEP 01, 2022 Record Date: AUG 16, 2022 Meeting Type: COURT | ||||
| Ticker: NLSN Security ID: G6518L111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| NIKE, INC. Meeting Date: SEP 09, 2022 Record Date: JUL 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NKE Security ID: 654106103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1b | Elect Director Peter B. Henry | Management | For | For |
| 1c | Elect Director Michelle A. Peluso | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Adopt a Policy on China Sourcing | Shareholder | Against | Against |
| NISOURCE INC. Meeting Date: MAY 23, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NI Security ID: 65473P105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter A. Altabef | Management | For | For |
| 1b | Elect Director Sondra L. Barbour | Management | For | For |
| 1c | Elect Director Theodore H. Bunting, Jr. | Management | For | For |
| 1d | Elect Director Eric L. Butler | Management | For | For |
| 1e | Elect Director Aristides S. Candris | Management | For | For |
| 1f | Elect Director Deborah A. Henretta | Management | For | For |
| 1g | Elect Director Deborah A. P. Hersman | Management | For | For |
| 1h | Elect Director Michael E. Jesanis | Management | For | For |
| 1i | Elect Director William D. Johnson | Management | For | For |
| 1j | Elect Director Kevin T. Kabat | Management | For | For |
| 1k | Elect Director Cassandra S. Lee | Management | For | For |
| 1l | Elect Director Lloyd M. Yates | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| NORDSON CORPORATION Meeting Date: FEB 28, 2023 Record Date: DEC 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NDSN Security ID: 655663102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sundaram Nagarajan | Management | For | For |
| 1.2 | Elect Director Michael J. Merriman, Jr. | Management | For | For |
| 1.3 | Elect Director Milton M. Morris | Management | For | For |
| 1.4 | Elect Director Mary G. Puma | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Supermajority Vote Requirement | Management | For | For |
| 6 | Reduce Supermajority Vote Requirement for Matters Requiring Shareholder Approval under the Ohio Revised Code | Management | For | For |
| 7 | Reduce Supermajority Vote Requirement for Certain Amendments to Regulations as set forth in Article IX | Management | For | For |
| 8 | Amend Regulations to the Extent Permitted by Ohio law | Management | For | For |
| NORFOLK SOUTHERN CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NSC Security ID: 655844108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas D. Bell, Jr. | Management | For | For |
| 1b | Elect Director Mitchell E. Daniels, Jr. | Management | For | For |
| 1c | Elect Director Marcela E. Donadio | Management | For | For |
| 1d | Elect Director John C. Huffard, Jr. | Management | For | For |
| 1e | Elect Director Christopher T. Jones | Management | For | For |
| 1f | Elect Director Thomas C. Kelleher | Management | For | For |
| 1g | Elect Director Steven F. Leer | Management | For | For |
| 1h | Elect Director Michael D. Lockhart | Management | For | For |
| 1i | Elect Director Amy E. Miles | Management | For | For |
| 1j | Elect Director Claude Mongeau | Management | For | For |
| 1k | Elect Director Jennifer F. Scanlon | Management | For | For |
| 1l | Elect Director Alan H. Shaw | Management | For | For |
| 1m | Elect Director John R. Thompson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| NORTHERN TRUST CORPORATION Meeting Date: APR 25, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NTRS Security ID: 665859104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda Walker Bynoe | Management | For | For |
| 1b | Elect Director Susan Crown | Management | For | For |
| 1c | Elect Director Dean M. Harrison | Management | For | For |
| 1d | Elect Director Jay L. Henderson | Management | For | For |
| 1e | Elect Director Marcy S. Klevorn | Management | For | For |
| 1f | Elect Director Siddharth N. (Bobby) Mehta | Management | For | For |
| 1g | Elect Director Michael G. O'Grady | Management | For | For |
| 1h | Elect Director Jose Luis Prado | Management | For | For |
| 1i | Elect Director Martin P. Slark | Management | For | For |
| 1j | Elect Director David H. B. Smith, Jr. | Management | For | For |
| 1k | Elect Director Donald Thompson | Management | For | For |
| 1l | Elect Director Charles A. Tribbett, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | 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 |
| 1.1 | Elect Director Kathy J. Warden | Management | For | For |
| 1.2 | Elect Director David P. Abney | Management | For | For |
| 1.3 | Elect Director Marianne C. Brown | Management | For | For |
| 1.4 | Elect Director Ann M. Fudge | Management | For | For |
| 1.5 | Elect Director Madeleine A. Kleiner | Management | For | For |
| 1.6 | Elect Director Arvind Krishna | Management | For | For |
| 1.7 | Elect Director Graham N. Robinson | Management | For | For |
| 1.8 | Elect Director Kimberly A. Ross | Management | For | For |
| 1.9 | Elect Director Gary Roughead | Management | For | For |
| 1.10 | Elect Director Thomas M. Schoewe | Management | For | For |
| 1.11 | Elect Director James S. Turley | Management | For | For |
| 1.12 | Elect Director Mark A. Welsh, III | Management | For | For |
| 1.13 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 6 | Report on Congruency of Political Spending with Company Stated Values on Human Rights | Shareholder | Against | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| NORTONLIFELOCK INC. Meeting Date: SEP 13, 2022 Record Date: JUL 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NLOK Security ID: 668771108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan P. Barsamian | Management | For | For |
| 1b | Elect Director Eric K. Brandt | Management | For | For |
| 1c | Elect Director Frank E. Dangeard | Management | For | For |
| 1d | Elect Director Nora M. Denzel | Management | For | For |
| 1e | Elect Director Peter A. Feld | Management | For | For |
| 1f | Elect Director Emily Heath | Management | For | For |
| 1g | Elect Director Vincent Pilette | Management | For | For |
| 1h | Elect Director Sherrese M. Smith | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| NORWEGIAN CRUISE LINE HOLDINGS LTD. Meeting Date: JUN 15, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NCLH Security ID: G66721104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Abrams | Management | For | For |
| 1b | Elect Director Zillah Byng-Thorne | Management | For | For |
| 1c | Elect Director Russell W. Galbut | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | 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 |
| 1a | Elect Director E. Spencer Abraham | Management | For | For |
| 1b | Elect Director Antonio Carrillo | Management | For | For |
| 1c | Elect Director Matthew Carter, Jr. | Management | For | For |
| 1d | Elect Director Lawrence S. Coben | Management | For | For |
| 1e | Elect Director Heather Cox | Management | For | For |
| 1f | Elect Director Elisabeth B. Donohue | Management | For | For |
| 1g | Elect Director Mauricio Gutierrez | Management | For | For |
| 1h | Elect Director Paul W. Hobby | Management | For | For |
| 1i | Elect Director Alexandra Pruner | Management | For | For |
| 1j | Elect Director Anne C. Schaumburg | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| NUCOR CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NUE Security ID: 670346105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Norma B. Clayton | Management | For | For |
| 1.2 | Elect Director Patrick J. Dempsey | Management | For | For |
| 1.3 | Elect Director Christopher J. Kearney | Management | For | For |
| 1.4 | Elect Director Laurette T. Koellner | Management | For | For |
| 1.5 | Elect Director Michael W. Lamach | Management | For | For |
| 1.6 | Elect Director Joseph D. Rupp | Management | For | For |
| 1.7 | Elect Director Leon J. Topalian | Management | For | For |
| 1.8 | Elect Director Nadja Y. West | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NVR, INC. Meeting Date: MAY 02, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NVR Security ID: 62944T105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul C. Saville | Management | For | For |
| 1.2 | Elect Director C.E. Andrews | Management | For | For |
| 1.3 | Elect Director Sallie B. Bailey | Management | For | For |
| 1.4 | Elect Director Thomas D. Eckert | Management | For | For |
| 1.5 | Elect Director Alfred E. Festa | Management | For | For |
| 1.6 | Elect Director Alexandra A. Jung | Management | For | For |
| 1.7 | Elect Director Mel Martinez | Management | For | For |
| 1.8 | Elect Director David A. Preiser | Management | For | For |
| 1.9 | Elect Director W. Grady Rosier | Management | For | For |
| 1.10 | Elect Director Susan Williamson Ross | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Discharge of Board Members | Management | For | For |
| 3a | Reelect Kurt Sievers as Executive Director | Management | For | For |
| 3b | Reelect Annette Clayton as Non-Executive Director | Management | For | For |
| 3c | Reelect Anthony Foxx as Non-Executive Director | Management | For | For |
| 3d | Reelect Chunyuan Gu as Non-Executive Director | Management | For | For |
| 3e | Reelect Lena Olving as Non-Executive Director | Management | For | For |
| 3f | Reelect Julie Southern as Non-Executive Director | Management | For | For |
| 3g | Reelect Jasmin Staiblin as Non-Executive Director | Management | For | For |
| 3h | Reelect Gregory Summe as Non-Executive Director | Management | For | For |
| 3i | Reelect Karl-Henrik Sundstrom as Non-Executive Director | Management | For | For |
| 3j | Reelect Moshe Gavrielov as Non-Executive Director | Management | For | For |
| 4 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | For | For |
| 5 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 6 | Authorize Share Repurchase Program | Management | For | For |
| 7 | Approve Cancellation of Ordinary Shares | Management | For | For |
| 8 | Ratify Ernst & Young Accountants LLP as Auditors | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| O'REILLY AUTOMOTIVE, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ORLY Security ID: 67103H107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David O'Reilly | Management | For | For |
| 1b | Elect Director Larry O'Reilly | Management | For | For |
| 1c | Elect Director Greg Henslee | Management | For | For |
| 1d | Elect Director Jay D. Burchfield | Management | For | For |
| 1e | Elect Director Thomas T. Hendrickson | Management | For | For |
| 1f | Elect Director John R. Murphy | Management | For | For |
| 1g | Elect Director Dana M. Perlman | Management | For | For |
| 1h | Elect Director Maria A. Sastre | Management | For | For |
| 1i | Elect Director Andrea M. Weiss | Management | For | For |
| 1j | Elect Director Fred Whitfield | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| OCCIDENTAL PETROLEUM CORPORATION Meeting Date: MAY 05, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OXY Security ID: 674599105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicky A. Bailey | Management | For | For |
| 1b | Elect Director Andrew Gould | Management | For | For |
| 1c | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1d | Elect Director Vicki Hollub | Management | For | For |
| 1e | Elect Director William R. Klesse | Management | For | For |
| 1f | Elect Director Jack B. Moore | Management | For | For |
| 1g | Elect Director Claire O'Neill | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director Ken Robinson | Management | For | For |
| 1j | Elect Director Robert M. Shearer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OLD DOMINION FREIGHT LINE, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ODFL Security ID: 679580100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sherry A. Aaholm | Management | For | For |
| 1.2 | Elect Director David S. Congdon | Management | For | For |
| 1.3 | Elect Director John R. Congdon, Jr. | Management | For | For |
| 1.4 | Elect Director Andrew S. Davis | Management | For | For |
| 1.5 | Elect Director Bradley R. Gabosch | Management | For | For |
| 1.6 | Elect Director Greg C. Gantt | Management | For | For |
| 1.7 | Elect Director Patrick D. Hanley | Management | For | For |
| 1.8 | Elect Director John D. Kasarda | Management | For | For |
| 1.9 | Elect Director Wendy T. Stallings | Management | For | For |
| 1.10 | Elect Director Thomas A. Stith, III | Management | For | For |
| 1.11 | Elect Director Leo H. Suggs | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| OMNICOMGROUP INC. Meeting Date: MAY 02, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OMC Security ID: 681919106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John D. Wren | Management | For | For |
| 1.2 | Elect Director Mary C. Choksi | Management | For | For |
| 1.3 | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1.4 | Elect Director Mark D. Gerstein | Management | For | For |
| 1.5 | Elect Director Ronnie S. Hawkins | Management | For | For |
| 1.6 | Elect Director Deborah J. Kissire | Management | For | For |
| 1.7 | Elect Director Gracia C. Martore | Management | For | For |
| 1.8 | Elect Director Patricia Salas Pineda | Management | For | For |
| 1.9 | Elect Director Linda Johnson Rice | Management | For | For |
| 1.10 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Atsushi Abe | Management | For | For |
| 1b | Elect Director Alan Campbell | Management | For | For |
| 1c | Elect Director Susan K. Carter | Management | For | For |
| 1d | Elect Director Thomas L. Deitrich | Management | For | For |
| 1e | Elect Director Hassane El-Khoury | Management | For | For |
| 1f | Elect Director Bruce E. Kiddoo | Management | For | For |
| 1g | Elect Director Paul A. Mascarenas | Management | For | For |
| 1h | Elect Director Gregory Waters | Management | For | For |
| 1i | Elect Director Christine Y. Yan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ONEOK, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OKE Security ID: 682680103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian L. Derksen | Management | For | For |
| 1.2 | Elect Director Julie H. Edwards | Management | For | For |
| 1.3 | Elect Director Mark W. Helderman | Management | For | For |
| 1.4 | Elect Director Randall J. Larson | Management | For | For |
| 1.5 | Elect Director Steven J. Malcolm | Management | For | For |
| 1.6 | Elect Director Jim W. Mogg | Management | For | For |
| 1.7 | Elect Director Pattye L. Moore | Management | For | For |
| 1.8 | Elect Director Pierce H. Norton, II | Management | For | For |
| 1.9 | Elect Director Eduardo A. Rodriguez | Management | For | For |
| 1.10 | Elect Director Gerald D. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 Director Awo Ablo | Management | For | For |
| 1.2 | Elect Director Jeffrey S. Berg | Management | For | Withhold |
| 1.3 | Elect Director Michael J. Boskin | Management | For | Withhold |
| 1.4 | Elect Director Safra A. Catz | Management | For | Withhold |
| 1.5 | Elect Director Bruce R. Chizen | Management | For | Withhold |
| 1.6 | Elect Director George H. Conrades | Management | For | Withhold |
| 1.7 | Elect Director Lawrence J. Ellison | Management | For | Withhold |
| 1.8 | Elect Director Rona A. Fairhead | Management | For | Withhold |
| 1.9 | Elect Director Jeffrey O. Henley | Management | For | Withhold |
| 1.10 | Elect Director Renee J. James | Management | For | Withhold |
| 1.11 | Elect Director Charles W. Moorman | Management | For | Withhold |
| 1.12 | Elect Director Leon E. Panetta | Management | For | Withhold |
| 1.13 | Elect Director William G. Parrett | Management | For | Withhold |
| 1.14 | Elect Director Naomi O. Seligman | Management | For | Withhold |
| 1.15 | Elect Director Vishal Sikka | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ORGANON & CO. Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OGN Security ID: 68622V106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carrie S. Cox | Management | For | For |
| 1b | Elect Director Alan Ezekowitz | Management | For | For |
| 1c | Elect Director Helene Gayle | Management | For | For |
| 1d | Elect Director Deborah Leone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| OTIS WORLDWIDE CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OTIS Security ID: 68902V107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey H. Black | Management | For | For |
| 1b | Elect Director Nelda J. Connors | Management | For | For |
| 1c | Elect Director Kathy Hopinkah Hannan | Management | For | For |
| 1d | Elect Director Shailesh G. Jejurikar | Management | For | For |
| 1e | Elect Director Christopher J. Kearney | Management | For | For |
| 1f | Elect Director Judith F. Marks | Management | For | For |
| 1g | Elect Director Harold W. McGraw, III | Management | For | For |
| 1h | Elect Director Margaret M. V. Preston | Management | For | For |
| 1i | Elect Director Shelley Stewart, Jr. | Management | For | For |
| 1j | Elect Director John H. Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Mark C. Pigott | Management | For | For |
| 1.2 | Elect Director Dame Alison J. Carnwath | Management | For | For |
| 1.3 | Elect Director Franklin L. Feder | Management | For | For |
| 1.4 | Elect Director R. Preston Feight | Management | For | For |
| 1.5 | Elect Director Kirk S. Hachigian | Management | For | For |
| 1.6 | Elect Director Barbara B. Hulit | Management | For | For |
| 1.7 | Elect Director Roderick C. McGeary | Management | For | For |
| 1.8 | Elect Director Cynthia A. Niekamp | Management | For | For |
| 1.9 | Elect Director John M. Pigott | Management | For | For |
| 1.10 | Elect Director Ganesh Ramaswamy | Management | For | For |
| 1.11 | Elect Director Mark A. Schulz | Management | For | For |
| 1.12 | Elect Director Gregory M. E. Spierkel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Report on Climate Lobbying | Shareholder | Against | For |
| PACKAGING CORPORATION OF AMERICA Meeting Date: MAY 02, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PKG Security ID: 695156109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cheryl K. Beebe | Management | For | For |
| 1.2 | Elect Director Duane C. Farrington | Management | For | For |
| 1.3 | Elect Director Donna A. Harman | Management | For | For |
| 1.4 | Elect Director Mark W. Kowlzan | Management | For | For |
| 1.5 | Elect Director Robert C. Lyons | Management | For | For |
| 1.6 | Elect Director Thomas P. Maurer | Management | For | For |
| 1.7 | Elect Director Samuel M. Mencoff | Management | For | For |
| 1.8 | Elect Director Roger B. Porter | Management | For | For |
| 1.9 | Elect Director Thomas S. Souleles | Management | For | For |
| 1.10 | Elect Director Paul T. Stecko | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PARKER-HANNIFIN CORPORATION Meeting Date: OCT 26, 2022 Record Date: SEP 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PH Security ID: 701094104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lee C. Banks | Management | For | For |
| 1b | Elect Director Jillian C. Evanko | Management | For | For |
| 1c | Elect Director Lance M. Fritz | Management | For | For |
| 1d | Elect Director Linda A. Harty | Management | For | For |
| 1e | Elect Director William F. Lacey | Management | For | For |
| 1f | Elect Director Kevin A. Lobo | Management | For | For |
| 1g | Elect Director Joseph Scaminace | Management | For | For |
| 1h | Elect Director Ake Svensson | Management | For | For |
| 1i | Elect Director Laura K. Thompson | Management | For | For |
| 1j | Elect Director James R. Verrier | Management | For | For |
| 1k | Elect Director James L. Wainscott | Management | For | For |
| 1l | Elect Director Thomas L. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PAYCHEX, INC. Meeting Date: OCT 13, 2022 Record Date: AUG 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PAYX Security ID: 704326107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin Mucci | Management | For | For |
| 1b | Elect Director Thomas F. Bonadio | Management | For | For |
| 1c | Elect Director Joseph G. Doody | Management | For | For |
| 1d | Elect Director David J.S. Flaschen | Management | For | For |
| 1e | Elect Director B. Thomas Golisano | Management | For | For |
| 1f | Elect Director Pamela A. Joseph | Management | For | For |
| 1g | Elect Director Kevin A. Price | Management | For | For |
| 1h | Elect Director Joseph M. Tucci | Management | For | For |
| 1i | Elect Director Joseph M. Velli | Management | For | For |
| 1j | Elect Director Kara Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PAYCOM SOFTWARE, INC. Meeting Date: MAY 01, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PAYC Security ID: 70432V102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sharen J. Turney | Management | For | Withhold |
| 1.2 | Elect Director J.C. Watts, Jr. | Management | For | Withhold |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Management | For | For |
| 6 | Require a Majority Vote for the Election of Directors | Shareholder | Against | 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 |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director Jonathan Christodoro | Management | For | For |
| 1c | Elect Director John J. Donahoe | Management | For | For |
| 1d | Elect Director David W. Dorman | Management | For | For |
| 1e | Elect Director Belinda J. Johnson | Management | For | For |
| 1f | Elect Director Enrique Lores | Management | For | For |
| 1g | Elect Director Gail J. McGovern | Management | For | For |
| 1h | Elect Director Deborah M. Messemer | Management | For | For |
| 1i | Elect Director David M. Moffett | Management | For | For |
| 1j | Elect Director Ann M. Sarnoff | Management | For | For |
| 1k | Elect Director Daniel H. Schulman | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt a Policy on Services in Conflict Zones | Shareholder | Against | Against |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 7 | Report on PayPal's Nondiscriminatory Provision of Financial Services - Withdrawn | Shareholder | None | None |
| 8 | Report on Ensuring Respect for Civil Liberties | Shareholder | Against | Against |
| 9 | Adopt Majority Vote Standard for Director Elections | Shareholder | Against | Against |
| PENTAIR PLC Meeting Date: MAY 09, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PNR Security ID: G7S00T104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mona Abutaleb Stephenson | Management | For | For |
| 1b | Elect Director Melissa Barra | Management | For | For |
| 1c | Elect Director T. Michael Glenn | Management | For | For |
| 1d | Elect Director Theodore L. Harris | Management | For | For |
| 1e | Elect Director David A. Jones | Management | For | For |
| 1f | Elect Director Gregory E. Knight | Management | For | For |
| 1g | Elect Director Michael T. Speetzen | Management | For | For |
| 1h | Elect Director John L. Stauch | Management | For | For |
| 1i | Elect Director Billie I. Williamson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors and Authorise Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Preemption Rights Under Irish Law | Management | For | For |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | 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 |
| 1a | Elect Director Segun Agbaje | Management | For | For |
| 1b | Elect Director Jennifer Bailey | Management | For | For |
| 1c | Elect Director Cesar Conde | Management | For | For |
| 1d | Elect Director Ian Cook | Management | For | For |
| 1e | Elect Director Edith W. Cooper | Management | For | For |
| 1f | Elect Director Susan M. Diamond | Management | For | For |
| 1g | Elect Director Dina Dublon | Management | For | For |
| 1h | Elect Director Michelle Gass | Management | For | For |
| 1i | Elect Director Ramon L. Laguarta | Management | For | For |
| 1j | Elect Director Dave J. Lewis | Management | For | For |
| 1k | Elect Director David C. Page | Management | For | For |
| 1l | Elect Director Robert C. Pohlad | Management | For | For |
| 1m | Elect Director Daniel Vasella | Management | For | For |
| 1n | Elect Director Darren Walker | Management | For | For |
| 1o | Elect Director Alberto Weisser | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Impacts of Restrictive Reproductive Healthcare Legislation | Shareholder | Against | Against |
| 8 | Publish Annual Congruency Report on Net-Zero Emissions Policy | Shareholder | Against | Against |
| PERKINELMER, INC. Meeting Date: APR 25, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PKI Security ID: 714046109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Barrett | Management | For | For |
| 1b | Elect Director Samuel R. Chapin | Management | For | For |
| 1c | Elect Director Sylvie Gregoire | Management | For | For |
| 1d | Elect Director Michelle McMurry-Heath | Management | For | For |
| 1e | Elect Director Alexis P. Michas | Management | For | For |
| 1f | Elect Director Prahlad R. Singh | Management | For | For |
| 1g | Elect Director Michel Vounatsos | Management | For | For |
| 1h | Elect Director Frank Witney | Management | For | For |
| 1i | Elect Director Pascale Witz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Change Company Name to Revvity, Inc. | Management | For | For |
| 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 |
| 1.1 | Elect Director Ronald E. Blaylock | Management | For | For |
| 1.2 | Elect Director Albert Bourla | Management | For | For |
| 1.3 | Elect Director Susan Desmond-Hellmann | Management | For | For |
| 1.4 | Elect Director Joseph J. Echevarria | Management | For | For |
| 1.5 | Elect Director Scott Gottlieb | Management | For | For |
| 1.6 | Elect Director Helen H. Hobbs | Management | For | For |
| 1.7 | Elect Director Susan Hockfield | Management | For | For |
| 1.8 | Elect Director Dan R. Littman | Management | For | For |
| 1.9 | Elect Director Shantanu Narayen | Management | For | For |
| 1.10 | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director James C. Smith | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Feasibility of Intellectual Property Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | For |
| 9 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| PG&E CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCG Security ID: 69331C108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl F. Campbell | Management | For | For |
| 1b | Elect Director Kerry W. Cooper | Management | For | For |
| 1c | Elect Director Arno L. Harris | Management | For | For |
| 1d | Elect Director Carlos M. Hernandez | Management | For | For |
| 1e | Elect Director Michael R. Niggli | Management | For | For |
| 1f | Elect Director Benjamin F. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Brant Bonin Bough | Management | For | For |
| 1b | Elect Director Andre Calantzopoulos | Management | For | For |
| 1c | Elect Director Michel Combes | Management | For | For |
| 1d | Elect Director Juan Jose Daboub | Management | For | For |
| 1e | Elect Director Werner Geissler | Management | For | For |
| 1f | Elect Director Lisa A. Hook | Management | For | For |
| 1g | Elect Director Jun Makihara | Management | For | For |
| 1h | Elect Director Kalpana Morparia | Management | For | For |
| 1i | Elect Director Jacek Olczak | Management | For | For |
| 1j | Elect Director Robert B. Polet | Management | For | For |
| 1k | Elect Director Dessislava Temperley | Management | For | For |
| 1l | Elect Director Shlomo Yanai | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers SA as Auditors | Management | For | For |
| 5 | Disclose Nicotine Level Information, and Reduce 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 |
| 1a | Elect Director Gregory J. Hayes | Management | For | For |
| 1b | Elect Director Charles M. Holley | Management | For | For |
| 1c | Elect Director Denise R. Singleton | Management | For | For |
| 1d | Elect Director Glenn F. Tilton | Management | For | For |
| 1e | Elect Director Marna C. Whittington | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Publish Audited Report on Impacts of a Significant Reduction in Virgin Plastic Demand | Shareholder | Against | Against |
| PINNACLE WEST CAPITAL CORPORATION Meeting Date: MAY 17, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PNW Security ID: 723484101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glynis A. Bryan | Management | For | For |
| 1.2 | Elect Director Gonzalo A. de la Melena, Jr. | Management | For | For |
| 1.3 | Elect Director Richard P. Fox | Management | For | For |
| 1.4 | Elect Director Jeffrey B. Guldner | Management | For | For |
| 1.5 | Elect Director Kathryn L. Munro | Management | For | For |
| 1.6 | Elect Director Bruce J. Nordstrom | Management | For | For |
| 1.7 | Elect Director Paula J. Sims | Management | For | For |
| 1.8 | Elect Director William H. Spence | Management | For | For |
| 1.9 | Elect Director Kristine L. Svinicki | Management | For | For |
| 1.10 | Elect Director James E. Trevathan, Jr. | Management | For | For |
| 1.11 | Elect Director David P. Wagener - Withdrawn | Management | None | None |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| PIONEER NATURAL RESOURCES COMPANY Meeting Date: MAY 25, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PXD Security ID: 723787107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director A.R Alameddine | Management | For | For |
| 1b | Elect Director Lori G. Billingsley | Management | For | For |
| 1c | Elect Director Edison C. Buchanan | Management | For | For |
| 1d | Elect Director Richard P. Dealy | Management | For | For |
| 1e | Elect Director Maria S. Dreyfus | Management | For | For |
| 1f | Elect Director Matthew M. Gallagher | Management | For | For |
| 1g | Elect Director Phillip A. Gobe | Management | For | For |
| 1h | Elect Director Stacy P. Methvin | Management | For | For |
| 1i | Elect Director Royce W. Mitchell | Management | For | For |
| 1j | Elect Director Scott D. Sheffield | Management | For | For |
| 1k | Elect Director J. Kenneth Thompson | Management | For | For |
| 1l | Elect Director Phoebe A. Wood | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| POOL CORPORATION Meeting Date: MAY 03, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POOL Security ID: 73278L105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter D. Arvan | Management | For | For |
| 1b | Elect Director Martha "Marty" S. Gervasi | Management | For | For |
| 1c | Elect Director James "Jim" D. Hope | Management | For | For |
| 1d | Elect Director Debra S. Oler | Management | For | For |
| 1e | Elect Director Manuel J. Perez de la Mesa | Management | For | For |
| 1f | Elect Director Carlos A. Sabater | Management | For | For |
| 1g | Elect Director Robert C. Sledd | Management | For | For |
| 1h | Elect Director John E. Stokely | Management | For | For |
| 1i | Elect Director David G. Whalen | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PPG INDUSTRIES, INC. Meeting Date: APR 20, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPG Security ID: 693506107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen F. Angel | Management | For | For |
| 1.2 | Elect Director Hugh Grant | Management | For | For |
| 1.3 | Elect Director Melanie L. Healey | Management | For | For |
| 1.4 | Elect Director Timothy M. Knavish | Management | For | For |
| 1.5 | Elect Director Guillermo Novo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| PPL CORPORATION Meeting Date: MAY 17, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPL Security ID: 69351T106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Arthur P. Beattie | Management | For | For |
| 1b | Elect Director Raja Rajamannar | Management | For | For |
| 1c | Elect Director Heather B. Redman | Management | For | For |
| 1d | Elect Director Craig A. Rogerson | Management | For | For |
| 1e | Elect Director Vincent Sorgi | Management | For | For |
| 1f | Elect Director Linda G. Sullivan | Management | For | For |
| 1g | Elect Director Natica von Althann | Management | For | For |
| 1h | Elect Director Keith H. Williamson | Management | For | For |
| 1i | Elect Director Phoebe A. Wood | Management | For | For |
| 1j | Elect Director Armando Zagalo de Lima | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| PRINCIPAL FINANCIAL GROUP, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFG Security ID: 74251V102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jonathan S. Auerbach | Management | For | For |
| 1.2 | Elect Director Mary E. "Maliz" Beams | Management | For | For |
| 1.3 | Elect Director Jocelyn Carter-Miller | Management | For | For |
| 1.4 | Elect Director Scott M. Mills | Management | For | For |
| 1.5 | Elect Director Claudio N. Muruzabal | Management | For | For |
| 1.6 | Elect Director H. Elizabeth Mitchell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | 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 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| 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 |
| 1a | Elect Director Hamid R. Moghadam | Management | For | For |
| 1b | Elect Director Cristina G. Bita | Management | For | For |
| 1c | Elect Director James B. Connor | Management | For | For |
| 1d | Elect Director George L. Fotiades | Management | For | For |
| 1e | Elect Director Lydia H. Kennard | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director Avid Modjtabai | Management | For | For |
| 1h | Elect Director David P. O'Connor | Management | For | For |
| 1i | Elect Director Olivier Piani | Management | For | For |
| 1j | Elect Director Jeffrey L. Skelton | Management | For | For |
| 1k | Elect Director Carl B. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| PRUDENTIAL FINANCIAL, INC. Meeting Date: MAY 09, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PRU Security ID: 744320102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gilbert F. Casellas | Management | For | For |
| 1.2 | Elect Director Robert M. Falzon | Management | For | For |
| 1.3 | Elect Director Martina Hund-Mejean | Management | For | For |
| 1.4 | Elect Director Wendy E. Jones | Management | For | For |
| 1.5 | Elect Director Charles F. Lowrey | Management | For | For |
| 1.6 | Elect Director Sandra Pianalto | Management | For | For |
| 1.7 | Elect Director Christine A. Poon | Management | For | For |
| 1.8 | Elect Director Douglas A. Scovanner | Management | For | For |
| 1.9 | Elect Director Michael A. Todman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| PTC INC. Meeting Date: FEB 16, 2023 Record Date: DEC 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PTC Security ID: 69370C100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark Benjamin | Management | For | For |
| 1.2 | Elect Director Janice Chaffin | Management | For | For |
| 1.3 | Elect Director Amar Hanspal | Management | For | For |
| 1.4 | Elect Director James Heppelmann | Management | For | For |
| 1.5 | Elect Director Michal Katz | Management | For | For |
| 1.6 | Elect Director Paul Lacy | Management | For | For |
| 1.7 | Elect Director Corinna Lathan | Management | For | For |
| 1.8 | Elect Director Blake Moret | Management | For | For |
| 1.9 | Elect Director Robert Schechter | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED Meeting Date: APR 18, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEG Security ID: 744573106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ralph A. LaRossa | Management | For | For |
| 1.2 | Elect Director Susan Tomasky | Management | For | For |
| 1.3 | Elect Director Willie A. Deese | Management | For | For |
| 1.4 | Elect Director Jamie M. Gentoso | Management | For | For |
| 1.5 | Elect Director Barry H. Ostrowsky | Management | For | For |
| 1.6 | Elect Director Valerie A. Smith | Management | For | For |
| 1.7 | Elect Director Scott G. Stephenson | Management | For | For |
| 1.8 | Elect Director Laura A. Sugg | Management | For | For |
| 1.9 | Elect Director John P. Surma | Management | For | For |
| 1.10 | Elect Director Alfred W. Zollar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4a | Eliminate Supermajority Vote Requirements for Certain Business Combinations | Management | For | For |
| 4b | Eliminate Supermajority Vote Requirements to Remove a Director Without Cause | Management | For | For |
| 4c | Eliminate Supermajority Vote Requirement to Make Certain Amendments to By-Laws | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | 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 |
| 1a | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1b | Elect Director Tamara Hughes Gustavson | Management | For | For |
| 1c | Elect Director Leslie S. Heisz | Management | For | For |
| 1d | Elect Director Shankh S. Mitra | Management | For | For |
| 1e | Elect Director David J. Neithercut | Management | For | For |
| 1f | Elect Director Rebecca Owen | Management | For | For |
| 1g | Elect Director Kristy M. Pipes | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director John Reyes | Management | For | For |
| 1j | Elect Director Joseph D. Russell, Jr. | Management | For | For |
| 1k | Elect Director Tariq M. Shaukat | Management | For | For |
| 1l | Elect Director Ronald P. Spogli | Management | For | For |
| 1m | Elect Director Paul S. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| PULTEGROUP, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PHM Security ID: 745867101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian P. Anderson | Management | For | For |
| 1b | Elect Director Bryce Blair | Management | For | For |
| 1c | Elect Director Thomas J. Folliard | Management | For | For |
| 1d | Elect Director Cheryl W. Grise | Management | For | For |
| 1e | Elect Director Andre J. Hawaux | Management | For | For |
| 1f | Elect Director J. Phillip Holloman | Management | For | For |
| 1g | Elect Director Ryan R. Marshall | Management | For | For |
| 1h | Elect Director John R. Peshkin | Management | For | For |
| 1i | Elect Director Scott F. Powers | Management | For | For |
| 1j | Elect Director Lila Snyder | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| QORVO, INC. Meeting Date: AUG 09, 2022 Record Date: JUN 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: QRVO Security ID: 74736K101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ralph G. Quinsey | Management | For | For |
| 1.2 | Elect Director Robert A. Bruggeworth | Management | For | For |
| 1.3 | Elect Director Judy Bruner | Management | For | For |
| 1.4 | Elect Director Jeffery R. Gardner | Management | For | For |
| 1.5 | Elect Director John R. Harding | Management | For | For |
| 1.6 | Elect Director David H. Y. Ho | Management | For | For |
| 1.7 | Elect Director Roderick D. Nelson | Management | For | For |
| 1.8 | Elect Director Walden C. Rhines | Management | For | For |
| 1.9 | Elect Director Susan L. Spradley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | 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 |
| 1a | Elect Director Sylvia Acevedo | Management | For | For |
| 1b | Elect Director Cristiano R. Amon | Management | For | For |
| 1c | Elect Director Mark Fields | Management | For | For |
| 1d | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1e | Elect Director Gregory N. Johnson | Management | For | For |
| 1f | Elect Director Ann M. Livermore | Management | For | For |
| 1g | Elect Director Mark D. McLaughlin | Management | For | For |
| 1h | Elect Director Jamie S. Miller | Management | For | For |
| 1i | Elect Director Irene B. Rosenfeld | Management | For | For |
| 1j | Elect Director Kornelis (Neil) Smit | Management | For | For |
| 1k | Elect Director Jean-Pascal Tricoire | Management | For | For |
| 1l | Elect Director Anthony J. Vinciquerra | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| QUANTA SERVICES, INC. Meeting Date: MAY 23, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PWR Security ID: 74762E102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Earl C. (Duke) Austin, Jr. | Management | For | For |
| 1.2 | Elect Director Doyle N. Beneby | Management | For | For |
| 1.3 | Elect Director Vincent D. Poster | Management | For | For |
| 1.4 | Elect Director Bernard Fried | Management | For | For |
| 1.5 | Elect Director Worthing F. Jackman | Management | For | For |
| 1.6 | Elect Director Holli C. Ladhani | Management | For | For |
| 1.7 | Elect Director David M. McClanahan | Management | For | For |
| 1.8 | Elect Director R. Scott Rowe | Management | For | For |
| 1.9 | Elect Director Margaret B. Shannon | Management | For | For |
| 1.10 | Elect Director Martha B. Wyrsch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| QUEST DIAGNOSTICS INCORPORATED Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DGX Security ID: 74834L100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James E. Davis | Management | For | For |
| 1.2 | Elect Director Luis A. Diaz, Jr. | Management | For | For |
| 1.3 | Elect Director Tracey C. Doi | Management | For | For |
| 1.4 | Elect Director Vicky B. Gregg | Management | For | For |
| 1.5 | Elect Director Wright L. Lassiter, III | Management | For | For |
| 1.6 | Elect Director Timothy L. Main | Management | For | For |
| 1.7 | Elect Director Denise M. Morrison | Management | For | For |
| 1.8 | Elect Director Gary M. Pfeiffer | Management | For | For |
| 1.9 | Elect Director Timothy M. Ring | Management | For | For |
| 1.10 | Elect Director Gail R. Wilensky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| RALPH LAUREN CORPORATION Meeting Date: AUG 04, 2022 Record Date: JUN 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RL Security ID: 751212101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. George | Management | For | For |
| 1.2 | Elect Director Linda Findley | Management | For | For |
| 1.3 | Elect Director Hubert Joly | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RAYMOND JAMES FINANCIAL, INC. Meeting Date: FEB 23, 2023 Record Date: DEC 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RJF Security ID: 754730109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marlene Debel | Management | For | For |
| 1b | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1c | Elect Director Jeffrey N. Edwards | Management | For | For |
| 1d | Elect Director Benjamin C. Esty | Management | For | For |
| 1e | Elect Director Anne Gates | Management | For | For |
| 1f | Elect Director Thomas A. James | Management | For | For |
| 1g | Elect Director Gordon L. Johnson | Management | For | For |
| 1h | Elect Director Roderick C. McGeary | Management | For | For |
| 1i | Elect Director Paul C. Reilly | Management | For | For |
| 1j | Elect Director Raj Seshadri | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | 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 |
| 1a | Elect Director Tracy A. Atkinson | Management | For | For |
| 1b | Elect Director Leanne G. Caret | Management | For | For |
| 1c | Elect Director Bernard A. Harris, Jr. | Management | For | For |
| 1d | Elect Director Gregory J. Hayes | Management | For | For |
| 1e | Elect Director George R. Oliver | Management | For | For |
| 1f | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1g | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1h | Elect Director Ellen M. Pawlikowski | Management | For | For |
| 1i | Elect Director Denise L. Ramos | Management | For | For |
| 1j | Elect Director Fredric G. Reynolds | Management | For | For |
| 1k | Elect Director Brian C. Rogers | Management | For | For |
| 1l | Elect Director James A. Winnefeld, Jr. | Management | For | For |
| 1m | Elect Director Robert O. Work | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Amend Certificate of Incorporation to Eliminate Personal Liability of Officers for Monetary Damages For Breach of Fiduciary Duty as an Officer | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | For |
| 8 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | 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 |
| 1a | Elect Director Priscilla Almodovar | Management | For | For |
| 1b | Elect Director Jacqueline Brady | Management | For | For |
| 1c | Elect Director A. Larry Chapman | Management | For | For |
| 1d | Elect Director Reginald H. Gilyard | Management | For | For |
| 1e | Elect Director Mary Hogan Preusse | Management | For | For |
| 1f | Elect Director Priya Cherian Huskins | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Michael D. McKee | Management | For | For |
| 1i | Elect Director Gregory T. McLaughlin | Management | For | For |
| 1j | Elect Director Ronald L. Merriman | Management | For | For |
| 1k | Elect Director Sumit Roy | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| REGENCY CENTERS CORPORATION Meeting Date: MAY 03, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: REG Security ID: 758849103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin E. Stein, Jr. | Management | For | For |
| 1b | Elect Director Bryce Blair | Management | For | For |
| 1c | Elect Director C. Ronald Blankenship | Management | For | For |
| 1d | Elect Director Kristin A. Campbell | Management | For | For |
| 1e | Elect Director Deirdre J. Evens | Management | For | For |
| 1f | Elect Director Thomas W. Furphy | Management | For | For |
| 1g | Elect Director Karin M. Klein | Management | For | For |
| 1h | Elect Director Peter D. Linneman | Management | For | For |
| 1i | Elect Director David P. O'Connor | Management | For | For |
| 1j | Elect Director Lisa Palmer | Management | For | For |
| 1k | Elect Director James H. Simmons, III | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| REGENERON PHARMACEUTICALS, INC. Meeting Date: JUN 09, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: REGN Security ID: 75886F107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph L. Goldstein | Management | For | Against |
| 1b | Elect Director Christine A. Poon | Management | For | Against |
| 1c | Elect Director Craig B. Thompson | Management | For | For |
| 1d | Elect Director Huda Y. Zoghbi | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| REGIONS FINANCIAL CORPORATION Meeting Date: APR 19, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RF Security ID: 7591EP100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Crosswhite | Management | For | For |
| 1b | Elect Director Noopur Davis | Management | For | For |
| 1c | Elect Director Zhanna Golodryga | Management | For | For |
| 1d | Elect Director J. Thomas Hill | Management | For | For |
| 1e | Elect Director John D. Johns | Management | For | For |
| 1f | Elect Director Joia M. Johnson | Management | For | For |
| 1g | Elect Director Ruth Ann Marshall | Management | For | For |
| 1h | Elect Director Charles D. McCrary | Management | For | For |
| 1i | Elect Director James T. Prokopanko | Management | For | For |
| 1j | Elect Director Lee J. Styslinger, III | Management | For | For |
| 1k | Elect Director Jose S. Suquet | Management | For | For |
| 1l | Elect Director John M. Turner, Jr. | Management | For | For |
| 1m | Elect Director Timothy Vines | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| REPUBLIC SERVICES, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RSG Security ID: 760759100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Manuel Kadre | Management | For | For |
| 1b | Elect Director Tomago Collins | Management | For | For |
| 1c | Elect Director Michael A. Duffy | Management | For | For |
| 1d | Elect Director Thomas W. Handley | Management | For | For |
| 1e | Elect Director Jennifer M. Kirk | Management | For | For |
| 1f | Elect Director Michael Larson | Management | For | For |
| 1g | Elect Director James P. Snee | Management | For | For |
| 1h | Elect Director Brian S. Tyler | Management | For | For |
| 1i | Elect Director Jon Vander Ark | Management | For | For |
| 1j | Elect Director Sandra M. Volpe | Management | For | For |
| 1k | Elect Director Katharine B. Weymouth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| RESMED INC. Meeting Date: NOV 16, 2022 Record Date: SEP 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RMD Security ID: 761152107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Burt | Management | For | For |
| 1b | Elect Director Jan De Witte | Management | For | For |
| 1c | Elect Director Karen Drexler | Management | For | For |
| 1d | Elect Director Michael 'Mick' Farrell | Management | For | For |
| 1e | Elect Director Peter Farrell | Management | For | For |
| 1f | Elect Director Harjit Gill | Management | For | For |
| 1g | Elect Director John Hernandez | Management | For | For |
| 1h | Elect Director Richard Sulpizio | Management | For | For |
| 1i | Elect Director Desney Tan | Management | For | For |
| 1j | Elect Director Ronald Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ROBERT HALF INTERNATIONAL INC. Meeting Date: MAY 17, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RHI Security ID: 770323103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Julia L. Coronado | Management | For | For |
| 1b | Elect Director Dirk A. Kempthorne | Management | For | For |
| 1c | Elect Director Harold M. Messmer, Jr. | Management | For | For |
| 1d | Elect Director Marc H. Morial | Management | For | For |
| 1e | Elect Director Robert J. Pace | Management | For | For |
| 1f | Elect Director Frederick A. Richman | Management | For | For |
| 1g | Elect Director M. Keith Waddell | Management | For | For |
| 1h | Elect Director Marnie H. Wilking | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ROCKWELL AUTOMATION, INC. Meeting Date: FEB 07, 2023 Record Date: DEC 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ROK Security ID: 773903109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| A1 | Elect Director William P. Gipson | Management | For | For |
| A2 | Elect Director Pam Murphy | Management | For | For |
| A3 | Elect Director Donald R. Parfet | Management | For | For |
| A4 | Elect Director Robert W. Soderbery | Management | For | For |
| B | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| C | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| D | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ROLLINS, INC. Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ROL Security ID: 775711104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jerry E. Gahlhoff, Jr. | Management | For | For |
| 1.2 | Elect Director Patrick J. Gunning | Management | For | For |
| 1.3 | Elect Director Gregory B. Morrison | Management | For | For |
| 1.4 | Elect Director Jerry W. Nix | Management | For | For |
| 1.5 | Elect Director P. Russell Hardin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| ROPER TECHNOLOGIES, INC. Meeting Date: JUN 13, 2023 Record Date: APR 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ROP Security ID: 776696106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye L. Archambeau | Management | For | For |
| 1.2 | Elect Director Amy Woods Brinkley | Management | For | For |
| 1.3 | Elect Director Irene M. Esteves | Management | For | For |
| 1.4 | Elect Director L. Neil Hunn | Management | For | For |
| 1.5 | Elect Director Robert D. Johnson | Management | For | For |
| 1.6 | Elect Director Thomas P. Joyce, Jr. | Management | For | For |
| 1.7 | Elect Director Laura G. Thatcher | Management | For | For |
| 1.8 | Elect Director Richard F. Wallman | Management | For | For |
| 1.9 | Elect Director Christopher Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| 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 |
| 1a | Elect Director K. Gunnar Bjorklund | Management | For | For |
| 1b | Elect Director Michael J. Bush | Management | For | For |
| 1c | Elect Director Edward G. Cannizzaro | Management | For | For |
| 1d | Elect Director Sharon D. Garrett | Management | For | For |
| 1e | Elect Director Michael J. Hartshorn | Management | For | For |
| 1f | Elect Director Stephen D. Milligan | Management | For | For |
| 1g | Elect Director Patricia H. Mueller | Management | For | For |
| 1h | Elect Director George P. Orban | Management | For | For |
| 1i | Elect Director Larree M. Renda | Management | For | For |
| 1j | Elect Director Barbara Rentler | Management | For | For |
| 1k | Elect Director Doniel N. Sutton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ROYAL CARIBBEAN CRUISES LTD. Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RCL Security ID: V7780T103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John F. Brock | Management | For | For |
| 1b | Elect Director Richard D. Fain | Management | For | For |
| 1c | Elect Director Stephen R. Howe, Jr. | Management | For | For |
| 1d | Elect Director William L. Kimsey | Management | For | For |
| 1e | Elect Director Michael O. Leavitt | Management | For | For |
| 1f | Elect Director Jason T. Liberty | Management | For | For |
| 1g | Elect Director Amy McPherson | Management | For | For |
| 1h | Elect Director Maritza G. Montiel | Management | For | For |
| 1i | Elect Director Ann S. Moore | Management | For | For |
| 1j | Elect Director Eyal M. Ofer | Management | For | For |
| 1k | Elect Director Vagn O. Sorensen | Management | For | For |
| 1l | Elect Director Donald Thompson | Management | For | For |
| 1m | Elect Director Arne Alexander Wilhelmsen | Management | For | For |
| 1n | Elect Director Rebecca Yeung | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| S&P GLOBAL INC. Meeting Date: MAY 03, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SPGI Security ID: 78409V104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marco Alvera | Management | For | For |
| 1.2 | Elect Director Jacques Esculier | Management | For | For |
| 1.3 | Elect Director Gay Huey Evans | Management | For | For |
| 1.4 | Elect Director William D. Green | Management | For | For |
| 1.5 | Elect Director Stephanie C. Hill | Management | For | For |
| 1.6 | Elect Director Rebecca Jacoby | Management | For | For |
| 1.7 | Elect Director Robert P. Kelly | Management | For | For |
| 1.8 | Elect Director Ian Paul Livingston | Management | For | For |
| 1.9 | Elect Director Deborah D. McWhinney | Management | For | For |
| 1.10 | Elect Director Maria R. Morris | Management | For | For |
| 1.11 | Elect Director Douglas L. Peterson | Management | For | For |
| 1.12 | Elect Director Richard E. Thornburgh | Management | For | For |
| 1.13 | Elect Director Gregory Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Marc Benioff | Management | For | For |
| 1b | Elect Director Laura Alber | Management | For | For |
| 1c | Elect Director Craig Conway | Management | For | For |
| 1d | Elect Director Arnold Donald | Management | For | For |
| 1e | Elect Director Parker Harris | Management | For | For |
| 1f | Elect Director Neelie Kroes | Management | For | For |
| 1g | Elect Director Sachin Mehra | Management | For | For |
| 1h | Elect Director G. Mason Morfit | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director John V. Roos | Management | For | For |
| 1k | Elect Director Robin Washington | Management | For | For |
| 1l | Elect Director Maynard Webb | Management | For | For |
| 1m | Elect Director Susan Wojcicki | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Steven E. Bernstein | Management | For | For |
| 1.2 | Elect Director Laurie Bowen | Management | For | For |
| 1.3 | Elect Director Amy E. Wilson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SCHLUMBERGER N.V. 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 |
| 1.1 | Elect Director Peter Coleman | Management | For | For |
| 1.2 | Elect Director Patrick de La Chevardiere | Management | For | For |
| 1.3 | Elect Director Miguel Galuccio | Management | For | For |
| 1.4 | Elect Director Olivier Le Peuch | Management | For | For |
| 1.5 | Elect Director Samuel Leupold | Management | For | For |
| 1.6 | Elect Director Tatiana Mitrova | Management | For | For |
| 1.7 | Elect Director Maria Moraeus Hanssen | Management | For | For |
| 1.8 | Elect Director Vanitha Narayanan | Management | For | For |
| 1.9 | Elect Director Mark Papa | Management | For | For |
| 1.10 | Elect Director Jeff Sheets | Management | For | For |
| 1.11 | Elect Director Ulrich Spiesshofer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt and Approve Financials and Dividends | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SEAGATE TECHNOLOGY HOLDINGS PLC Meeting Date: OCT 24, 2022 Record Date: AUG 26, 2022 Meeting Type: ANNUAL | ||||
| Ticker: STX Security ID: G7997R103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shankar Arumugavelu | Management | For | For |
| 1b | Elect Director Prat S. Bhatt | Management | For | For |
| 1c | Elect Director Judy Bruner | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Richard L. Clemmer | Management | For | For |
| 1f | Elect Director Yolanda L. Conyers | Management | For | For |
| 1g | Elect Director Jay L. Geldmacher | Management | For | For |
| 1h | Elect Director Dylan Haggart | Management | For | For |
| 1i | Elect Director William D. Mosley | Management | For | For |
| 1j | Elect Director Stephanie Tilenius | Management | For | For |
| 1k | Elect Director Edward J. Zander | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors and Authorise Their Remuneration | Management | For | For |
| 4 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| SEALED AIR CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SEE Security ID: 81211K100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Elizabeth M. Adefioye | Management | For | For |
| 1b | Elect Director Zubaid Ahmad | Management | For | For |
| 1c | Elect Director Kevin C. Berryman | Management | For | For |
| 1d | Elect Director Francoise Colpron | Management | For | For |
| 1e | Elect Director Edward L. Doheny, II | Management | For | For |
| 1f | Elect Director Clay M. Johnson | Management | For | For |
| 1g | Elect Director Henry R. Keizer | Management | For | For |
| 1h | Elect Director Harry A. Lawton, III | Management | For | For |
| 1i | Elect Director Suzanne B. Rowland | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SEMPRA ENERGY Meeting Date: MAY 12, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SRE Security ID: 816851109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andres Conesa | Management | For | For |
| 1b | Elect Director Pablo A. Ferrero | Management | For | For |
| 1c | Elect Director Jeffrey W. Martin | Management | For | For |
| 1d | Elect Director Bethany J. Mayer | Management | For | For |
| 1e | Elect Director Michael N. Mears | Management | For | For |
| 1f | Elect Director Jack T. Taylor | Management | For | For |
| 1g | Elect Director Cynthia L. Walker | Management | For | For |
| 1h | Elect Director Cynthia J. Warner | Management | For | For |
| 1i | Elect Director James C. Yardley | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Change Company Name to Sempra | Management | For | For |
| 7 | Amend Articles of Incorporation | Management | For | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Susan L. Bostrom | Management | For | For |
| 1b | Elect Director Teresa Briggs | Management | For | For |
| 1c | Elect Director Jonathan C. Chadwick | Management | For | For |
| 1d | Elect Director Paul E. Chamberlain | Management | For | For |
| 1e | Elect Director Lawrence J. Jackson, Jr. | Management | For | For |
| 1f | Elect Director Frederic B. Luddy | Management | For | For |
| 1g | Elect Director William R. McDermott | Management | For | For |
| 1h | Elect Director Jeffrey A. Miller | Management | For | For |
| 1i | Elect Director Joseph 'Larry' Quinlan | Management | For | For |
| 1j | Elect Director Anita M. Sands | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Elect Director Deborah Black | Management | For | For |
| SIMON PROPERTY GROUP, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SPG Security ID: 828806109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Glyn F. Aeppel | Management | For | Against |
| 1B | Elect Director Larry C. Glasscock | Management | For | Against |
| 1C | Elect Director Allan Hubbard | Management | For | Against |
| 1D | Elect Director Reuben S. Leibowitz | Management | For | For |
| 1E | Elect Director Randall J. Lewis | Management | For | For |
| 1F | Elect Director Gary M. Rodkin | Management | For | Against |
| 1G | Elect Director Peggy Fang Roe | Management | For | Against |
| 1H | Elect Director Stefan M. Selig | Management | For | For |
| 1I | Elect Director Daniel C. Smith | Management | For | For |
| 1J | Elect Director Marta R. Stewart | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SKYWORKS SOLUTIONS, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SWKS Security ID: 83088M102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan S. Batey | Management | For | For |
| 1b | Elect Director Kevin L. Beebe | Management | For | For |
| 1c | Elect Director Liam K. Griffin | Management | For | For |
| 1d | Elect Director Eric J. Guerin | Management | For | For |
| 1e | Elect Director Christine King | Management | For | For |
| 1f | Elect Director Suzanne E. McBride | Management | For | For |
| 1g | Elect Director David P. McGlade | Management | For | For |
| 1h | Elect Director Robert A. Schriesheim | Management | For | For |
| 1i | Elect Director Maryann Turcke | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | None | For |
| SNAP-ON INCORPORATED Meeting Date: APR 27, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SNA Security ID: 833034101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David C. Adams | Management | For | For |
| 1.2 | Elect Director Karen L. Daniel | Management | For | For |
| 1.3 | Elect Director Ruth Ann M. Gillis | Management | For | For |
| 1.4 | Elect Director James P. Holden | Management | For | For |
| 1.5 | Elect Director Nathan J. Jones | Management | For | For |
| 1.6 | Elect Director Henry W. Knueppel | Management | For | For |
| 1.7 | Elect Director W. Dudley Lehman | Management | For | For |
| 1.8 | Elect Director Nicholas T. Pinchuk | Management | For | For |
| 1.9 | Elect Director Gregg M. Sherrill | Management | For | For |
| 1.10 | Elect Director Donald J. Stebbins | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SOLAREDGE TECHNOLOGIES, INC. Meeting Date: JUN 01, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SEDG Security ID: 83417M104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marcel Gani | Management | For | For |
| 1b | Elect Director Tal Payne | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| SOUTHWEST AIRLINES CO. Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LUV Security ID: 844741108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Biegler | Management | For | For |
| 1b | Elect Director J. Veronica Biggins | Management | For | For |
| 1c | Elect Director Douglas H. Brooks | Management | For | For |
| 1d | Elect Director Eduardo F. Conrado | Management | For | For |
| 1e | Elect Director William H. Cunningham | Management | For | For |
| 1f | Elect Director Thomas W. Gilligan | Management | For | For |
| 1g | Elect Director David P. Hess | Management | For | For |
| 1h | Elect Director Robert E. Jordan | Management | For | For |
| 1i | Elect Director Gary C. Kelly | Management | For | For |
| 1j | Elect Director Elaine Mendoza | Management | For | For |
| 1k | Elect Director John T. Montford | Management | For | For |
| 1l | Elect Director Christopher P. Reynolds | Management | For | For |
| 1m | Elect Director Ron Ricks | Management | For | For |
| 1n | Elect Director Jill A. Soltau | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Majority Vote Cast to Remove Directors With or Without Cause | Shareholder | Against | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| STANLEY BLACK & DECKER, INC. Meeting Date: APR 21, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SWK Security ID: 854502101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald Allan, Jr. | Management | For | For |
| 1b | Elect Director Andrea J. Ayers | Management | For | For |
| 1c | Elect Director Patrick D. Campbell | Management | For | For |
| 1d | Elect Director Debra A. Crew | Management | For | For |
| 1e | Elect Director Michael D. Hankin | Management | For | For |
| 1f | Elect Director Robert J. Manning | Management | For | For |
| 1g | Elect Director Adrian V. Mitchell | Management | For | For |
| 1h | Elect Director Jane M. Palmieri | Management | For | For |
| 1i | Elect Director Mojdeh Poul | Management | For | For |
| 1j | Elect Director Irving Tan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Richard E. Allison, Jr. | Management | For | For |
| 1b | Elect Director Andrew Campion | Management | For | For |
| 1c | Elect Director Beth Ford | Management | For | For |
| 1d | Elect Director Mellody Hobson | Management | For | For |
| 1e | Elect Director Jorgen Vig Knudstorp | Management | For | For |
| 1f | Elect Director Satya Nadella | Management | For | For |
| 1g | Elect Director Laxman Narasimhan | Management | For | For |
| 1h | Elect Director Howard Schultz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Plant-Based Milk Pricing | Shareholder | Against | Against |
| 6 | Adopt Policy on Succession Planning | Shareholder | Against | Against |
| 7 | Report on Operations in Communist China | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | For |
| 9 | Establish Committee on Corporate Sustainability | 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 |
| 1a | Elect Director Patrick de Saint-Aignan | Management | For | For |
| 1b | Elect Director Marie A. Chandoha | Management | For | For |
| 1c | Elect Director DonnaLee DeMaio | Management | For | For |
| 1d | Elect Director Amelia C. Fawcett | Management | For | For |
| 1e | Elect Director William C. Freda | Management | For | For |
| 1f | Elect Director Sara Mathew | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Ronald P. O'Hanley | Management | For | For |
| 1i | Elect Director Sean O'Sullivan | Management | For | For |
| 1j | Elect Director Julio A. Portalatin | Management | For | For |
| 1k | Elect Director John B. Rhea | Management | For | For |
| 1l | Elect Director Gregory L. Summe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Report on Asset Management Policies and Diversified Investors | Shareholder | Against | Against |
| STEEL DYNAMICS, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: STLD Security ID: 858119100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark D. Millett | Management | For | For |
| 1.2 | Elect Director Sheree L. Bargabos | Management | For | For |
| 1.3 | Elect Director Kenneth W. Cornew | Management | For | For |
| 1.4 | Elect Director Traci M. Dolan | Management | For | For |
| 1.5 | Elect Director James C. Marcuccilli | Management | For | For |
| 1.6 | Elect Director Bradley S. Seaman | Management | For | For |
| 1.7 | Elect Director Gabriel L. Shaheen | Management | For | For |
| 1.8 | Elect Director Luis M. Sierra | Management | For | For |
| 1.9 | Elect Director Steven A. Sonnenberg | Management | For | For |
| 1.10 | Elect Director Richard P. Teets, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| STERIS PLC Meeting Date: JUL 28, 2022 Record Date: JUN 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: STE Security ID: G8473T100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard C. Breeden | Management | For | For |
| 1b | Elect Director Daniel A. Carestio | Management | For | For |
| 1c | Elect Director Cynthia L. Feldmann | Management | For | For |
| 1d | Elect Director Christopher S. Holland | Management | For | For |
| 1e | Elect Director Jacqueline B. Kosecoff | Management | For | For |
| 1f | Elect Director Paul E. Martin | Management | For | For |
| 1g | Elect Director Nirav R. Shah | Management | For | For |
| 1h | Elect Director Mohsen M. Sohi | Management | For | For |
| 1i | Elect Director Richard M. Steeves | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Appoint Ernst & Young Chartered Accountants as Irish Statutory Auditor | Management | For | For |
| 4 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| STRYKER CORPORATION Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SYK Security ID: 863667101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary K. Brainerd | Management | For | For |
| 1b | Elect Director Giovanni Caforio | Management | For | For |
| 1c | Elect Director Srikant M. Datar | Management | For | For |
| 1d | Elect Director Allan C. Golston | Management | For | For |
| 1e | Elect Director Kevin A. Lobo | Management | For | For |
| 1f | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1g | Elect Director Andrew K. Silvernail | Management | For | For |
| 1h | Elect Director Lisa M. Skeete Tatum | Management | For | For |
| 1i | Elect Director Ronda E. Stryker | Management | For | For |
| 1j | Elect Director Rajeev Suri | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Brian D. Doubles | Management | For | For |
| 1b | Elect Director Fernando Aguirre | Management | For | For |
| 1c | Elect Director Paget L. Alves | Management | For | For |
| 1d | Elect Director Kamila Chytil | Management | For | For |
| 1e | Elect Director Arthur W. Coviello, Jr. | Management | For | For |
| 1f | Elect Director Roy A. Guthrie | Management | For | For |
| 1g | Elect Director Jeffrey G. Naylor | Management | For | For |
| 1h | Elect Director P.W. "Bill" Parker | Management | For | For |
| 1i | Elect Director Laurel J. Richie | Management | For | For |
| 1j | Elect Director Ellen M. Zane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | 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 |
| 1a | Elect Director Aart J. de Geus | Management | For | For |
| 1b | Elect Director Luis Borgen | Management | For | For |
| 1c | Elect Director Marc N. Casper | Management | For | For |
| 1d | Elect Director Janice D. Chaffin | Management | For | For |
| 1e | Elect Director Bruce R. Chizen | Management | For | For |
| 1f | Elect Director Mercedes Johnson | Management | For | For |
| 1g | Elect Director Jeannine P. Sargent | Management | For | For |
| 1h | Elect Director John G. Schwarz | Management | For | For |
| 1i | Elect Director Roy Vallee | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| SYSCO CORPORATION Meeting Date: NOV 18, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SYY Security ID: 871829107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel J. Brutto | Management | For | For |
| 1b | Elect Director Ali Dibadj | Management | For | For |
| 1c | Elect Director Larry C. Glasscock | Management | For | For |
| 1d | Elect Director Jill M. Golder | Management | For | For |
| 1e | Elect Director Bradley M. Halverson | Management | For | For |
| 1f | Elect Director John M. Hinshaw | Management | For | For |
| 1g | Elect Director Kevin P. Hourican | Management | For | For |
| 1h | Elect Director Hans-Joachim Koerber | Management | For | For |
| 1i | Elect Director Alison Kenney Paul | Management | For | For |
| 1j | Elect Director Edward D. Shirley | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Third-Party Civil Rights Audit | Shareholder | Against | For |
| 5 | Commission Third Party Report Assessing Company's Supply Chain Risks | Shareholder | Against | Against |
| 6 | Report on Efforts to Reduce Plastic Use | Shareholder | None | 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 Director Andre Almeida | Management | For | Withhold |
| 1.2 | Elect Director Marcelo Claure | Management | For | Withhold |
| 1.3 | Elect Director Srikant M. Datar | Management | For | For |
| 1.4 | Elect Director Srinivasan Gopalan | Management | For | Withhold |
| 1.5 | Elect Director Timotheus Hottges | Management | For | Withhold |
| 1.6 | Elect Director Christian P. Illek | Management | For | Withhold |
| 1.7 | Elect Director Raphael Kubler | Management | For | Withhold |
| 1.8 | Elect Director Thorsten Langheim | Management | For | Withhold |
| 1.9 | Elect Director Dominique Leroy | Management | For | Withhold |
| 1.10 | Elect Director Letitia A. Long | Management | For | For |
| 1.11 | Elect Director G. Michael Sievert | Management | For | Withhold |
| 1.12 | Elect Director Teresa A. Taylor | Management | For | For |
| 1.13 | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| T. ROWE PRICE GROUP, INC. Meeting Date: MAY 09, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TROW Security ID: 74144T108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Glenn R. August | Management | For | For |
| 1b | Elect Director Mark S. Bartlett | Management | For | For |
| 1c | Elect Director Dina Dublon | Management | For | For |
| 1d | Elect Director Freeman A. Hrabowski, III | Management | For | For |
| 1e | Elect Director Robert F. MacLellan | Management | For | For |
| 1f | Elect Director Eileen P. Rominger | Management | For | For |
| 1g | Elect Director Robert W. Sharps | Management | For | For |
| 1h | Elect Director Robert J. Stevens | Management | For | For |
| 1i | Elect Director William J. Stromberg | Management | For | For |
| 1j | Elect Director Sandra S. Wijnberg | Management | For | For |
| 1k | Elect Director Alan D. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| TAKE-TWO INTERACTIVE SOFTWARE, INC. Meeting Date: SEP 16, 2022 Record Date: JUL 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TTWO Security ID: 874054109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Strauss Zelnick | Management | For | For |
| 1b | Elect Director Michael Dornemann | Management | For | For |
| 1c | Elect Director J Moses | Management | For | For |
| 1d | Elect Director Michael Sheresky | Management | For | For |
| 1e | Elect Director LaVerne Srinivasan | Management | For | For |
| 1f | Elect Director Susan Tolson | Management | For | For |
| 1g | Elect Director Paul Viera | Management | For | For |
| 1h | Elect Director Roland Hernandez | Management | For | For |
| 1i | Elect Director William "Bing" Gordon | Management | For | For |
| 1j | Elect Director Ellen Siminoff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TAPESTRY, INC. Meeting Date: NOV 15, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TPR Security ID: 876030107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director Darrell Cavens | Management | For | For |
| 1c | Elect Director Joanne Crevoiserat | Management | For | For |
| 1d | Elect Director David Denton | Management | For | For |
| 1e | Elect Director Johanna (Hanneke) Faber | Management | For | For |
| 1f | Elect Director Anne Gates | Management | For | For |
| 1g | Elect Director Thomas Greco | Management | For | For |
| 1h | Elect Director Pamela Lifford | Management | For | For |
| 1i | Elect Director Annabelle Yu Long | Management | For | For |
| 1j | Elect Director Ivan Menezes | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TARGA RESOURCES CORP. Meeting Date: MAY 23, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TRGP Security ID: 87612G101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul W. Chung | Management | For | For |
| 1.2 | Elect Director Charles R. Crisp | Management | For | For |
| 1.3 | Elect Director Laura C. Fulton | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Efforts to Reduce Methane Emission Venting and Flaring in Supply Chain | Shareholder | Against | For |
| TARGET CORPORATION Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TGT Security ID: 87612E106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David P. Abney | Management | For | For |
| 1b | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1c | Elect Director George S. Barrett | Management | For | For |
| 1d | Elect Director Gail K. Boudreaux | Management | For | For |
| 1e | Elect Director Brian C. Cornell | Management | For | For |
| 1f | Elect Director Robert L. Edwards | Management | For | For |
| 1g | Elect Director Donald R. Knauss | Management | For | For |
| 1h | Elect Director Christine A. Leahy | Management | For | For |
| 1i | Elect Director Monica C. Lozano | Management | For | For |
| 1j | Elect Director Grace Puma | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 1l | Elect Director Dmitri L. Stockton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| TE CONNECTIVITY LTD. Meeting Date: MAR 15, 2023 Record Date: FEB 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TEL Security ID: H84989104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean-Pierre Clamadieu | Management | For | For |
| 1b | Elect Director Terrence R. Curtin | Management | For | For |
| 1c | Elect Director Carol A. (John) Davidson | Management | For | For |
| 1d | Elect Director Lynn A. Dugle | Management | For | For |
| 1e | Elect Director William A. Jeffrey | Management | For | For |
| 1f | Elect Director Syaru Shirley Lin | Management | For | For |
| 1g | Elect Director Thomas J. Lynch | Management | For | For |
| 1h | Elect Director Heath A. Mitts | Management | For | For |
| 1i | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1j | Elect Director Mark C. Trudeau | Management | For | For |
| 1k | Elect Director Dawn C. Willoughby | Management | For | For |
| 1l | Elect Director Laura H. Wright | Management | For | For |
| 2 | Elect Board Chairman Thomas J. Lynch | Management | For | For |
| 3a | Elect Abhijit Y. Talwalkar as Member of Management Development and Compensation Committee | Management | For | For |
| 3b | Elect Mark C. Trudeau as Member of Management Development and Compensation Committee | Management | For | For |
| 3c | Elect Dawn C. Willoughby as Member of Management Development and Compensation Committee | Management | For | For |
| 4 | Designate Rene Schwarzenbach as Independent Proxy | Management | For | For |
| 5.1 | Accept Annual Report for Fiscal Year Ended September 30, 2022 | Management | For | For |
| 5.2 | Accept Statutory Financial Statements for Fiscal Year Ended September 30, 2022 | Management | For | For |
| 5.3 | Approve Consolidated Financial Statements for Fiscal Year Ended September 30, 2022 | Management | For | For |
| 6 | Approve Discharge of Board and Senior Management | Management | For | For |
| 7.1 | Ratify Deloitte & Touche LLP as Independent Registered Public Accounting Firm for Fiscal Year 2023 | Management | For | For |
| 7.2 | Ratify Deloitte AG as Swiss Registered Auditors | Management | For | For |
| 7.3 | Ratify PricewaterhouseCoopers AG as Special Auditors | Management | For | For |
| 8 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 9 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 10 | Approve Remuneration Report | Management | For | For |
| 11 | Approve Remuneration of Executive Management in the Amount of USD 53.5 Million | Management | For | For |
| 12 | Approve Remuneration of Board of Directors in the Amount of USD 4.1 Million | Management | For | For |
| 13 | Approve Allocation of Available Earnings at September 30, 2022 | Management | For | For |
| 14 | Approve Declaration of Dividend | Management | For | For |
| 15 | Authorize Share Repurchase Program | Management | For | For |
| 16 | Approve Reduction in Share Capital via Cancelation of Shares | Management | For | For |
| 17 | Amend Articles to Reflect Changes in Capital | Management | For | For |
| TELEDYNE TECHNOLOGIES INCORPORATED Meeting Date: APR 26, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TDY Security ID: 879360105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth C. Dahlberg | Management | For | For |
| 1.2 | Elect Director Michelle A. Kumbier | Management | For | For |
| 1.3 | Elect Director Robert A. Malone | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TELEFLEX INCORPORATED Meeting Date: MAY 05, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TFX Security ID: 879369106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gretchen R. Haggerty | Management | For | For |
| 1b | Elect Director Liam J. Kelly | Management | For | For |
| 1c | Elect Director Jaewon Ryu | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| TERADYNE, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TER Security ID: 880770102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy E. Guertin | Management | For | For |
| 1b | Elect Director Peter Herweck | Management | For | For |
| 1c | Elect Director Mercedes Johnson | Management | For | For |
| 1d | Elect Director Ernest E. Maddock | Management | For | For |
| 1e | Elect Director Marilyn Matz | Management | For | For |
| 1f | Elect Director Gregory S. Smith | Management | For | For |
| 1g | Elect Director Ford Tamer | Management | For | For |
| 1h | Elect Director Paul J. Tufano | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TESLA, INC. Meeting Date: AUG 04, 2022 Record Date: JUN 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TSLA Security ID: 88160R101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ira Ehrenpreis | Management | For | Against |
| 1.2 | Elect Director Kathleen Wilson-Thompson | Management | For | Against |
| 2 | Reduce Director Terms from Three to Two Years | Management | For | For |
| 3 | Eliminate Supermajority Voting Provisions | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Adopt Proxy Access Right | Shareholder | Against | For |
| 7 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | For |
| 8 | Report on Racial and Gender Board Diversity | Shareholder | Against | For |
| 9 | Report on the Impacts of Using Mandatory Arbitration | Shareholder | Against | For |
| 10 | Report on Corporate Climate Lobbying in line with Paris Agreement | Shareholder | Against | For |
| 11 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | Shareholder | Against | For |
| 12 | Report on Eradicating Child Labor in Battery Supply Chain | Shareholder | Against | Against |
| 13 | Report on Water Risk Exposure | Shareholder | Against | 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 |
| 1.1 | Elect Director Elon Musk | Management | For | For |
| 1.2 | Elect Director Robyn Denholm | Management | For | Against |
| 1.3 | Elect Director JB Straubel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Key-Person Risk and Efforts to Ameliorate It | Shareholder | Against | Against |
| TEXAS INSTRUMENTS INCORPORATED Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TXN Security ID: 882508104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Blinn | Management | For | For |
| 1b | Elect Director Todd M. Bluedorn | Management | For | For |
| 1c | Elect Director Janet F. Clark | Management | For | For |
| 1d | Elect Director Carrie S. Cox | Management | For | For |
| 1e | Elect Director Martin S. Craighead | Management | For | For |
| 1f | Elect Director Curtis C. Farmer | Management | For | For |
| 1g | Elect Director Jean M. Hobby | Management | For | For |
| 1h | Elect Director Haviv Ilan | Management | For | For |
| 1i | Elect Director Ronald Kirk | Management | For | For |
| 1j | Elect Director Pamela H. Patsley | Management | For | For |
| 1k | Elect Director Robert E. Sanchez | Management | For | For |
| 1l | Elect Director Richard K. Templeton | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Report on Due Diligence Efforts to Trace End-User Misuse of Company Products | 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 |
| 1a | Elect Director Richard F. Ambrose | Management | For | For |
| 1b | Elect Director Kathleen M. Bader | Management | For | For |
| 1c | Elect Director R. Kerry Clark | Management | For | For |
| 1d | Elect Director Scott C. Donnelly | Management | For | For |
| 1e | Elect Director Deborah Lee James | Management | For | For |
| 1f | Elect Director Thomas A. Kennedy | Management | For | For |
| 1g | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1h | Elect Director James L. Ziemer | Management | For | For |
| 1i | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1.1 | Elect Director Janet G. Davidson | Management | For | For |
| 1.2 | Elect Director Andres R. Gluski | Management | For | For |
| 1.3 | Elect Director Tarun Khanna | Management | For | For |
| 1.4 | Elect Director Holly K. Koeppel | Management | For | For |
| 1.5 | Elect Director Julia M. Laulis | Management | For | For |
| 1.6 | Elect Director Alain Monie | Management | For | For |
| 1.7 | Elect Director John B. Morse, Jr. | Management | For | For |
| 1.8 | Elect Director Moises Naim | Management | For | For |
| 1.9 | Elect Director Teresa M. Sebastian | Management | For | For |
| 1.10 | Elect Director Maura Shaughnessy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | 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 |
| 1a | Elect Director Donald E. Brown | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Richard T. Hume | Management | For | For |
| 1d | Elect Director Margaret M. Keane | Management | For | For |
| 1e | Elect Director Siddharth N. Mehta | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director Andrea Redmond | Management | For | For |
| 1h | Elect Director Gregg M. Sherrill | Management | For | For |
| 1i | Elect Director Judith A. Sprieser | Management | For | For |
| 1j | Elect Director Perry M. Traquina | Management | For | For |
| 1k | Elect Director Monica Turner | Management | For | For |
| 1l | Elect Director Thomas J. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | 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 |
| 1a | Elect Director Linda Z. Cook | Management | For | For |
| 1b | Elect Director Joseph J. Echevarria | Management | For | For |
| 1c | Elect Director M. Amy Gilliland | Management | For | For |
| 1d | Elect Director Jeffrey A. Goldstein | Management | For | For |
| 1e | Elect Director K. Guru Gowrappan | Management | For | For |
| 1f | Elect Director Ralph Izzo | Management | For | For |
| 1g | Elect Director Sandra E. "Sandie" O'Connor | Management | For | For |
| 1h | Elect Director Elizabeth E. Robinson | Management | For | For |
| 1i | Elect Director Frederick O. Terrell | Management | For | For |
| 1j | Elect Director Robin A. Vince | Management | For | For |
| 1k | Elect Director Alfred W. "Al" Zollar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| THE BOEING COMPANY Meeting Date: APR 18, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BA Security ID: 097023105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert A. Bradway | Management | For | For |
| 1b | Elect Director David L. Calhoun | Management | For | For |
| 1c | Elect Director Lynne M. Doughtie | Management | For | For |
| 1d | Elect Director David L. Gitlin | Management | For | For |
| 1e | Elect Director Lynn J. Good | Management | For | For |
| 1f | Elect Director Stayce D. Harris | Management | For | For |
| 1g | Elect Director Akhil Johri | Management | For | For |
| 1h | Elect Director David L. Joyce | Management | For | For |
| 1i | Elect Director Lawrence W. Kellner | Management | For | For |
| 1j | Elect Director Steven M. Mollenkopf | Management | For | For |
| 1k | Elect Director John M. Richardson | Management | For | For |
| 1l | Elect Director Sabrina Soussan | Management | For | For |
| 1m | Elect Director Ronald A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Report on Climate Lobbying | Shareholder | Against | For |
| 9 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| THE CHARLES SCHWAB CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SCHW Security ID: 808513105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marianne C. Brown | Management | For | For |
| 1b | Elect Director Frank C. Herringer | Management | For | For |
| 1c | Elect Director Gerri K. Martin-Flickinger | Management | For | For |
| 1d | Elect Director Todd M. Ricketts | Management | For | For |
| 1e | Elect Director Carolyn Schwab-Pomerantz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Gender/Racial Pay Gap | Shareholder | Against | For |
| 6 | Report on Risks Related to Discrimination Against Individuals Including Political Views | 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 |
| 1a | Elect Director David M. Cordani | Management | For | For |
| 1b | Elect Director William J. DeLaney | Management | For | For |
| 1c | Elect Director Eric J. Foss | Management | For | For |
| 1d | Elect Director Elder Granger | Management | For | For |
| 1e | Elect Director Neesha Hathi | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Kimberly A. Ross | Management | For | For |
| 1j | Elect Director Eric C. Wiseman | Management | For | For |
| 1k | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| THE CLOROX COMPANY Meeting Date: NOV 16, 2022 Record Date: SEP 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CLX Security ID: 189054109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Amy L. Banse | Management | For | For |
| 1.2 | Elect Director Julia Denman | Management | For | For |
| 1.3 | Elect Director Spencer C. Fleischer | Management | For | For |
| 1.4 | Elect Director Esther Lee | Management | For | For |
| 1.5 | Elect Director A.D. David Mackay | Management | For | For |
| 1.6 | Elect Director Paul Parker | Management | For | For |
| 1.7 | Elect Director Stephanie Plaines | Management | For | For |
| 1.8 | Elect Director Linda Rendle | Management | For | For |
| 1.9 | Elect Director Matthew J. Shattock | Management | For | For |
| 1.10 | Elect Director Kathryn Tesija | Management | For | For |
| 1.11 | Elect Director Russell J. Weiner | Management | For | For |
| 1.12 | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1.1 | Elect Director Herb Allen | Management | For | For |
| 1.2 | Elect Director Marc Bolland | Management | For | For |
| 1.3 | Elect Director Ana Botin | Management | For | For |
| 1.4 | Elect Director Christopher C. Davis | Management | For | For |
| 1.5 | Elect Director Barry Diller | Management | For | For |
| 1.6 | Elect Director Carolyn Everson | Management | For | For |
| 1.7 | Elect Director Helene D. Gayle | Management | For | For |
| 1.8 | Elect Director Alexis M. Herman | Management | For | For |
| 1.9 | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1.10 | Elect Director Amity Millhiser | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director Caroline J. Tsay | Management | For | For |
| 1.13 | Elect Director David B. Weinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE COOPER COMPANIES, INC. Meeting Date: MAR 15, 2023 Record Date: JAN 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: COO Security ID: 216648402 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Colleen E. Jay | Management | For | For |
| 1.2 | Elect Director William A. Kozy | Management | For | For |
| 1.3 | Elect Director Cynthia L. Lucchese | Management | For | For |
| 1.4 | Elect Director Teresa S. Madden | Management | For | For |
| 1.5 | Elect Director Gary S. Petersmeyer | Management | For | For |
| 1.6 | Elect Director Maria Rivas | Management | For | For |
| 1.7 | Elect Director Robert S. Weiss | Management | For | For |
| 1.8 | Elect Director Albert G. White, III | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| THE ESTEE LAUDER COMPANIES INC. Meeting Date: NOV 18, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EL Security ID: 518439104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald S. Lauder | Management | For | For |
| 1b | Elect Director William P. Lauder | Management | For | Withhold |
| 1c | Elect Director Richard D. Parsons | Management | For | Withhold |
| 1d | Elect Director Lynn Forester de Rothschild | Management | For | For |
| 1e | Elect Director Jennifer Tejada | Management | For | For |
| 1f | Elect Director Richard F. Zannino | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 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 |
| 1a | Elect Director Michele Burns | Management | For | For |
| 1b | Elect Director Mark Flaherty | Management | For | For |
| 1c | Elect Director Kimberley Harris | Management | For | For |
| 1d | Elect Director Kevin Johnson | Management | For | For |
| 1e | Elect Director Ellen Kullman | Management | For | For |
| 1f | Elect Director Lakshmi Mittal | Management | For | For |
| 1g | Elect Director Adebayo Ogunlesi | Management | For | For |
| 1h | Elect Director Peter Oppenheimer | Management | For | For |
| 1i | Elect Director David Solomon | Management | For | For |
| 1j | Elect Director Jan Tighe | Management | For | For |
| 1k | Elect Director Jessica Uhl | Management | For | For |
| 1l | Elect Director David Viniar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Publish Third-Party Review on Chinese Congruency of Certain ETFs | Shareholder | Against | Against |
| 8 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 11 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | For |
| 12 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Larry D. De Shon | Management | For | For |
| 1b | Elect Director Carlos Dominguez | Management | For | For |
| 1c | Elect Director Trevor Fetter | Management | For | For |
| 1d | Elect Director Donna A. James | Management | For | For |
| 1e | Elect Director Kathryn A. Mikells | Management | For | For |
| 1f | Elect Director Edmund Reese | Management | For | For |
| 1g | Elect Director Teresa Wynn Roseborough | Management | For | For |
| 1h | Elect Director Virginia P. Ruesterholz | Management | For | For |
| 1i | Elect Director Christopher J. Swift | Management | For | For |
| 1j | Elect Director Matthew E. Winter | Management | For | For |
| 1k | Elect Director Greig Woodring | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | 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 Director Pamela M. Arway | Management | For | For |
| 1.2 | Elect Director Michele G. Buck | Management | For | For |
| 1.3 | Elect Director Victor L. Crawford | Management | For | For |
| 1.4 | Elect Director Robert M. Dutkowsky | Management | For | Withhold |
| 1.5 | Elect Director Mary Kay Haben | Management | For | For |
| 1.6 | Elect Director James C. Katzman | Management | For | Withhold |
| 1.7 | Elect Director M. Diane Koken | Management | For | For |
| 1.8 | Elect Director Huong Maria T. Kraus | Management | For | For |
| 1.9 | Elect Director Robert M. Malcolm | Management | For | Withhold |
| 1.10 | Elect Director Anthony J. Palmer | Management | For | Withhold |
| 1.11 | Elect Director Juan R. Perez | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Human Rights Impacts of Living Wage & Income Position Statement | 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 |
| 1a | Elect Director Gerard J. Arpey | Management | For | For |
| 1b | Elect Director Ari Bousbib | Management | For | For |
| 1c | Elect Director Jeffery H. Boyd | Management | For | For |
| 1d | Elect Director Gregory D. Brenneman | Management | For | For |
| 1e | Elect Director J. Frank Brown | Management | For | For |
| 1f | Elect Director Albert P. Carey | Management | For | For |
| 1g | Elect Director Edward P. Decker | Management | For | For |
| 1h | Elect Director Linda R. Gooden | Management | For | For |
| 1i | Elect Director Wayne M. Hewett | Management | For | For |
| 1j | Elect Director Manuel Kadre | Management | For | For |
| 1k | Elect Director Stephanie C. Linnartz | Management | For | For |
| 1l | Elect Director Paula Santilli | Management | For | For |
| 1m | Elect Director Caryn Seidman-Becker | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Political Expenditures Congruence | Shareholder | Against | For |
| 8 | Rescind 2022 Racial Equity Audit Proposal | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| THE INTERPUBLIC GROUP OF COMPANIES, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IPG Security ID: 460690100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jocelyn Carter-Miller | Management | For | For |
| 1.2 | Elect Director Mary J. Steele Guilfoile | Management | For | For |
| 1.3 | Elect Director Dawn Hudson | Management | For | For |
| 1.4 | Elect Director Philippe Krakowsky | Management | For | For |
| 1.5 | Elect Director Jonathan F. Miller | Management | For | For |
| 1.6 | Elect Director Patrick Q. Moore | Management | For | For |
| 1.7 | Elect Director Linda S. Sanford | Management | For | For |
| 1.8 | Elect Director David M. Thomas | Management | For | For |
| 1.9 | Elect Director E. Lee Wyatt Jr. | Management | For | For |
| 2 | Ratify Pricewaterhousecoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| THE J. M. SMUCKER COMPANY Meeting Date: AUG 17, 2022 Record Date: JUN 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SJM Security ID: 832696405 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan E. Chapman-Hughes | Management | For | For |
| 1b | Elect Director Paul J. Dolan | Management | For | For |
| 1c | Elect Director Jay L. Henderson | Management | For | For |
| 1d | Elect Director Jonathan E. Johnson, III | Management | For | For |
| 1e | Elect Director Kirk L. Perry | Management | For | For |
| 1f | Elect Director Sandra Pianalto | Management | For | For |
| 1g | Elect Director Alex Shumate | Management | For | For |
| 1h | Elect Director Mark T. Smucker | Management | For | For |
| 1i | Elect Director Richard K. Smucker | Management | For | For |
| 1j | Elect Director Jodi L. Taylor | Management | For | For |
| 1k | Elect Director Dawn C. Willoughby | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Votes Per Share of Existing Stock | Management | For | For |
| THE KRAFT HEINZ COMPANY Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KHC Security ID: 500754106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gregory E. Abel | Management | For | For |
| 1b | Elect Director Humberto P. Alfonso | Management | For | For |
| 1c | Elect Director John T. Cahill | Management | For | For |
| 1d | Elect Director Lori Dickerson Fouche | Management | For | For |
| 1e | Elect Director Diane Gherson | Management | For | For |
| 1f | Elect Director Timothy Kenesey | Management | For | For |
| 1g | Elect Director Alicia Knapp | Management | For | For |
| 1h | Elect Director Elio Leoni Sceti | Management | For | For |
| 1i | Elect Director Susan Mulder | Management | For | For |
| 1j | Elect Director James Park | Management | For | For |
| 1k | Elect Director Miguel Patricio | Management | For | For |
| 1l | Elect Director John C. Pope | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Adopt Simple Majority Vote | Shareholder | Against | Against |
| 5 | Report on Supply Chain Water Risk Exposure | Shareholder | Against | For |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | 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 |
| 1a | Elect Director Nora A. Aufreiter | Management | For | For |
| 1b | Elect Director Kevin M. Brown | Management | For | For |
| 1c | Elect Director Elaine L. Chao | Management | For | For |
| 1d | Elect Director Anne Gates | Management | For | For |
| 1e | Elect Director Karen M. Hoguet | Management | For | For |
| 1f | Elect Director W. Rodney McMullen | Management | For | For |
| 1g | Elect Director Clyde R. Moore | Management | For | For |
| 1h | Elect Director Ronald L. Sargent | Management | For | For |
| 1i | Elect Director J. Amanda Sourry Knox (Amanda Sourry) | Management | For | For |
| 1j | Elect Director Mark S. Sutton | Management | For | For |
| 1k | Elect Director Ashok Vemuri | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Public Health Costs Due to Tobacco Product Sales and the Impact on Overall Market | Shareholder | Against | Against |
| 6 | Report on Charitable Contributions | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 8 | Report on Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Report on Risks of Omitting Viewpoint and Ideological Diversity from EEO Policy | Shareholder | Against | Against |
| THE MOSAIC COMPANY Meeting Date: MAY 25, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MOS Security ID: 61945C103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl K. Beebe | Management | For | For |
| 1b | Elect Director Gregory L. Ebel | Management | For | For |
| 1c | Elect Director Timothy S. Gitzel | Management | For | For |
| 1d | Elect Director Denise C. Johnson | Management | For | For |
| 1e | Elect Director Emery N. Koenig | Management | For | For |
| 1f | Elect Director James (Joc) C. O'Rourke | Management | For | For |
| 1g | Elect Director David T. Seaton | Management | For | For |
| 1h | Elect Director Steven M. Seibert | Management | For | For |
| 1i | Elect Director Joao Roberto Goncalves Teixeira | Management | For | For |
| 1j | Elect Director Gretchen H. Watkins | Management | For | For |
| 1k | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | For |
| THE PNC FINANCIAL SERVICES GROUP, INC. Meeting Date: APR 26, 2023 Record Date: FEB 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PNC Security ID: 693475105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph Alvarado | Management | For | For |
| 1b | Elect Director Debra A. Cafaro | Management | For | For |
| 1c | Elect Director Marjorie Rodgers Cheshire | Management | For | For |
| 1d | Elect Director William S. Demchak | Management | For | For |
| 1e | Elect Director Andrew T. Feldstein | Management | For | For |
| 1f | Elect Director Richard J. Harshman | Management | For | For |
| 1g | Elect Director Daniel R. Hesse | Management | For | For |
| 1h | Elect Director Renu Khator | Management | For | For |
| 1i | Elect Director Linda R. Medler | Management | For | For |
| 1j | Elect Director Robert A. Niblock | Management | For | For |
| 1k | Elect Director Martin Pfinsgraff | Management | For | For |
| 1l | Elect Director Bryan S. Salesky | Management | For | For |
| 1m | Elect Director Toni Townes-whitley | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director B. Marc Allen | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Christopher Kempczinski | Management | For | For |
| 1f | Elect Director Debra L. Lee | Management | For | For |
| 1g | Elect Director Terry J. Lundgren | Management | For | For |
| 1h | Elect Director Christine M. McCarthy | Management | For | For |
| 1i | Elect Director Jon R. Moeller | Management | For | For |
| 1j | Elect Director Rajesh Subramaniam | Management | For | For |
| 1k | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' 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 |
| 1a | Elect Director Danelle M. Barrett | Management | For | For |
| 1b | Elect Director Philip Bleser | Management | For | For |
| 1c | Elect Director Stuart B. Burgdoerfer | Management | For | For |
| 1d | Elect Director Pamela J. Craig | Management | For | For |
| 1e | Elect Director Charles A. Davis | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Lawton W. Fitt | Management | For | For |
| 1h | Elect Director Susan Patricia Griffith | Management | For | For |
| 1i | Elect Director Devin C. Johnson | Management | For | For |
| 1j | Elect Director Jeffrey D. Kelly | Management | For | For |
| 1k | Elect Director Barbara R. Snyder | Management | For | For |
| 1l | Elect Director Kahina Van Dyke | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | 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 |
| 1a | Elect Director Kerrii B. Anderson | Management | For | For |
| 1b | Elect Director Arthur F. Anton | Management | For | For |
| 1c | Elect Director Jeff M. Fettig | Management | For | For |
| 1d | Elect Director John G. Morikis | Management | For | For |
| 1e | Elect Director Christine A. Poon | Management | For | For |
| 1f | Elect Director Aaron M. Powell | Management | For | For |
| 1g | Elect Director Marta R. Stewart | Management | For | For |
| 1h | Elect Director Michael H. Thaman | Management | For | For |
| 1i | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| THE SOUTHERN COMPANY Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SO Security ID: 842587107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janaki Akella | Management | For | For |
| 1b | Elect Director Henry A. "Hal" Clark, III | Management | For | For |
| 1c | Elect Director Anthony F. "Tony" Earley, Jr. | Management | For | For |
| 1d | Elect Director Thomas A. Fanning | Management | For | For |
| 1e | Elect Director David J. Grain | Management | For | For |
| 1f | Elect Director Colette D. Honorable | Management | For | For |
| 1g | Elect Director Donald M. James | Management | For | For |
| 1h | Elect Director John D. Johns | Management | For | For |
| 1i | Elect Director Dale E. Klein | Management | For | For |
| 1j | Elect Director David E. Meador | Management | For | For |
| 1k | Elect Director Ernest J. Moniz | Management | For | For |
| 1l | Elect Director William G. Smith, Jr. | Management | For | For |
| 1m | Elect Director Kristine L. Svinicki | Management | For | For |
| 1n | Elect Director Lizanne Thomas | Management | For | For |
| 1o | Elect Director Christopher C. Womack | Management | For | For |
| 1p | Elect Director E. Jenner Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 7 | Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal | Shareholder | Against | For |
| 8 | Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Jose B. Alvarez | Management | For | For |
| 1b | Elect Director Alan M. Bennett | Management | For | For |
| 1c | Elect Director Rosemary T. Berkery | Management | For | For |
| 1d | Elect Director David T. Ching | Management | For | For |
| 1e | Elect Director C. Kim Goodwin | Management | For | For |
| 1f | Elect Director Ernie Herrman | Management | For | For |
| 1g | Elect Director Amy B. Lane | Management | For | For |
| 1h | Elect Director Carol Meyrowitz | Management | For | For |
| 1i | Elect Director Jackwyn L. Nemerov | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Third-Party Assessment of Human Rights Due Diligence in Supply Chain | Shareholder | Against | Against |
| 6 | Report on Risk from Supplier Misclassification of Supplier's Employees | Shareholder | Against | For |
| 7 | Adopt a Paid Sick Leave Policy for All Employees | Shareholder | Against | Against |
| THE TRAVELERS COMPANIES, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TRV Security ID: 89417E109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan L. Beller | Management | For | For |
| 1b | Elect Director Janet M. Dolan | Management | For | For |
| 1c | Elect Director Russell G. Golden | Management | For | For |
| 1d | Elect Director Patricia L. Higgins | Management | For | For |
| 1e | Elect Director William J. Kane | Management | For | For |
| 1f | Elect Director Thomas B. Leonardi | Management | For | For |
| 1g | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1h | Elect Director Elizabeth E. Robinson | Management | For | For |
| 1i | Elect Director Philip T. (Pete) Ruegger, III | Management | For | For |
| 1j | Elect Director Rafael Santana | Management | For | For |
| 1k | Elect Director Todd C. Schermerhorn | Management | For | For |
| 1l | Elect Director Alan D. Schnitzer | Management | For | For |
| 1m | Elect Director Laurie J. Thomsen | Management | For | For |
| 1n | Elect Director Bridget van Kralingen | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Efforts to Measure, Disclose and Reduce GHG Emissions Associated with Underwriting | Shareholder | Against | Against |
| 7 | Adopt Time-Bound Policy to Phase Out Underwriting for New Fossil Fuel Exploration and Development | Shareholder | Against | Against |
| 8 | Oversee and Report on a Third-Party Racial Equity Audit | Shareholder | Against | For |
| 9 | Ensure Policies Do Not Support Police Violations of Civil Rights | Shareholder | Against | Against |
| 10 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities - Withdrawn | Shareholder | None | None |
| 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 |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Safra A. Catz | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Francis A. deSouza | Management | For | For |
| 1e | Elect Director Carolyn N. Everson | Management | For | For |
| 1f | Elect Director Michael B.G. Froman | Management | For | For |
| 1g | Elect Director Robert A. Iger | Management | For | For |
| 1h | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1i | Elect Director Calvin R. McDonald | Management | For | For |
| 1j | Elect Director Mark G. Parker | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Charitable Contributions | Shareholder | Against | Against |
| 7 | Report on Political Expenditures | Shareholder | Against | For |
| THE WILLIAMS COMPANIES, INC. Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WMB Security ID: 969457100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan S. Armstrong | Management | For | For |
| 1.2 | Elect Director Stephen W. Bergstrom | Management | For | For |
| 1.3 | Elect Director Michael A. Creel | Management | For | For |
| 1.4 | Elect Director Stacey H. Dore | Management | For | For |
| 1.5 | Elect Director Carri A. Lockhart | Management | For | For |
| 1.6 | Elect Director Richard E. Muncrief | Management | For | For |
| 1.7 | Elect Director Peter A. Ragauss | Management | For | For |
| 1.8 | Elect Director Rose M. Robeson | Management | For | For |
| 1.9 | Elect Director Scott D. Sheffield | Management | For | For |
| 1.10 | Elect Director Murray D. Smith | Management | For | For |
| 1.11 | Elect Director William H. Spence | Management | For | For |
| 1.12 | Elect Director Jesse J. Tyson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Marc N. Casper | Management | For | For |
| 1b | Elect Director Nelson J. Chai | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director C. Martin Harris | Management | For | For |
| 1e | Elect Director Tyler Jacks | Management | For | For |
| 1f | Elect Director R. Alexandra Keith | Management | For | For |
| 1g | Elect Director James C. Mullen | Management | For | For |
| 1h | Elect Director Lars R. Sorensen | Management | For | For |
| 1i | Elect Director Debora L. Spar | Management | For | For |
| 1j | Elect Director Scott M. Sperling | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| TRACTOR SUPPLY COMPANY Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TSCO Security ID: 892356106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joy Brown | Management | For | For |
| 1.2 | Elect Director Ricardo Cardenas | Management | For | For |
| 1.3 | Elect Director Andre Hawaux | Management | For | For |
| 1.4 | Elect Director Denise L. Jackson | Management | For | For |
| 1.5 | Elect Director Ramkumar Krishnan | Management | For | For |
| 1.6 | Elect Director Edna K. Morris | Management | For | For |
| 1.7 | Elect Director Mark J. Weikel | Management | For | For |
| 1.8 | Elect Director Harry A. Lawton, III | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TRANE TECHNOLOGIES PLC Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TT Security ID: G8994E103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kirk E. Arnold | Management | For | For |
| 1b | Elect Director Ann C. Berzin | Management | For | For |
| 1c | Elect Director April Miller Boise | Management | For | For |
| 1d | Elect Director Gary D. Forsee | Management | For | For |
| 1e | Elect Director Mark R. George | Management | For | For |
| 1f | Elect Director John A. Hayes | Management | For | For |
| 1g | Elect Director Linda P. Hudson | Management | For | For |
| 1h | Elect Director Myles P. Lee | Management | For | For |
| 1i | Elect Director David S. Regnery | Management | For | For |
| 1j | Elect Director Melissa N. Schaeffer | Management | For | For |
| 1k | Elect Director John P. Surma | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Authorize Issue of Equity | Management | For | For |
| 6 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | For |
| TRANSDIGM GROUP INCORPORATED Meeting Date: JUL 12, 2022 Record Date: MAY 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TDG Security ID: 893641100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Barr | Management | For | For |
| 1.2 | Elect Director Jane Cronin | Management | For | For |
| 1.3 | Elect Director Mervin Dunn | Management | For | Withhold |
| 1.4 | Elect Director Michael Graff | Management | For | Withhold |
| 1.5 | Elect Director Sean Hennessy | Management | For | Withhold |
| 1.6 | Elect Director W. Nicholas Howley | Management | For | For |
| 1.7 | Elect Director Gary E. McCullough | Management | For | For |
| 1.8 | Elect Director Michele Santana | Management | For | For |
| 1.9 | Elect Director Robert Small | Management | For | Withhold |
| 1.10 | Elect Director John Staer | Management | For | For |
| 1.11 | Elect Director Kevin Stein | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| TRANSDIGM GROUP INCORPORATED Meeting Date: MAR 09, 2023 Record Date: JAN 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TDG Security ID: 893641100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Barr | Management | For | For |
| 1.2 | Elect Director Jane Cronin | Management | For | For |
| 1.3 | Elect Director Mervin Dunn | Management | For | Withhold |
| 1.4 | Elect Director Michael Graff | Management | For | Withhold |
| 1.5 | Elect Director Sean Hennessy | Management | For | Withhold |
| 1.6 | Elect Director W. Nicholas Howley | Management | For | For |
| 1.7 | Elect Director Gary E. McCullough | Management | For | For |
| 1.8 | Elect Director Michele Santana | Management | For | For |
| 1.9 | Elect Director Robert Small | Management | For | Withhold |
| 1.10 | Elect Director John Staer | Management | For | For |
| 1.11 | Elect Director Kevin Stein | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| TRIMBLE INC. Meeting Date: JUN 01, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TRMB Security ID: 896239100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James C. Dalton | Management | For | For |
| 1.2 | Elect Director Borje Ekholm | Management | For | For |
| 1.3 | Elect Director Ann Fandozzi | Management | For | For |
| 1.4 | Elect Director Kaigham (Ken) Gabriel | Management | For | For |
| 1.5 | Elect Director Meaghan Lloyd | Management | For | For |
| 1.6 | Elect Director Sandra MacQuillan | Management | For | For |
| 1.7 | Elect Director Robert G. Painter | Management | For | For |
| 1.8 | Elect Director Mark S. Peek | Management | For | For |
| 1.9 | Elect Director Thomas Sweet | Management | For | For |
| 1.10 | Elect Director Johan Wibergh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1a | Elect Director Jennifer S. Banner | Management | For | For |
| 1b | Elect Director K. David Boyer, Jr. | Management | For | For |
| 1c | Elect Director Agnes Bundy Scanlan | Management | For | For |
| 1d | Elect Director Anna R. Cablik | Management | For | For |
| 1e | Elect Director Dallas S. Clement | Management | For | For |
| 1f | Elect Director Paul D. Donahue | Management | For | For |
| 1g | Elect Director Patrick C. Graney, III | Management | For | For |
| 1h | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1i | Elect Director Kelly S. King | Management | For | For |
| 1j | Elect Director Easter A. Maynard | Management | For | For |
| 1k | Elect Director Donna S. Morea | Management | For | For |
| 1l | Elect Director Charles A. Patton | Management | For | For |
| 1m | Elect Director Nido R. Qubein | Management | For | For |
| 1n | Elect Director David M. Ratcliffe | Management | For | For |
| 1o | Elect Director William H. Rogers, Jr. | Management | For | For |
| 1p | Elect Director Frank P. Scruggs, Jr. | Management | For | For |
| 1q | Elect Director Christine Sears | Management | For | For |
| 1r | Elect Director Thomas E. Skains | Management | For | For |
| 1s | Elect Director Bruce L. Tanner | Management | For | For |
| 1t | Elect Director Thomas N. Thompson | Management | For | For |
| 1u | Elect Director Steven C. Voorhees | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| TWITTER, INC. Meeting Date: SEP 13, 2022 Record Date: JUL 22, 2022 Meeting Type: SPECIAL | ||||
| Ticker: TWTR Security ID: 90184L102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| TYLER TECHNOLOGIES, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TYL Security ID: 902252105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn A. Carter | Management | For | For |
| 1.2 | Elect Director Brenda A. Cline | Management | For | For |
| 1.3 | Elect Director Ronnie D. Hawkins, Jr. | Management | For | For |
| 1.4 | Elect Director Mary L. Landrieu | Management | For | For |
| 1.5 | Elect Director John S. Marr, Jr. | Management | For | For |
| 1.6 | Elect Director H. Lynn Moore, Jr. | Management | For | For |
| 1.7 | Elect Director Daniel M. Pope | Management | For | For |
| 1.8 | Elect Director Dustin R. Womble | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director John H. Tyson | Management | For | Against |
| 1b | Elect Director Les R. Baledge | Management | For | Against |
| 1c | Elect Director Mike Beebe | Management | For | Against |
| 1d | Elect Director Maria Claudia Borras | Management | For | For |
| 1e | Elect Director David J. Bronczek | Management | For | Against |
| 1f | Elect Director Mikel A. Durham | Management | For | For |
| 1g | Elect Director Donnie King | Management | For | For |
| 1h | Elect Director Jonathan D. Mariner | Management | For | For |
| 1i | Elect Director Kevin M. McNamara | Management | For | For |
| 1j | Elect Director Cheryl S. Miller | Management | For | For |
| 1k | Elect Director Jeffrey K. Schomburger | Management | For | For |
| 1l | Elect Director Barbara A. Tyson | Management | For | Against |
| 1m | Elect Director Noel White | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| U.S. BANCORP Meeting Date: APR 18, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: USB Security ID: 902973304 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warner L. Baxter | Management | For | For |
| 1b | Elect Director Dorothy J. Bridges | Management | For | For |
| 1c | Elect Director Elizabeth L. Buse | Management | For | For |
| 1d | Elect Director Andrew Cecere | Management | For | For |
| 1e | Elect Director Alan B. Colberg | Management | For | For |
| 1f | Elect Director Kimberly N. Ellison-Taylor | Management | For | For |
| 1g | Elect Director Kimberly J. Harris | Management | For | For |
| 1h | Elect Director Roland A. Hernandez | Management | For | For |
| 1i | Elect Director Richard P. McKenney | Management | For | For |
| 1j | Elect Director Yusuf I. Mehdi | Management | For | For |
| 1k | Elect Director Loretta E. Reynolds | Management | For | For |
| 1l | Elect Director John P. Wiehoff | Management | For | For |
| 1m | Elect Director Scott W. Wine | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Katherine A. Cattanach | Management | For | For |
| 1b | Elect Director Jon A. Grove | Management | For | For |
| 1c | Elect Director Mary Ann King | Management | For | For |
| 1d | Elect Director James D. Klingbeil | Management | For | For |
| 1e | Elect Director Clint D. McDonnough | Management | For | For |
| 1f | Elect Director Robert A. McNamara | Management | For | For |
| 1g | Elect Director Diane M. Morefield | Management | For | For |
| 1h | Elect Director Kevin C. Nickelberry | Management | For | For |
| 1i | Elect Director Mark R. Patterson | Management | For | For |
| 1j | Elect Director Thomas W. Toomey | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Michelle L. Collins | Management | For | For |
| 1b | Elect Director Patricia A. Little | Management | For | For |
| 1c | Elect Director Heidi G. Petz | Management | For | For |
| 1d | Elect Director Michael C. Smith | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Provide Directors May Be Removed With or Without Cause | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement to Amend Certificate of Incorporation | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement to Amend Bylaws | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | One Year | One 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 |
| 1a | Elect Director William J. DeLaney | Management | For | For |
| 1b | Elect Director David B. Dillon | Management | For | For |
| 1c | Elect Director Sheri H. Edison | Management | For | For |
| 1d | Elect Director Teresa M. Finley | Management | For | For |
| 1e | Elect Director Lance M. Fritz | Management | For | For |
| 1f | Elect Director Deborah C. Hopkins | Management | For | For |
| 1g | Elect Director Jane H. Lute | Management | For | For |
| 1h | Elect Director Michael R. McCarthy | Management | For | For |
| 1i | Elect Director Jose H. Villarreal | Management | For | For |
| 1j | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy | 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 |
| 1a | Elect Director Carolyn Corvi | Management | For | For |
| 1b | Elect Director Matthew Friend | Management | For | For |
| 1c | Elect Director Barney Harford | Management | For | For |
| 1d | Elect Director Michele J. Hooper | Management | For | For |
| 1e | Elect Director Walter Isaacson | Management | For | For |
| 1f | Elect Director James A. C. Kennedy | Management | For | For |
| 1g | Elect Director J. Scott Kirby | Management | For | For |
| 1h | Elect Director Edward M. Philip | Management | For | For |
| 1i | Elect Director Edward L. Shapiro | Management | For | For |
| 1j | Elect Director Laysha Ward | Management | For | For |
| 1k | Elect Director James M. Whitehurst | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| UNITED PARCEL SERVICE, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: UPS Security ID: 911312106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Tome | Management | For | For |
| 1b | Elect Director Rodney Adkins | Management | For | For |
| 1c | Elect Director Eva Boratto | Management | For | For |
| 1d | Elect Director Michael Burns | Management | For | For |
| 1e | Elect Director Wayne Hewett | Management | For | For |
| 1f | Elect Director Angela Hwang | Management | For | For |
| 1g | Elect Director Kate Johnson | Management | For | Against |
| 1h | Elect Director William Johnson | Management | For | Against |
| 1i | Elect Director Franck Moison | Management | For | Against |
| 1j | Elect Director Christiana Smith Shi | Management | For | For |
| 1k | Elect Director Russell Stokes | Management | For | Against |
| 1l | Elect Director Kevin Warsh | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 6 | Adopt Independently Verified Science-Based Greenhouse Gas Emissions Reduction Targets in Line with the Paris Climate Agreement | Shareholder | Against | For |
| 7 | Report on Integrating GHG Emissions Reductions Targets into Executive Compensation | Shareholder | Against | For |
| 8 | Report on Just Transition | Shareholder | Against | For |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| 10 | Oversee and Report a Civil Rights Audit | Shareholder | Against | Against |
| 11 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Jose B. Alvarez | Management | For | For |
| 1b | Elect Director Marc A. Bruno | Management | For | For |
| 1c | Elect Director Larry D. De Shon | Management | For | For |
| 1d | Elect Director Matthew J. Flannery | Management | For | For |
| 1e | Elect Director Bobby J. Griffin | Management | For | For |
| 1f | Elect Director Kim Harris Jones | Management | For | For |
| 1g | Elect Director Terri L. Kelly | Management | For | For |
| 1h | Elect Director Michael J. Kneeland | Management | For | For |
| 1i | Elect Director Francisco J. Lopez-Balboa | Management | For | For |
| 1j | Elect Director Gracia C. Martore | Management | For | For |
| 1k | Elect Director Shiv Singh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent to 15% | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent to 10% | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| UNIVERSAL HEALTH SERVICES, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: UHS Security ID: 913903100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Nina Chen-Langenmayr | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | 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 |
| 1a | Elect Director Fred M. Diaz | Management | For | For |
| 1b | Elect Director H. Paulett Eberhart | Management | For | For |
| 1c | Elect Director Marie A. Ffolkes | Management | For | For |
| 1d | Elect Director Joseph W. Gorder | Management | For | For |
| 1e | Elect Director Kimberly S. Greene | Management | For | For |
| 1f | Elect Director Deborah P. Majoras | Management | For | For |
| 1g | Elect Director Eric D. Mullins | Management | For | For |
| 1h | Elect Director Donald L. Nickles | Management | For | For |
| 1i | Elect Director Robert A. Profusek | Management | For | For |
| 1j | Elect Director Randall J. Weisenburger | Management | For | For |
| 1k | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Climate Transition Plan and GHG Emissions Reduction Targets | Shareholder | Against | For |
| 6 | Oversee and Report 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 |
| 1a | Elect Director Melody C. Barnes | Management | For | For |
| 1b | Elect Director Debra A. Cafaro | Management | For | For |
| 1c | Elect Director Michael J. Embler | Management | For | For |
| 1d | Elect Director Matthew J. Lustig | Management | For | For |
| 1e | Elect Director Roxanne M. Martino | Management | For | For |
| 1f | Elect Director Marguerite M. Nader | Management | For | For |
| 1g | Elect Director Sean P. Nolan | Management | For | For |
| 1h | Elect Director Walter C. Rakowich | Management | For | For |
| 1i | Elect Director Sumit Roy | Management | For | For |
| 1j | Elect Director James D. Shelton | Management | For | For |
| 1k | Elect Director Maurice S. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| VERISIGN, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VRSN Security ID: 92343E102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director D. James Bidzos | Management | For | For |
| 1.2 | Elect Director Courtney D. Armstrong | Management | For | For |
| 1.3 | Elect Director Yehuda Ari Buchalter | Management | For | For |
| 1.4 | Elect Director Kathleen A. Cote | Management | For | For |
| 1.5 | Elect Director Thomas F. Frist, III | Management | For | For |
| 1.6 | Elect Director Jamie S. Gorelick | Management | For | For |
| 1.7 | Elect Director Roger H. Moore | Management | For | For |
| 1.8 | Elect Director Timothy Tomlinson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| VERISK ANALYTICS, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VRSK Security ID: 92345Y106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vincent K. Brooks | Management | For | For |
| 1b | Elect Director Jeffrey Dailey | Management | For | For |
| 1c | Elect Director Wendy Lane | Management | For | For |
| 1d | Elect Director Lee M. Shavel | Management | For | For |
| 1e | Elect Director Kimberly S. Stevenson | Management | For | For |
| 1f | Elect Director Olumide Soroye | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| VERIZON COMMUNICATIONS INC. Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VZ Security ID: 92343V104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye Archambeau | Management | For | For |
| 1.2 | Elect Director Roxanne Austin | Management | For | For |
| 1.3 | Elect Director Mark Bertolini | Management | For | For |
| 1.4 | Elect Director Vittorio Colao | Management | For | For |
| 1.5 | Elect Director Melanie Healey | Management | For | For |
| 1.6 | Elect Director Laxman Narasimhan | Management | For | For |
| 1.7 | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1.8 | Elect Director Daniel Schulman | Management | For | For |
| 1.9 | Elect Director Rodney Slater | Management | For | For |
| 1.10 | Elect Director Carol Tome | Management | For | For |
| 1.11 | Elect Director Hans Vestberg | Management | For | For |
| 1.12 | Elect Director Gregory Weaver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Government Requests to Remove Content | Shareholder | Against | Against |
| 6 | Adopt a Policy Prohibiting Direct and Indirect Political Contributions to Candidates | Shareholder | Against | Against |
| 7 | Amend Clawback Policy | Shareholder | Against | For |
| 8 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 9 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Sangeeta Bhatia | Management | For | For |
| 1.2 | Elect Director Lloyd Carney | Management | For | For |
| 1.3 | Elect Director Alan Garber | Management | For | For |
| 1.4 | Elect Director Terrence Kearney | Management | For | For |
| 1.5 | Elect Director Reshma Kewalramani | Management | For | For |
| 1.6 | Elect Director Jeffrey Leiden | Management | For | For |
| 1.7 | Elect Director Diana McKenzie | Management | For | For |
| 1.8 | Elect Director Bruce Sachs | Management | For | For |
| 1.9 | Elect Director Suketu Upadhyay | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VF CORPORATION Meeting Date: JUL 26, 2022 Record Date: MAY 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VFC Security ID: 918204108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard T. Carucci | Management | For | For |
| 1.2 | Elect Director Alex Cho | Management | For | For |
| 1.3 | Elect Director Juliana L. Chugg | Management | For | For |
| 1.4 | Elect Director Benno Dorer | Management | For | For |
| 1.5 | Elect Director Mark S. Hoplamazian | Management | For | For |
| 1.6 | Elect Director Laura W. Lang | Management | For | For |
| 1.7 | Elect Director W. Rodney McMullen | Management | For | For |
| 1.8 | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1.9 | Elect Director Steven E. Rendle | Management | For | For |
| 1.10 | Elect Director Carol L. Roberts | Management | For | For |
| 1.11 | Elect Director Matthew J. Shattock | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| VIATRIS INC. Meeting Date: DEC 09, 2022 Record Date: OCT 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VTRS Security ID: 92556V106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director W. Don Cornwell | Management | For | For |
| 1B | Elect Director Harry A. Korman | Management | For | For |
| 1C | Elect Director Rajiv Malik | Management | For | For |
| 1D | Elect Director Richard A. Mark | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| VICI PROPERTIES INC. Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VICI Security ID: 925652109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Abrahamson | Management | For | For |
| 1b | Elect Director Diana F. Cantor | Management | For | For |
| 1c | Elect Director Monica H. Douglas | Management | For | For |
| 1d | Elect Director Elizabeth I. Holland | Management | For | For |
| 1e | Elect Director Craig Macnab | Management | For | For |
| 1f | Elect Director Edward B. Pitoniak | Management | For | For |
| 1g | Elect Director Michael D. Rumbolz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | 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 |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Melissa H. Anderson | Management | For | For |
| 1b | Elect Director O. B. Grayson Hall, Jr. | Management | For | For |
| 1c | Elect Director Lydia H. Kennard | Management | For | For |
| 1d | Elect Director James T. Prokopanko | Management | For | For |
| 1e | Elect Director George Willis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| W. R. BERKLEY CORPORATION Meeting Date: JUN 14, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WRB Security ID: 084423102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Robert Berkley, Jr. | Management | For | Against |
| 1b | Elect Director Maria Luisa Ferre | Management | For | Against |
| 1c | Elect Director Daniel L. Mosley | Management | For | For |
| 1d | Elect Director Mark L. Shapiro | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | 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 |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director V. Ann Hailey | Management | For | For |
| 1c | Elect Director Katherine D. Jaspon | Management | For | For |
| 1d | Elect Director Stuart L. Levenick | Management | For | For |
| 1e | Elect Director D.G. Macpherson | Management | For | For |
| 1f | Elect Director Neil S. Novich | Management | For | For |
| 1g | Elect Director Beatriz R. Perez | Management | For | For |
| 1h | Elect Director E. Scott Santi | Management | For | For |
| 1i | Elect Director Susan Slavik Williams | Management | For | For |
| 1j | Elect Director Lucas E. Watson | Management | For | For |
| 1k | Elect Director Steven A. White | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WALGREENS BOOTS ALLIANCE, INC. Meeting Date: JAN 26, 2023 Record Date: NOV 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WBA Security ID: 931427108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janice M. Babiak | Management | For | For |
| 1b | Elect Director Inderpal S. Bhandari | Management | For | For |
| 1c | Elect Director Rosalind G. Brewer | Management | For | For |
| 1d | Elect Director Ginger L. Graham | Management | For | For |
| 1e | Elect Director Bryan C. Hanson | Management | For | For |
| 1f | Elect Director Valerie B. Jarrett | Management | For | For |
| 1g | Elect Director John A. Lederer | Management | For | For |
| 1h | Elect Director Dominic P. Murphy | Management | For | For |
| 1i | Elect Director Stefano Pessina | Management | For | For |
| 1j | Elect Director Nancy M. Schlichting | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Public Health Costs Due to Tobacco Product Sales and the Impact on Overall Market | Shareholder | Against | Against |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Cesar Conde | Management | For | For |
| 1b | Elect Director Timothy P. Flynn | Management | For | For |
| 1c | Elect Director Sarah J. Friar | Management | For | For |
| 1d | Elect Director Carla A. Harris | Management | For | For |
| 1e | Elect Director Thomas W. Horton | Management | For | For |
| 1f | Elect Director Marissa A. Mayer | Management | For | For |
| 1g | Elect Director C. Douglas McMillon | Management | For | For |
| 1h | Elect Director Gregory B. Penner | Management | For | For |
| 1i | Elect Director Randall L. Stephenson | Management | For | For |
| 1j | Elect Director S. Robson Walton | Management | For | For |
| 1k | Elect Director Steuart L. Walton | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Consider Pay Disparity Between CEO and Other Employees | Shareholder | Against | Against |
| 6 | Report on Human Rights Due Diligence | Shareholder | Against | Against |
| 7 | Commission Third Party Racial Equity Audit | Shareholder | Against | For |
| 8 | Report on Racial and Gender Layoff Diversity | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 12 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | For |
| WARNER BROS. DISCOVERY, INC. Meeting Date: MAY 08, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WBD Security ID: 934423104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Li Haslett Chen | Management | For | For |
| 1.2 | Elect Director Kenneth W. Lowe | Management | For | For |
| 1.3 | Elect Director Paula A. Price | Management | For | For |
| 1.4 | Elect Director David M. Zaslav | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| WASTE MANAGEMENT, INC. Meeting Date: MAY 09, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WM Security ID: 94106L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bruce E. Chinn | Management | For | For |
| 1b | Elect Director James C. Fish, Jr. | Management | For | For |
| 1c | Elect Director Andres R. Gluski | Management | For | For |
| 1d | Elect Director Victoria M. Holt | Management | For | For |
| 1e | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1f | Elect Director Sean E. Menke | Management | For | For |
| 1g | Elect Director William B. Plummer | Management | For | For |
| 1h | Elect Director John C. Pope | Management | For | For |
| 1i | Elect Director Maryrose T. Sylvester | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| WATERS CORPORATION Meeting Date: MAY 23, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WAT Security ID: 941848103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Flemming Ornskov | Management | For | For |
| 1.2 | Elect Director Linda Baddour | Management | For | For |
| 1.3 | Elect Director Udit Batra | Management | For | For |
| 1.4 | Elect Director Dan Brennan | Management | For | For |
| 1.5 | Elect Director Richard Fearon | Management | For | For |
| 1.6 | Elect Director Pearl S. Huang | Management | For | For |
| 1.7 | Elect Director Wei Jiang | Management | For | For |
| 1.8 | Elect Director Christopher A. Kuebler | Management | For | For |
| 1.9 | Elect Director Mark Vergnano | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WEC ENERGY GROUP, INC. Meeting Date: MAY 04, 2023 Record Date: FEB 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WEC Security ID: 92939U106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ave M. Bie | Management | For | For |
| 1.2 | Elect Director Curt S. Culver | Management | For | For |
| 1.3 | Elect Director Danny L. Cunningham | Management | For | For |
| 1.4 | Elect Director William M. Farrow, III | Management | For | For |
| 1.5 | Elect Director Cristina A. Garcia-Thomas | Management | For | For |
| 1.6 | Elect Director Maria C. Green | Management | For | For |
| 1.7 | Elect Director Gale E. Klappa | Management | For | For |
| 1.8 | Elect Director Thomas K. Lane | Management | For | For |
| 1.9 | Elect Director Scott J. Lauber | Management | For | For |
| 1.10 | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1.11 | Elect Director Mary Ellen Stanek | Management | For | For |
| 1.12 | Elect Director Glen E. Tellock | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | 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 |
| 1a | Elect Director Steven D. Black | Management | For | For |
| 1b | Elect Director Mark A. Chancy | Management | For | For |
| 1c | Elect Director Celeste A. Clark | Management | For | For |
| 1d | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1e | Elect Director Richard K. Davis | Management | For | For |
| 1f | Elect Director Wayne M. Hewett | Management | For | For |
| 1g | Elect Director CeCelia (CeCe) G. Morken | Management | For | For |
| 1h | Elect Director Maria R. Morris | Management | For | For |
| 1i | Elect Director Felicia F. Norwood | Management | For | For |
| 1j | Elect Director Richard B. Payne, Jr. | Management | For | For |
| 1k | Elect Director Ronald L. Sargent | Management | For | For |
| 1l | Elect Director Charles W. Scharf | Management | For | For |
| 1m | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Political Expenditures Congruence | Shareholder | Against | For |
| 7 | Report on Climate Lobbying | Shareholder | Against | For |
| 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | For |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Report on Prevention of Workplace Harassment and Discrimination | Shareholder | Against | For |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | 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 |
| 1a | Elect Director Kenneth J. Bacon | Management | For | For |
| 1b | Elect Director Karen B. DeSalvo | Management | For | For |
| 1c | Elect Director Philip L. Hawkins | Management | For | For |
| 1d | Elect Director Dennis G. Lopez | Management | For | For |
| 1e | Elect Director Shankh Mitra | Management | For | For |
| 1f | Elect Director Ade J. Patton | Management | For | For |
| 1g | Elect Director Diana W. Reid | Management | For | For |
| 1h | Elect Director Sergio D. Rivera | Management | For | For |
| 1i | Elect Director Johnese M. Spisso | Management | For | For |
| 1j | Elect Director Kathryn M. Sullivan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WEST PHARMACEUTICAL SERVICES, INC. Meeting Date: APR 25, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WST Security ID: 955306105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Buthman | Management | For | For |
| 1b | Elect Director William F. Feehery | Management | For | For |
| 1c | Elect Director Robert F. Friel | Management | For | For |
| 1d | Elect Director Eric M. Green | Management | For | For |
| 1e | Elect Director Thomas W. Hofmann | Management | For | For |
| 1f | Elect Director Molly E. Joseph | Management | For | For |
| 1g | Elect Director Deborah L. V. Keller | Management | For | For |
| 1h | Elect Director Myla P. Lai-Goldman | Management | For | For |
| 1i | Elect Director Stephen H. Lockhart | Management | For | For |
| 1j | Elect Director Douglas A. Michels | Management | For | For |
| 1k | Elect Director Paolo Pucci | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Bylaws | Shareholder | Against | Against |
| WESTERN DIGITAL CORPORATION Meeting Date: NOV 16, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WDC Security ID: 958102105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kimberly E. Alexy | Management | For | For |
| 1b | Elect Director Thomas H. Caulfield | Management | For | For |
| 1c | Elect Director Martin I. Cole | Management | For | For |
| 1d | Elect Director Tunc Doluca | Management | For | For |
| 1e | Elect Director David V. Goeckeler | Management | For | For |
| 1f | Elect Director Matthew E. Massengill | Management | For | For |
| 1g | Elect Director Stephanie A. Streeter | Management | For | For |
| 1h | Elect Director Miyuki Suzuki | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WAB Security ID: 929740108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rafael Santana | Management | For | For |
| 1b | Elect Director Lee C. Banks | Management | For | For |
| 1c | Elect Director Byron S. Foster | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1a | Elect Director Colleen F. Arnold | Management | For | For |
| 1b | Elect Director Timothy J. Bernlohr | Management | For | For |
| 1c | Elect Director J. Powell Brown | Management | For | For |
| 1d | Elect Director Terrell K. Crews | Management | For | For |
| 1e | Elect Director Russell M. Currey | Management | For | For |
| 1f | Elect Director Suzan F. Harrison | Management | For | For |
| 1g | Elect Director Gracia C. Martore | Management | For | For |
| 1h | Elect Director James E. Nevels | Management | For | For |
| 1i | Elect Director E. Jean Savage | Management | For | For |
| 1j | Elect Director David B. Sewell | Management | For | For |
| 1k | Elect Director Dmitri L. Stockton | Management | For | For |
| 1l | Elect Director Alan D. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1a | Elect Director Mark A. Emmert | Management | For | For |
| 1b | Elect Director Rick R. Holley | Management | For | For |
| 1c | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1d | Elect Director Deidra C. Merriwether | Management | For | For |
| 1e | Elect Director Al Monaco | Management | For | For |
| 1f | Elect Director Nicole W. Piasecki | Management | For | For |
| 1g | Elect Director Lawrence A. Selzer | Management | For | For |
| 1h | Elect Director Devin W. Stockfish | Management | For | For |
| 1i | Elect Director Kim Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| WHIRLPOOL CORPORATION Meeting Date: APR 18, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WHR Security ID: 963320106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Allen | Management | For | For |
| 1b | Elect Director Marc R. Bitzer | Management | For | For |
| 1c | Elect Director Greg Creed | Management | For | For |
| 1d | Elect Director Diane M. Dietz | Management | For | For |
| 1e | Elect Director Gerri T. Elliott | Management | For | For |
| 1f | Elect Director Jennifer A. LaClair | Management | For | For |
| 1g | Elect Director John D. Liu | Management | For | For |
| 1h | Elect Director James M. Loree | Management | For | For |
| 1i | Elect Director Harish Manwani | Management | For | For |
| 1j | Elect Director Patricia K. Poppe | Management | For | For |
| 1k | Elect Director Larry O. Spencer | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WTW Security ID: G96629103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dame Inga Beale | Management | For | For |
| 1b | Elect Director Fumbi Chima | Management | For | For |
| 1c | Elect Director Stephen Chipman | Management | For | For |
| 1d | Elect Director Michael Hammond | Management | For | For |
| 1e | Elect Director Carl Hess | Management | For | For |
| 1f | Elect Director Jacqueline Hunt | Management | For | For |
| 1g | Elect Director Paul Reilly | Management | For | For |
| 1h | Elect Director Michelle Swanback | Management | For | For |
| 1i | Elect Director Paul Thomas | Management | For | For |
| 1j | Elect Director Fredric Tomczyk | Management | For | For |
| 2 | Ratify the Appointment of Deloitte & Touche LLP as Auditor and Deloitte Ireland LLP to audit the Irish Statutory Accounts, and Authorize the Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights | Management | For | For |
| WYNN RESORTS, LIMITED Meeting Date: MAY 04, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WYNN Security ID: 983134107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard J. Byrne | Management | For | For |
| 1.2 | Elect Director Patricia Mulroy | Management | For | For |
| 1.3 | Elect Director Philip G. Satre | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| XCEL ENERGY INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: XEL Security ID: 98389B100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Megan Burkhart | Management | For | For |
| 1b | Elect Director Lynn Casey | Management | For | For |
| 1c | Elect Director Bob Frenzel | Management | For | For |
| 1d | Elect Director Netha Johnson | Management | For | For |
| 1e | Elect Director Patricia Kampling | Management | For | For |
| 1f | Elect Director George Kehl | Management | For | For |
| 1g | Elect Director Richard O'Brien | Management | For | For |
| 1h | Elect Director Charles Pardee | Management | For | For |
| 1i | Elect Director Christopher Policinski | Management | For | For |
| 1j | Elect Director James Prokopanko | Management | For | For |
| 1k | Elect Director Kim Williams | Management | For | For |
| 1l | Elect Director Daniel Yohannes | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| XYLEM INC. Meeting Date: MAY 11, 2023 Record Date: APR 05, 2023 Meeting Type: SPECIAL | ||||
| Ticker: XYL Security ID: 98419M100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| XYLEM INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: XYL Security ID: 98419M100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeanne Beliveau-Dunn | Management | For | For |
| 1b | Elect Director Patrick K. Decker | Management | For | For |
| 1c | Elect Director Earl R. Ellis | Management | For | For |
| 1d | Elect Director Robert F. Friel | Management | For | For |
| 1e | Elect Director Victoria D. Harker | Management | For | For |
| 1f | Elect Director Steven R. Loranger | Management | For | For |
| 1g | Elect Director Mark D. Morelli | Management | For | For |
| 1h | Elect Director Jerome A. Peribere | Management | For | For |
| 1i | Elect Director Lila Tretikov | Management | For | For |
| 1j | Elect Director Uday Yadav | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | 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 |
| 1a | Elect Director Paget L. Alves | Management | For | For |
| 1b | Elect Director Keith Barr | Management | For | For |
| 1c | Elect Director Christopher M. Connor | Management | For | For |
| 1d | Elect Director Brian C. Cornell | Management | For | For |
| 1e | Elect Director Tanya L. Domier | Management | For | For |
| 1f | Elect Director David W. Gibbs | Management | For | For |
| 1g | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1h | Elect Director Thomas C. Nelson | Management | For | For |
| 1i | Elect Director P. Justin Skala | Management | For | For |
| 1j | Elect Director Annie Young-Scrivner | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| 9 | Report on Paid Sick Leave | Shareholder | Against | Against |
| ZEBRA TECHNOLOGIES CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ZBRA Security ID: 989207105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William J. Burns | Management | For | For |
| 1b | Elect Director Linda M. Connly | Management | For | For |
| 1c | Elect Director Anders Gustafsson | Management | For | For |
| 1d | Elect Director Janice M. Roberts | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | 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 |
| 1a | Elect Director Christopher B. Begley | Management | For | For |
| 1b | Elect Director Betsy J. Bernard | Management | For | For |
| 1c | Elect Director Michael J. Farrell | Management | For | For |
| 1d | Elect Director Robert A. Hagemann | Management | For | For |
| 1e | Elect Director Bryan C. Hanson | Management | For | For |
| 1f | Elect Director Arthur J. Higgins | Management | For | For |
| 1g | Elect Director Maria Teresa Hilado | Management | For | For |
| 1h | Elect Director Syed Jafry | Management | For | For |
| 1i | Elect Director Sreelakshmi Kolli | Management | For | For |
| 1j | Elect Director Michael W. Michelson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ZIONS BANCORPORATION, N.A. Meeting Date: MAY 05, 2023 Record Date: MAR 02, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ZION Security ID: 989701107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Maria Contreras-Sweet | Management | For | For |
| 1B | Elect Director Gary L. Crittenden | Management | For | For |
| 1C | Elect Director Suren K. Gupta | Management | For | For |
| 1D | Elect Director Claire A. Huang | Management | For | For |
| 1E | Elect Director Vivian S. Lee | Management | For | For |
| 1F | Elect Director Scott J. McLean | Management | For | For |
| 1G | Elect Director Edward F. Murphy | Management | For | For |
| 1H | Elect Director Stephen D. Quinn | Management | For | For |
| 1I | Elect Director Harris H. Simmons | Management | For | For |
| 1J | Elect Director Aaron B. Skonnard | Management | For | For |
| 1K | Elect Director Barbara A. Yastine | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ZOETIS INC. Meeting Date: MAY 18, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ZTS Security ID: 98978V103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul M. Bisaro | Management | For | For |
| 1b | Elect Director Vanessa Broadhurst | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Michael B. McCallister | Management | For | For |
| 1e | Elect Director Gregory Norden | Management | For | For |
| 1f | Elect Director Louise M. Parent | Management | For | For |
| 1g | Elect Director Kristin C. Peck | Management | For | For |
| 1h | Elect Director Robert W. Scully | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | For |
LargeCap S&P 500 Managed Volatility Index Account
| 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 |
| 1a | Elect Director Thomas "Tony" K. Brown | Management | For | For |
| 1b | Elect Director Anne H. Chow | Management | For | For |
| 1c | Elect Director David B. Dillon | Management | For | For |
| 1d | Elect Director Michael L. Eskew | Management | For | For |
| 1e | Elect Director James R. Fitterling | Management | For | For |
| 1f | Elect Director Amy E. Hood | Management | For | For |
| 1g | Elect Director Suzan Kereere | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Pedro J. Pizarro | Management | For | For |
| 1j | Elect Director Michael F. Roman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| A. O. SMITH CORPORATION Meeting Date: APR 11, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AOS Security ID: 831865209 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald D. Brown | Management | For | Withhold |
| 1.2 | Elect Director Earl E. Exum | Management | For | For |
| 1.3 | Elect Director Michael M. Larsen | Management | For | For |
| 1.4 | Elect Director Idelle K. Wolf | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Whether Company Policies Reinforce Racism in Company Culture | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Claire Babineaux-Fontenot | Management | For | For |
| 1.3 | Elect Director Sally E. Blount | Management | For | For |
| 1.4 | Elect Director Robert B. Ford | Management | For | For |
| 1.5 | Elect Director Paola Gonzalez | Management | For | For |
| 1.6 | Elect Director Michelle A. Kumbier | Management | For | For |
| 1.7 | Elect Director Darren W. McDew | Management | For | For |
| 1.8 | Elect Director Nancy McKinstry | Management | For | For |
| 1.9 | Elect Director Michael G. O'Grady | Management | For | For |
| 1.10 | Elect Director Michael F. Roman | Management | For | For |
| 1.11 | Elect Director Daniel J. Starks | Management | For | For |
| 1.12 | Elect Director John G. Stratton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Melody B. Meyer | Management | For | For |
| 1.3 | Elect Director Frederick H. Waddell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | For |
| ABIOMED, INC. Meeting Date: AUG 10, 2022 Record Date: JUN 13, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ABMD Security ID: 003654100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael R. Minogue | Management | For | For |
| 1.2 | Elect Director Martin P. Sutter | Management | For | Withhold |
| 1.3 | Elect Director Paula A. Johnson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Jaime Ardila | Management | For | For |
| 1b | Elect Director Nancy McKinstry | Management | For | For |
| 1c | Elect Director Beth E. Mooney | Management | For | For |
| 1d | Elect Director Gilles C. Pelisson | Management | For | For |
| 1e | Elect Director Paula A. Price | Management | For | For |
| 1f | Elect Director Venkata (Murthy) Renduchintala | Management | For | For |
| 1g | Elect Director Arun Sarin | Management | For | For |
| 1h | Elect Director Julie Sweet | Management | For | For |
| 1i | Elect Director Tracey T. Travis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Management | For | For |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| ACTIVISION BLIZZARD, INC. Meeting Date: JUN 21, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ATVI Security ID: 00507V109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reveta Bowers | Management | For | For |
| 1b | Elect Director Kerry Carr | Management | For | For |
| 1c | Elect Director Robert Corti | Management | For | For |
| 1d | Elect Director Brian Kelly | Management | For | For |
| 1e | Elect Director Robert Kotick | Management | For | For |
| 1f | Elect Director Barry Meyer | Management | For | For |
| 1g | Elect Director Robert Morgado | Management | For | For |
| 1h | Elect Director Peter Nolan | Management | For | For |
| 1i | Elect Director Dawn Ostroff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | For |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| 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 |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Brett Biggs | Management | For | For |
| 1c | Elect Director Melanie Boulden | Management | For | For |
| 1d | Elect Director Frank Calderoni | Management | For | For |
| 1e | Elect Director Laura Desmond | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Spencer Neumann | Management | For | For |
| 1h | Elect Director Kathleen Oberg | Management | For | For |
| 1i | Elect Director Dheeraj Pandey | Management | For | For |
| 1j | Elect Director David Ricks | Management | For | For |
| 1k | Elect Director Daniel Rosensweig | Management | For | For |
| 1l | Elect Director John Warnock | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| ADVANCE AUTO PARTS, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AAP Security ID: 00751Y106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carla J. Bailo | Management | For | For |
| 1b | Elect Director John F. Ferraro | Management | For | For |
| 1c | Elect Director Thomas R. Greco | Management | For | For |
| 1d | Elect Director Joan M. Hilson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director Eugene I. Lee, Jr. | Management | For | For |
| 1g | Elect Director Douglas A. Pertz | Management | For | For |
| 1h | Elect Director Sherice R. Torres | Management | For | For |
| 1i | Elect Director Arthur L. Valdez, Jr. | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| ADVANCED MICRO DEVICES, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMD Security ID: 007903107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nora M. Denzel | Management | For | For |
| 1b | Elect Director Mark Durcan | Management | For | For |
| 1c | Elect Director Michael P. Gregoire | Management | For | For |
| 1d | Elect Director Joseph A. Householder | Management | For | For |
| 1e | Elect Director John W. Marren | Management | For | For |
| 1f | Elect Director Jon A. Olson | Management | For | For |
| 1g | Elect Director Lisa T. Su | Management | For | For |
| 1h | Elect Director Abhi Y. Talwalkar | Management | For | For |
| 1i | Elect Director Elizabeth W. Vanderslice | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AFLAC INCORPORATED Meeting Date: MAY 01, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AFL Security ID: 001055102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel P. Amos | Management | For | For |
| 1b | Elect Director W. Paul Bowers | Management | For | For |
| 1c | Elect Director Arthur R. Collins | Management | For | For |
| 1d | Elect Director Miwako Hosoda | Management | For | For |
| 1e | Elect Director Thomas J. Kenny | Management | For | For |
| 1f | Elect Director Georgette D. Kiser | Management | For | For |
| 1g | Elect Director Karole F. Lloyd | Management | For | For |
| 1h | Elect Director Nobuchika Mori | Management | For | For |
| 1i | Elect Director Joseph L. Moskowitz | Management | For | For |
| 1j | Elect Director Barbara K. Rimer | Management | For | For |
| 1k | Elect Director Katherine T. Rohrer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | 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 |
| 1.1 | Elect Director Heidi K. Kunz | Management | For | For |
| 1.2 | Elect Director Susan H. Rataj | Management | For | For |
| 1.3 | Elect Director George A. Scangos | Management | For | For |
| 1.4 | Elect Director Dow R. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AIR PRODUCTS AND CHEMICALS, INC. Meeting Date: JAN 26, 2023 Record Date: NOV 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: APD Security ID: 009158106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tonit M. Calaway | Management | For | For |
| 1b | Elect Director Charles I. Cogut | Management | For | For |
| 1c | Elect Director Lisa A. Davis | Management | For | For |
| 1d | Elect Director Seifollah (Seifi) Ghasemi | Management | For | For |
| 1e | Elect Director David H. Y. Ho | Management | For | For |
| 1f | Elect Director Edward L. Monser | Management | For | For |
| 1g | Elect Director Matthew H. Paull | Management | For | For |
| 1h | Elect Director Wayne T. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| AKAMAI TECHNOLOGIES, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AKAM Security ID: 00971T101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sharon Bowen | Management | For | For |
| 1.2 | Elect Director Marianne Brown | Management | For | For |
| 1.3 | Elect Director Monte Ford | Management | For | For |
| 1.4 | Elect Director Dan Hesse | Management | For | For |
| 1.5 | Elect Director Tom Killalea | Management | For | For |
| 1.6 | Elect Director Tom Leighton | Management | For | For |
| 1.7 | Elect Director Jonathan Miller | Management | For | For |
| 1.8 | Elect Director Madhu Ranganathan | Management | For | For |
| 1.9 | Elect Director Ben Verwaayen | Management | For | For |
| 1.10 | Elect Director Bill Wagner | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALASKA AIR GROUP 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 |
| 1a | Elect Director Patricia M. Bedient | Management | For | For |
| 1b | Elect Director James A. Beer | Management | For | For |
| 1c | Elect Director Raymond L. Conner | Management | For | For |
| 1d | Elect Director Daniel K. Elwell | Management | For | For |
| 1e | Elect Director Dhiren R. Fonseca | Management | For | For |
| 1f | Elect Director Kathleen T. Hogan | Management | For | For |
| 1g | Elect Director Adrienne R. Lofton | Management | For | For |
| 1h | Elect Director Benito Minicucci | Management | For | For |
| 1i | Elect Director Helvi K. Sandvik | Management | For | For |
| 1j | Elect Director J. Kenneth Thompson | Management | For | For |
| 1k | Elect Director Eric K. Yeaman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | 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 |
| 1a | Elect Director M. Lauren Brlas | Management | For | For |
| 1b | Elect Director Ralf H. Cramer | Management | For | For |
| 1c | Elect Director J. Kent Masters, Jr. | Management | For | For |
| 1d | Elect Director Glenda J. Minor | Management | For | For |
| 1e | Elect Director James J. O'Brien | Management | For | For |
| 1f | Elect Director Diarmuid B. O'Connell | Management | For | For |
| 1g | Elect Director Dean L. Seavers | Management | For | For |
| 1h | Elect Director Gerald A. Steiner | Management | For | For |
| 1i | Elect Director Holly A. Van Deursen | Management | For | For |
| 1j | Elect Director Alejandro D. Wolff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Non-Employee Director Restricted Stock Plan | Management | For | For |
| ALEXANDRIA REAL ESTATE EQUITIES, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ARE Security ID: 015271109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joel S. Marcus | Management | For | For |
| 1b | Elect Director Steven R. Hash | Management | For | For |
| 1c | Elect Director James P. Cain | Management | For | For |
| 1d | Elect Director Cynthia L. Feldmann | Management | For | For |
| 1e | Elect Director Maria C. Freire | Management | For | For |
| 1f | Elect Director Richard H. Klein | Management | For | For |
| 1g | Elect Director Michael A. Woronoff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ALIGN TECHNOLOGY, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ALGN Security ID: 016255101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin J. Dallas | Management | For | For |
| 1.2 | Elect Director Joseph M. Hogan | Management | For | For |
| 1.3 | Elect Director Joseph Lacob | Management | For | For |
| 1.4 | Elect Director C. Raymond Larkin, Jr. | Management | For | For |
| 1.5 | Elect Director George J. Morrow | Management | For | For |
| 1.6 | Elect Director Anne M. Myong | Management | For | For |
| 1.7 | Elect Director Andrea L. Saia | Management | For | For |
| 1.8 | Elect Director Susan E. Siegel | Management | For | For |
| 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALLEGION PLC Meeting Date: JUN 08, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ALLE Security ID: G0176J109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect as Director Kirk S. Hachigian | Management | For | For |
| 1b | Elect as Director Steven C. Mizell | Management | For | For |
| 1c | Elect as Director Nicole Parent Haughey | Management | For | For |
| 1d | Elect as Director Lauren B. Peters | Management | For | For |
| 1e | Elect as Director Ellen Rubin | Management | For | For |
| 1f | Elect as Director Dean I. Schaffer | Management | For | For |
| 1g | Elect as Director John H. Stone | Management | For | For |
| 1h | Elect as Director Dev Vardhan | Management | For | For |
| 1i | Elect as Director Martin E. Welch, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers as Auditors and Authorise Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights | Management | For | For |
| ALLIANT ENERGY CORPORATION Meeting Date: MAY 23, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LNT Security ID: 018802108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephanie L. Cox | Management | For | For |
| 1b | Elect Director Patrick E. Allen | Management | For | For |
| 1c | Elect Director Michael D. Garcia | Management | For | For |
| 1d | Elect Director Susan D. Whiting | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | 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 |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | Against |
| 1e | Elect Director Frances H. Arnold | Management | For | Against |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | For |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | For |
| 1k | Elect Director Robin L. Washington | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | For |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | For |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | For |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | For |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| ALTRIA GROUP, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MO Security ID: 02209S103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ian L.T. Clarke | Management | For | For |
| 1b | Elect Director Marjorie M. Connelly | Management | For | For |
| 1c | Elect Director R. Matt Davis | Management | For | For |
| 1d | Elect Director William F. Gifford, Jr. | Management | For | For |
| 1e | Elect Director Jacinto J. Hernandez | Management | For | For |
| 1f | Elect Director Debra J. Kelly-Ennis | Management | For | For |
| 1g | Elect Director Kathryn B. McQuade | Management | For | For |
| 1h | Elect Director George Munoz | Management | For | For |
| 1i | Elect Director Nabil Y. Sakkab | Management | For | For |
| 1j | Elect Director Virginia E. Shanks | Management | For | For |
| 1k | Elect Director Ellen R. Strahlman | Management | For | For |
| 1l | Elect Director M. Max Yzaguirre | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 6 | Report on Third-Party Civil Rights Audit | 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 |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | Against |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | Against |
| 1g | Elect Director Judith A. McGrath | Management | For | Against |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | For |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | For |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | For |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | For |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | For |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | For |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | For |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | For |
| AMCOR PLC Meeting Date: NOV 09, 2022 Record Date: SEP 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AMCR Security ID: G0250X107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Graeme Liebelt | Management | For | For |
| 1b | Elect Director Armin Meyer | Management | For | For |
| 1c | Elect Director Ronald Delia | Management | For | For |
| 1d | Elect Director Achal Agarwal | Management | For | For |
| 1e | Elect Director Andrea Bertone | Management | For | For |
| 1f | Elect Director Susan Carter | Management | For | For |
| 1g | Elect Director Karen Guerra | Management | For | For |
| 1h | Elect Director Nicholas (Tom) Long | Management | For | For |
| 1i | Elect Director Arun Nayar | Management | For | For |
| 1j | Elect Director David Szczupak | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers AG as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMEREN CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AEE Security ID: 023608102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warner L. Baxter | Management | For | For |
| 1b | Elect Director Cynthia J. Brinkley | Management | For | For |
| 1c | Elect Director Catherine S. Brune | Management | For | For |
| 1d | Elect Director J. Edward Coleman | Management | For | For |
| 1e | Elect Director Ward H. Dickson | Management | For | For |
| 1f | Elect Director Noelle K. Eder | Management | For | For |
| 1g | Elect Director Ellen M. Fitzsimmons | Management | For | For |
| 1h | Elect Director Rafael Flores | Management | For | For |
| 1i | Elect Director Richard J. Harshman | Management | For | For |
| 1j | Elect Director Craig S. Ivey | Management | For | For |
| 1k | Elect Director James C. Johnson | Management | For | For |
| 1l | Elect Director Martin J. Lyons, Jr. | Management | For | For |
| 1m | Elect Director Steven H. Lipstein | Management | For | For |
| 1n | Elect Director Leo S. Mackay, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Disclose GHG Emissions Reductions Targets | Shareholder | Against | Against |
| AMERICAN AIRLINES GROUP INC. Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AAL Security ID: 02376R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Jeffrey D. Benjamin | Management | For | For |
| 1B | Elect Director Adriane M. Brown | Management | For | For |
| 1C | Elect Director John T. Cahill | Management | For | For |
| 1D | Elect Director Michael J. Embler | Management | For | For |
| 1F | Elect Director Matthew J. Hart | Management | For | For |
| 1G | Elect Director Robert D. Isom | Management | For | For |
| 1H | Elect Director Susan D. Kronick | Management | For | For |
| 1I | Elect Director Martin H. Nesbitt | Management | For | For |
| 1J | Elect Director Denise M. O'Leary | Management | For | For |
| 1K | Elect Director Vicente Reynal | Management | For | For |
| 1L | Elect Director Gregory D. Smith | Management | For | For |
| 1M | Elect Director Douglas M. Steenland | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | For | For |
| AMERICAN ELECTRIC POWER COMPANY, INC. Meeting Date: APR 25, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AEP Security ID: 025537101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nicholas K. Akins | Management | For | For |
| 1.2 | Elect Director J. Barnie Beasley, Jr. | Management | For | For |
| 1.3 | Elect Director Ben Fowke | Management | For | For |
| 1.4 | Elect Director Art A. Garcia | Management | For | For |
| 1.5 | Elect Director Linda A. Goodspeed | Management | For | For |
| 1.6 | Elect Director Donna A. James | Management | For | For |
| 1.7 | Elect Director Sandra Beach Lin | Management | For | For |
| 1.8 | Elect Director Margaret M. McCarthy | Management | For | For |
| 1.9 | Elect Director Oliver G. 'Rick' Richard, III | Management | For | For |
| 1.10 | Elect Director Daryl Roberts | Management | For | For |
| 1.11 | Elect Director Julia A. Sloat | Management | For | For |
| 1.12 | Elect Director Sara Martinez Tucker | Management | For | For |
| 1.13 | Elect Director Lewis Von Thaer | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Reduce Supermajority Vote Requirement | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Thomas J. Baltimore | Management | For | For |
| 1b | Elect Director John J. Brennan | Management | For | For |
| 1c | Elect Director Peter Chernin | Management | For | For |
| 1d | Elect Director Walter J. Clayton, III | Management | For | For |
| 1e | Elect Director Ralph de la Vega | Management | For | For |
| 1f | Elect Director Theodore J. Leonsis | Management | For | For |
| 1g | Elect Director Deborah P. Majoras | Management | For | For |
| 1h | Elect Director Karen L. Parkhill | Management | For | For |
| 1i | Elect Director Charles E. Phillips | Management | For | For |
| 1j | Elect Director Lynn A. Pike | Management | For | For |
| 1k | Elect Director Stephen J. Squeri | Management | For | For |
| 1l | Elect Director Daniel L. Vasella | Management | For | For |
| 1m | Elect Director Lisa W. Wardell | Management | For | For |
| 1n | Elect Director Christopher D. Young | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | 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 |
| 1a | Elect Director Paola Bergamaschi | Management | For | For |
| 1b | Elect Director James Cole, Jr. | Management | For | For |
| 1c | Elect Director W. Don Cornwell | Management | For | For |
| 1d | Elect Director Linda A. Mills | Management | For | For |
| 1e | Elect Director Diana M. Murphy | Management | For | For |
| 1f | Elect Director Peter R. Porrino | Management | For | For |
| 1g | Elect Director John G. Rice | Management | For | For |
| 1h | Elect Director Therese M. Vaughan | Management | For | For |
| 1i | Elect Director Vanessa A. Wittman | Management | For | For |
| 1j | Elect Director Peter Zaffino | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board 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 |
| 1a | Elect Director Thomas A. Bartlett | Management | For | For |
| 1b | Elect Director Kelly C. Chambliss | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director Raymond P. Dolan | Management | For | For |
| 1e | Elect Director Kenneth R. Frank | Management | For | For |
| 1f | Elect Director Robert D. Hormats | Management | For | For |
| 1g | Elect Director Grace D. Lieblein | Management | For | For |
| 1h | Elect Director Craig Macnab | Management | For | For |
| 1i | Elect Director JoAnn A. Reed | Management | For | For |
| 1j | Elect Director Pamela D. A. Reeve | Management | For | For |
| 1k | Elect Director Bruce L. Tanner | Management | For | For |
| 1l | Elect Director Samme L. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One 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 |
| 1a | Elect Director Jeffrey N. Edwards | Management | For | For |
| 1b | Elect Director Martha Clark Goss | Management | For | For |
| 1c | Elect Director M. Susan Hardwick | Management | For | For |
| 1d | Elect Director Kimberly J. Harris | Management | For | For |
| 1e | Elect Director Laurie P. Havanec | Management | For | For |
| 1f | Elect Director Julia L. Johnson | Management | For | For |
| 1g | Elect Director Patricia L. Kampling | Management | For | For |
| 1h | Elect Director Karl F. Kurz | Management | For | For |
| 1i | Elect Director Michael L. Marberry | Management | For | For |
| 1j | Elect Director James G. Stavridis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Oversee and Report a Racial Equity Audit | Shareholder | Against | For |
| AMERIPRISE FINANCIAL, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMP Security ID: 03076C106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James M. Cracchiolo | Management | For | For |
| 1b | Elect Director Robert F. Sharpe, Jr. | Management | For | For |
| 1c | Elect Director Dianne Neal Blixt | Management | For | For |
| 1d | Elect Director Amy DiGeso | Management | For | For |
| 1e | Elect Director Christopher J. Williams | Management | For | For |
| 1f | Elect Director Armando Pimentel, Jr. | Management | For | For |
| 1g | Elect Director Brian T. Shea | Management | For | For |
| 1h | Elect Director W. Edward Walter, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| AMERISOURCEBERGEN CORPORATION Meeting Date: MAR 09, 2023 Record Date: JAN 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ABC Security ID: 03073E105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ornella Barra | Management | For | For |
| 1b | Elect Director Steven H. Collis | Management | For | For |
| 1c | Elect Director D. Mark Durcan | Management | For | For |
| 1d | Elect Director Richard W. Gochnauer | Management | For | For |
| 1e | Elect Director Lon R. Greenberg | Management | For | For |
| 1f | Elect Director Kathleen W. Hyle | Management | For | For |
| 1g | Elect Director Lorence H. Kim | Management | For | For |
| 1h | Elect Director Henry W. McGee | Management | For | For |
| 1i | Elect Director Redonda G. Miller | Management | For | For |
| 1j | Elect Director Dennis M. Nally | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| AMETEK, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AME Security ID: 031100100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Amato | Management | For | For |
| 1b | Elect Director Anthony J. Conti | Management | For | For |
| 1c | Elect Director Gretchen W. McClain | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director Robert A. Bradway | Management | For | For |
| 1c | Elect Director Michael V. Drake | Management | For | For |
| 1d | Elect Director Brian J. Druker | Management | For | For |
| 1e | Elect Director Robert A. Eckert | Management | For | For |
| 1f | Elect Director Greg C. Garland | Management | For | For |
| 1g | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1h | Elect Director S. Omar Ishrak | Management | For | For |
| 1i | Elect Director Tyler Jacks | Management | For | For |
| 1j | Elect Director Ellen J. Kullman | Management | For | For |
| 1k | Elect Director Amy E. Miles | Management | For | For |
| 1l | Elect Director Ronald D. Sugar | Management | For | For |
| 1m | Elect Director R. Sanders Williams | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AMPHENOL CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: APH Security ID: 032095101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy A. Altobello | Management | For | For |
| 1.2 | Elect Director David P. Falck | Management | For | For |
| 1.3 | Elect Director Edward G. Jepsen | Management | For | For |
| 1.4 | Elect Director Rita S. Lane | Management | For | For |
| 1.5 | Elect Director Robert A. Livingston | Management | For | For |
| 1.6 | Elect Director Martin H. Loeffler | Management | For | For |
| 1.7 | Elect Director R. Adam Norwitt | Management | For | For |
| 1.8 | Elect Director Prahlad Singh | Management | For | For |
| 1.9 | Elect Director Anne Clarke Wolff | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | 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 |
| 1a | Elect Director Vincent Roche | Management | For | For |
| 1b | Elect Director James A. Champy | Management | For | For |
| 1c | Elect Director Andre Andonian | Management | For | For |
| 1d | Elect Director Anantha P. Chandrakasan | Management | For | For |
| 1e | Elect Director Edward H. Frank | Management | For | For |
| 1f | Elect Director Laurie H. Glimcher | Management | For | For |
| 1g | Elect Director Karen M. Golz | Management | For | For |
| 1h | Elect Director Mercedes Johnson | Management | For | For |
| 1i | Elect Director Kenton J. Sicchitano | Management | For | For |
| 1j | Elect Director Ray Stata | Management | For | For |
| 1k | Elect Director Susie Wee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ANSYS, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ANSS Security ID: 03662Q105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert M. Calderoni | Management | For | For |
| 1b | Elect Director Glenda M. Dorchak | Management | For | For |
| 1c | Elect Director Ajei S. Gopal | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| AON PLC Meeting Date: JUN 16, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AON Security ID: G0403H108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lester B. Knight | Management | For | For |
| 1.2 | Elect Director Gregory C. Case | Management | For | For |
| 1.3 | Elect Director Jin-Yong Cai | Management | For | For |
| 1.4 | Elect Director Jeffrey C. Campbell | Management | For | For |
| 1.5 | Elect Director Fulvio Conti | Management | For | For |
| 1.6 | Elect Director Cheryl A. Francis | Management | For | For |
| 1.7 | Elect Director Adriana Karaboutis | Management | For | For |
| 1.8 | Elect Director Richard C. Notebaert | Management | For | For |
| 1.9 | Elect Director Gloria Santona | Management | For | For |
| 1.10 | Elect Director Sarah E. Smith | Management | For | For |
| 1.11 | Elect Director Byron O. Spruell | Management | For | For |
| 1.12 | Elect Director Carolyn Y. Woo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Ratify Ernst & Young Chartered Accountants as Statutory Auditor | Management | For | For |
| 6 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 7 | Amend Omnibus Plan | Management | For | For |
| APA CORPORATION Meeting Date: MAY 23, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: APA Security ID: 03743Q108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Annell R. Bay | Management | For | For |
| 2 | Elect Director John J. Christmann, IV | Management | For | For |
| 3 | Elect Director Juliet S. Ellis | Management | For | For |
| 4 | Elect Director Charles W. Hooper | Management | For | For |
| 5 | Elect Director Chansoo Joung | Management | For | For |
| 6 | Elect Director H. Lamar McKay | Management | For | For |
| 7 | Elect Director Amy H. Nelson | Management | For | For |
| 8 | Elect Director Daniel W. Rabun | Management | For | For |
| 9 | Elect Director Peter A. Ragauss | Management | For | For |
| 10 | Elect Director David L. Stover | Management | For | For |
| 11 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 14 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 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 |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Amend Proxy Access Right | Shareholder | Against | For |
| APPLIED MATERIALS, INC. Meeting Date: MAR 09, 2023 Record Date: JAN 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMAT Security ID: 038222105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rani Borkar | Management | For | For |
| 1b | Elect Director Judy Bruner | Management | For | For |
| 1c | Elect Director Xun (Eric) Chen | Management | For | For |
| 1d | Elect Director Aart J. de Geus | Management | For | For |
| 1e | Elect Director Gary E. Dickerson | Management | For | For |
| 1f | Elect Director Thomas J. Iannotti | Management | For | For |
| 1g | Elect Director Alexander A. Karsner | Management | For | For |
| 1h | Elect Director Kevin P. March | Management | For | For |
| 1i | Elect Director Yvonne McGill | Management | For | For |
| 1j | Elect Director Scott A. McGregor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Improve Executive Compensation Program and Policy | Shareholder | Against | Against |
| APTIV PLC Meeting Date: APR 26, 2023 Record Date: MAR 02, 2023 Meeting Type: ANNUAL | ||||
| Ticker: APTV Security ID: G6095L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin P. Clark | Management | For | For |
| 1b | Elect Director Richard L. (Rick) Clemmer | Management | For | For |
| 1c | Elect Director Nancy E. Cooper | Management | For | For |
| 1d | Elect Director Joseph L. (Jay) Hooley | Management | For | For |
| 1e | Elect Director Merit E. Janow | Management | For | For |
| 1f | Elect Director Sean O. Mahoney | Management | For | For |
| 1g | Elect Director Paul M. Meister | Management | For | For |
| 1h | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1i | Elect Director Colin J. Parris | Management | For | For |
| 1j | Elect Director Ana G. Pinczuk | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ARCH CAPITAL GROUP LTD. Meeting Date: MAY 04, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ACGL Security ID: G0450A105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Francis Ebong | Management | For | For |
| 1b | Elect Director Eileen Mallesch | Management | For | For |
| 1c | Elect Director Louis J. Paglia | Management | For | For |
| 1d | Elect Director Brian S. Posner | Management | For | For |
| 1e | Elect Director John D. Vollaro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6a | Elect Director Matthew Dragonetti as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6b | Elect Director Seamus Fearon as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6c | Elect Director H. Beau Franklin as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6d | Elect Director Jerome Halgan as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6e | Elect Director James Haney as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6f | Elect Director Chris Hovey as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6g | Elect Director Pierre Jal as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6h | Elect Director Francois Morin as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6i | Elect Director David J. Mulholland as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6j | Elect Director Chiara Nannini as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6k | Elect Director Maamoun Rajeh as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6l | Elect Director Christine Todd as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 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 |
| 1a | Elect Director Michael S. Burke | Management | For | For |
| 1b | Elect Director Theodore Colbert | Management | For | For |
| 1c | Elect Director James C. Collins, Jr. | Management | For | For |
| 1d | Elect Director Terrell K. Crews | Management | For | For |
| 1e | Elect Director Ellen de Brabander | Management | For | For |
| 1f | Elect Director Suzan F. Harrison | Management | For | For |
| 1g | Elect Director Juan R. Luciano | Management | For | For |
| 1h | Elect Director Patrick J. Moore | Management | For | For |
| 1i | Elect Director Debra A. Sandler | Management | For | For |
| 1j | Elect Director Lei Z. Schlitz | Management | For | For |
| 1k | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 Director Lewis Chew | Management | For | Withhold |
| 1.2 | Elect Director Douglas Merritt *Withdrawn Resolution* | Management | None | None |
| 1.3 | Elect Director Mark B. Templeton | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ARTHUR J. GALLAGHER & CO. Meeting Date: MAY 09, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AJG Security ID: 363576109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sherry S. Barrat | Management | For | For |
| 1b | Elect Director William L. Bax | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director D. John Coldman | Management | For | For |
| 1e | Elect Director J. Patrick Gallagher, Jr. | Management | For | For |
| 1f | Elect Director David S. Johnson | Management | For | For |
| 1g | Elect Director Christopher C. Miskel | Management | For | For |
| 1h | Elect Director Ralph J. Nicoletti | Management | For | For |
| 1i | Elect Director Norman L. Rosenthal | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Management | For | For |
| ASSURANT, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AIZ Security ID: 04621X108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Elaine D. Rosen | Management | For | For |
| 1b | Elect Director Paget L. Alves | Management | For | For |
| 1c | Elect Director Rajiv Basu | Management | For | For |
| 1d | Elect Director J. Braxton Carter | Management | For | For |
| 1e | Elect Director Juan N. Cento | Management | For | For |
| 1f | Elect Director Keith W. Demmings | Management | For | For |
| 1g | Elect Director Harriet Edelman | Management | For | For |
| 1h | Elect Director Sari Granat | Management | For | For |
| 1i | Elect Director Lawrence V. Jackson | Management | For | For |
| 1j | Elect Director Debra J. Perry | Management | For | For |
| 1k | Elect Director Ognjen (Ogi) Redzic | Management | For | For |
| 1l | Elect Director Paul J. Reilly | Management | For | For |
| 1m | Elect Director Robert W. Stein | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1.1 | Elect Director Scott T. Ford | Management | For | For |
| 1.2 | Elect Director Glenn H. Hutchins | Management | For | For |
| 1.3 | Elect Director William E. Kennard | Management | For | For |
| 1.4 | Elect Director Stephen J. Luczo | Management | For | For |
| 1.5 | Elect Director Michael B. McCallister | Management | For | For |
| 1.6 | Elect Director Beth E. Mooney | Management | For | For |
| 1.7 | Elect Director Matthew K. Rose | Management | For | For |
| 1.8 | Elect Director John T. Stankey | Management | For | For |
| 1.9 | Elect Director Cynthia B. Taylor | Management | For | For |
| 1.10 | Elect Director Luis A. Ubinas | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| ATMOS ENERGY CORPORATION Meeting Date: FEB 08, 2023 Record Date: DEC 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ATO Security ID: 049560105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John C. Ale | Management | For | For |
| 1b | Elect Director J. Kevin Akers | Management | For | For |
| 1c | Elect Director Kim R. Cocklin | Management | For | For |
| 1d | Elect Director Kelly H. Compton | Management | For | For |
| 1e | Elect Director Sean Donohue | Management | For | For |
| 1f | Elect Director Rafael G. Garza | Management | For | For |
| 1g | Elect Director Richard K. Gordon | Management | For | For |
| 1h | Elect Director Nancy K. Quinn | Management | For | For |
| 1i | Elect Director Richard A. Sampson | Management | For | For |
| 1j | Elect Director Diana J. Walters | Management | For | For |
| 1k | Elect Director Frank Yoho | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AUTODESK, INC. Meeting Date: JUN 21, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ADSK Security ID: 052769106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew Anagnost | Management | For | For |
| 1b | Elect Director Karen Blasing | Management | For | For |
| 1c | Elect Director Reid French | Management | For | For |
| 1d | Elect Director Ayanna Howard | Management | For | For |
| 1e | Elect Director Blake Irving | Management | For | For |
| 1f | Elect Director Mary T. McDowell | Management | For | For |
| 1g | Elect Director Stephen Milligan | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Elizabeth (Betsy) Rafael | Management | For | For |
| 1j | Elect Director Rami Rahim | Management | For | For |
| 1k | Elect Director Stacy J. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Peter Bisson | Management | For | For |
| 1b | Elect Director David V. Goeckeler | Management | For | For |
| 1c | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1d | Elect Director John P. Jones | Management | For | For |
| 1e | Elect Director Francine S. Katsoudas | Management | For | For |
| 1f | Elect Director Nazzic S. Keene | Management | For | For |
| 1g | Elect Director Thomas J. Lynch | Management | For | For |
| 1h | Elect Director Scott F. Powers | Management | For | For |
| 1i | Elect Director William J. Ready | Management | For | For |
| 1j | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1k | Elect Director Sandra S. Wijnberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| AUTOZONE, INC. Meeting Date: DEC 14, 2022 Record Date: OCT 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AZO Security ID: 053332102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. George | Management | For | For |
| 1.2 | Elect Director Linda A. Goodspeed | Management | For | For |
| 1.3 | Elect Director Earl G. Graves, Jr. | Management | For | For |
| 1.4 | Elect Director Enderson Guimaraes | Management | For | For |
| 1.5 | Elect Director Brian P. Hannasch | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director Gale V. King | Management | For | For |
| 1.8 | Elect Director George R. Mrkonic, Jr. | Management | For | For |
| 1.9 | Elect Director William C. Rhodes, III | Management | For | For |
| 1.10 | Elect Director Jill A. Soltau | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AVALONBAY COMMUNITIES, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AVB Security ID: 053484101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Glyn F. Aeppel | Management | For | For |
| 1b | Elect Director Terry S. Brown | Management | For | For |
| 1c | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1d | Elect Director Stephen P. Hills | Management | For | For |
| 1e | Elect Director Christopher B. Howard | Management | For | For |
| 1f | Elect Director Richard J. Lieb | Management | For | For |
| 1g | Elect Director Nnenna Lynch | Management | For | For |
| 1h | Elect Director Charles E. Mueller, Jr. | Management | For | For |
| 1i | Elect Director Timothy J. Naughton | Management | For | For |
| 1j | Elect Director Benjamin W. Schall | Management | For | For |
| 1k | Elect Director Susan Swanezy | Management | For | For |
| 1l | Elect Director W. Edward Walter | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AVERY DENNISON CORPORATION Meeting Date: APR 27, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AVY Security ID: 053611109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bradley A. Alford | Management | For | For |
| 1b | Elect Director Anthony K. Anderson | Management | For | For |
| 1c | Elect Director Mitchell R. Butier | Management | For | For |
| 1d | Elect Director Ken C. Hicks | Management | For | For |
| 1e | Elect Director Andres A. Lopez | Management | For | For |
| 1f | Elect Director Francesca Reverberi | Management | For | For |
| 1g | Elect Director Patrick T. Siewert | Management | For | For |
| 1h | Elect Director Julia A. Stewart | Management | For | For |
| 1i | Elect Director Martha N. Sullivan | Management | For | For |
| 1j | Elect Director William R. Wagner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BAKER HUGHES COMPANY Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BKR Security ID: 05722G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W. Geoffrey Beattie | Management | For | For |
| 1.2 | Elect Director Gregory D. Brenneman | Management | For | For |
| 1.3 | Elect Director Cynthia B. Carroll | Management | For | For |
| 1.4 | Elect Director Nelda J. Connors | Management | For | For |
| 1.5 | Elect Director Michael R. Dumais | Management | For | For |
| 1.6 | Elect Director Lynn L. Elsenhans | Management | For | For |
| 1.7 | Elect Director John G. Rice | Management | For | For |
| 1.8 | Elect Director Lorenzo Simonelli | Management | For | For |
| 1.9 | Elect Director Mohsen Sohi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BALL CORPORATION Meeting Date: APR 26, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BALL Security ID: 058498106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cathy D. Ross | Management | For | For |
| 1.2 | Elect Director Betty J. Sapp | Management | For | For |
| 1.3 | Elect Director Stuart A. Taylor, II | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BANK OF AMERICA CORPORATION Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BAC Security ID: 060505104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1c | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1d | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1e | Elect Director Arnold W. Donald | Management | For | For |
| 1f | Elect Director Linda P. Hudson | Management | For | For |
| 1g | Elect Director Monica C. Lozano | Management | For | For |
| 1h | Elect Director Brian T. Moynihan | Management | For | For |
| 1i | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1j | Elect Director Denise L. Ramos | Management | For | For |
| 1k | Elect Director Clayton S. Rose | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 1m | Elect Director Thomas D. Woods | Management | For | For |
| 1n | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 8 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | For |
| 10 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 11 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Patricia S. Bellinger | Management | For | For |
| 1.2 | Elect Director Alessandro Bogliolo | Management | For | For |
| 1.3 | Elect Director Gina R. Boswell | Management | For | For |
| 1.4 | Elect Director Lucy O. Brady | Management | For | For |
| 1.5 | Elect Director Francis A. Hondal | Management | For | For |
| 1.6 | Elect Director Thomas J. Kuhn | Management | For | For |
| 1.7 | Elect Director Danielle M. Lee | Management | For | For |
| 1.8 | Elect Director Michael G. Morris | Management | For | For |
| 1.9 | Elect Director Sarah E. Nash | Management | For | For |
| 1.10 | Elect Director Juan Rajlin | Management | For | For |
| 1.11 | Elect Director Stephen D. Steinour | Management | For | For |
| 1.12 | Elect Director J.K. Symancyk | Management | For | For |
| 1.13 | Elect Director Steven E. Voskuil | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board 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 |
| 1a | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1b | Elect Director Michael F. Mahoney | Management | For | For |
| 1c | Elect Director Patricia B. Morrison | Management | For | For |
| 1d | Elect Director Stephen N. Oesterle | Management | For | For |
| 1e | Elect Director Nancy M. Schlichting | Management | For | For |
| 1f | Elect Director Brent Shafer | Management | For | For |
| 1g | Elect Director Cathy R. Smith | Management | For | For |
| 1h | Elect Director Amy A. Wendell | Management | For | For |
| 1i | Elect Director David S. Wilkes | Management | For | For |
| 1j | Elect Director Peter M. Wilver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| BECTON, DICKINSON AND COMPANY Meeting Date: JAN 24, 2023 Record Date: DEC 05, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BDX Security ID: 075887109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William M. Brown | Management | For | For |
| 1.2 | Elect Director Catherine M. Burzik | Management | For | For |
| 1.3 | Elect Director Carrie L. Byington | Management | For | For |
| 1.4 | Elect Director R. Andrew Eckert | Management | For | For |
| 1.5 | Elect Director Claire M. Fraser | Management | For | For |
| 1.6 | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1.7 | Elect Director Christopher Jones | Management | For | For |
| 1.8 | Elect Director Marshall O. Larsen | Management | For | For |
| 1.9 | Elect Director Thomas E. Polen | Management | For | For |
| 1.10 | Elect Director Timothy M. Ring | Management | For | For |
| 1.11 | Elect Director Bertram L. Scott | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| BERKSHIRE HATHAWAY INC. Meeting Date: MAY 06, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BRK.B Security ID: 084670702 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren E. Buffett | Management | For | For |
| 1.2 | Elect Director Charles T. Munger | Management | For | For |
| 1.3 | Elect Director Gregory E. Abel | Management | For | For |
| 1.4 | Elect Director Howard G. Buffett | Management | For | For |
| 1.5 | Elect Director Susan A. Buffett | Management | For | For |
| 1.6 | Elect Director Stephen B. Burke | Management | For | Withhold |
| 1.7 | Elect Director Kenneth I. Chenault | Management | For | Withhold |
| 1.8 | Elect Director Christopher C. Davis | Management | For | For |
| 1.9 | Elect Director Susan L. Decker | Management | For | Withhold |
| 1.10 | Elect Director Charlotte Guyman | Management | For | Withhold |
| 1.11 | Elect Director Ajit Jain | Management | For | For |
| 1.12 | Elect Director Thomas S. Murphy, Jr. | Management | For | For |
| 1.13 | Elect Director Ronald L. Olson | Management | For | For |
| 1.14 | Elect Director Wallace R. Weitz | Management | For | For |
| 1.15 | Elect Director Meryl B. Witmer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Report on Physical and Transitional Climate-Related Risks and Opportunities | Shareholder | Against | For |
| 5 | Report on Audit Committee's Oversight on Climate Risks and Disclosures | Shareholder | Against | For |
| 6 | Report If and How Company Will Measure, Disclose and Reduce GHG Emissions | Shareholder | Against | For |
| 7 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| 8 | Require Independent Board Chair | Shareholder | Against | For |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| BEST BUY CO., INC. Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BBY Security ID: 086516101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Corie S. Barry | Management | For | For |
| 1b | Elect Director Lisa M. Caputo | Management | For | For |
| 1c | Elect Director J. Patrick Doyle | Management | For | For |
| 1d | Elect Director David W. Kenny | Management | For | For |
| 1e | Elect Director Mario J. Marte | Management | For | For |
| 1f | Elect Director Karen A. McLoughlin | Management | For | For |
| 1g | Elect Director Claudia F. Munce | Management | For | For |
| 1h | Elect Director Richelle P. Parham | Management | For | For |
| 1i | Elect Director Steven E. Rendle | Management | For | For |
| 1j | Elect Director Sima D. Sistani | Management | For | For |
| 1k | Elect Director Melinda D. Whittington | Management | For | For |
| 1l | Elect Director Eugene A. Woods | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BIO-RAD LABORATORIES, INC. Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BIO Security ID: 090572207 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Melinda Litherland | Management | For | For |
| 1.2 | Elect Director Arnold A. Pinkston | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| BIO-TECHNE CORPORATION Meeting Date: OCT 27, 2022 Record Date: SEP 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TECH Security ID: 09073M104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Nine | Management | For | For |
| 2a | Elect Director Robert V. Baumgartner | Management | For | For |
| 2b | Elect Director Julie L. Bushman | Management | For | For |
| 2c | Elect Director John L. Higgins | Management | For | For |
| 2d | Elect Director Joseph D. Keegan | Management | For | For |
| 2e | Elect Director Charles R. Kummeth | Management | For | For |
| 2f | Elect Director Roeland Nusse | Management | For | For |
| 2g | Elect Director Alpna Seth | Management | For | For |
| 2h | Elect Director Randolph Steer | Management | For | For |
| 2i | Elect Director Rupert Vessey | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Stock Split | Management | For | For |
| 5 | Ratify KPMG, LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Alexander J. Denner - Withdrawn | Management | None | None |
| 1b | Elect Director Caroline D. Dorsa | Management | For | For |
| 1c | Elect Director Maria C. Freire | Management | For | Against |
| 1d | Elect Director William A. Hawkins | Management | For | Against |
| 1e | Elect Director William D. Jones- Withdrawn | Management | None | None |
| 1f | Elect Director Jesus B. Mantas | Management | For | For |
| 1g | Elect Director Richard C. Mulligan- Withdrawn | Management | None | None |
| 1h | Elect Director Eric K. Rowinsky | Management | For | For |
| 1i | Elect Director Stephen A. Sherwin | Management | For | For |
| 1j | Elect Director Christopher A. Viehbacher | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Elect Director Susan K. Langer | Management | For | For |
| BLACKROCK, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BLK Security ID: 09247X101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bader M. Alsaad | Management | For | For |
| 1b | Elect Director Pamela Daley | Management | For | For |
| 1c | Elect Director Laurence D. Fink | Management | For | For |
| 1d | Elect Director William E. Ford | Management | For | For |
| 1e | Elect Director Fabrizio Freda | Management | For | For |
| 1f | Elect Director Murry S. Gerber | Management | For | For |
| 1g | Elect Director Margaret "Peggy" L. Johnson | Management | For | For |
| 1h | Elect Director Robert S. Kapito | Management | For | For |
| 1i | Elect Director Cheryl D. Mills | Management | For | For |
| 1j | Elect Director Gordon M. Nixon | Management | For | For |
| 1k | Elect Director Kristin C. Peck | Management | For | For |
| 1l | Elect Director Charles H. Robbins | Management | For | For |
| 1m | Elect Director Marco Antonio Slim Domit | Management | For | For |
| 1n | Elect Director Hans E. Vestberg | Management | For | For |
| 1o | Elect Director Susan L. Wagner | Management | For | For |
| 1p | Elect Director Mark Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Report on Ability to Engineer Decarbonization in the Real Economy | Shareholder | Against | Against |
| 7 | Report on Societal Impacts of Aerospace & Defense Industry ETF | Shareholder | Against | Against |
| 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 Director Glenn D. Fogel | Management | For | For |
| 1.2 | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1.3 | Elect Director Wei Hopeman | Management | For | For |
| 1.4 | Elect Director Robert J. Mylod, Jr. | Management | For | For |
| 1.5 | Elect Director Charles H. Noski | Management | For | For |
| 1.6 | Elect Director Larry Quinlan | Management | For | For |
| 1.7 | Elect Director Nicholas J. Read | Management | For | For |
| 1.8 | Elect Director Thomas E. Rothman | Management | For | For |
| 1.9 | Elect Director Sumit Singh | Management | For | For |
| 1.10 | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1.11 | Elect Director Vanessa A. Wittman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | 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 |
| 1A | Elect Director Sara A. Greenstein | Management | For | For |
| 1B | Elect Director Michael S. Hanley | Management | For | For |
| 1C | Elect Director Frederic B. Lissalde | Management | For | For |
| 1D | Elect Director Shaun E. McAlmont | Management | For | For |
| 1E | Elect Director Deborah D. McWhinney | Management | For | For |
| 1F | Elect Director Alexis P. Michas | Management | For | For |
| 1G | Elect Director Sailaja K. Shankar | Management | For | For |
| 1H | Elect Director Hau N. Thai-Tang | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Report on Just Transition | Shareholder | Against | Against |
| BOSTON PROPERTIES, INC. Meeting Date: MAY 23, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BXP Security ID: 101121101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kelly A. Ayotte | Management | For | For |
| 1b | Elect Director Bruce W. Duncan | Management | For | For |
| 1c | Elect Director Carol B. Einiger | Management | For | For |
| 1d | Elect Director Diane J. Hoskins | Management | For | For |
| 1e | Elect Director Mary E. Kipp | Management | For | For |
| 1f | Elect Director Joel I. Klein | Management | For | For |
| 1g | Elect Director Douglas T. Linde | Management | For | For |
| 1h | Elect Director Matthew J. Lustig | Management | For | For |
| 1i | Elect Director Owen D. Thomas | Management | For | For |
| 1j | Elect Director William H. Walton, III | Management | For | For |
| 1k | Elect Director Derek Anthony (Tony) West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | 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 |
| 1a | Elect Director Nelda J. Connors | Management | For | For |
| 1b | Elect Director Charles J. Dockendorff | Management | For | For |
| 1c | Elect Director Yoshiaki Fujimori | Management | For | For |
| 1d | Elect Director Edward J. Ludwig | Management | For | For |
| 1e | Elect Director Michael F. Mahoney | Management | For | For |
| 1f | Elect Director David J. Roux | Management | For | For |
| 1g | Elect Director John E. Sununu | Management | For | For |
| 1h | Elect Director David S. Wichmann | Management | For | For |
| 1i | Elect Director Ellen M. Zane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Deepak L. Bhatt | Management | For | For |
| 1C | Elect Director Giovanni Caforio | Management | For | For |
| 1D | Elect Director Julia A. Haller | Management | For | For |
| 1E | Elect Director Manuel Hidalgo Medina | Management | For | For |
| 1F | Elect Director Paula A. Price | Management | For | For |
| 1G | Elect Director Derica W. Rice | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Gerald L. Storch | Management | For | For |
| 1J | Elect Director Karen H. Vousden | Management | For | For |
| 1K | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| BROADCOM INC. Meeting Date: APR 03, 2023 Record Date: FEB 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AVGO Security ID: 11135F101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Diane M. Bryant | Management | For | For |
| 1b | Elect Director Gayla J. Delly | Management | For | For |
| 1c | Elect Director Raul J. Fernandez | Management | For | For |
| 1d | Elect Director Eddy W. Hartenstein | Management | For | For |
| 1e | Elect Director Check Kian Low | Management | For | For |
| 1f | Elect Director Justine F. Page | Management | For | For |
| 1g | Elect Director Henry Samueli | Management | For | For |
| 1h | Elect Director Hock E. Tan | Management | For | For |
| 1i | Elect Director Harry L. You | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BROADRIDGE FINANCIAL SOLUTIONS, INC. Meeting Date: NOV 10, 2022 Record Date: SEP 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BR Security ID: 11133T103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leslie A. Brun | Management | For | For |
| 1b | Elect Director Pamela L. Carter | Management | For | For |
| 1c | Elect Director Richard J. Daly | Management | For | For |
| 1d | Elect Director Robert N. Duelks | Management | For | For |
| 1e | Elect Director Melvin L. Flowers | Management | For | For |
| 1f | Elect Director Timothy C. Gokey | Management | For | For |
| 1g | Elect Director Brett A. Keller | Management | For | For |
| 1h | Elect Director Maura A. Markus | Management | For | For |
| 1i | Elect Director Eileen K. Murray | Management | For | For |
| 1j | Elect Director Annette L. Nazareth | Management | For | For |
| 1k | Elect Director Thomas J. Perna | Management | For | For |
| 1l | Elect Director Amit K. Zavery | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| BROWN & BROWN, INC. Meeting Date: MAY 03, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BRO Security ID: 115236101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Hyatt Brown | Management | For | For |
| 1.2 | Elect Director J. Powell Brown | Management | For | For |
| 1.3 | Elect Director Lawrence L. Gellerstedt, III | Management | For | For |
| 1.4 | Elect Director James C. Hays | Management | For | For |
| 1.5 | Elect Director Theodore J. Hoepner | Management | For | For |
| 1.6 | Elect Director James S. Hunt | Management | For | For |
| 1.7 | Elect Director Toni Jennings | Management | For | For |
| 1.8 | Elect Director Timothy R.M. Main | Management | For | For |
| 1.9 | Elect Director Jaymin B. Patel | Management | For | For |
| 1.10 | Elect Director H. Palmer Proctor, Jr. | Management | For | For |
| 1.11 | Elect Director Wendell S. Reilly | Management | For | For |
| 1.12 | Elect Director Chilton D. Varner | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| C.H. ROBINSON WORLDWIDE, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHRW Security ID: 12541W209 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott P. Anderson | Management | For | For |
| 1b | Elect Director James J. Barber, Jr. | Management | For | For |
| 1c | Elect Director Kermit R. Crawford | Management | For | For |
| 1d | Elect Director Timothy C. Gokey | Management | For | For |
| 1e | Elect Director Mark A. Goodburn | Management | For | For |
| 1f | Elect Director Mary J. Steele Guilfoile | Management | For | For |
| 1g | Elect Director Jodee A. Kozlak | Management | For | For |
| 1h | Elect Director Henry J. Maier | Management | For | For |
| 1i | Elect Director James B. Stake | Management | For | For |
| 1j | Elect Director Paula C. Tolliver | Management | For | For |
| 1k | Elect Director Henry W. 'Jay' Winship | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CADENCE DESIGN SYSTEMS, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CDNS Security ID: 127387108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark W. Adams | Management | For | For |
| 1.2 | Elect Director Ita Brennan | Management | For | For |
| 1.3 | Elect Director Lewis Chew | Management | For | For |
| 1.4 | Elect Director Anirudh Devgan | Management | For | For |
| 1.5 | Elect Director ML Krakauer | Management | For | For |
| 1.6 | Elect Director Julia Liuson | Management | For | For |
| 1.7 | Elect Director James D. Plummer | Management | For | For |
| 1.8 | Elect Director Alberto Sangiovanni-Vincentelli | Management | For | For |
| 1.9 | Elect Director John B. Shoven | Management | For | For |
| 1.10 | Elect Director Young K. Sohn | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Remove One-Year Holding Period Requirement to Call Special Meeting | Shareholder | Against | Against |
| CAESARS ENTERTAINMENT, INC. Meeting Date: JUN 13, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CZR Security ID: 12769G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gary L. Carano | Management | For | For |
| 1.2 | Elect Director Bonnie S. Biumi | Management | For | For |
| 1.3 | Elect Director Jan Jones Blackhurst | Management | For | For |
| 1.4 | Elect Director Frank J. Fahrenkopf | Management | For | Withhold |
| 1.5 | Elect Director Don R. Kornstein | Management | For | For |
| 1.6 | Elect Director Courtney R. Mather | Management | For | For |
| 1.7 | Elect Director Michael E. Pegram | Management | For | For |
| 1.8 | Elect Director Thomas R. Reeg | Management | For | For |
| 1.9 | Elect Director David P. Tomick | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| 6 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | 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 |
| 1a | Elect Director Richard J. Campo | Management | For | For |
| 1b | Elect Director Javier E. Benito | Management | For | For |
| 1c | Elect Director Heather J. Brunner | Management | For | For |
| 1d | Elect Director Mark D. Gibson | Management | For | For |
| 1e | Elect Director Scott S. Ingraham | Management | For | For |
| 1f | Elect Director Renu Khator | Management | For | For |
| 1g | Elect Director D. Keith Oden | Management | For | For |
| 1h | Elect Director Frances Aldrich Sevilla-Sacasa | Management | For | For |
| 1i | Elect Director Steven A. Webster | Management | For | For |
| 1j | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CAMPBELL SOUP COMPANY Meeting Date: NOV 30, 2022 Record Date: OCT 03, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CPB Security ID: 134429109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Fabiola R. Arredondo | Management | For | For |
| 1.2 | Elect Director Howard M. Averill | Management | For | For |
| 1.3 | Elect Director John P. (JP) Bilbrey | Management | For | For |
| 1.4 | Elect Director Mark A. Clouse | Management | For | For |
| 1.5 | Elect Director Bennett Dorrance, Jr. | Management | For | For |
| 1.6 | Elect Director Maria Teresa (Tessa) Hilado | Management | For | For |
| 1.7 | Elect Director Grant H. Hill | Management | For | For |
| 1.8 | Elect Director Sarah Hofstetter | Management | For | For |
| 1.9 | Elect Director Marc B. Lautenbach | Management | For | For |
| 1.10 | Elect Director Mary Alice Dorrance Malone | Management | For | For |
| 1.11 | Elect Director Keith R. McLoughlin | Management | For | For |
| 1.12 | Elect Director Kurt T. Schmidt | Management | For | For |
| 1.13 | Elect Director Archbold D. van Beuren | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Report on Supply Chain Practices | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Richard D. Fairbank | Management | For | For |
| 1b | Elect Director Ime Archibong | Management | For | For |
| 1c | Elect Director Christine Detrick | Management | For | For |
| 1d | Elect Director Ann Fritz Hackett | Management | For | For |
| 1e | Elect Director Peter Thomas Killalea | Management | For | For |
| 1f | Elect Director Cornelis "Eli" Leenaars | Management | For | For |
| 1g | Elect Director Francois Locoh-Donou | Management | For | For |
| 1h | Elect Director Peter E. Raskind | Management | For | For |
| 1i | Elect Director Eileen Serra | Management | For | For |
| 1j | Elect Director Mayo A. Shattuck, III | Management | For | For |
| 1k | Elect Director Bradford H. Warner | Management | For | For |
| 1l | Elect Director Craig Anthony Williams | Management | For | For |
| 2 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 7 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 8 | Report on Board Oversight of Risks Related to Discrimination | Shareholder | Against | Against |
| 9 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | For |
| CARDINAL HEALTH, INC. Meeting Date: NOV 09, 2022 Record Date: SEP 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CAH Security ID: 14149Y108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven K. Barg | Management | For | For |
| 1b | Elect Director Michelle M. Brennan | Management | For | For |
| 1c | Elect Director Sujatha Chandrasekaran | Management | For | For |
| 1d | Elect Director Carrie S. Cox | Management | For | For |
| 1e | Elect Director Bruce L. Downey | Management | For | For |
| 1f | Elect Director Sheri H. Edison | Management | For | For |
| 1g | Elect Director David C. Evans | Management | For | For |
| 1h | Elect Director Patricia A. Hemingway Hall | Management | For | For |
| 1i | Elect Director Jason M. Hollar | Management | For | For |
| 1j | Elect Director Akhil Johri | Management | For | For |
| 1k | Elect Director Gregory B. Kenny | Management | For | For |
| 1l | Elect Director Nancy Killefer | Management | For | For |
| 1m | Elect Director Christine A. Mundkur | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CARMAX, INC. Meeting Date: JUN 27, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KMX Security ID: 143130102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Bensen | Management | For | For |
| 1b | Elect Director Ronald E. Blaylock | Management | For | For |
| 1c | Elect Director Sona Chawla | Management | For | For |
| 1d | Elect Director Thomas J. Folliard | Management | For | For |
| 1e | Elect Director Shira Goodman | Management | For | For |
| 1f | Elect Director David W. McCreight | Management | For | For |
| 1g | Elect Director William D. Nash | Management | For | For |
| 1h | Elect Director Mark F. O'Neil | Management | For | For |
| 1i | Elect Director Pietro Satriano | Management | For | For |
| 1j | Elect Director Marcella Shinder | Management | For | For |
| 1k | Elect Director Mitchell D. Steenrod | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| CARNIVAL CORPORATION Meeting Date: APR 21, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CCL Security ID: 143658300 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Re-elect Micky Arison as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 2 | Re-elect Jonathon Band as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 3 | Re-elect Jason Glen Cahilly as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 4 | Re-elect Helen Deeble as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 5 | Re-elect Jeffrey J. Gearhart as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 6 | Re-elect Katie Lahey as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 7 | Elect Sara Mathew as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 8 | Re-elect Stuart Subotnick as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 9 | Re-elect Laura Weil as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 10 | Elect Josh Weinstein as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 11 | Re-elect Randall Weisenburger as a Director of Carnival Corporation and as a Director of Carnival plc | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 14 | Approve Directors' Remuneration Report (in Accordance with Legal Requirements Applicable to UK Companies) | Management | For | For |
| 15 | Approve Remuneration Policy | Management | For | For |
| 16 | Reappoint PricewaterhouseCoopers LLP as Independent Auditors of Carnival plc; Ratify the Selection of the U.S. Firm of PricewaterhouseCoopers LLP as the Independent Registered Public Accounting Firm of Carnival Corporation | Management | For | For |
| 17 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 18 | Receive the Accounts and Reports of the Directors and Auditors of Carnival plc for the Year Ended November 30, 2022 (in Accordance with Legal Requirements Applicable to UK Companies) | Management | For | For |
| 19 | Approve Issuance of Equity | Management | For | For |
| 20 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| 21 | Authorize Share Repurchase Program | Management | For | For |
| 22 | Amend Omnibus Stock Plan | Management | For | For |
| 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 |
| 1a | Elect Director Jean-Pierre Garnier | Management | For | For |
| 1b | Elect Director David L. Gitlin | Management | For | For |
| 1c | Elect Director John J. Greisch | Management | For | For |
| 1d | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1e | Elect Director Michael M. McNamara | Management | For | For |
| 1f | Elect Director Susan N. Story | Management | For | For |
| 1g | Elect Director Michael A. Todman | Management | For | For |
| 1h | Elect Director Virginia M. Wilson | Management | For | For |
| 1i | Elect Director Beth A. Wozniak | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | Against |
| CATALENT, INC. Meeting Date: OCT 27, 2022 Record Date: SEP 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CTLT Security ID: 148806102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Madhavan "Madhu" Balachandran | Management | For | For |
| 1b | Elect Director Michael J. Barber | Management | For | For |
| 1c | Elect Director J. Martin Carroll | Management | For | For |
| 1d | Elect Director John Chiminski | Management | For | For |
| 1e | Elect Director Rolf Classon | Management | For | For |
| 1f | Elect Director Rosemary A. Crane | Management | For | For |
| 1g | Elect Director Karen Flynn | Management | For | For |
| 1h | Elect Director John J. Greisch | Management | For | For |
| 1i | Elect Director Christa Kreuzburg | Management | For | For |
| 1j | Elect Director Gregory T. Lucier | Management | For | For |
| 1k | Elect Director Donald E. Morel, Jr. | Management | For | For |
| 1l | Elect Director Alessandro Maselli | Management | For | For |
| 1m | Elect Director Jack Stahl | Management | For | For |
| 1n | Elect Director Peter Zippelius | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | 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 |
| 1.1 | Elect Director Kelly A. Ayotte | Management | For | For |
| 1.2 | Elect Director David L. Calhoun | Management | For | For |
| 1.3 | Elect Director Daniel M. Dickinson | Management | For | For |
| 1.4 | Elect Director James C. Fish, Jr. | Management | For | For |
| 1.5 | Elect Director Gerald Johnson | Management | For | For |
| 1.6 | Elect Director David W. MacLennan | Management | For | For |
| 1.7 | Elect Director Judith F. Marks | Management | For | For |
| 1.8 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.9 | Elect Director Susan C. Schwab | Management | For | For |
| 1.10 | Elect Director D. James Umpleby, III | Management | For | For |
| 1.11 | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Lobbying | Shareholder | Against | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Report on Due Diligence Process of Doing Business in Conflict Affected Areas | Shareholder | Against | Against |
| 9 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| CBOE GLOBAL MARKETS, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CBOE Security ID: 12503M108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Edward T. Tilly | Management | For | For |
| 1b | Elect Director William M. Farrow, III | Management | For | For |
| 1c | Elect Director Edward J. Fitzpatrick | Management | For | For |
| 1d | Elect Director Ivan K. Fong | Management | For | For |
| 1e | Elect Director Janet P. Froetscher | Management | For | For |
| 1f | Elect Director Jill R. Goodman | Management | For | For |
| 1g | Elect Director Alexander J. Matturri, Jr. | Management | For | For |
| 1h | Elect Director Jennifer J. McPeek | Management | For | For |
| 1i | Elect Director Roderick A. Palmore | Management | For | For |
| 1j | Elect Director James E. Parisi | Management | For | For |
| 1k | Elect Director Joseph P. Ratterman | Management | For | For |
| 1l | Elect Director Fredric J. Tomczyk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| CBRE GROUP, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CBRE Security ID: 12504L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brandon B. Boze | Management | For | For |
| 1b | Elect Director Beth F. Cobert | Management | For | For |
| 1c | Elect Director Reginald H. Gilyard | Management | For | For |
| 1d | Elect Director Shira D. Goodman | Management | For | For |
| 1e | Elect Director E.M. Blake Hutcheson | Management | For | For |
| 1f | Elect Director Christopher T. Jenny | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Susan Meaney | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director Robert E. Sulentic | Management | For | For |
| 1k | Elect Director Sanjiv Yajnik | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| CDW CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CDW Security ID: 12514G108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Virginia C. Addicott | Management | For | For |
| 1b | Elect Director James A. Bell | Management | For | For |
| 1c | Elect Director Lynda M. Clarizio | Management | For | For |
| 1d | Elect Director Anthony R. Foxx | Management | For | For |
| 1e | Elect Director Marc E. Jones | Management | For | For |
| 1f | Elect Director Christine A. Leahy | Management | For | For |
| 1g | Elect Director Sanjay Mehrotra | Management | For | For |
| 1h | Elect Director David W. Nelms | Management | For | For |
| 1i | Elect Director Joseph R. Swedish | Management | For | For |
| 1j | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| CELANESE CORPORATION Meeting Date: APR 20, 2023 Record Date: FEB 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CE Security ID: 150870103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean S. Blackwell | Management | For | For |
| 1b | Elect Director William M. Brown | Management | For | For |
| 1c | Elect Director Edward G. Galante | Management | For | For |
| 1d | Elect Director Kathryn M. Hill | Management | For | For |
| 1e | Elect Director David F. Hoffmeister | Management | For | For |
| 1f | Elect Director Jay V. Ihlenfeld | Management | For | For |
| 1g | Elect Director Deborah J. Kissire | Management | For | For |
| 1h | Elect Director Michael Koenig | Management | For | For |
| 1i | Elect Director Kim K.W. Rucker | Management | For | For |
| 1j | Elect Director Lori J. Ryerkerk | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| CENTENE CORPORATION Meeting Date: SEP 27, 2022 Record Date: AUG 10, 2022 Meeting Type: SPECIAL | ||||
| Ticker: CNC Security ID: 15135B101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Provide Right to Call Special Meeting | Management | For | For |
| 3 | Provide Right to Act by Written Consent | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| 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 |
| 1a | Elect Director Jessica L. Blume | Management | For | For |
| 1b | Elect Director Kenneth A. Burdick | Management | For | For |
| 1c | Elect Director Christopher J. Coughlin | Management | For | For |
| 1d | Elect Director H. James Dallas | Management | For | For |
| 1e | Elect Director Wayne S. DeVeydt | Management | For | For |
| 1f | Elect Director Frederick H. Eppinger | Management | For | For |
| 1g | Elect Director Monte E. Ford | Management | For | For |
| 1h | Elect Director Sarah M. London | Management | For | For |
| 1i | Elect Director Lori J. Robinson | Management | For | For |
| 1j | Elect Director Theodore R. Samuels | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Report on Maternal Morbidity Reduction Metrics in Executive Compensation | Shareholder | Against | For |
| CENTERPOINT ENERGY, INC. Meeting Date: APR 21, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CNP Security ID: 15189T107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wendy Montoya Cloonan | Management | For | For |
| 1b | Elect Director Earl M. Cummings | Management | For | For |
| 1c | Elect Director Christopher H. Franklin | Management | For | For |
| 1d | Elect Director David J. Lesar | Management | For | For |
| 1e | Elect Director Raquelle W. Lewis | Management | For | For |
| 1f | Elect Director Martin H. Nesbitt | Management | For | For |
| 1g | Elect Director Theodore F. Pound | Management | For | For |
| 1h | Elect Director Phillip R. Smith | Management | For | For |
| 1i | Elect Director Barry T. Smitherman | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Scope 3 Emissions and Setting Scope 3 Emission Targets | Shareholder | Against | Against |
| CERIDIAN HCM HOLDING INC. Meeting Date: APR 28, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CDAY Security ID: 15677J108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brent B. Bickett | Management | For | For |
| 1.2 | Elect Director Ronald F. Clarke | Management | For | For |
| 1.3 | Elect Director Ganesh B. Rao | Management | For | For |
| 1.4 | Elect Director Leagh E. Turner | Management | For | For |
| 1.5 | Elect Director Deborah A. Farrington | Management | For | For |
| 1.6 | Elect Director Thomas M. Hagerty | Management | For | For |
| 1.7 | Elect Director Linda P. Mantia | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| CF INDUSTRIES HOLDINGS, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CF Security ID: 125269100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Javed Ahmed | Management | For | For |
| 1b | Elect Director Robert C. Arzbaecher | Management | For | For |
| 1c | Elect Director Deborah L. DeHaas | Management | For | For |
| 1d | Elect Director John W. Eaves | Management | For | For |
| 1e | Elect Director Stephen J. Hagge | Management | For | For |
| 1f | Elect Director Jesus Madrazo Yris | Management | For | For |
| 1g | Elect Director Anne P. Noonan | Management | For | For |
| 1h | Elect Director Michael J. Toelle | Management | For | For |
| 1i | Elect Director Theresa E. Wagler | Management | For | For |
| 1j | Elect Director Celso L. White | Management | For | For |
| 1k | Elect Director W. Anthony Will | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| CHARLES RIVER LABORATORIES INTERNATIONAL, INC. Meeting Date: MAY 09, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CRL Security ID: 159864107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James C. Foster | Management | For | For |
| 1.2 | Elect Director Nancy C. Andrews | Management | For | For |
| 1.3 | Elect Director Robert Bertolini | Management | For | For |
| 1.4 | Elect Director Deborah T. Kochevar | Management | For | For |
| 1.5 | Elect Director George Llado, Sr. | Management | For | For |
| 1.6 | Elect Director Martin W. Mackay | Management | For | For |
| 1.7 | Elect Director George E. Massaro | Management | For | For |
| 1.8 | Elect Director C. Richard Reese | Management | For | For |
| 1.9 | Elect Director Craig B. Thompson | Management | For | For |
| 1.10 | Elect Director Richard F. Wallman | Management | For | For |
| 1.11 | Elect Director Virginia M. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Non-human Primates Imported by the Company | Shareholder | Against | For |
| CHARTER COMMUNICATIONS, INC. Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHTR Security ID: 16119P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Lance Conn | Management | For | For |
| 1b | Elect Director Kim C. Goodman | Management | For | For |
| 1c | Elect Director Craig A. Jacobson | Management | For | For |
| 1d | Elect Director Gregory B. Maffei | Management | For | Against |
| 1e | Elect Director John D. Markley, Jr. | Management | For | For |
| 1f | Elect Director David C. Merritt | Management | For | For |
| 1g | Elect Director James E. Meyer | Management | For | For |
| 1h | Elect Director Steven A. Miron | Management | For | For |
| 1i | Elect Director Balan Nair | Management | For | For |
| 1j | Elect Director Michael A. Newhouse | Management | For | For |
| 1k | Elect Director Mauricio Ramos | Management | For | For |
| 1l | Elect Director Thomas M. Rutledge | Management | For | For |
| 1m | Elect Director Eric L. Zinterhofer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Marillyn A. Hewson | Management | For | For |
| 1f | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1g | Elect Director Charles W. Moorman | Management | For | For |
| 1h | Elect Director Dambisa F. Moyo | Management | For | For |
| 1i | Elect Director Debra Reed-Klages | Management | For | For |
| 1j | Elect Director D. James Umpleby, III | Management | For | For |
| 1k | Elect Director Cynthia J. Warner | Management | For | For |
| 1l | Elect Director Michael K. (Mike) Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Rescind Scope 3 GHG Reduction Proposal | Shareholder | Against | Against |
| 6 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 7 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 8 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 9 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 10 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Require Independent Board Chair | Shareholder | Against | Against |
| CHIPOTLE MEXICAN GRILL, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CMG Security ID: 169656105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Albert S. Baldocchi | Management | For | For |
| 1.2 | Elect Director Matthew A. Carey | Management | For | For |
| 1.3 | Elect Director Gregg L. Engles | Management | For | For |
| 1.4 | Elect Director Patricia Fili-Krushel | Management | For | For |
| 1.5 | Elect Director Mauricio Gutierrez | Management | For | For |
| 1.6 | Elect Director Robin Hickenlooper | Management | For | For |
| 1.7 | Elect Director Scott Maw | Management | For | For |
| 1.8 | Elect Director Brian Niccol | Management | For | For |
| 1.9 | Elect Director Mary Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 6 | Adopt Policy to Not Interfere with Freedom of Association Rights | Shareholder | Against | 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 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2.1 | Allocate Disposable Profit | Management | For | For |
| 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | For | For |
| 3 | Approve Discharge of Board of Directors | Management | For | For |
| 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | For | For |
| 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | For | For |
| 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | For |
| 5.1 | Elect Director Evan G. Greenberg | Management | For | For |
| 5.2 | Elect Director Michael P. Connors | Management | For | Against |
| 5.3 | Elect Director Michael G. Atieh | Management | For | For |
| 5.4 | Elect Director Kathy Bonanno | Management | For | For |
| 5.5 | Elect Director Nancy K. Buese | Management | For | For |
| 5.6 | Elect Director Sheila P. Burke | Management | For | For |
| 5.7 | Elect Director Michael L. Corbat | Management | For | For |
| 5.8 | Elect Director Robert J. Hugin | Management | For | For |
| 5.9 | Elect Director Robert W. Scully | Management | For | For |
| 5.10 | Elect Director Theodore E. Shasta | Management | For | For |
| 5.11 | Elect Director David H. Sidwell | Management | For | For |
| 5.12 | Elect Director Olivier Steimer | Management | For | For |
| 5.13 | Elect Director Frances F. Townsend | Management | For | Against |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | Against |
| 7.1 | Elect Michael P. Connors as Member of the Compensation Committee | Management | For | For |
| 7.2 | Elect David H. Sidwell as Member of the Compensation Committee | Management | For | For |
| 7.3 | Elect Frances F. Townsend as Member of the Compensation Committee | Management | For | For |
| 8 | Designate Homburger AG as Independent Proxy | Management | For | For |
| 9.1 | Amend Articles Relating to Swiss Corporate Law Updates | Management | For | For |
| 9.2 | Amend Articles to Advance Notice Period | Management | For | For |
| 10.1 | Cancel Repurchased Shares | Management | For | For |
| 10.2 | Reduction of Par Value | Management | For | For |
| 11.1 | Approve Remuneration of Directors in the Amount of USD 5.5 Million | Management | For | For |
| 11.2 | Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024 | Management | For | For |
| 11.3 | Approve Remuneration Report | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 14 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| 15 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| CHURCH & DWIGHT CO., INC. Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHD Security ID: 171340102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bradlen S. Cashaw | Management | For | For |
| 1b | Elect Director Matthew T. Farrell | Management | For | For |
| 1c | Elect Director Bradley C. Irwin | Management | For | For |
| 1d | Elect Director Penry W. Price | Management | For | For |
| 1e | Elect Director Susan G. Saideman | Management | For | For |
| 1f | Elect Director Ravichandra K. Saligram | Management | For | For |
| 1g | Elect Director Robert K. Shearer | Management | For | For |
| 1h | Elect Director Janet S. Vergis | Management | For | For |
| 1i | Elect Director Arthur B. Winkleblack | Management | For | For |
| 1j | Elect Director Laurie J. Yoler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| CINCINNATI FINANCIAL CORPORATION Meeting Date: MAY 06, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CINF Security ID: 172062101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas J. Aaron | Management | For | For |
| 1.2 | Elect Director Nancy C. Benacci | Management | For | For |
| 1.3 | Elect Director Linda W. Clement-Holmes | Management | For | For |
| 1.4 | Elect Director Dirk J. Debbink | Management | For | For |
| 1.5 | Elect Director Steven J. Johnston | Management | For | For |
| 1.6 | Elect Director Jill P. Meyer | Management | For | For |
| 1.7 | Elect Director David P. Osborn | Management | For | For |
| 1.8 | Elect Director Gretchen W. Schar | Management | For | For |
| 1.9 | Elect Director Charles O. Schiff | Management | For | For |
| 1.10 | Elect Director Douglas S. Skidmore | Management | For | For |
| 1.11 | Elect Director John F. Steele, Jr. | Management | For | For |
| 1.12 | Elect Director Larry R. Webb | Management | For | For |
| 2 | Amend Code of Regulations | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CINTAS CORPORATION Meeting Date: OCT 25, 2022 Record Date: AUG 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CTAS Security ID: 172908105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerald S. Adolph | Management | For | For |
| 1b | Elect Director John F. Barrett | Management | For | For |
| 1c | Elect Director Melanie W. Barstad | Management | For | For |
| 1d | Elect Director Karen L. Carnahan | Management | For | For |
| 1e | Elect Director Robert E. Coletti | Management | For | For |
| 1f | Elect Director Scott D. Farmer | Management | For | For |
| 1g | Elect Director Joseph Scaminace | Management | For | For |
| 1h | Elect Director Todd M. Schneider | Management | For | For |
| 1i | Elect Director Ronald W. Tysoe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement for Business Combinations with Interested Persons | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement to Remove Directors for Cause | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement for Shareholder Approval of Mergers, Share Exchanges, Asset Sales and Dissolutions | Management | For | For |
| 7 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 8 | Report on Political Contributions | Shareholder | Against | For |
| 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 |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director John D. Harris, II | Management | For | For |
| 1f | Elect Director Kristina M. Johnson | Management | For | For |
| 1g | Elect Director Roderick C. McGeary | Management | For | For |
| 1h | Elect Director Sarah Rae Murphy | Management | For | For |
| 1i | Elect Director Charles H. Robbins | Management | For | For |
| 1j | Elect Director Brenton L. Saunders | Management | For | For |
| 1k | Elect Director Lisa T. Su | Management | For | For |
| 1l | Elect Director Marianna Tessel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Report on Tax Transparency Set Forth in the Global Reporting Initiative's Tax Standard | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Ellen M. Costello | Management | For | For |
| 1b | Elect Director Grace E. Dailey | Management | For | For |
| 1c | Elect Director Barbara J. Desoer | Management | For | For |
| 1d | Elect Director John C. Dugan | Management | For | For |
| 1e | Elect Director Jane N. Fraser | Management | For | For |
| 1f | Elect Director Duncan P. Hennes | Management | For | For |
| 1g | Elect Director Peter B. Henry | Management | For | For |
| 1h | Elect Director S. Leslie Ireland | Management | For | For |
| 1i | Elect Director Renee J. James | Management | For | For |
| 1j | Elect Director Gary M. Reiner | Management | For | For |
| 1k | Elect Director Diana L. Taylor | Management | For | For |
| 1l | Elect Director James S. Turley | Management | For | For |
| 1m | Elect Director Casper W. von Koskull | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Report on Respecting Indigenous Peoples' Rights | Shareholder | Against | For |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| CITIZENS FINANCIAL GROUP INC. Meeting Date: APR 27, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CFG Security ID: 174610105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bruce Van Saun | Management | For | For |
| 1.2 | Elect Director Lee Alexander | Management | For | For |
| 1.3 | Elect Director Christine M. Cumming | Management | For | For |
| 1.4 | Elect Director Kevin Cummings | Management | For | For |
| 1.5 | Elect Director William P. Hankowsky | Management | For | For |
| 1.6 | Elect Director Edward J. Kelly, III | Management | For | For |
| 1.7 | Elect Director Robert G. Leary | Management | For | For |
| 1.8 | Elect Director Terrance J. Lillis | Management | For | For |
| 1.9 | Elect Director Michele N. Siekerka | Management | For | For |
| 1.10 | Elect Director Shivan Subramaniam | Management | For | For |
| 1.11 | Elect Director Christopher J. Swift | Management | For | For |
| 1.12 | Elect Director Wendy A. Watson | Management | For | For |
| 1.13 | Elect Director Marita Zuraitis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CME GROUP INC. Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CME Security ID: 12572Q105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence A. Duffy | Management | For | For |
| 1b | Elect Director Kathryn Benesh | Management | For | For |
| 1c | Elect Director Timothy S. Bitsberger | Management | For | Against |
| 1d | Elect Director Charles P. Carey | Management | For | Against |
| 1e | Elect Director Bryan T. Durkin | Management | For | For |
| 1f | Elect Director Harold Ford, Jr. | Management | For | For |
| 1g | Elect Director Martin J. Gepsman | Management | For | For |
| 1h | Elect Director Larry G. Gerdes | Management | For | For |
| 1i | Elect Director Daniel R. Glickman | Management | For | Against |
| 1j | Elect Director Daniel G. Kaye | Management | For | For |
| 1k | Elect Director Phyllis M. Lockett | Management | For | Against |
| 1l | Elect Director Deborah J. Lucas | Management | For | For |
| 1m | Elect Director Terry L. Savage | Management | For | Against |
| 1n | Elect Director Rahael Seifu | Management | For | Against |
| 1o | Elect Director William R. Shepard | Management | For | For |
| 1p | Elect Director Howard J. Siegel | Management | For | For |
| 1q | Elect Director Dennis A. Suskind | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CMS ENERGY CORPORATION Meeting Date: MAY 05, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CMS Security ID: 125896100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jon E. Barfield | Management | For | For |
| 1b | Elect Director Deborah H. Butler | Management | For | For |
| 1c | Elect Director Kurt L. Darrow | Management | For | For |
| 1d | Elect Director William D. Harvey | Management | For | For |
| 1e | Elect Director Garrick J. Rochow | Management | For | For |
| 1f | Elect Director John G. Russell | Management | For | For |
| 1g | Elect Director Suzanne F. Shank | Management | For | For |
| 1h | Elect Director Myrna M. Soto | Management | For | For |
| 1i | Elect Director John G. Sznewajs | Management | For | For |
| 1j | Elect Director Ronald J. Tanski | Management | For | For |
| 1k | Elect Director Laura H. Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Zein Abdalla | Management | For | For |
| 1b | Elect Director Vinita Bali | Management | For | For |
| 1c | Elect Director Eric Branderiz | Management | For | For |
| 1d | Elect Director Archana Deskus | Management | For | For |
| 1e | Elect Director John M. Dineen | Management | For | For |
| 1f | Elect Director Nella Domenici | Management | For | For |
| 1g | Elect Director Ravi Kumar S | Management | For | For |
| 1h | Elect Director Leo S. Mackay, Jr. | Management | For | For |
| 1i | Elect Director Michael Patsalos-Fox | Management | For | For |
| 1j | Elect Director Stephen J. Rohleder | Management | For | For |
| 1k | Elect Director Abraham "Bram" Schot | Management | For | For |
| 1l | Elect Director Joseph M. Velli | Management | For | For |
| 1m | Elect Director Sandra S. Wijnberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Amend Bylaws | Shareholder | Against | Against |
| 8 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | 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 |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director John T. Cahill | Management | For | For |
| 1c | Elect Director Steve Cahillane | Management | For | For |
| 1d | Elect Director Lisa M. Edwards | Management | For | For |
| 1e | Elect Director C. Martin Harris | Management | For | For |
| 1f | Elect Director Martina Hund-Mejean | Management | For | For |
| 1g | Elect Director Kimberly A. Nelson | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Michael B. Polk | Management | For | For |
| 1j | Elect Director Stephen I. Sadove | Management | For | For |
| 1k | Elect Director Noel R. Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| 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 Director Kenneth J. Bacon | Management | For | Withhold |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | Withhold |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | Withhold |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 10 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| COMERICA INCORPORATED Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CMA Security ID: 200340107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy Avila | Management | For | For |
| 1.2 | Elect Director Michael E. Collins | Management | For | For |
| 1.3 | Elect Director Roger A. Cregg | Management | For | For |
| 1.4 | Elect Director Curtis C. Farmer | Management | For | For |
| 1.5 | Elect Director Jacqueline P. Kane | Management | For | For |
| 1.6 | Elect Director Derek J. Kerr | Management | For | For |
| 1.7 | Elect Director Richard G. Lindner | Management | For | For |
| 1.8 | Elect Director Jennifer H. Sampson | Management | For | For |
| 1.9 | Elect Director Barbara R. Smith | Management | For | For |
| 1.10 | Elect Director Robert S. Taubman | Management | For | For |
| 1.11 | Elect Director Reginald M. Turner, Jr. | Management | For | For |
| 1.12 | Elect Director Nina G. Vaca | Management | For | For |
| 1.13 | Elect Director Michael G. Van de Ven | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CONAGRA BRANDS, INC. Meeting Date: SEP 21, 2022 Record Date: AUG 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CAG Security ID: 205887102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anil Arora | Management | For | For |
| 1b | Elect Director Thomas "Tony" K. Brown | Management | For | For |
| 1c | Elect Director Emanuel "Manny" Chirico | Management | For | For |
| 1d | Elect Director Sean M. Connolly | Management | For | For |
| 1e | Elect Director George Dowdie | Management | For | For |
| 1f | Elect Director Fran Horowitz | Management | For | For |
| 1g | Elect Director Richard H. Lenny | Management | For | For |
| 1h | Elect Director Melissa Lora | Management | For | For |
| 1i | Elect Director Ruth Ann Marshall | Management | For | For |
| 1j | Elect Director Denise A. Paulonis | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Dennis V. Arriola | Management | For | For |
| 1b | Elect Director Jody Freeman | Management | For | For |
| 1c | Elect Director Gay Huey Evans | Management | For | For |
| 1d | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1e | Elect Director Ryan M. Lance | Management | For | For |
| 1f | Elect Director Timothy A. Leach | Management | For | For |
| 1g | Elect Director William H. McRaven | Management | For | For |
| 1h | Elect Director Sharmila Mulligan | Management | For | For |
| 1i | Elect Director Eric D. Mullins | Management | For | For |
| 1j | Elect Director Arjun N. Murti | Management | For | For |
| 1k | Elect Director Robert A. Niblock | Management | For | For |
| 1l | Elect Director David T. Seaton | Management | For | For |
| 1m | Elect Director R.A. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Approve Omnibus Stock Plan | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| 10 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CONSOLIDATED EDISON, INC. Meeting Date: MAY 15, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ED Security ID: 209115104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy P. Cawley | Management | For | For |
| 1.2 | Elect Director Ellen V. Futter | Management | For | For |
| 1.3 | Elect Director John F. Killian | Management | For | For |
| 1.4 | Elect Director Karol V. Mason | Management | For | For |
| 1.5 | Elect Director Dwight A. McBride | Management | For | For |
| 1.6 | Elect Director William J. Mulrow | Management | For | For |
| 1.7 | Elect Director Armando J. Olivera | Management | For | For |
| 1.8 | Elect Director Michael W. Ranger | Management | For | For |
| 1.9 | Elect Director Linda S. Sanford | Management | For | For |
| 1.10 | Elect Director Deirdre Stanley | Management | For | For |
| 1.11 | Elect Director L. Frederick Sutherland | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| CONSTELLATION BRANDS, INC. Meeting Date: JUL 19, 2022 Record Date: MAY 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: STZ Security ID: 21036P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer M. Daniels | Management | For | For |
| 1.2 | Elect Director Jeremy S. G. Fowden | Management | For | Withhold |
| 1.3 | Elect Director Jose Manuel Madero Garza | Management | For | For |
| 1.4 | Elect Director Daniel J. McCarthy | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' 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 | Amend Charter | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| CONSTELLATION ENERGY CORPORATION Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CEG Security ID: 21037T109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph Dominguez | Management | For | For |
| 1.2 | Elect Director Julie Holzrichter | Management | For | For |
| 1.3 | Elect Director Ashish Khandpur | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| COPART, INC. Meeting Date: OCT 31, 2022 Record Date: OCT 03, 2022 Meeting Type: SPECIAL | ||||
| Ticker: CPRT Security ID: 217204106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| COPART, INC. Meeting Date: DEC 02, 2022 Record Date: OCT 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CPRT Security ID: 217204106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Willis J. Johnson | Management | For | For |
| 1.2 | Elect Director A. Jayson Adair | Management | For | For |
| 1.3 | Elect Director Matt Blunt | Management | For | For |
| 1.4 | Elect Director Steven D. Cohan | Management | For | For |
| 1.5 | Elect Director Daniel J. Englander | Management | For | For |
| 1.6 | Elect Director James E. Meeks | Management | For | For |
| 1.7 | Elect Director Thomas N. Tryforos | Management | For | For |
| 1.8 | Elect Director Diane M. Morefield | Management | For | For |
| 1.9 | Elect Director Stephen Fisher | Management | For | For |
| 1.10 | Elect Director Cherylyn Harley LeBon | Management | For | For |
| 1.11 | Elect Director Carl D. Sparks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CORNING INCORPORATED Meeting Date: APR 27, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GLW Security ID: 219350105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald W. Blair | Management | For | For |
| 1b | Elect Director Leslie A. Brun | Management | For | For |
| 1c | Elect Director Stephanie A. Burns | Management | For | For |
| 1d | Elect Director Richard T. Clark | Management | For | For |
| 1e | Elect Director Pamela J. Craig | Management | For | For |
| 1f | Elect Director Robert F. Cummings, Jr. | Management | For | For |
| 1g | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1h | Elect Director Deborah A. Henretta | Management | For | For |
| 1i | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1j | Elect Director Kurt M. Landgraf | Management | For | For |
| 1k | Elect Director Kevin J. Martin | Management | For | For |
| 1l | Elect Director Deborah D. Rieman | Management | For | For |
| 1m | Elect Director Hansel E. Tookes, II | Management | For | For |
| 1n | Elect Director Wendell P. Weeks | Management | For | For |
| 1o | Elect Director Mark S. Wrighton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CORTEVA, INC. Meeting Date: APR 21, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CTVA Security ID: 22052L104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lamberto Andreotti | Management | For | For |
| 1b | Elect Director Klaus A. Engel | Management | For | For |
| 1c | Elect Director David C. Everitt | Management | For | For |
| 1d | Elect Director Janet P. Giesselman | Management | For | For |
| 1e | Elect Director Karen H. Grimes | Management | For | For |
| 1f | Elect Director Michael O. Johanns | Management | For | For |
| 1g | Elect Director Rebecca B. Liebert | Management | For | For |
| 1h | Elect Director Marcos M. Lutz | Management | For | For |
| 1i | Elect Director Charles V. Magro | Management | For | For |
| 1j | Elect Director Nayaki R. Nayyar | Management | For | For |
| 1k | Elect Director Gregory R. Page | Management | For | For |
| 1l | Elect Director Kerry J. Preete | Management | For | For |
| 1m | Elect Director Patrick J. Ward | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| COSTAR GROUP, INC. Meeting Date: JUN 08, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CSGP Security ID: 22160N109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael R. Klein | Management | For | For |
| 1b | Elect Director Andrew C. Florance | Management | For | For |
| 1c | Elect Director Michael J. Glosserman | Management | For | For |
| 1d | Elect Director John W. Hill | Management | For | For |
| 1e | Elect Director Laura Cox Kaplan | Management | For | For |
| 1f | Elect Director Robert W. Musslewhite | Management | For | For |
| 1g | Elect Director Christopher J. Nassetta | Management | For | For |
| 1h | Elect Director Louise S. Sams | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Kenneth D. Denman | Management | For | For |
| 1c | Elect Director Richard A. Galanti | Management | For | For |
| 1d | Elect Director Hamilton E. James | Management | For | For |
| 1e | Elect Director W. Craig Jelinek | Management | For | For |
| 1f | Elect Director Sally Jewell | Management | For | For |
| 1g | Elect Director Charles T. Munger | Management | For | For |
| 1h | Elect Director Jeffrey S. Raikes | Management | For | For |
| 1i | Elect Director John W. Stanton | Management | For | For |
| 1j | Elect Director Ron M. Vachris | Management | For | For |
| 1k | Elect Director Mary Agnes (Maggie) Wilderotter | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| COTERRA ENERGY INC. Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CTRA Security ID: 127097103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas E. Jorden | Management | For | For |
| 1.2 | Elect Director Robert S. Boswell | Management | For | For |
| 1.3 | Elect Director Dorothy M. Ables | Management | For | For |
| 1.4 | Elect Director Amanda M. Brock | Management | For | For |
| 1.5 | Elect Director Dan O. Dinges | Management | For | For |
| 1.6 | Elect Director Paul N. Eckley | Management | For | For |
| 1.7 | Elect Director Hans Helmerich | Management | For | For |
| 1.8 | Elect Director Lisa A. Stewart | Management | For | For |
| 1.9 | Elect Director Frances M. Vallejo | Management | For | For |
| 1.10 | Elect Director Marcus A. Watts | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Reliability of Methane Emission Disclosures | Shareholder | Against | For |
| 7 | Report on Climate Lobbying | Shareholder | Against | For |
| CROWN CASTLE INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CCI Security ID: 22822V101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director P. Robert Bartolo | Management | For | For |
| 1b | Elect Director Jay A. Brown | Management | For | For |
| 1c | Elect Director Cindy Christy | Management | For | For |
| 1d | Elect Director Ari Q. Fitzgerald | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Tammy K. Jones | Management | For | For |
| 1g | Elect Director Anthony J. Melone | Management | For | For |
| 1h | Elect Director W. Benjamin Moreland | Management | For | For |
| 1i | Elect Director Kevin A. Stephens | Management | For | For |
| 1j | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Charter to Allow Exculpation of Certain Officers | Management | For | For |
| CSX CORPORATION Meeting Date: MAY 10, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CSX Security ID: 126408103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donna M. Alvarado | Management | For | For |
| 1b | Elect Director Thomas P. Bostick | Management | For | For |
| 1c | Elect Director Steven T. Halverson | Management | For | For |
| 1d | Elect Director Paul C. Hilal | Management | For | For |
| 1e | Elect Director Joseph R. Hinrichs | Management | For | For |
| 1f | Elect Director David M. Moffett | Management | For | For |
| 1g | Elect Director Linda H. Riefler | Management | For | For |
| 1h | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 1i | Elect Director James L. Wainscott | Management | For | For |
| 1j | Elect Director J. Steven Whisler | Management | For | For |
| 1k | Elect Director John J. Zillmer | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CUMMINS INC. Meeting Date: MAY 09, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CMI Security ID: 231021106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director N. Thomas Linebarger | Management | For | For |
| 2 | Elect Director Jennifer W. Rumsey | Management | For | For |
| 3 | Elect Director Gary L. Belske | Management | For | For |
| 4 | Elect Director Robert J. Bernhard | Management | For | For |
| 5 | Elect Director Bruno V. Di Leo Allen | Management | For | For |
| 6 | Elect Director Stephen B. Dobbs | Management | For | For |
| 7 | Elect Director Carla A. Harris | Management | For | For |
| 8 | Elect Director Thomas J. Lynch | Management | For | For |
| 9 | Elect Director William I. Miller | Management | For | For |
| 10 | Elect Director Georgia R. Nelson | Management | For | For |
| 11 | Elect Director Kimberly A. Nelson | Management | For | For |
| 12 | Elect Director Karen H. Quintos | Management | For | For |
| 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 14 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 15 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 16 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 17 | Require Independent Board Chairman | Shareholder | Against | For |
| 18 | Disclose Plan to Link Executive Compensation to GHG Emissions Reduction Goals | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Fernando Aguirre | Management | For | For |
| 1b | Elect Director Jeffrey R. Balser | Management | For | For |
| 1c | Elect Director C. David Brown, II | Management | For | For |
| 1d | Elect Director Alecia A. DeCoudreaux | Management | For | For |
| 1e | Elect Director Nancy-Ann M. DeParle | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Anne M. Finucane | Management | For | For |
| 1h | Elect Director Edward J. Ludwig | Management | For | For |
| 1i | Elect Director Karen S. Lynch | Management | For | For |
| 1j | Elect Director Jean-Pierre Millon | Management | For | For |
| 1k | Elect Director Mary L. Schapiro | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt a Paid Sick Leave Policy | Shareholder | Against | Against |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | Against |
| 9 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| D.R. HORTON, INC. Meeting Date: JAN 18, 2023 Record Date: NOV 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DHI Security ID: 23331A109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald R. Horton | Management | For | For |
| 1b | Elect Director Barbara K. Allen | Management | For | For |
| 1c | Elect Director Brad S. Anderson | Management | For | For |
| 1d | Elect Director Michael R. Buchanan | Management | For | For |
| 1e | Elect Director Benjamin S. Carson, Sr. | Management | For | For |
| 1f | Elect Director Maribess L. Miller | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | 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 |
| 1a | Elect Director Rainer M. Blair | Management | For | For |
| 1b | Elect Director Feroz Dewan | Management | For | For |
| 1c | Elect Director Linda Filler | Management | For | For |
| 1d | Elect Director Teri List | Management | For | Against |
| 1e | Elect Director Walter G. Lohr, Jr. | Management | For | For |
| 1f | Elect Director Jessica L. Mega | Management | For | For |
| 1g | Elect Director Mitchell P. Rales | Management | For | For |
| 1h | Elect Director Steven M. Rales | Management | For | For |
| 1i | Elect Director Pardis C. Sabeti | Management | For | For |
| 1j | Elect Director A. Shane Sanders | Management | For | Against |
| 1k | Elect Director John T. Schwieters | Management | For | Against |
| 1l | Elect Director Alan G. Spoon | Management | For | For |
| 1m | Elect Director Raymond C. Stevens | Management | For | Against |
| 1n | Elect Director Elias A. Zerhouni | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| DARDEN RESTAURANTS, INC. Meeting Date: SEP 21, 2022 Record Date: JUL 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DRI Security ID: 237194105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Margaret Shan Atkins | Management | For | For |
| 1.2 | Elect Director Ricardo 'Rick' Cardenas | Management | For | For |
| 1.3 | Elect Director Juliana L. Chugg | Management | For | For |
| 1.4 | Elect Director James P. Fogarty | Management | For | For |
| 1.5 | Elect Director Cynthia T. Jamison | Management | For | For |
| 1.6 | Elect Director Eugene I. Lee, Jr. | Management | For | For |
| 1.7 | Elect Director Nana Mensah | Management | For | For |
| 1.8 | Elect Director William S. Simon | Management | For | For |
| 1.9 | Elect Director Charles M. Sonsteby | Management | For | For |
| 1.10 | Elect Director Timothy J. Wilmott | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| DAVITA INC. Meeting Date: JUN 06, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DVA Security ID: 23918K108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pamela M. Arway | Management | For | For |
| 1b | Elect Director Charles G. Berg | Management | For | For |
| 1c | Elect Director Barbara J. Desoer | Management | For | For |
| 1d | Elect Director Jason M. Hollar | Management | For | For |
| 1e | Elect Director Gregory J. Moore | Management | For | For |
| 1f | Elect Director John M. Nehra | Management | For | For |
| 1g | Elect Director Javier J. Rodriguez | Management | For | For |
| 1h | Elect Director Adam H. Schechter | Management | For | For |
| 1i | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Provide for the Exculpation of Officers | Management | For | For |
| 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 |
| 1a | Elect Director Leanne G. Caret | Management | For | For |
| 1b | Elect Director Tamra A. Erwin | Management | For | For |
| 1c | Elect Director Alan C. Heuberger | Management | For | For |
| 1d | Elect Director Charles O. Holliday, Jr. | Management | For | For |
| 1e | Elect Director Michael O. Johanns | Management | For | For |
| 1f | Elect Director Clayton M. Jones | Management | For | For |
| 1g | Elect Director John C. May | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Sherry M. Smith | Management | For | For |
| 1j | Elect Director Dmitri L. Stockton | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| DELTA AIR LINES, INC. Meeting Date: JUN 15, 2023 Record Date: APR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DAL Security ID: 247361702 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Edward H. Bastian | Management | For | For |
| 1b | Elect Director Greg Creed | Management | For | For |
| 1c | Elect Director David G. DeWalt | Management | For | For |
| 1d | Elect Director William H. Easter, III | Management | For | For |
| 1e | Elect Director Leslie D. Hale | Management | For | For |
| 1f | Elect Director Christopher A. Hazleton | Management | For | For |
| 1g | Elect Director Michael P. Huerta | Management | For | For |
| 1h | Elect Director Jeanne P. Jackson | Management | For | For |
| 1i | Elect Director George N. Mattson | Management | For | For |
| 1j | Elect Director Vasant M. Prabhu | Management | For | For |
| 1k | Elect Director Sergio A. L. Rial | Management | For | For |
| 1l | Elect Director David S. Taylor | Management | For | For |
| 1m | Elect Director Kathy N. Waller | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | For |
| DENTSPLY SIRONA INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: XRAY Security ID: 24906P109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eric K. Brandt | Management | For | For |
| 1b | Elect Director Simon D. Campion | Management | For | For |
| 1c | Elect Director Willie A. Deese | Management | For | For |
| 1d | Elect Director Betsy D. Holden | Management | For | For |
| 1e | Elect Director Clyde R. Hosein | Management | For | For |
| 1f | Elect Director Harry M. Jansen Kraemer, Jr. | Management | For | For |
| 1g | Elect Director Gregory T. Lucier | Management | For | For |
| 1h | Elect Director Jonathan J. Mazelsky | Management | For | For |
| 1i | Elect Director Leslie F. Varon | Management | For | For |
| 1j | Elect Director Janet S. Vergis | Management | For | For |
| 1k | Elect Director Dorothea Wenzel | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DEVON ENERGY CORPORATION Meeting Date: JUN 07, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DVN Security ID: 25179M103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara M. Baumann | Management | For | For |
| 1.2 | Elect Director John E. Bethancourt | Management | For | For |
| 1.3 | Elect Director Ann G. Fox | Management | For | For |
| 1.4 | Elect Director Gennifer F. Kelly | Management | For | For |
| 1.5 | Elect Director Kelt Kindick | Management | For | For |
| 1.6 | Elect Director John Krenicki, Jr. | Management | For | For |
| 1.7 | Elect Director Karl F. Kurz | Management | For | For |
| 1.8 | Elect Director Michael N. Mears | Management | For | For |
| 1.9 | Elect Director Robert A. Mosbacher, Jr. | Management | For | For |
| 1.10 | Elect Director Richard E. Muncrief | Management | For | For |
| 1.11 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 6 | Amend Certificate of Incorporation to Adopt Limitations on the Liability of Officers | Management | For | For |
| 7 | Amend Right to Call Special Meeting | 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 |
| 1.1 | Elect Director Steven R. Altman | Management | For | For |
| 1.2 | Elect Director Richard A. Collins | Management | For | For |
| 1.3 | Elect Director Karen Dahut | Management | For | For |
| 1.4 | Elect Director Mark G. Foletta | Management | For | For |
| 1.5 | Elect Director Barbara E. Kahn | Management | For | For |
| 1.6 | Elect Director Kyle Malady | Management | For | For |
| 1.7 | Elect Director Eric J. Topol | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| DIAMONDBACK ENERGY, INC. Meeting Date: JUN 08, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FANG Security ID: 25278X109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Travis D. Stice | Management | For | For |
| 1.2 | Elect Director Vincent K. Brooks | Management | For | For |
| 1.3 | Elect Director David L. Houston | Management | For | For |
| 1.4 | Elect Director Rebecca A. Klein | Management | For | For |
| 1.5 | Elect Director Stephanie K. Mains | Management | For | For |
| 1.6 | Elect Director Mark L. Plaumann | Management | For | For |
| 1.7 | Elect Director Melanie M. Trent | Management | For | For |
| 1.8 | Elect Director Frank D. Tsuru | Management | For | For |
| 1.9 | Elect Director Steven E. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Eliminate Supermajority Vote Requirement for Amendments of the Charter and Removal of Directors | Management | For | For |
| 4 | Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 6 | Ratify Grant Thornton LLP as Auditors | 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 |
| 1a | Elect Director Alexis Black Bjorlin | Management | For | For |
| 1b | Elect Director VeraLinn 'Dash' Jamieson | Management | For | For |
| 1c | Elect Director Kevin J. Kennedy | Management | For | For |
| 1d | Elect Director William G. LaPerch | Management | For | For |
| 1e | Elect Director Jean F.H.P. Mandeville | Management | For | For |
| 1f | Elect Director Afshin Mohebbi | Management | For | For |
| 1g | Elect Director Mark R. Patterson | Management | For | For |
| 1h | Elect Director Mary Hogan Preusse | Management | For | For |
| 1i | Elect Director Andrew P. Power | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risks Associated with Use of Concealment Clauses | Shareholder | Against | For |
| 6 | Report on Whether Company Policies Reinforce Racism in Company Culture | Shareholder | Against | Against |
| DISCOVER FINANCIAL SERVICES Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DFS Security ID: 254709108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Aronin | Management | For | For |
| 1.2 | Elect Director Mary K. Bush | Management | For | For |
| 1.3 | Elect Director Gregory C. Case | Management | For | For |
| 1.4 | Elect Director Candace H. Duncan | Management | For | For |
| 1.5 | Elect Director Joseph F. Eazor | Management | For | For |
| 1.6 | Elect Director Roger C. Hochschild | Management | For | For |
| 1.7 | Elect Director Thomas G. Maheras | Management | For | For |
| 1.8 | Elect Director John B. Owen | Management | For | For |
| 1.9 | Elect Director David L. Rawlinson, II | Management | For | For |
| 1.10 | Elect Director Beverley A. Sibblies | Management | For | For |
| 1.11 | Elect Director Mark A. Thierer | Management | For | For |
| 1.12 | Elect Director Jennifer L. Wong | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DISH NETWORK CORPORATION Meeting Date: APR 28, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DISH Security ID: 25470M109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kathleen Q. Abernathy | Management | For | Withhold |
| 1.2 | Elect Director George R. Brokaw | Management | For | Withhold |
| 1.3 | Elect Director Stephen J. Bye | Management | For | For |
| 1.4 | Elect Director W. Erik Carlson | Management | For | For |
| 1.5 | Elect Director James DeFranco | Management | For | For |
| 1.6 | Elect Director Cantey M. Ergen | Management | For | Withhold |
| 1.7 | Elect Director Charles W. Ergen | Management | For | Withhold |
| 1.8 | Elect Director Tom A. Ortolf | Management | For | Withhold |
| 1.9 | Elect Director Joseph T. Proietti | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| DOLLAR GENERAL CORPORATION Meeting Date: MAY 31, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DG Security ID: 256677105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warren F. Bryant | Management | For | For |
| 1b | Elect Director Michael M. Calbert | Management | For | For |
| 1c | Elect Director Ana M. Chadwick | Management | For | For |
| 1d | Elect Director Patricia D. Fili-Krushel | Management | For | For |
| 1e | Elect Director Timothy I. McGuire | Management | For | For |
| 1f | Elect Director Jeffery C. Owen | Management | For | For |
| 1g | Elect Director Debra A. Sandler | Management | For | For |
| 1h | Elect Director Ralph E. Santana | Management | For | For |
| 1i | Elect Director Todd J. Vasos | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | For |
| 6 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 7 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | For |
| DOLLAR TREE, INC. Meeting Date: JUN 13, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DLTR Security ID: 256746108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard W. Dreiling | Management | For | For |
| 1b | Elect Director Cheryl W. Grise | Management | For | For |
| 1c | Elect Director Daniel J. Heinrich | Management | For | For |
| 1d | Elect Director Paul C. Hilal | Management | For | For |
| 1e | Elect Director Edward J. Kelly, III | Management | For | For |
| 1f | Elect Director Mary A. Laschinger | Management | For | For |
| 1g | Elect Director Jeffrey G. Naylor | Management | For | For |
| 1h | Elect Director Winnie Y. Park | Management | For | For |
| 1i | Elect Director Bertram L. Scott | Management | For | For |
| 1j | Elect Director Stephanie P. Stahl | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Economic and Social Risks of Compensation and Workforce Practices and Any Impact on Diversified Shareholders | Shareholder | Against | Against |
| DOMINION ENERGY, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: D Security ID: 25746U109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director James A. Bennett | Management | For | For |
| 1B | Elect Director Robert M. Blue | Management | For | For |
| 1C | Elect Director D. Maybank Hagood | Management | For | For |
| 1D | Elect Director Ronald W. Jibson | Management | For | For |
| 1E | Elect Director Mark J. Kington | Management | For | For |
| 1F | Elect Director Kristin G. Lovejoy | Management | For | For |
| 1G | Elect Director Joseph M. Rigby | Management | For | For |
| 1H | Elect Director Pamela J. Royal | Management | For | For |
| 1I | Elect Director Robert H. Spilman, Jr. | Management | For | For |
| 1J | Elect Director Susan N. Story | Management | For | For |
| 1K | Elect Director Michael E. Szymanczyk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Right to Call Special Meeting | Management | For | For |
| 6 | Amend Advance Notice Provisions for Director Nominations | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | For |
| DOMINO'S PIZZA, INC. Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DPZ Security ID: 25754A201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David A. Brandon | Management | For | For |
| 1.2 | Elect Director C. Andrew Ballard | Management | For | For |
| 1.3 | Elect Director Andrew B. Balson | Management | For | For |
| 1.4 | Elect Director Corie S. Barry | Management | For | For |
| 1.5 | Elect Director Diana F. Cantor | Management | For | For |
| 1.6 | Elect Director Richard L. Federico | Management | For | For |
| 1.7 | Elect Director James A. Goldman | Management | For | For |
| 1.8 | Elect Director Patricia E. Lopez | Management | For | For |
| 1.9 | Elect Director Russell J. Weiner | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DOVER CORPORATION Meeting Date: MAY 05, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DOV Security ID: 260003108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Deborah L. DeHaas | Management | For | For |
| 1b | Elect Director H. John Gilbertson, Jr. | Management | For | For |
| 1c | Elect Director Kristiane C. Graham | Management | For | Against |
| 1d | Elect Director Michael F. Johnston | Management | For | Against |
| 1e | Elect Director Michael Manley | Management | For | For |
| 1f | Elect Director Eric A. Spiegel | Management | For | For |
| 1g | Elect Director Richard J. Tobin | Management | For | For |
| 1h | Elect Director Stephen M. Todd | Management | For | For |
| 1i | Elect Director Keith E. Wandell | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| DOW INC. Meeting Date: APR 13, 2023 Record Date: FEB 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DOW Security ID: 260557103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Allen | Management | For | For |
| 1b | Elect Director Gaurdie E. Banister, Jr. | Management | For | For |
| 1c | Elect Director Wesley G. Bush | Management | For | For |
| 1d | Elect Director Richard K. Davis | Management | For | For |
| 1e | Elect Director Jerri DeVard | Management | For | For |
| 1f | Elect Director Debra L. Dial | Management | For | For |
| 1g | Elect Director Jeff M. Fettig | Management | For | For |
| 1h | Elect Director Jim Fitterling | Management | For | For |
| 1i | Elect Director Jacqueline C. Hinman | Management | For | For |
| 1j | Elect Director Luis Alberto Moreno | Management | For | For |
| 1k | Elect Director Jill S. Wyant | Management | For | For |
| 1l | Elect Director Daniel W. Yohannes | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| 5 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | 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 Director David A. Brandon | Management | For | For |
| 1.2 | Elect Director Charles G. McClure, Jr. | Management | For | For |
| 1.3 | Elect Director Gail J. McGovern | Management | For | For |
| 1.4 | Elect Director Mark A. Murray | Management | For | For |
| 1.5 | Elect Director Gerardo Norcia | Management | For | For |
| 1.6 | Elect Director Robert C. Skaggs, Jr. | Management | For | For |
| 1.7 | Elect Director David A. Thomas | Management | For | For |
| 1.8 | Elect Director Gary H. Torgow | Management | For | For |
| 1.9 | Elect Director James H. Vandenberghe | Management | For | For |
| 1.10 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Call Special Meeting | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Derrick Burks | Management | For | For |
| 1b | Elect Director Annette K. Clayton | Management | For | For |
| 1c | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Caroline Dorsa | Management | For | For |
| 1f | Elect Director W. Roy Dunbar | Management | For | For |
| 1g | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1h | Elect Director Lynn J. Good | Management | For | For |
| 1i | Elect Director John T. Herron | Management | For | For |
| 1j | Elect Director Idalene F. Kesner | Management | For | For |
| 1k | Elect Director E. Marie McKee | Management | For | For |
| 1l | Elect Director Michael J. Pacilio | Management | For | For |
| 1m | Elect Director Thomas E. Skains | Management | For | For |
| 1n | Elect Director William E. Webster, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | None | For |
| 7 | Create a Committee to Evaluate Decarbonization Risk | Shareholder | Against | Against |
| DUKE REALTY CORPORATION Meeting Date: SEP 28, 2022 Record Date: AUG 08, 2022 Meeting Type: SPECIAL | ||||
| Ticker: DRE Security ID: 264411505 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| DUPONT DE NEMOURS, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DD Security ID: 26614N102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy G. Brady | Management | For | For |
| 1b | Elect Director Edward D. Breen | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director Terrence R. Curtin | Management | For | For |
| 1e | Elect Director Alexander M. Cutler | Management | For | For |
| 1f | Elect Director Eleuthere I. du Pont | Management | For | For |
| 1g | Elect Director Kristina M. Johnson | Management | For | For |
| 1h | Elect Director Luther C. Kissam | Management | For | For |
| 1i | Elect Director Frederick M. Lowery | Management | For | For |
| 1j | Elect Director Raymond J. Milchovich | Management | For | For |
| 1k | Elect Director Deanna M. Mulligan | Management | For | For |
| 1l | Elect Director Steven M. Sterin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| DXC TECHNOLOGY COMPANY Meeting Date: JUL 26, 2022 Record Date: MAY 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DXC Security ID: 23355L106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mukesh Aghi | Management | For | For |
| 1b | Elect Director Amy E. Alving | Management | For | For |
| 1c | Elect Director David A. Barnes | Management | For | For |
| 1d | Elect Director Raul J. Fernandez | Management | For | For |
| 1e | Elect Director David L. Herzog | Management | For | For |
| 1f | Elect Director Dawn Rogers | Management | For | For |
| 1g | Elect Director Michael J. Salvino | Management | For | For |
| 1h | Elect Director Carrie W. Teffner | Management | For | For |
| 1i | Elect Director Akihiko Washington | Management | For | For |
| 1j | Elect Director Robert F. Woods | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EASTMAN CHEMICAL COMPANY Meeting Date: MAY 04, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EMN Security ID: 277432100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Humberto P. Alfonso | Management | For | For |
| 1.2 | Elect Director Brett D. Begemann | Management | For | For |
| 1.3 | Elect Director Eric L. Butler | Management | For | For |
| 1.4 | Elect Director Mark J. Costa | Management | For | For |
| 1.5 | Elect Director Edward L. Doheny, II | Management | For | For |
| 1.6 | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1.7 | Elect Director Julie F. Holder | Management | For | For |
| 1.8 | Elect Director Renee J. Hornbaker | Management | For | For |
| 1.9 | Elect Director Kim Ann Mink | Management | For | For |
| 1.10 | Elect Director James J. O'Brien | Management | For | For |
| 1.11 | Elect Director David W. Raisbeck | Management | For | For |
| 1.12 | Elect Director Charles K. Stevens, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| EATON CORPORATION PLC Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ETN Security ID: G29183103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig Arnold | Management | For | For |
| 1b | Elect Director Olivier Leonetti | Management | For | For |
| 1c | Elect Director Silvio Napoli | Management | For | For |
| 1d | Elect Director Gregory R. Page | Management | For | For |
| 1e | Elect Director Sandra Pianalto | Management | For | For |
| 1f | Elect Director Robert V. Pragada | Management | For | For |
| 1g | Elect Director Lori J. Ryerkerk | Management | For | For |
| 1h | Elect Director Gerald B. Smith | Management | For | For |
| 1i | Elect Director Dorothy C. Thompson | Management | For | For |
| 1j | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Approve Ernst & Young as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Authorize Issue of Equity with Pre-emptive Rights | Management | For | For |
| 6 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 7 | Authorize Share Repurchase of Issued Share Capital | Management | For | For |
| EBAY, INC. Meeting Date: JUN 21, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EBAY Security ID: 278642103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Adriane M. Brown | Management | For | For |
| 1b | Elect Director Aparna Chennapragada | Management | For | For |
| 1c | Elect Director Logan D. Green | Management | For | For |
| 1d | Elect Director E. Carol Hayles | Management | For | For |
| 1e | Elect Director Jamie Iannone | Management | For | For |
| 1f | Elect Director Shripriya Mahesh | Management | For | For |
| 1g | Elect Director Paul S. Pressler | Management | For | For |
| 1h | Elect Director Mohak Shroff | Management | For | For |
| 1i | Elect Director Perry M. Traquina | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| 6 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 7 | Reduce Ownership Threshold for Shareholders to Call Special Meeting to 10% | Shareholder | Against | For |
| ECOLAB INC. Meeting Date: MAY 04, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ECL Security ID: 278865100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shari L. Ballard | Management | For | For |
| 1b | Elect Director Barbara J. Beck | Management | For | For |
| 1c | Elect Director Christophe Beck | Management | For | For |
| 1d | Elect Director Jeffrey M. Ettinger | Management | For | For |
| 1e | Elect Director Eric M. Green | Management | For | For |
| 1f | Elect Director Arthur J. Higgins | Management | For | For |
| 1g | Elect Director Michael Larson | Management | For | For |
| 1h | Elect Director David W. MacLennan | Management | For | For |
| 1i | Elect Director Tracy B. McKibben | Management | For | For |
| 1j | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1k | Elect Director Victoria J. Reich | Management | For | For |
| 1l | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 1m | Elect Director John J. Zillmer | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Require Independent Board Chair | Shareholder | Against | For |
| EDISON INTERNATIONAL Meeting Date: APR 27, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EIX Security ID: 281020107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeanne Beliveau-Dunn | Management | For | For |
| 1b | Elect Director Michael C. Camunez | Management | For | For |
| 1c | Elect Director Vanessa C.L. Chang | Management | For | For |
| 1d | Elect Director James T. Morris | Management | For | For |
| 1e | Elect Director Timothy T. O'Toole | Management | For | For |
| 1f | Elect Director Pedro J. Pizarro | Management | For | For |
| 1g | Elect Director Marcy L. Reed | Management | For | For |
| 1h | Elect Director Carey A. Smith | Management | For | For |
| 1i | Elect Director Linda G. Stuntz | Management | For | For |
| 1j | Elect Director Peter J. Taylor | Management | For | For |
| 1k | Elect Director Keith Trent | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EDWARDS LIFESCIENCES CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EW Security ID: 28176E108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kieran T. Gallahue | Management | For | For |
| 1.2 | Elect Director Leslie S. Heisz | Management | For | For |
| 1.3 | Elect Director Paul A. LaViolette | Management | For | For |
| 1.4 | Elect Director Steven R. Loranger | Management | For | For |
| 1.5 | Elect Director Martha H. Marsh | Management | For | For |
| 1.6 | Elect Director Michael A. Mussallem | Management | For | For |
| 1.7 | Elect Director Ramona Sequeira | Management | For | For |
| 1.8 | Elect Director Nicholas J. Valeriani | Management | For | For |
| 1.9 | Elect Director Bernard J. Zovighian | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| ELECTRONIC ARTS INC. Meeting Date: AUG 11, 2022 Record Date: JUN 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EA Security ID: 285512109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kofi A. Bruce | Management | For | For |
| 1b | Elect Director Rachel A. Gonzalez | Management | For | For |
| 1c | Elect Director Jeffrey T. Huber | Management | For | For |
| 1d | Elect Director Talbott Roche | Management | For | For |
| 1e | Elect Director Richard A. Simonson | Management | For | For |
| 1f | Elect Director Luis A. Ubinas | Management | For | For |
| 1g | Elect Director Heidi J. Ueberroth | Management | For | For |
| 1h | Elect Director Andrew Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meetings to 15% | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 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 |
| 1.1 | Elect Director Gail K. Boudreaux | Management | For | For |
| 1.2 | Elect Director R. Kerry Clark | Management | For | For |
| 1.3 | Elect Director Robert L. Dixon, Jr. | Management | For | For |
| 1.4 | Elect Director Deanna D. Strable | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Annually Report Third Party Political Contributions | 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 |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | For |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | 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 |
| 1a | Elect Director Martin S. Craighead | Management | For | For |
| 1b | Elect Director Gloria A. Flach | Management | For | For |
| 1c | Elect Director Matthew S. Levatich | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ENPHASE ENERGY, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ENPH Security ID: 29355A107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jamie Haenggi | Management | For | For |
| 1.2 | Elect Director Benjamin Kortlang | Management | For | For |
| 1.3 | Elect Director Richard Mora | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ENTERGY CORPORATION Meeting Date: MAY 05, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ETR Security ID: 29364G103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gina F. Adams | Management | For | For |
| 1b | Elect Director John H. Black | Management | For | For |
| 1c | Elect Director John R. Burbank | Management | For | For |
| 1d | Elect Director Patrick J. Condon | Management | For | For |
| 1e | Elect Director Kirkland H. Donald | Management | For | For |
| 1f | Elect Director Brian W. Ellis | Management | For | For |
| 1g | Elect Director Philip L. Frederickson | Management | For | For |
| 1h | Elect Director M. Elise Hyland | Management | For | For |
| 1i | Elect Director Stuart L. Levenick | Management | For | For |
| 1j | Elect Director Blanche Lambert Lincoln | Management | For | For |
| 1k | Elect Director Andrew S. Marsh | Management | For | For |
| 1l | Elect Director Karen A. Puckett | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| EOG RESOURCES, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EOG Security ID: 26875P101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janet F. Clark | Management | For | For |
| 1b | Elect Director Charles R. Crisp | Management | For | For |
| 1c | Elect Director Robert P. Daniels | Management | For | For |
| 1d | Elect Director Lynn A. Dugle | Management | For | For |
| 1e | Elect Director C. Christopher Gaut | Management | For | For |
| 1f | Elect Director Michael T. Kerr | Management | For | For |
| 1g | Elect Director Julie J. Robertson | Management | For | For |
| 1h | Elect Director Donald F. Textor | Management | For | For |
| 1i | Elect Director Ezra Y. Yacob | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EPAM SYSTEMS, INC. Meeting Date: JUN 02, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EPAM Security ID: 29414B104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eugene Roman | Management | For | For |
| 1.2 | Elect Director Jill B. Smart | Management | For | For |
| 1.3 | Elect Director Ronald Vargo | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EQT CORPORATION Meeting Date: APR 19, 2023 Record Date: FEB 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EQT Security ID: 26884L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lydia I. Beebe | Management | For | For |
| 1.2 | Elect Director Lee M. Canaan | Management | For | For |
| 1.3 | Elect Director Janet L. Carrig | Management | For | For |
| 1.4 | Elect Director Frank C. Hu | Management | For | For |
| 1.5 | Elect Director Kathryn J. Jackson | Management | For | For |
| 1.6 | Elect Director John F. McCartney | Management | For | For |
| 1.7 | Elect Director James T. McManus, II | Management | For | For |
| 1.8 | Elect Director Anita M. Powers | Management | For | For |
| 1.9 | Elect Director Daniel J. Rice, IV | Management | For | For |
| 1.10 | Elect Director Toby Z. Rice | Management | For | For |
| 1.11 | Elect Director Hallie A. Vanderhider | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EQUIFAX INC. Meeting Date: MAY 04, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EFX Security ID: 294429105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark W. Begor | Management | For | For |
| 1b | Elect Director Mark L. Feidler | Management | For | For |
| 1c | Elect Director Karen L. Fichuk | Management | For | For |
| 1d | Elect Director G. Thomas Hough | Management | For | For |
| 1e | Elect Director Robert D. Marcus | Management | For | For |
| 1f | Elect Director Scott A. McGregor | Management | For | For |
| 1g | Elect Director John A. McKinley | Management | For | For |
| 1h | Elect Director Melissa D. Smith | Management | For | For |
| 1i | Elect Director Audrey Boone Tillman | Management | For | For |
| 1j | Elect Director Heather H. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Oversee and Report a Racial Equity Audit | 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 |
| 1a | Elect Director Nanci Caldwell | Management | For | For |
| 1b | Elect Director Adaire Fox-Martin | Management | For | For |
| 1c | Elect Director Ron Guerrier - Withdrawn | Management | None | None |
| 1d | Elect Director Gary Hromadko | Management | For | For |
| 1e | Elect Director Charles Meyers | Management | For | For |
| 1f | Elect Director Thomas Olinger | Management | For | For |
| 1g | Elect Director Christopher Paisley | Management | For | For |
| 1h | Elect Director Jeetu Patel | Management | For | For |
| 1i | Elect Director Sandra Rivera | Management | For | For |
| 1j | Elect Director Fidelma Russo | Management | For | For |
| 1k | Elect Director Peter Van Camp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | 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 Director Angela M. Aman | Management | For | For |
| 1.2 | Elect Director Linda Walker Bynoe | Management | For | For |
| 1.3 | Elect Director Mary Kay Haben | Management | For | For |
| 1.4 | Elect Director Tahsinul Zia Huque | Management | For | For |
| 1.5 | Elect Director John E. Neal | Management | For | For |
| 1.6 | Elect Director David J. Neithercut | Management | For | For |
| 1.7 | Elect Director Mark J. Parrell | Management | For | For |
| 1.8 | Elect Director Mark S. Shapiro | Management | For | For |
| 1.9 | Elect Director Stephen E. Sterrett | Management | For | For |
| 1.10 | Elect Director Samuel Zell - Withdrawn | Management | None | None |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Keith R. Guericke | Management | For | For |
| 1b | Elect Director Maria R. Hawthorne | Management | For | For |
| 1c | Elect Director Amal M. Johnson | Management | For | For |
| 1d | Elect Director Mary Kasaris | Management | For | For |
| 1e | Elect Director Angela L. Kleiman | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director George M. Marcus | Management | For | For |
| 1h | Elect Director Thomas E. Robinson | Management | For | For |
| 1i | Elect Director Michael J. Schall | Management | For | For |
| 1j | Elect Director Byron A. Scordelis | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ETSY, INC. Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ETSY Security ID: 29786A106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | Withhold |
| 1b | Elect Director Josh Silverman | Management | For | For |
| 1c | Elect Director Fred Wilson | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Commission Independent Review of Effectiveness of Efforts to Prevent Harassment and Discrimination | Shareholder | Against | Against |
| EVEREST RE GROUP, LTD. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RE Security ID: G3223R108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Amore | Management | For | For |
| 1.2 | Elect Director Juan C. Andrade | Management | For | For |
| 1.3 | Elect Director William F. Galtney, Jr. | Management | For | For |
| 1.4 | Elect Director John A. Graf | Management | For | For |
| 1.5 | Elect Director Meryl Hartzband | Management | For | For |
| 1.6 | Elect Director Gerri Losquadro | Management | For | For |
| 1.7 | Elect Director Hazel McNeilage | Management | For | For |
| 1.8 | Elect Director Roger M. Singer | Management | For | For |
| 1.9 | Elect Director Joseph V. Taranto | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Change Company Name to Everest Group, Ltd. | Management | For | For |
| EVERGY, INC. Meeting Date: MAY 02, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EVRG Security ID: 30034W106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David A. Campbell | Management | For | For |
| 1b | Elect Director Thomas D. Hyde | Management | For | For |
| 1c | Elect Director B. Anthony Isaac | Management | For | For |
| 1d | Elect Director Paul M. Keglevic | Management | For | For |
| 1e | Elect Director Mary L. Landrieu | Management | For | For |
| 1f | Elect Director Sandra A.J. Lawrence | Management | For | For |
| 1g | Elect Director Ann D. Murtlow | Management | For | For |
| 1h | Elect Director Sandra J. Price | Management | For | For |
| 1i | Elect Director Mark A. Ruelle | Management | For | For |
| 1j | Elect Director James Scarola | Management | For | For |
| 1k | Elect Director C. John Wilder | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EVERSOURCE ENERGY Meeting Date: MAY 03, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ES Security ID: 30040W108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cotton M. Cleveland | Management | For | For |
| 1.2 | Elect Director Francis A. Doyle | Management | For | For |
| 1.3 | Elect Director Linda Dorcena Forry | Management | For | For |
| 1.4 | Elect Director Gregory M. Jones | Management | For | For |
| 1.5 | Elect Director Loretta D. Keane | Management | For | For |
| 1.6 | Elect Director John Y. Kim | Management | For | For |
| 1.7 | Elect Director Kenneth R. Leibler | Management | For | For |
| 1.8 | Elect Director David H. Long | Management | For | For |
| 1.9 | Elect Director Joseph R. Nolan, Jr. | Management | For | For |
| 1.10 | Elect Director William C. Van Faasen | Management | For | For |
| 1.11 | Elect Director Frederica M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Anthony Anderson | Management | For | For |
| 1b | Elect Director W. Paul Bowers | Management | For | For |
| 1c | Elect Director Calvin G. Butler, Jr. | Management | For | For |
| 1d | Elect Director Marjorie Rodgers Cheshire | Management | For | For |
| 1e | Elect Director Linda Jojo | Management | For | For |
| 1f | Elect Director Charisse Lillie | Management | For | For |
| 1g | Elect Director Matthew Rogers | Management | For | For |
| 1h | Elect Director John Young | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One 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 |
| 1a | Elect Director Samuel Altman | Management | For | For |
| 1b | Elect Director Beverly Anderson | Management | For | Withhold |
| 1c | Elect Director M. Moina Banerjee | Management | For | For |
| 1d | Elect Director Chelsea Clinton | Management | For | Withhold |
| 1e | Elect Director Barry Diller | Management | For | Withhold |
| 1f | Elect Director Henrique Dubugras | Management | For | For |
| 1g | Elect Director Craig Jacobson | Management | For | Withhold |
| 1h | Elect Director Peter Kern | Management | For | For |
| 1i | Elect Director Dara Khosrowshahi | Management | For | Withhold |
| 1j | Elect Director Patricia Menendez Cambo | Management | For | For |
| 1k | Elect Director Alex von Furstenberg | Management | For | For |
| 1l | Elect Director Julie Whalen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EXPEDITORS INTERNATIONAL OF WASHINGTON, INC. Meeting Date: MAY 02, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EXPD Security ID: 302130109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn M. Alger | Management | For | For |
| 1.2 | Elect Director Robert P. Carlile | Management | For | For |
| 1.3 | Elect Director James M. DuBois | Management | For | For |
| 1.4 | Elect Director Mark A. Emmert | Management | For | For |
| 1.5 | Elect Director Diane H. Gulyas | Management | For | For |
| 1.6 | Elect Director Jeffrey S. Musser | Management | For | For |
| 1.7 | Elect Director Brandon S. Pedersen | Management | For | For |
| 1.8 | Elect Director Liane J. Pelletier | Management | For | For |
| 1.9 | Elect Director Olivia D. Polius | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| EXTRA SPACE STORAGE INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EXR Security ID: 30225T102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth M. Woolley | Management | For | For |
| 1.2 | Elect Director Joseph D. Margolis | Management | For | For |
| 1.3 | Elect Director Roger B. Porter | Management | For | For |
| 1.4 | Elect Director Jennifer Blouin | Management | For | For |
| 1.5 | Elect Director Joseph J. Bonner | Management | For | For |
| 1.6 | Elect Director Gary L. Crittenden | Management | For | For |
| 1.7 | Elect Director Spencer F. Kirk | Management | For | For |
| 1.8 | Elect Director Diane Olmstead | Management | For | For |
| 1.9 | Elect Director Jefferson S. Shreve | Management | For | For |
| 1.10 | Elect Director Julia Vander Ploeg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | 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 |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | For |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | For |
| 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Against | Against |
| 13 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | For |
| 14 | Report on Potential Costs of Environmental Litigation | Shareholder | Against | Against |
| 15 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 16 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | None | None |
| F5, INC. Meeting Date: MAR 09, 2023 Record Date: JAN 04, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FFIV Security ID: 315616102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marianne N. Budnik | Management | For | For |
| 1b | Elect Director Elizabeth L. Buse | Management | For | For |
| 1c | Elect Director Michael L. Dreyer | Management | For | For |
| 1d | Elect Director Alan J. Higginson | Management | For | For |
| 1e | Elect Director Peter S. Klein | Management | For | For |
| 1f | Elect Director Francois Locoh-Donou | Management | For | For |
| 1g | Elect Director Nikhil Mehta | Management | For | For |
| 1h | Elect Director Michael F. Montoya | Management | For | For |
| 1i | Elect Director Marie E. Myers | Management | For | For |
| 1j | Elect Director James M. Phillips | Management | For | For |
| 1k | Elect Director Sripada Shivananda | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FACTSET RESEARCH SYSTEMS INC. Meeting Date: DEC 15, 2022 Record Date: OCT 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FDS Security ID: 303075105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James J. McGonigle | Management | For | For |
| 1b | Elect Director F. Philip Snow | Management | For | For |
| 1c | Elect Director Maria Teresa Tejada | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Eliminate Certain Business Combination Restrictions | Management | For | For |
| 6 | Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes | Management | For | For |
| 7 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 8 | Amend Certificate of Incorporation to Remove Creditor Compromise Provision | Management | For | For |
| 9 | Amend Certificate of Incorporation to Clarify, Streamline and Modernize the Certificate of Incorporation | Management | For | For |
| FASTENAL COMPANY Meeting Date: APR 22, 2023 Record Date: FEB 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FAST Security ID: 311900104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott A. Satterlee | Management | For | For |
| 1b | Elect Director Michael J. Ancius | Management | For | For |
| 1c | Elect Director Stephen L. Eastman | Management | For | For |
| 1d | Elect Director Daniel L. Florness | Management | For | For |
| 1e | Elect Director Rita J. Heise | Management | For | For |
| 1f | Elect Director Hsenghung Sam Hsu | Management | For | For |
| 1g | Elect Director Daniel L. Johnson | Management | For | For |
| 1h | Elect Director Nicholas J. Lundquist | Management | For | For |
| 1i | Elect Director Sarah N. Nielsen | Management | For | For |
| 1j | Elect Director Reyne K. Wisecup | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FEDERAL REALTY INVESTMENT TRUST Meeting Date: MAY 03, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FRT Security ID: 313745101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David W. Faeder | Management | For | For |
| 1.2 | Elect Director Elizabeth I. Holland | Management | For | For |
| 1.3 | Elect Director Nicole Y. Lamb-Hale | Management | For | For |
| 1.4 | Elect Director Thomas A. McEachin | Management | For | For |
| 1.5 | Elect Director Anthony P. Nader, III | Management | For | For |
| 1.6 | Elect Director Gail P. Steinel | Management | For | For |
| 1.7 | Elect Director Donald C. Wood | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Ratify Grant Thornton, LLP as Auditors | Management | For | For |
| FEDEX CORPORATION Meeting Date: SEP 19, 2022 Record Date: JUL 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FDX Security ID: 31428X106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marvin R. Ellison | Management | For | For |
| 1b | Elect Director Stephen E. Gorman | Management | For | For |
| 1c | Elect Director Susan Patricia Griffith | Management | For | For |
| 1d | Elect Director Kimberly A. Jabal | Management | For | For |
| 1e | Elect Director Amy B. Lane | Management | For | For |
| 1f | Elect Director R. Brad Martin | Management | For | For |
| 1g | Elect Director Nancy A. Norton | Management | For | For |
| 1h | Elect Director Frederick P. Perpall | Management | For | For |
| 1i | Elect Director Joshua Cooper Ramo | Management | For | For |
| 1j | Elect Director Susan C. Schwab | Management | For | For |
| 1k | Elect Director Frederick W. Smith | Management | For | For |
| 1l | Elect Director David P. Steiner | Management | For | For |
| 1m | Elect Director Rajesh Subramaniam | Management | For | For |
| 1n | Elect Director V. James Vena | Management | For | For |
| 1o | Elect Director Paul S. Walsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Report on Alignment Between Company Values and Electioneering Contributions | Shareholder | Against | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Report on Racism in Corporate Culture | Shareholder | Against | Against |
| 9 | Report on Climate Lobbying | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Lee Adrean | Management | For | For |
| 1b | Elect Director Ellen R. Alemany | Management | For | For |
| 1c | Elect Director Mark D. Benjamin | Management | For | For |
| 1d | Elect Director Vijay G. D'Silva | Management | For | For |
| 1e | Elect Director Stephanie L. Ferris | Management | For | For |
| 1f | Elect Director Jeffrey A. Goldstein | Management | For | For |
| 1g | Elect Director Lisa A. Hook | Management | For | For |
| 1h | Elect Director Kenneth T. Lamneck | Management | For | For |
| 1i | Elect Director Gary L. Lauer | Management | For | For |
| 1j | Elect Director Louise M. Parent | Management | For | For |
| 1k | Elect Director Brian T. Shea | Management | For | For |
| 1l | Elect Director James B. Stallings, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| FIFTH THIRD BANCORP Meeting Date: APR 18, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FITB Security ID: 316773100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicholas K. Akins | Management | For | For |
| 1b | Elect Director B. Evan Bayh, III | Management | For | For |
| 1c | Elect Director Jorge L. Benitez | Management | For | For |
| 1d | Elect Director Katherine B. Blackburn | Management | For | For |
| 1e | Elect Director Emerson L. Brumback | Management | For | For |
| 1f | Elect Director Linda W. Clement-Holmes | Management | For | For |
| 1g | Elect Director C. Bryan Daniels | Management | For | For |
| 1h | Elect Director Mitchell S. Feiger | Management | For | For |
| 1i | Elect Director Thomas H. Harvey | Management | For | For |
| 1j | Elect Director Gary R. Heminger | Management | For | For |
| 1k | Elect Director Eileen A. Mallesch | Management | For | For |
| 1l | Elect Director Michael B. McCallister | Management | For | For |
| 1m | Elect Director Timothy N. Spence | Management | For | For |
| 1n | Elect Director Marsha C. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | 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 |
| 1.1 | Elect Director Michael J. Ahearn | Management | For | For |
| 1.2 | Elect Director Richard D. Chapman | Management | For | For |
| 1.3 | Elect Director Anita Marangoly George | Management | For | For |
| 1.4 | Elect Director George A. ("Chip") Hambro | Management | For | For |
| 1.5 | Elect Director Molly E. Joseph | Management | For | For |
| 1.6 | Elect Director Craig Kennedy | Management | For | For |
| 1.7 | Elect Director Lisa A. Kro | Management | For | For |
| 1.8 | Elect Director William J. Post | Management | For | For |
| 1.9 | Elect Director Paul H. Stebbins | Management | For | For |
| 1.10 | Elect Director Michael T. Sweeney | Management | For | For |
| 1.11 | Elect Director Mark R. Widmar | Management | For | For |
| 1.12 | Elect Director Norman L. Wright | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FIRSTENERGY CORPORATION Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FE Security ID: 337932107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jana T. Croom | Management | For | For |
| 1.2 | Elect Director Steven J. Demetriou | Management | For | For |
| 1.3 | Elect Director Lisa Winston Hicks | Management | For | For |
| 1.4 | Elect Director Paul Kaleta | Management | For | For |
| 1.5 | Elect Director Sean T. Klimczak | Management | For | For |
| 1.6 | Elect Director Jesse A. Lynn | Management | For | For |
| 1.7 | Elect Director James F. O'Neil, III | Management | For | For |
| 1.8 | Elect Director John W. Somerhalder, II | Management | For | For |
| 1.9 | Elect Director Andrew Teno | Management | For | For |
| 1.10 | Elect Director Leslie M. Turner | Management | For | For |
| 1.11 | Elect Director Melvin Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting to 20% | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 7 | Establish a New Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| FISERV, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FISV Security ID: 337738108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank J. Bisignano | Management | For | For |
| 1.2 | Elect Director Henrique de Castro | Management | For | For |
| 1.3 | Elect Director Harry F. DiSimone | Management | For | For |
| 1.4 | Elect Director Dylan G. Haggart | Management | For | For |
| 1.5 | Elect Director Wafaa Mamilli | Management | For | For |
| 1.6 | Elect Director Heidi G. Miller | Management | For | For |
| 1.7 | Elect Director Doyle R. Simons | Management | For | For |
| 1.8 | Elect Director Kevin M. Warren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| FLEETCOR TECHNOLOGIES, INC. Meeting Date: JUN 09, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FLT Security ID: 339041105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven T. Stull | Management | For | Against |
| 1b | Elect Director Annabelle Bexiga | Management | For | For |
| 1c | Elect Director Michael Buckman | Management | For | For |
| 1d | Elect Director Ronald F. Clarke | Management | For | For |
| 1e | Elect Director Joseph W. Farrelly | Management | For | Against |
| 1f | Elect Director Rahul Gupta | Management | For | For |
| 1g | Elect Director Thomas M. Hagerty | Management | For | Against |
| 1h | Elect Director Archie L. Jones, Jr. | Management | For | For |
| 1i | Elect Director Hala G. Moddelmog | Management | For | Against |
| 1j | Elect Director Richard Macchia | Management | For | For |
| 1k | Elect Director Jeffrey S. Sloan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| FMC CORPORATION Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FMC Security ID: 302491303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pierre Brondeau | Management | For | For |
| 1b | Elect Director Eduardo E. Cordeiro | Management | For | For |
| 1c | Elect Director Carol Anthony ("John") Davidson | Management | For | For |
| 1d | Elect Director Mark Douglas | Management | For | For |
| 1e | Elect Director Kathy L. Fortmann | Management | For | For |
| 1f | Elect Director C. Scott Greer | Management | For | For |
| 1g | Elect Director K'Lynne Johnson | Management | For | For |
| 1h | Elect Director Dirk A. Kempthorne | Management | For | For |
| 1i | Elect Director Margareth Ovrum | Management | For | For |
| 1j | Elect Director Robert C. Pallash | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One 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 |
| 1a | Elect Director Kimberly A. Casiano | Management | For | For |
| 1b | Elect Director Alexandra Ford English | Management | For | For |
| 1c | Elect Director James D. Farley, Jr. | Management | For | For |
| 1d | Elect Director Henry Ford, III | Management | For | For |
| 1e | Elect Director William Clay Ford, Jr. | Management | For | Against |
| 1f | Elect Director William W. Helman, IV | Management | For | For |
| 1g | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1h | Elect Director William E. Kennard | Management | For | Against |
| 1i | Elect Director John C. May | Management | For | For |
| 1j | Elect Director Beth E. Mooney | Management | For | For |
| 1k | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1l | Elect Director John L. Thornton | Management | For | For |
| 1m | Elect Director John B. Veihmeyer | Management | For | For |
| 1n | Elect Director John S. Weinberg | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| 6 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 7 | Report on Reliance on Child Labor in Supply Chain | Shareholder | Against | Against |
| 8 | Report on Animal Testing Practices | Shareholder | Against | Against |
| FORTINET, INC. Meeting Date: JUN 16, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FTNT Security ID: 34959E109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ken Xie | Management | For | For |
| 1.2 | Elect Director Michael Xie | Management | For | For |
| 1.3 | Elect Director Kenneth A. Goldman | Management | For | For |
| 1.4 | Elect Director Ming Hsieh | Management | For | For |
| 1.5 | Elect Director Jean Hu | Management | For | For |
| 1.6 | Elect Director William H. Neukom | Management | For | For |
| 1.7 | Elect Director Judith Sim | Management | For | For |
| 1.8 | Elect Director Admiral James Stavridis (Ret) | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Amend Certificate of Incorporation to Limit the Liability of Officers | Management | For | For |
| FORTIVE CORPORATION Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FTV Security ID: 34959J108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eric Branderiz | Management | For | For |
| 1b | Elect Director Daniel L. Comas | Management | For | For |
| 1c | Elect Director Sharmistha Dubey | Management | For | For |
| 1d | Elect Director Rejji P. Hayes | Management | For | For |
| 1e | Elect Director Wright Lassiter, III | Management | For | For |
| 1f | Elect Director James A. Lico | Management | For | For |
| 1g | Elect Director Kate D. Mitchell | Management | For | For |
| 1h | Elect Director Jeannine Sargent | Management | For | For |
| 1i | Elect Director Alan G. Spoon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| FOX CORPORATION Meeting Date: NOV 03, 2022 Record Date: SEP 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FOXA Security ID: 35137L204 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director K. Rupert Murdoch | Management | For | For |
| 1b | Elect Director Lachlan K. Murdoch | Management | For | For |
| 1c | Elect Director William A. Burck | Management | For | For |
| 1d | Elect Director Chase Carey | Management | For | For |
| 1e | Elect Director Anne Dias | Management | For | For |
| 1f | Elect Director Roland A. Hernandez | Management | For | For |
| 1g | Elect Director Jacques Nasser | Management | For | For |
| 1h | Elect Director Paul D. Ryan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Articles of Incorporation To Provide for Exculpation Provision | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| FRANKLIN RESOURCES, INC. Meeting Date: FEB 07, 2023 Record Date: DEC 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BEN Security ID: 354613101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mariann Byerwalter | Management | For | For |
| 1b | Elect Director Alexander S. Friedman | Management | For | For |
| 1c | Elect Director Gregory E. Johnson | Management | For | For |
| 1d | Elect Director Jennifer M. Johnson | Management | For | For |
| 1e | Elect Director Rupert H. Johnson, Jr. | Management | For | For |
| 1f | Elect Director John Y. Kim | Management | For | For |
| 1g | Elect Director Karen M. King | Management | For | For |
| 1h | Elect Director Anthony J. Noto | Management | For | For |
| 1i | Elect Director John W. Thiel | Management | For | For |
| 1j | Elect Director Seth H. Waugh | Management | For | For |
| 1k | Elect Director Geoffrey Y. Yang | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| FREEPORT-MCMORAN, INC. Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FCX Security ID: 35671D857 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David P. Abney | Management | For | For |
| 1.2 | Elect Director Richard C. Adkerson | Management | For | For |
| 1.3 | Elect Director Marcela E. Donadio | Management | For | For |
| 1.4 | Elect Director Robert W. Dudley | Management | For | For |
| 1.5 | Elect Director Hugh Grant | Management | For | For |
| 1.6 | Elect Director Lydia H. Kennard | Management | For | For |
| 1.7 | Elect Director Ryan M. Lance | Management | For | For |
| 1.8 | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1.9 | Elect Director Dustan E. McCoy | Management | For | For |
| 1.10 | Elect Director Kathleen L. Quirk | Management | For | For |
| 1.11 | Elect Director John J. Stephens | Management | For | For |
| 1.12 | Elect Director Frances Fragos Townsend | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GARMIN LTD. Meeting Date: JUN 09, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GRMN Security ID: H2906T109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3 | Approve Dividends | Management | For | For |
| 4 | Approve Discharge of Board and Senior Management | Management | For | For |
| 5a | Elect Director Jonathan C. Burrell | Management | For | For |
| 5b | Elect Director Joseph J. Hartnett | Management | For | For |
| 5c | Elect Director Min H. Kao | Management | For | For |
| 5d | Elect Director Catherine A. Lewis | Management | For | For |
| 5e | Elect Director Charles W. Peffer | Management | For | For |
| 5f | Elect Director Clifton A. Pemble | Management | For | For |
| 6 | Elect Min H. Kao as Board Chairman | Management | For | For |
| 7a | Appoint Jonathan C. Burrell as Member of the Compensation Committee | Management | For | For |
| 7b | Appoint Joseph J. Hartnett as Member of the Compensation Committee | Management | For | For |
| 7c | Appoint Catherine A. Lewis as Member of the Compensation Committee | Management | For | For |
| 7d | Appoint Charles W. Peffer as Member of the Compensation Committee | Management | For | For |
| 8 | Designate Wuersch & Gering LLP as Independent Proxy | Management | For | For |
| 9 | Ratify Ernst & Young LLP as Auditors and Ernst & Young Ltd as Statutory Auditor | Management | For | For |
| 10 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 11 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 12 | Advisory Vote on the Swiss Statutory Compensation Report | Management | For | For |
| 13 | Approve Fiscal Year 2024 Maximum Aggregate Compensation for the Executive Management | Management | For | For |
| 14 | Approve Maximum Aggregate Compensation for the Board of Directors for the Period Between the 2023 AGM and the 2024 AGM | Management | For | For |
| 15 | Cancel Repurchased Shares | Management | For | For |
| 16 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 17 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 18 | Approve Reduction of Par Value | Management | For | For |
| 19 | Approve Conversion of Currency of the Share Capital from CHF to USD | Management | For | For |
| 20 | Amend Articles to Reflect Changes in Capital | Management | For | For |
| 21 | Amend Articles Re: Addressing Shares, Shareholder Rights and General Meeting | Management | For | For |
| 22 | Amend Articles Re: Addressing Board, Compensation and Related Matters | Management | For | For |
| GARTNER, INC. Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IT Security ID: 366651107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter E. Bisson | Management | For | For |
| 1b | Elect Director Richard J. Bressler | Management | For | For |
| 1c | Elect Director Raul E. Cesan | Management | For | For |
| 1d | Elect Director Karen E. Dykstra | Management | For | For |
| 1e | Elect Director Diana S. Ferguson | Management | For | For |
| 1f | Elect Director Anne Sutherland Fuchs | Management | For | For |
| 1g | Elect Director William O. Grabe | Management | For | For |
| 1h | Elect Director Jose M. Gutierrez | Management | For | For |
| 1i | Elect Director Eugene A. Hall | Management | For | For |
| 1j | Elect Director Stephen G. Pagliuca | Management | For | For |
| 1k | Elect Director Eileen M. Serra | Management | For | For |
| 1l | Elect Director James C. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| GE HEALTHCARE TECHNOLOGIES, INC. Meeting Date: MAY 23, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GEHC Security ID: 36266G107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Arduini | Management | For | For |
| 1b | Elect Director H. Lawrence Culp, Jr. | Management | For | For |
| 1c | Elect Director Rodney F. Hochman | Management | For | For |
| 1d | Elect Director Lloyd W. Howell, Jr. | Management | For | For |
| 1e | Elect Director Risa Lavizzo-Mourey | Management | For | For |
| 1f | Elect Director Catherine Lesjak | Management | For | For |
| 1g | Elect Director Anne T. Madden | Management | For | For |
| 1h | Elect Director Tomislav Mihaljevic | Management | For | For |
| 1i | Elect Director William J. Stromberg | Management | For | For |
| 1j | Elect Director Phoebe L. Yang | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| GENERAC HOLDINGS INC. Meeting Date: JUN 15, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GNRC Security ID: 368736104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marcia J. Avedon | Management | For | For |
| 1.2 | Elect Director Bennett J. Morgan | Management | For | For |
| 1.3 | Elect Director Dominick P. Zarcone | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Richard D. Clarke | Management | For | For |
| 1b | Elect Director James S. Crown | Management | For | For |
| 1c | Elect Director Rudy F. deLeon | Management | For | For |
| 1d | Elect Director Cecil D. Haney | Management | For | For |
| 1e | Elect Director Mark M. Malcolm | Management | For | For |
| 1f | Elect Director James N. Mattis | Management | For | For |
| 1g | Elect Director Phebe N. Novakovic | Management | For | For |
| 1h | Elect Director C. Howard Nye | Management | For | For |
| 1i | Elect Director Catherine B. Reynolds | Management | For | For |
| 1j | Elect Director Laura J. Schumacher | Management | For | For |
| 1k | Elect Director Robert K. Steel | Management | For | For |
| 1l | Elect Director John G. Stratton | Management | For | For |
| 1m | Elect Director Peter A. Wall | Management | For | For |
| 2 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Human Rights Risk Assessment | Shareholder | Against | For |
| 7 | Require Independent Board 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 |
| 1a | Elect Director Stephen Angel | Management | For | For |
| 1b | Elect Director Sebastien Bazin | Management | For | For |
| 1c | Elect Director H. Lawrence Culp, Jr. | Management | For | For |
| 1d | Elect Director Edward Garden | Management | For | For |
| 1e | Elect Director Isabella Goren | Management | For | For |
| 1f | Elect Director Thomas Horton | Management | For | For |
| 1g | Elect Director Catherine Lesjak | Management | For | For |
| 1h | Elect Director Darren McDew | Management | For | For |
| 1i | Elect Director Paula Rosput Reynolds | Management | For | For |
| 1j | Elect Director Jessica Uhl | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| 6 | Hire Investment Bank to Explore Sale of Company | Shareholder | Against | Against |
| 7 | Issue Audited Report on Fiduciary Relevance of Decarbonization Goal | Shareholder | Against | Against |
| 8 | Issue Audited Report on Impact of IEA Net-Zero Emissions by 2050 Scenario | Shareholder | Against | Against |
| GENERAL MILLS, INC. Meeting Date: SEP 27, 2022 Record Date: JUL 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: GIS Security ID: 370334104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director R. Kerry Clark | Management | For | For |
| 1b | Elect Director David M. Cordani | Management | For | For |
| 1c | Elect Director C. Kim Goodwin | Management | For | For |
| 1d | Elect Director Jeffrey L. Harmening | Management | For | For |
| 1e | Elect Director Maria G. Henry | Management | For | For |
| 1f | Elect Director Jo Ann Jenkins | Management | For | For |
| 1g | Elect Director Elizabeth C. Lempres | Management | For | For |
| 1h | Elect Director Diane L. Neal | Management | For | For |
| 1i | Elect Director Steve Odland | Management | For | For |
| 1j | Elect Director Maria A. Sastre | Management | For | For |
| 1k | Elect Director Eric D. Sprunk | Management | For | For |
| 1l | Elect Director Jorge A. Uribe | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Absolute Plastic Packaging Use Reduction | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Aneel Bhusri | Management | For | For |
| 1c | Elect Director Wesley G. Bush | Management | For | For |
| 1d | Elect Director Joanne C. Crevoiserat | Management | For | For |
| 1e | Elect Director Linda R. Gooden | Management | For | For |
| 1f | Elect Director Joseph Jimenez | Management | For | For |
| 1g | Elect Director Jonathan McNeill | Management | For | For |
| 1h | Elect Director Judith A. Miscik | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Thomas M. Schoewe | Management | For | For |
| 1k | Elect Director Mark A. Tatum | Management | For | For |
| 1l | Elect Director Jan E. Tighe | Management | For | For |
| 1m | Elect Director Devin N. Wenig | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 7 | Report on Setting Sustainable Sourcing Targets | Shareholder | Against | For |
| GENUINE PARTS COMPANY Meeting Date: MAY 01, 2023 Record Date: FEB 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GPC Security ID: 372460105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth W. Camp | Management | For | For |
| 1.2 | Elect Director Richard Cox, Jr. | Management | For | For |
| 1.3 | Elect Director Paul D. Donahue | Management | For | For |
| 1.4 | Elect Director Gary P. Fayard | Management | For | For |
| 1.5 | Elect Director P. Russell Hardin | Management | For | For |
| 1.6 | Elect Director John R. Holder | Management | For | For |
| 1.7 | Elect Director Donna W. Hyland | Management | For | For |
| 1.8 | Elect Director John D. Johns | Management | For | For |
| 1.9 | Elect Director Jean-Jacques Lafont | Management | For | For |
| 1.10 | Elect Director Robert C. "Robin" Loudermilk, Jr. | Management | For | For |
| 1.11 | Elect Director Wendy B. Needham | Management | For | For |
| 1.12 | Elect Director Juliette W. Pryor | Management | For | For |
| 1.13 | Elect Director E. Jenner Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Jacqueline K. Barton | Management | For | For |
| 1b | Elect Director Jeffrey A. Bluestone | Management | For | For |
| 1c | Elect Director Sandra J. Horning | Management | For | For |
| 1d | Elect Director Kelly A. Kramer | Management | For | For |
| 1e | Elect Director Kevin E. Lofton | Management | For | For |
| 1f | Elect Director Harish Manwani | Management | For | For |
| 1g | Elect Director Daniel P. O'Day | Management | For | For |
| 1h | Elect Director Javier J. Rodriguez | Management | For | For |
| 1i | Elect Director Anthony Welters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require More Director Nominations Than Open Seats | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| GLOBAL PAYMENTS INC. Meeting Date: APR 27, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GPN Security ID: 37940X102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director F. Thaddeus Arroyo | Management | For | For |
| 1b | Elect Director Robert H.B. Baldwin, Jr. | Management | For | For |
| 1c | Elect Director John G. Bruno | Management | For | For |
| 1d | Elect Director Joia M. Johnson | Management | For | For |
| 1e | Elect Director Ruth Ann Marshall | Management | For | For |
| 1f | Elect Director Connie D. McDaniel | Management | For | For |
| 1g | Elect Director Joseph H. Osnoss | Management | For | For |
| 1h | Elect Director William B. Plummer | Management | For | For |
| 1i | Elect Director Jeffrey S. Sloan | Management | For | For |
| 1j | Elect Director John T. Turner | Management | For | For |
| 1k | Elect Director M. Troy Woods | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| GLOBE LIFE INC. Meeting Date: APR 27, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GL Security ID: 37959E102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Linda L. Addison | Management | For | For |
| 1.2 | Elect Director Marilyn A. Alexander | Management | For | For |
| 1.3 | Elect Director Cheryl D. Alston | Management | For | For |
| 1.4 | Elect Director Mark A. Blinn | Management | For | For |
| 1.5 | Elect Director James P. Brannen | Management | For | For |
| 1.6 | Elect Director Jane Buchan | Management | For | For |
| 1.7 | Elect Director Alice S. Cho | Management | For | For |
| 1.8 | Elect Director J. Matthew Darden | Management | For | For |
| 1.9 | Elect Director Steven P. Johnson | Management | For | For |
| 1.10 | Elect Director David A. Rodriguez | Management | For | For |
| 1.11 | Elect Director Frank M. Svoboda | Management | For | For |
| 1.12 | Elect Director Mary E. Thigpen | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 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 |
| 1a | Elect Director Abdulaziz F. Al Khayyal | Management | For | For |
| 1b | Elect Director William E. Albrecht | Management | For | For |
| 1c | Elect Director M. Katherine Banks | Management | For | For |
| 1d | Elect Director Alan M. Bennett | Management | For | For |
| 1e | Elect Director Milton Carroll | Management | For | For |
| 1f | Elect Director Earl M. Cummings | Management | For | For |
| 1g | Elect Director Murry S. Gerber | Management | For | For |
| 1h | Elect Director Robert A. Malone | Management | For | For |
| 1i | Elect Director Jeffrey A. Miller | Management | For | For |
| 1j | Elect Director Bhavesh V. (Bob) Patel | Management | For | For |
| 1k | Elect Director Maurice S. Smith | Management | For | For |
| 1l | Elect Director Janet L. Weiss | Management | For | For |
| 1m | Elect Director Tobi M. Edwards Young | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Amend Certificate of Incorporation | Management | For | For |
| HASBRO, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HAS Security ID: 418056107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael R. Burns | Management | For | For |
| 1.2 | Elect Director Hope F. Cochran | Management | For | For |
| 1.3 | Elect Director Christian P. Cocks | Management | For | For |
| 1.4 | Elect Director Lisa Gersh | Management | For | For |
| 1.5 | Elect Director Elizabeth Hamren | Management | For | For |
| 1.6 | Elect Director Blake Jorgensen | Management | For | For |
| 1.7 | Elect Director Tracy A. Leinbach | Management | For | For |
| 1.8 | Elect Director Laurel J. Richie | Management | For | For |
| 1.9 | Elect Director Richard S. Stoddart | Management | For | For |
| 1.10 | Elect Director Mary Beth West | Management | For | For |
| 1.11 | Elect Director Linda Zecher Higgins | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| HCA HEALTHCARE, INC. Meeting Date: APR 19, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HCA Security ID: 40412C101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas F. Frist, III | Management | For | For |
| 1b | Elect Director Samuel N. Hazen | Management | For | For |
| 1c | Elect Director Meg G. Crofton | Management | For | For |
| 1d | Elect Director Robert J. Dennis | Management | For | For |
| 1e | Elect Director Nancy-Ann DeParle | Management | For | For |
| 1f | Elect Director William R. Frist | Management | For | For |
| 1g | Elect Director Hugh F. Johnston | Management | For | For |
| 1h | Elect Director Michael W. Michelson | Management | For | For |
| 1i | Elect Director Wayne J. Riley | Management | For | For |
| 1j | Elect Director Andrea B. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| 6 | Amend Charter of Patient Safety and Quality of Care Committee | Shareholder | Against | For |
| HEALTHPEAK PROPERTIES, INC. Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEAK Security ID: 42250P103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott M. Brinker | Management | For | For |
| 1b | Elect Director Brian G. Cartwright | Management | For | For |
| 1c | Elect Director James B. Connor | Management | For | For |
| 1d | Elect Director Christine N. Garvey | Management | For | For |
| 1e | Elect Director R. Kent Griffin, Jr. | Management | For | For |
| 1f | Elect Director David B. Henry | Management | For | For |
| 1g | Elect Director Sara G. Lewis | Management | For | For |
| 1h | Elect Director Katherine M. Sandstrom | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| HENRY SCHEIN, INC. Meeting Date: MAY 23, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HSIC Security ID: 806407102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mohamad Ali | Management | For | For |
| 1b | Elect Director Stanley M. Bergman | Management | For | For |
| 1c | Elect Director James P. Breslawski | Management | For | For |
| 1d | Elect Director Deborah Derby | Management | For | For |
| 1e | Elect Director Joseph L. Herring | Management | For | For |
| 1f | Elect Director Kurt P. Kuehn | Management | For | For |
| 1g | Elect Director Philip A. Laskawy | Management | For | For |
| 1h | Elect Director Anne H. Margulies | Management | For | For |
| 1i | Elect Director Mark E. Mlotek | Management | For | For |
| 1j | Elect Director Steven Paladino | Management | For | For |
| 1k | Elect Director Carol Raphael | Management | For | For |
| 1l | Elect Director Scott Serota | Management | For | For |
| 1m | Elect Director Bradley T. Sheares | Management | For | For |
| 1n | Elect Director Reed V. Tuckson | Management | For | For |
| 2 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| HESS CORPORATION Meeting Date: MAY 17, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HES Security ID: 42809H107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence J. Checki | Management | For | For |
| 1b | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1c | Elect Director Lisa Glatch | Management | For | For |
| 1d | Elect Director John B. Hess | Management | For | For |
| 1e | Elect Director Edith E. Holiday | Management | For | For |
| 1f | Elect Director Marc S. Lipschultz | Management | For | For |
| 1g | Elect Director Raymond J. McGuire | Management | For | For |
| 1h | Elect Director David McManus | Management | For | For |
| 1i | Elect Director Kevin O. Meyers | Management | For | For |
| 1j | Elect Director Karyn F. Ovelmen | Management | For | For |
| 1k | Elect Director James H. Quigley | Management | For | For |
| 1l | Elect Director William G. Schrader | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1a | Elect Director Daniel Ammann | Management | For | For |
| 1b | Elect Director Pamela L. Carter | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Regina E. Dugan | Management | For | For |
| 1e | Elect Director Jean M. Hobby | Management | For | For |
| 1f | Elect Director Raymond J. Lane | Management | For | For |
| 1g | Elect Director Ann M. Livermore | Management | For | For |
| 1h | Elect Director Antonio F. Neri | Management | For | For |
| 1i | Elect Director Charles H. Noski | Management | For | For |
| 1j | Elect Director Raymond E. Ozzie | Management | For | For |
| 1k | Elect Director Gary M. Reiner | Management | For | For |
| 1l | Elect Director Patricia F. Russo | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Christopher J. Nassetta | Management | For | For |
| 1b | Elect Director Jonathan D. Gray | Management | For | For |
| 1c | Elect Director Charlene T. Begley | Management | For | For |
| 1d | Elect Director Chris Carr | Management | For | For |
| 1e | Elect Director Melanie L. Healey | Management | For | For |
| 1f | Elect Director Raymond E. Mabus, Jr. | Management | For | For |
| 1g | Elect Director Judith A. McHale | Management | For | For |
| 1h | Elect Director Elizabeth A. Smith | Management | For | For |
| 1i | Elect Director Douglas M. Steenland | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HOLOGIC, INC. Meeting Date: MAR 09, 2023 Record Date: JAN 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HOLX Security ID: 436440101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen P. MacMillan | Management | For | For |
| 1b | Elect Director Sally W. Crawford | Management | For | For |
| 1c | Elect Director Charles J. Dockendorff | Management | For | For |
| 1d | Elect Director Scott T. Garrett | Management | For | For |
| 1e | Elect Director Ludwig N. Hantson | Management | For | For |
| 1f | Elect Director Namal Nawana | Management | For | For |
| 1g | Elect Director Christiana Stamoulis | Management | For | For |
| 1h | Elect Director Stacey D. Stewart | Management | For | For |
| 1i | Elect Director Amy M. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1A | Elect Director Darius Adamczyk | Management | For | For |
| 1B | Elect Director Duncan Angove | Management | For | For |
| 1C | Elect Director William S. Ayer | Management | For | For |
| 1D | Elect Director Kevin Burke | Management | For | For |
| 1E | Elect Director D. Scott Davis | Management | For | For |
| 1F | Elect Director Deborah Flint | Management | For | For |
| 1G | Elect Director Vimal Kapur | Management | For | For |
| 1H | Elect Director Rose Lee | Management | For | For |
| 1I | Elect Director Grace Lieblein | Management | For | For |
| 1J | Elect Director Robin L. Washington | Management | For | For |
| 1K | Elect Director Robin Watson | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Issue Environmental Justice Report | Shareholder | Against | For |
| HORMEL FOODS CORPORATION Meeting Date: JAN 31, 2023 Record Date: DEC 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HRL Security ID: 440452100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Prama Bhatt | Management | For | For |
| 1b | Elect Director Gary C. Bhojwani | Management | For | For |
| 1c | Elect Director Stephen M. Lacy | Management | For | For |
| 1d | Elect Director Elsa A. Murano | Management | For | For |
| 1e | Elect Director Susan K. Nestegard | Management | For | For |
| 1f | Elect Director William A. Newlands | Management | For | For |
| 1g | Elect Director Christopher J. Policinski | Management | For | For |
| 1h | Elect Director Jose Luis Prado | Management | For | For |
| 1i | Elect Director Sally J. Smith | Management | For | For |
| 1j | Elect Director James P. Snee | Management | For | For |
| 1k | Elect Director Steven A. White | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| HOST HOTELS & RESORTS, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HST Security ID: 44107P104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mary L. Baglivo | Management | For | For |
| 1.2 | Elect Director Herman E. Bulls | Management | For | For |
| 1.3 | Elect Director Diana M. Laing | Management | For | For |
| 1.4 | Elect Director Richard E. Marriott | Management | For | For |
| 1.5 | Elect Director Mary Hogan Preusse | Management | For | For |
| 1.6 | Elect Director Walter C. Rakowich | Management | For | For |
| 1.7 | Elect Director James F. Risoleo | Management | For | For |
| 1.8 | Elect Director Gordon H. Smith | Management | For | For |
| 1.9 | Elect Director A. William Stein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director James F. Albaugh | Management | For | For |
| 1b | Elect Director Amy E. Alving | Management | For | For |
| 1c | Elect Director Sharon R. Barner | Management | For | For |
| 1d | Elect Director Joseph S. Cantie | Management | For | For |
| 1e | Elect Director Robert F. Leduc | Management | For | For |
| 1f | Elect Director David J. Miller | Management | For | For |
| 1g | Elect Director Jody G. Miller | Management | For | For |
| 1h | Elect Director John C. Plant | Management | For | For |
| 1i | Elect Director Ulrich R. Schmidt | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | For |
| HP INC. Meeting Date: APR 24, 2023 Record Date: FEB 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HPQ Security ID: 40434L105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Aida M. Alvarez | Management | For | For |
| 1b | Elect Director Shumeet Banerji | Management | For | For |
| 1c | Elect Director Robert R. Bennett | Management | For | For |
| 1d | Elect Director Charles "Chip" V. Bergh | Management | For | For |
| 1e | Elect Director Bruce Broussard | Management | For | For |
| 1f | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1g | Elect Director Stephanie A. Burns | Management | For | For |
| 1h | Elect Director Mary Anne Citrino | Management | For | For |
| 1i | Elect Director Richard L. Clemmer | Management | For | For |
| 1j | Elect Director Enrique J. Lores | Management | For | For |
| 1k | Elect Director Judith "Jami" Miscik | Management | For | For |
| 1l | Elect Director Kim K.W. Rucker | Management | For | For |
| 1m | Elect Director Subra Suresh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Raquel C. Bono | Management | For | For |
| 1b | Elect Director Bruce D. Broussard | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director David T. Feinberg | Management | For | For |
| 1e | Elect Director Wayne A. I. Frederick | Management | For | For |
| 1f | Elect Director John W. Garratt | Management | For | For |
| 1g | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1h | Elect Director Karen W. Katz | Management | For | For |
| 1i | Elect Director Marcy S. Klevorn | Management | For | For |
| 1j | Elect Director William J. McDonald | Management | For | For |
| 1k | Elect Director Jorge S. Mesquita | Management | For | For |
| 1l | Elect Director Brad D. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HUNTINGTON BANCSHARES INCORPORATED Meeting Date: APR 19, 2023 Record Date: FEB 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HBAN Security ID: 446150104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alanna Y. Cotton | Management | For | For |
| 1.2 | Elect Director Ann B. (Tanny) Crane | Management | For | For |
| 1.3 | Elect Director Gina D. France | Management | For | For |
| 1.4 | Elect Director J. Michael Hochschwender | Management | For | For |
| 1.5 | Elect Director Richard H. King | Management | For | For |
| 1.6 | Elect Director Katherine M. A. (Allie) Kline | Management | For | For |
| 1.7 | Elect Director Richard W. Neu | Management | For | For |
| 1.8 | Elect Director Kenneth J. Phelan | Management | For | For |
| 1.9 | Elect Director David L. Porteous | Management | For | For |
| 1.10 | Elect Director Roger J. Sit | Management | For | For |
| 1.11 | Elect Director Stephen D. Steinour | Management | For | For |
| 1.12 | Elect Director Jeffrey L. Tate | Management | For | For |
| 1.13 | Elect Director Gary Torgow | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HUNTINGTON INGALLS INDUSTRIES, INC. Meeting Date: MAY 02, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HII Security ID: 446413106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Augustus L. Collins | Management | For | For |
| 1.2 | Elect Director Leo P. Denault | Management | For | For |
| 1.3 | Elect Director Kirkland H. Donald | Management | For | For |
| 1.4 | Elect Director Victoria D. Harker | Management | For | For |
| 1.5 | Elect Director Frank R. Jimenez | Management | For | For |
| 1.6 | Elect Director Christopher D. Kastner | Management | For | For |
| 1.7 | Elect Director Anastasia D. Kelly | Management | For | For |
| 1.8 | Elect Director Tracy B. McKibben | Management | For | For |
| 1.9 | Elect Director Stephanie L. O'Sullivan | Management | For | For |
| 1.10 | Elect Director Thomas C. Schievelbein | Management | For | For |
| 1.11 | Elect Director John K. Welch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| IDEX CORPORATION Meeting Date: MAY 25, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IEX Security ID: 45167R104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Katrina L. Helmkamp | Management | For | For |
| 1b | Elect Director Mark A. Beck | Management | For | For |
| 1c | Elect Director Carl R. Christenson | Management | For | For |
| 1d | Elect Director Alejandro Quiroz Centeno | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| IDEXX LABORATORIES, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IDXX Security ID: 45168D104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel M. Junius | Management | For | For |
| 1b | Elect Director Lawrence D. Kingsley | Management | For | For |
| 1c | Elect Director Sophie V. Vandebroek | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ILLINOIS TOOL WORKS INC. Meeting Date: MAY 05, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ITW Security ID: 452308109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel J. Brutto | Management | For | For |
| 1b | Elect Director Susan Crown | Management | For | For |
| 1c | Elect Director Darell L. Ford | Management | For | For |
| 1d | Elect Director Kelly J. Grier | Management | For | For |
| 1e | Elect Director James W. Griffith | Management | For | For |
| 1f | Elect Director Jay L. Henderson | Management | For | For |
| 1g | Elect Director Richard H. Lenny | Management | For | For |
| 1h | Elect Director E. Scott Santi | Management | For | For |
| 1i | Elect Director David B. Smith, Jr. | Management | For | For |
| 1j | Elect Director Pamela B. Strobel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| ILLUMINA, INC. Meeting Date: MAY 25, 2023 Record Date: APR 03, 2023 Meeting Type: PROXY CONTEST | ||||
| Ticker: ILMN Security ID: 452327109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Universal Proxy (White Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 9 Directors | ||||
| 1A | Elect Management Nominee Director Frances Arnold | Management | For | Did Not Vote |
| 1B | Elect Management Nominee Director Francis A. deSouza | Management | For | Did Not Vote |
| 1C | Elect Management Nominee Director Caroline D. Dorsa | Management | For | Did Not Vote |
| 1D | Elect Management Nominee Director Robert S. Epstein | Management | For | Did Not Vote |
| 1E | Elect Management Nominee Director Scott Gottlieb | Management | For | Did Not Vote |
| 1F | Elect Management Nominee Director Gary S. Guthart | Management | For | Did Not Vote |
| 1G | Elect Management Nominee Director Philip W. Schiller | Management | For | Did Not Vote |
| 1H | Elect Management Nominee Director Susan E. Siegel | Management | For | Did Not Vote |
| 1I | Elect Management Nominee Director John W. Thompson | Management | For | Did Not Vote |
| 1J | Elect Dissident Nominee Director Vincent J. Intrieri | Shareholder | Against | Did Not Vote |
| 1K | Elect Dissident Nominee Director Jesse A. Lynn | Shareholder | Against | Did Not Vote |
| 1L | Elect Dissident Nominee Director Andrew J. Teno | Shareholder | Against | Did Not Vote |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | Did Not Vote |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Did Not Vote |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | Did Not Vote |
| 5 | Amend Omnibus Stock Plan | Management | For | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Universal Proxy (Gold Proxy Card) | ||||
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| From the Combined List of Management & Dissident Nominees - Elect 9 Directors | ||||
| 1.1 | Elect Dissident Nominee Director Vincent J. Intrieri | Shareholder | For | Withhold |
| 1.2 | Elect Dissident Nominee Director Jesse A. Lynn | Shareholder | For | Withhold |
| 1.3 | Elect Dissident Nominee Director Andrew J. Teno | Shareholder | For | For |
| 1.4 | Elect Management Nominee Director Frances Arnold | Management | None | For |
| 1.5 | Elect Management Nominee Director Caroline D. Dorsa | Management | None | For |
| 1.6 | Elect Management Nominee Director Scott Gottlieb | Management | None | For |
| 1.7 | Elect Management Nominee Director Gary S. Guthart | Management | None | For |
| 1.8 | Elect Management Nominee Director Philip W. Schiller | Management | None | For |
| 1.9 | Elect Management Nominee Director Susan E. Siegel | Management | None | For |
| 1.10 | Elect Management Nominee Director Francis A. deSouza | Management | Against | For |
| 1.11 | Elect Management Nominee Director Robert S. Epstein | Management | Against | For |
| 1.12 | Elect Management Nominee Director John W. Thompson | Management | Against | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | None | For |
| INCYTE CORPORATION Meeting Date: JUN 14, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL | ||||
| Ticker: INCY Security ID: 45337C102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julian C. Baker | Management | For | For |
| 1.2 | Elect Director Jean-Jacques Bienaime | Management | For | For |
| 1.3 | Elect Director Otis W. Brawley | Management | For | For |
| 1.4 | Elect Director Paul J. Clancy | Management | For | For |
| 1.5 | Elect Director Jacqualyn A. Fouse | Management | For | For |
| 1.6 | Elect Director Edmund P. Harrigan | Management | For | For |
| 1.7 | Elect Director Katherine A. High | Management | For | For |
| 1.8 | Elect Director Herve Hoppenot | Management | For | For |
| 1.9 | Elect Director Susanne Schaffert | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| INGERSOLL RAND INC. Meeting Date: JUN 15, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IR Security ID: 45687V106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicente Reynal | Management | For | For |
| 1b | Elect Director William P. Donnelly | Management | For | For |
| 1c | Elect Director Kirk E. Arnold | Management | For | For |
| 1d | Elect Director Gary D. Forsee | Management | For | For |
| 1e | Elect Director Jennifer Hartsock | Management | For | For |
| 1f | Elect Director John Humphrey | Management | For | For |
| 1g | Elect Director Marc E. Jones | Management | For | For |
| 1h | Elect Director Mark Stevenson | Management | For | For |
| 1i | Elect Director Michael Stubblefield | Management | For | For |
| 1j | Elect Director Tony L. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INSULET CORPORATION Meeting Date: MAY 23, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PODD Security ID: 45784P101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Luciana Borio | Management | For | For |
| 1.2 | Elect Director Michael R. Minogue | Management | For | For |
| 1.3 | Elect Director Corinne H. Nevinny | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| INTEL CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: INTC Security ID: 458140100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick P. Gelsinger | Management | For | For |
| 1b | Elect Director James J. Goetz | Management | For | For |
| 1c | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1d | Elect Director Alyssa H. Henry | Management | For | For |
| 1e | Elect Director Omar Ishrak | Management | For | For |
| 1f | Elect Director Risa Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Tsu-Jae King Liu | Management | For | For |
| 1h | Elect Director Barbara G. Novick | Management | For | For |
| 1i | Elect Director Gregory D. Smith | Management | For | For |
| 1j | Elect Director Lip-Bu Tan | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| 7 | Publish Third Party Review of Intel's China Business ESG Congruence | Shareholder | Against | Against |
| INTERCONTINENTAL EXCHANGE, INC. Meeting Date: MAY 19, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ICE Security ID: 45866F104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon Y. Bowen | Management | For | For |
| 1b | Elect Director Shantella E. Cooper | Management | For | For |
| 1c | Elect Director Duriya M. Farooqui | Management | For | For |
| 1d | Elect Director The Right Hon. the Lord Hague of Richmond | Management | For | For |
| 1e | Elect Director Mark F. Mulhern | Management | For | For |
| 1f | Elect Director Thomas E. Noonan | Management | For | For |
| 1g | Elect Director Caroline L. Silver | Management | For | For |
| 1h | Elect Director Jeffrey C. Sprecher | Management | For | For |
| 1i | Elect Director Judith A. Sprieser | Management | For | For |
| 1j | Elect Director Martha A. Tirinnanzi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Thomas Buberl | Management | For | For |
| 1b | Elect Director David N. Farr | Management | For | For |
| 1c | Elect Director Alex Gorsky | Management | For | For |
| 1d | Elect Director Michelle J. Howard | Management | For | For |
| 1e | Elect Director Arvind Krishna | Management | For | For |
| 1f | Elect Director Andrew N. Liveris | Management | For | For |
| 1g | Elect Director F. William McNabb, III | Management | For | For |
| 1h | Elect Director Martha E. Pollack | Management | For | For |
| 1i | Elect Director Joseph R. Swedish | Management | For | For |
| 1j | Elect Director Peter R. Voser | Management | For | For |
| 1k | Elect Director Frederick H. Waddell | Management | For | For |
| 1l | Elect Director Alfred W. Zollar | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | For |
| INTERNATIONAL FLAVORS & FRAGRANCES INC. Meeting Date: MAY 03, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IFF Security ID: 459506101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kathryn J. Boor | Management | For | For |
| 1b | Elect Director Barry A. Bruno | Management | For | For |
| 1c | Elect Director Frank K. Clyburn, Jr. | Management | For | For |
| 1d | Elect Director Mark J. Costa | Management | For | For |
| 1e | Elect Director Carol Anthony (John) Davidson | Management | For | For |
| 1f | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1g | Elect Director John F. Ferraro | Management | For | For |
| 1h | Elect Director Christina Gold | Management | For | For |
| 1i | Elect Director Gary Hu | Management | For | For |
| 1j | Elect Director Kevin O'Byrne | Management | For | For |
| 1k | Elect Director Dawn C. Willoughby | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INTERNATIONAL PAPER COMPANY Meeting Date: MAY 08, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IP Security ID: 460146103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher M. Connor | Management | For | For |
| 1b | Elect Director Ahmet C. Dorduncu | Management | For | For |
| 1c | Elect Director Ilene S. Gordon | Management | For | For |
| 1d | Elect Director Anders Gustafsson | Management | For | For |
| 1e | Elect Director Jacqueline C. Hinman | Management | For | For |
| 1f | Elect Director Clinton A. Lewis, Jr. | Management | For | For |
| 1g | Elect Director Donald G. (DG) Macpherson | Management | For | For |
| 1h | Elect Director Kathryn D. Sullivan | Management | For | For |
| 1i | Elect Director Mark S. Sutton | Management | For | For |
| 1j | Elect Director Anton V. Vincent | Management | For | For |
| 1k | Elect Director Ray G. Young | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| INTUIT INC. Meeting Date: JAN 19, 2023 Record Date: NOV 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: INTU Security ID: 461202103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eve Burton | Management | For | For |
| 1b | Elect Director Scott D. Cook | Management | For | For |
| 1c | Elect Director Richard L. Dalzell | Management | For | For |
| 1d | Elect Director Sasan K. Goodarzi | Management | For | For |
| 1e | Elect Director Deborah Liu | Management | For | For |
| 1f | Elect Director Tekedra Mawakana | Management | For | For |
| 1g | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1h | Elect Director Thomas Szkutak | Management | For | For |
| 1i | Elect Director Raul Vazquez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| INTUITIVE SURGICAL, INC. Meeting Date: APR 27, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ISRG Security ID: 46120E602 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig H. Barratt | Management | For | For |
| 1b | Elect Director Joseph C. Beery | Management | For | For |
| 1c | Elect Director Gary S. Guthart | Management | For | For |
| 1d | Elect Director Amal M. Johnson | Management | For | For |
| 1e | Elect Director Don R. Kania | Management | For | For |
| 1f | Elect Director Amy L. Ladd | Management | For | For |
| 1g | Elect Director Keith R. Leonard, Jr. | Management | For | For |
| 1h | Elect Director Alan J. Levy | Management | For | For |
| 1i | Elect Director Jami Dover Nachtsheim | Management | For | For |
| 1j | Elect Director Monica P. Reed | Management | For | For |
| 1k | Elect Director Mark J. Rubash | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Gender/Racial Pay Gap | Shareholder | Against | For |
| INVESCO LTD. Meeting Date: MAY 25, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IVZ Security ID: G491BT108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sarah E. Beshar | Management | For | For |
| 1.2 | Elect Director Thomas M. Finke | Management | For | For |
| 1.3 | Elect Director Martin L. Flanagan | Management | For | For |
| 1.4 | Elect Director Thomas (Todd) P. Gibbons | Management | For | For |
| 1.5 | Elect Director William (Bill) F. Glavin, Jr. | Management | For | For |
| 1.6 | Elect Director Elizabeth (Beth) S. Johnson | Management | For | For |
| 1.7 | Elect Director Denis Kessler | Management | For | For |
| 1.8 | Elect Director Nigel Sheinwald | Management | For | For |
| 1.9 | Elect Director Paula C. Tolliver | Management | For | For |
| 1.10 | Elect Director G. Richard (Rick) Wagoner, Jr. | Management | For | For |
| 1.11 | Elect Director Christopher C. Womack | Management | For | For |
| 1.12 | Elect Director Phoebe A. Wood | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| INVITATION HOMES, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: INVH Security ID: 46187W107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael D. Fascitelli | Management | For | For |
| 1.2 | Elect Director Dallas B. Tanner | Management | For | For |
| 1.3 | Elect Director Jana Cohen Barbe | Management | For | For |
| 1.4 | Elect Director Richard D. Bronson | Management | For | For |
| 1.5 | Elect Director Jeffrey E. Kelter | Management | For | For |
| 1.6 | Elect Director Joseph D. Margolis | Management | For | For |
| 1.7 | Elect Director John B. Rhea | Management | For | For |
| 1.8 | Elect Director Janice L. Sears | Management | For | For |
| 1.9 | Elect Director Frances Aldrich Sevilla-Sacasa | Management | For | For |
| 1.10 | Elect Director Keith D. Taylor | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| IQVIA HOLDINGS INC. Meeting Date: APR 18, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IQV Security ID: 46266C105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol J. Burt | Management | For | For |
| 1b | Elect Director Colleen A. Goggins | Management | For | For |
| 1c | Elect Director Sheila A. Stamps | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold | Management | For | For |
| 4 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| IRON MOUNTAIN INCORPORATED Meeting Date: MAY 09, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IRM Security ID: 46284V101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer Allerton | Management | For | For |
| 1b | Elect Director Pamela M. Arway | Management | For | For |
| 1c | Elect Director Clarke H. Bailey | Management | For | For |
| 1d | Elect Director Kent P. Dauten | Management | For | For |
| 1e | Elect Director Monte Ford | Management | For | For |
| 1f | Elect Director Robin L. Matlock | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Wendy J. Murdock | Management | For | For |
| 1i | Elect Director Walter C. Rakowich | Management | For | For |
| 1j | Elect Director Doyle R. Simons | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| J.B. HUNT TRANSPORT SERVICES, INC. Meeting Date: APR 27, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: JBHT Security ID: 445658107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Francesca M. Edwardson | Management | For | For |
| 1.2 | Elect Director Wayne Garrison | Management | For | For |
| 1.3 | Elect Director Sharilyn S. Gasaway | Management | For | For |
| 1.4 | Elect Director Thad (John B., III) Hill | Management | For | For |
| 1.5 | Elect Director Bryan Hunt | Management | For | For |
| 1.6 | Elect Director Persio Lisboa | Management | For | For |
| 1.7 | Elect Director John N. Roberts, III | Management | For | For |
| 1.8 | Elect Director James L. Robo | Management | For | For |
| 1.9 | Elect Director Kirk Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| JACK HENRY & ASSOCIATES, INC. Meeting Date: NOV 15, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JKHY Security ID: 426281101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David B. Foss | Management | For | For |
| 1.2 | Elect Director Matthew C. Flanigan | Management | For | For |
| 1.3 | Elect Director Thomas H. Wilson, Jr. | Management | For | For |
| 1.4 | Elect Director Jacque R. Fiegel | Management | For | For |
| 1.5 | Elect Director Thomas A. Wimsett | Management | For | For |
| 1.6 | Elect Director Laura G. Kelly | Management | For | For |
| 1.7 | Elect Director Shruti S. Miyashiro | Management | For | For |
| 1.8 | Elect Director Wesley A. Brown | Management | For | For |
| 1.9 | Elect Director Curtis A. Campbell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| JACOBS SOLUTIONS, INC. Meeting Date: JAN 24, 2023 Record Date: NOV 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: J Security ID: 46982L108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven J. Demetriou | Management | For | For |
| 1b | Elect Director Christopher M.T. Thompson | Management | For | For |
| 1c | Elect Director Priya Abani | Management | For | For |
| 1d | Elect Director Vincent K. Brooks | Management | For | For |
| 1e | Elect Director Ralph E. ("Ed") Eberhart | Management | For | For |
| 1f | Elect Director Manny Fernandez | Management | For | For |
| 1g | Elect Director Georgette D. Kiser | Management | For | For |
| 1h | Elect Director Barbara L. Loughran | Management | For | For |
| 1i | Elect Director Robert A. McNamara | Management | For | For |
| 1j | Elect Director Robert V. Pragada | Management | For | For |
| 1k | Elect Director Peter J. Robertson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1a | Elect Director Darius Adamczyk | Management | For | For |
| 1b | Elect Director Mary C. Beckerle | Management | For | For |
| 1c | Elect Director D. Scott Davis | Management | For | For |
| 1d | Elect Director Jennifer A. Doudna | Management | For | For |
| 1e | Elect Director Joaquin Duato | Management | For | For |
| 1f | Elect Director Marillyn A. Hewson | Management | For | For |
| 1g | Elect Director Paula A. Johnson | Management | For | For |
| 1h | Elect Director Hubert Joly | Management | For | For |
| 1i | Elect Director Mark B. McClellan | Management | For | For |
| 1j | Elect Director Anne M. Mulcahy | Management | For | For |
| 1k | Elect Director Mark A. Weinberger | Management | For | For |
| 1l | Elect Director Nadja Y. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Mandatory Arbitration Bylaw - Withdrawn | Shareholder | None | None |
| 6 | Report on Government Financial Support and Equitable Access to Covid-19 Products | Shareholder | Against | For |
| 7 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | For |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| JOHNSON CONTROLS INTERNATIONAL PLC Meeting Date: MAR 08, 2023 Record Date: JAN 05, 2023 Meeting Type: ANNUAL | ||||
| Ticker: JCI Security ID: G51502105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean Blackwell | Management | For | For |
| 1b | Elect Director Pierre Cohade | Management | For | For |
| 1c | Elect Director Michael E. Daniels | Management | For | For |
| 1d | Elect Director W. Roy Dunbar | Management | For | For |
| 1e | Elect Director Gretchen R. Haggerty | Management | For | For |
| 1f | Elect Director Ayesha Khanna | Management | For | For |
| 1g | Elect Director Simone Menne | Management | For | For |
| 1h | Elect Director George R. Oliver | Management | For | For |
| 1i | Elect Director Jurgen Tinggren | Management | For | For |
| 1j | Elect Director Mark Vergnano | Management | For | For |
| 1k | Elect Director John D. Young | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 2b | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Authorize Market Purchases of Company Shares | Management | For | For |
| 4 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Approve the Directors' Authority to Allot Shares | Management | For | For |
| 8 | Approve the Disapplication of Statutory Pre-Emption Rights | Management | For | For |
| 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 |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director Alicia Boler Davis | Management | For | For |
| 1f | Elect Director James Dimon | Management | For | For |
| 1g | Elect Director Timothy P. Flynn | Management | For | For |
| 1h | Elect Director Alex Gorsky | Management | For | For |
| 1i | Elect Director Mellody Hobson | Management | For | For |
| 1j | Elect Director Michael A. Neal | Management | For | For |
| 1k | Elect Director Phebe N. Novakovic | Management | For | For |
| 1l | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 7 | Amend Public Responsibility Committee Charter to Include Animal Welfare | Shareholder | Against | Against |
| 8 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | For |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | For |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| JUNIPER NETWORKS, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: JNPR Security ID: 48203R104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anne DelSanto | Management | For | For |
| 1b | Elect Director Kevin DeNuccio | Management | For | For |
| 1c | Elect Director James Dolce | Management | For | For |
| 1d | Elect Director Steven Fernandez | Management | For | For |
| 1e | Elect Director Christine Gorjanc | Management | For | For |
| 1f | Elect Director Janet Haugen | Management | For | For |
| 1g | Elect Director Scott Kriens | Management | For | For |
| 1h | Elect Director Rahul Merchant | Management | For | For |
| 1i | Elect Director Rami Rahim | Management | For | For |
| 1j | Elect Director William Stensrud | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| KELLOGG COMPANY Meeting Date: APR 28, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: K Security ID: 487836108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephanie A. Burns | Management | For | For |
| 1b | Elect Director Steve Cahillane | Management | For | For |
| 1c | Elect Director La June Montgomery Tabron | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Civil Rights, Non-Discrimination and Returns to Merit Audit | Shareholder | Against | Against |
| 6 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| KEURIG DR PEPPER INC. Meeting Date: JUN 12, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KDP Security ID: 49271V100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Robert Gamgort | Management | For | For |
| 1B | Elect Director Oray Boston | Management | For | For |
| 1C | Elect Director Olivier Goudet | Management | For | For |
| 1D | Elect Director Peter Harf | Management | For | For |
| 1E | Elect Director Juliette Hickman | Management | For | For |
| 1F | Elect Director Paul Michaels | Management | For | For |
| 1G | Elect Director Pamela Patsley | Management | For | For |
| 1H | Elect Director Lubomira Rochet | Management | For | For |
| 1I | Elect Director Debra Sandler | Management | For | For |
| 1J | Elect Director Robert Singer | Management | For | For |
| 1K | Elect Director Larry Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KEYCORP Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KEY Security ID: 493267108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexander M. Cutler | Management | For | For |
| 1.2 | Elect Director H. James Dallas | Management | For | For |
| 1.3 | Elect Director Elizabeth R. Gile | Management | For | For |
| 1.4 | Elect Director Ruth Ann M. Gillis | Management | For | For |
| 1.5 | Elect Director Christopher M. Gorman | Management | For | For |
| 1.6 | Elect Director Robin N. Hayes | Management | For | For |
| 1.7 | Elect Director Carlton L. Highsmith | Management | For | For |
| 1.8 | Elect Director Richard J. Hipple | Management | For | For |
| 1.9 | Elect Director Devina A. Rankin | Management | For | For |
| 1.10 | Elect Director Barbara R. Snyder | Management | For | For |
| 1.11 | Elect Director Richard J. Tobin | Management | For | For |
| 1.12 | Elect Director Todd J. Vasos | Management | For | For |
| 1.13 | Elect Director David K. Wilson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| KEYSIGHT TECHNOLOGIES, INC. Meeting Date: MAR 16, 2023 Record Date: JAN 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KEYS Security ID: 49338L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Satish C. Dhanasekaran | Management | For | For |
| 1.2 | Elect Director Richard P. Hamada | Management | For | For |
| 1.3 | Elect Director Paul A. Lacouture | Management | For | For |
| 1.4 | Elect Director Kevin A. Stephens | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| KIMBERLY-CLARK CORPORATION Meeting Date: APR 20, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KMB Security ID: 494368103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sylvia M. Burwell | Management | For | For |
| 1.2 | Elect Director John W. Culver | Management | For | For |
| 1.3 | Elect Director Michael D. Hsu | Management | For | For |
| 1.4 | Elect Director Mae C. Jemison | Management | For | For |
| 1.5 | Elect Director S. Todd Maclin | Management | For | For |
| 1.6 | Elect Director Deirdre A. Mahlan | Management | For | For |
| 1.7 | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1.8 | Elect Director Christa S. Quarles | Management | For | For |
| 1.9 | Elect Director Jaime A. Ramirez | Management | For | For |
| 1.10 | Elect Director Dunia A. Shive | Management | For | For |
| 1.11 | Elect Director Mark T. Smucker | Management | For | For |
| 1.12 | Elect Director Michael D. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| KIMCO REALTY CORPORATION Meeting Date: APR 25, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KIM Security ID: 49446R109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Milton Cooper | Management | For | For |
| 1b | Elect Director Philip E. Coviello | Management | For | For |
| 1c | Elect Director Conor C. Flynn | Management | For | For |
| 1d | Elect Director Frank Lourenso | Management | For | For |
| 1e | Elect Directorr Henry Moniz | Management | For | For |
| 1f | Elect Director Mary Hogan Preusse | Management | For | For |
| 1g | Elect Director Valerie Richardson | Management | For | For |
| 1h | Elect Director Richard B. Saltzman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| KINDER MORGAN, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KMI Security ID: 49456B101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard D. Kinder | Management | For | For |
| 1.2 | Elect Director Steven J. Kean | Management | For | For |
| 1.3 | Elect Director Kimberly A. Dang | Management | For | For |
| 1.4 | Elect Director Ted A. Gardner | Management | For | For |
| 1.5 | Elect Director Anthony W. Hall, Jr. | Management | For | For |
| 1.6 | Elect Director Gary L. Hultquist | Management | For | For |
| 1.7 | Elect Director Ronald L. Kuehn, Jr. | Management | For | For |
| 1.8 | Elect Director Deborah A. Macdonald | Management | For | For |
| 1.9 | Elect Director Michael C. Morgan | Management | For | For |
| 1.10 | Elect Director Arthur C. Reichstetter | Management | For | For |
| 1.11 | Elect Director C. Park Shaper | Management | For | For |
| 1.12 | Elect Director William A. Smith | Management | For | For |
| 1.13 | Elect Director Joel V. Staff | Management | For | For |
| 1.14 | Elect Director Robert F. Vagt | Management | For | Against |
| 2 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| KLA CORPORATION Meeting Date: NOV 02, 2022 Record Date: SEP 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KLAC Security ID: 482480100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert Calderoni | Management | For | For |
| 1.2 | Elect Director Jeneanne Hanley | Management | For | For |
| 1.3 | Elect Director Emiko Higashi | Management | For | For |
| 1.4 | Elect Director Kevin Kennedy | Management | For | For |
| 1.5 | Elect Director Gary Moore | Management | For | For |
| 1.6 | Elect Director Marie Myers | Management | For | For |
| 1.7 | Elect Director Kiran Patel | Management | For | For |
| 1.8 | Elect Director Victor Peng | Management | For | For |
| 1.9 | Elect Director Robert Rango | Management | For | For |
| 1.10 | Elect Director Richard Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| L3HARRIS TECHNOLOGIES, INC. Meeting Date: APR 21, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LHX Security ID: 502431109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sallie B. Bailey | Management | For | For |
| 1b | Elect Director Peter W. Chiarelli | Management | For | For |
| 1c | Elect Director Thomas A. Dattilo | Management | For | For |
| 1d | Elect Director Roger B. Fradin | Management | For | For |
| 1e | Elect Director Joanna L. Geraghty | Management | For | For |
| 1f | Elect Director Harry B. Harris, Jr. | Management | For | For |
| 1g | Elect Director Lewis Hay, III | Management | For | For |
| 1h | Elect Director Christopher E. Kubasik | Management | For | For |
| 1i | Elect Director Rita S. Lane | Management | For | For |
| 1j | Elect Director Robert B. Millard | Management | For | For |
| 1k | Elect Director Edward A. Rice, Jr. | Management | For | For |
| 1l | Elect Director Christina L. Zamarro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| LABORATORY CORPORATION OF AMERICA HOLDINGS Meeting Date: MAY 11, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LH Security ID: 50540R409 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kerrii B. Anderson | Management | For | For |
| 1b | Elect Director Jean-Luc Belingard | Management | For | For |
| 1c | Elect Director Jeffrey A. Davis | Management | For | For |
| 1d | Elect Director D. Gary Gilliland | Management | For | For |
| 1e | Elect Director Kirsten M. Kliphouse | Management | For | For |
| 1f | Elect Director Garheng Kong | Management | For | For |
| 1g | Elect Director Peter M. Neupert | Management | For | For |
| 1h | Elect Director Richelle P. Parham | Management | For | For |
| 1i | Elect Director Adam H. Schechter | Management | For | For |
| 1j | Elect Director Kathryn E. Wengel | Management | For | For |
| 1k | Elect Director R. Sanders Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Transport of Nonhuman Primates Within the U.S. | Shareholder | Against | Against |
| 7 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| LAM RESEARCH CORPORATION Meeting Date: NOV 08, 2022 Record Date: SEP 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LRCX Security ID: 512807108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohail U. Ahmed | Management | For | For |
| 1b | Elect Director Timothy M. Archer | Management | For | For |
| 1c | Elect Director Eric K. Brandt | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Bethany J. Mayer | Management | For | For |
| 1f | Elect Director Jyoti K. Mehra | Management | For | For |
| 1g | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1h | Elect Director Lih Shyng (Rick L.) Tsai | Management | For | For |
| 1i | Elect Director Leslie F. Varon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LAMB WESTON HOLDINGS, INC. Meeting Date: SEP 29, 2022 Record Date: AUG 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LW Security ID: 513272104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Bensen | Management | For | For |
| 1b | Elect Director Charles A. Blixt | Management | For | For |
| 1c | Elect Director Robert J. Coviello | Management | For | For |
| 1d | Elect Director Andre J. Hawaux | Management | For | For |
| 1e | Elect Director W.G. Jurgensen | Management | For | For |
| 1f | Elect Director Thomas P. Maurer | Management | For | For |
| 1g | Elect Director Hala G. Moddelmog | Management | For | For |
| 1h | Elect Director Robert A. Niblock | Management | For | For |
| 1i | Elect Director Maria Renna Sharpe | Management | For | For |
| 1j | Elect Director Thomas P. Werner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| LAS VEGAS SANDS CORP. Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LVS Security ID: 517834107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert G. Goldstein | Management | For | Withhold |
| 1.2 | Elect Director Patrick Dumont | Management | For | Withhold |
| 1.3 | Elect Director Irwin Chafetz | Management | For | Withhold |
| 1.4 | Elect Director Micheline Chau | Management | For | Withhold |
| 1.5 | Elect Director Charles D. Forman | Management | For | Withhold |
| 1.6 | Elect Director Nora M. Jordan | Management | For | Withhold |
| 1.7 | Elect Director Lewis Kramer | Management | For | Withhold |
| 1.8 | Elect Director David F. Levi | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | For |
| LEIDOS HOLDINGS, INC. Meeting Date: APR 28, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LDOS Security ID: 525327102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Bell | Management | For | For |
| 1b | Elect Director Gregory R. Dahlberg | Management | For | For |
| 1c | Elect Director David G. Fubini | Management | For | For |
| 1d | Elect Director Noel B. Geer | Management | For | For |
| 1e | Elect Director Miriam E. John | Management | For | For |
| 1f | Elect Director Robert C. Kovarik, Jr. | Management | For | For |
| 1g | Elect Director Harry M. J. Kraemer, Jr. | Management | For | For |
| 1h | Elect Director Gary S. May | Management | For | For |
| 1i | Elect Director Surya N. Mohapatra | Management | For | For |
| 1j | Elect Director Patrick M. Shanahan | Management | For | For |
| 1k | Elect Director Robert S. Shapard | Management | For | For |
| 1l | Elect Director Susan M. Stalnecker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Political Expenditures Congruence | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| LENNAR CORPORATION Meeting Date: APR 12, 2023 Record Date: FEB 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LEN Security ID: 526057104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Rick Beckwitt | Management | For | For |
| 1c | Elect Director Tig Gilliam | Management | For | For |
| 1d | Elect Director Sherrill W. Hudson | Management | For | For |
| 1e | Elect Director Jonathan M. Jaffe | Management | For | For |
| 1f | Elect Director Sidney Lapidus | Management | For | For |
| 1g | Elect Director Teri P. McClure | Management | For | For |
| 1h | Elect Director Stuart Miller | Management | For | Against |
| 1i | Elect Director Armando Olivera | Management | For | For |
| 1j | Elect Director Jeffrey Sonnenfeld | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| LINCOLN NATIONAL CORPORATION Meeting Date: MAY 25, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LNC Security ID: 534187109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Deirdre P. Connelly | Management | For | For |
| 1.2 | Elect Director Ellen G. Cooper | Management | For | For |
| 1.3 | Elect Director William H. Cunningham | Management | For | For |
| 1.4 | Elect Director Reginald E. Davis | Management | For | For |
| 1.5 | Elect Director Eric G. Johnson | Management | For | For |
| 1.6 | Elect Director Gary C. Kelly | Management | For | For |
| 1.7 | Elect Director M. Leanne Lachman | Management | For | For |
| 1.8 | Elect Director Dale LeFebvre | Management | For | For |
| 1.9 | Elect Director Janet Liang | Management | For | For |
| 1.10 | Elect Director Michael F. Mee | Management | For | For |
| 1.11 | Elect Director Lynn M. Utter | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| LINDE PLC Meeting Date: JUL 25, 2022 Record Date: JUL 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LIN Security ID: G5494J103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen F. Angel | Management | For | For |
| 1b | Elect Director Sanjiv Lamba | Management | For | For |
| 1c | Elect Director Ann-Kristin Achleitner | Management | For | For |
| 1d | Elect Director Thomas Enders | Management | For | For |
| 1e | Elect Director Edward G. Galante | Management | For | For |
| 1f | Elect Director Joe Kaeser | Management | For | For |
| 1g | Elect Director Victoria E. Ossadnik | Management | For | For |
| 1h | Elect Director Martin H. Richenhagen | Management | For | For |
| 1i | Elect Director Alberto Weisser | Management | For | For |
| 1j | Elect Director Robert L. Wood | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 2b | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Remuneration Report | Management | For | For |
| 5 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| LINDE PLC Meeting Date: JAN 18, 2023 Record Date: JAN 16, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: LIN Security ID: G5494J103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Approve Common Draft Terms of Merger | Management | For | For |
| LINDE PLC Meeting Date: JAN 18, 2023 Record Date: JAN 16, 2023 Meeting Type: COURT | ||||
| Ticker: LIN Security ID: G5494J111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| LIVE NATION ENTERTAINMENT, INC. Meeting Date: JUN 09, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LYV Security ID: 538034109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Maverick Carter | Management | For | For |
| 1.2 | Elect Director Ping Fu | Management | For | For |
| 1.3 | Elect Director Jeffrey T. Hinson | Management | For | For |
| 1.4 | Elect Director Chad Hollingsworth | Management | For | For |
| 1.5 | Elect Director James Iovine | Management | For | For |
| 1.6 | Elect Director James S. Kahan | Management | For | For |
| 1.7 | Elect Director Gregory B. Maffei | Management | For | Against |
| 1.8 | Elect Director Randall T. Mays | Management | For | For |
| 1.9 | Elect Director Richard A. Paul | Management | For | For |
| 1.10 | Elect Director Michael Rapino | Management | For | For |
| 1.11 | Elect Director Latriece Watkins | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Patrick Berard | Management | For | For |
| 1b | Elect Director Meg A. Divitto | Management | For | For |
| 1c | Elect Director Joseph M. Holsten | Management | For | For |
| 1d | Elect Director Blythe J. McGarvie | Management | For | For |
| 1e | Elect Director John W. Mendel | Management | For | For |
| 1f | Elect Director Jody G. Miller | Management | For | For |
| 1g | Elect Director Guhan Subramanian | Management | For | For |
| 1h | Elect Director Xavier Urbain | Management | For | For |
| 1i | Elect Director Dominick Zarcone | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One 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 |
| 1.1 | Elect Director Daniel F. Akerson | Management | For | For |
| 1.2 | Elect Director David B. Burritt | Management | For | For |
| 1.3 | Elect Director Bruce A. Carlson | Management | For | For |
| 1.4 | Elect Director John M. Donovan | Management | For | For |
| 1.5 | Elect Director Joseph F. Dunford, Jr. | Management | For | For |
| 1.6 | Elect Director James O. Ellis, Jr. | Management | For | For |
| 1.7 | Elect Director Thomas J. Falk | Management | For | For |
| 1.8 | Elect Director Ilene S. Gordon | Management | For | For |
| 1.9 | Elect Director Vicki A. Hollub | Management | For | For |
| 1.10 | Elect Director Jeh C. Johnson | Management | For | For |
| 1.11 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.12 | Elect Director James D. Taiclet | Management | For | For |
| 1.13 | Elect Director Patricia E. Yarrington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Human Rights Impact Assessment | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Full Value Chain GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | For |
| LOEWS CORPORATION Meeting Date: MAY 09, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: L Security ID: 540424108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Ann E. Berman | Management | For | For |
| 1B | Elect Director Joseph L. Bower | Management | For | For |
| 1C | Elect Director Charles D. Davidson | Management | For | For |
| 1D | Elect Director Charles M. Diker | Management | For | For |
| 1E | Elect Director Paul J. Fribourg | Management | For | For |
| 1F | Elect Director Walter L. Harris | Management | For | For |
| 1G | Elect Director Susan P. Peters | Management | For | For |
| 1H | Elect Director Andrew H. Tisch | Management | For | For |
| 1I | Elect Director James S. Tisch | Management | For | For |
| 1J | Elect Director Jonathan M. Tisch | Management | For | For |
| 1K | Elect Director Anthony Welters | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | 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 Director Raul Alvarez | Management | For | For |
| 1.2 | Elect Director David H. Batchelder | Management | For | For |
| 1.3 | Elect Director Scott H. Baxter | Management | For | For |
| 1.4 | Elect Director Sandra B. Cochran | Management | For | For |
| 1.5 | Elect Director Laurie Z. Douglas | Management | For | For |
| 1.6 | Elect Director Richard W. Dreiling | Management | For | For |
| 1.7 | Elect Director Marvin R. Ellison | Management | For | For |
| 1.8 | Elect Director Daniel J. Heinrich | Management | For | For |
| 1.9 | Elect Director Brian C. Rogers | Management | For | For |
| 1.10 | Elect Director Bertram L. Scott | Management | For | For |
| 1.11 | Elect Director Colleen Taylor | Management | For | For |
| 1.12 | Elect Director Mary Beth West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Jacques Aigrain | Management | For | For |
| 1b | Elect Director Lincoln Benet | Management | For | For |
| 1c | Elect Director Robin Buchanan | Management | For | For |
| 1d | Elect Director Anthony (Tony) Chase | Management | For | For |
| 1e | Elect Director Robert (Bob) Dudley | Management | For | For |
| 1f | Elect Director Claire Farley | Management | For | For |
| 1g | Elect Director Rita Griffin | Management | For | For |
| 1h | Elect Director Michael Hanley | Management | For | For |
| 1i | Elect Director Virginia Kamsky | Management | For | For |
| 1j | Elect Director Albert Manifold | Management | For | For |
| 1k | Elect Director Peter Vanacker | Management | For | For |
| 2 | Approve Discharge of Directors | Management | For | For |
| 3 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 8 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 9 | Approve Cancellation of Shares | Management | For | For |
| M&T BANK CORPORATION Meeting Date: APR 18, 2023 Record Date: FEB 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MTB Security ID: 55261F104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John P. Barnes | Management | For | For |
| 1.2 | Elect Director Robert T. Brady | Management | For | For |
| 1.3 | Elect Director Carlton J. Charles | Management | For | For |
| 1.4 | Elect Director Jane Chwick | Management | For | For |
| 1.5 | Elect Director William F. Cruger, Jr. | Management | For | For |
| 1.6 | Elect Director T. Jefferson Cunningham, III | Management | For | For |
| 1.7 | Elect Director Gary N. Geisel | Management | For | For |
| 1.8 | Elect Director Leslie V. Godridge | Management | For | For |
| 1.9 | Elect Director Rene F. Jones | Management | For | For |
| 1.10 | Elect Director Richard H. Ledgett, Jr. | Management | For | For |
| 1.11 | Elect Director Melinda R. Rich | Management | For | For |
| 1.12 | Elect Director Robert E. Sadler, Jr. | Management | For | For |
| 1.13 | Elect Director Denis J. Salamone | Management | For | For |
| 1.14 | Elect Director John R. Scannell | Management | For | For |
| 1.15 | Elect Director Rudina Seseri | Management | For | For |
| 1.16 | Elect Director Kirk W. Walters | Management | For | For |
| 1.17 | Elect Director Herbert L. Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MARATHON OIL CORPORATION Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MRO Security ID: 565849106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Chadwick C. Deaton | Management | For | For |
| 1b | Elect Director Marcela E. Donadio | Management | For | For |
| 1c | Elect Director M. Elise Hyland | Management | For | For |
| 1d | Elect Director Holli C. Ladhani | Management | For | For |
| 1e | Elect Director Mark A. McCollum | Management | For | For |
| 1f | Elect Director Brent J. Smolik | Management | For | For |
| 1g | Elect Director Lee M. Tillman | Management | For | For |
| 1h | Elect Director Shawn D. Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1.1 | Elect Director J. Michael Stice | Management | For | For |
| 1.2 | Elect Director John P. Surma | Management | For | For |
| 1.3 | Elect Director Susan Tomasky | Management | For | For |
| 1.4 | Elect Director Toni Townes-Whitley | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Approve Increase in Size of Board | Management | For | For |
| 7 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 8 | Amend Compensation Clawback Policy | Shareholder | Against | For |
| 9 | Report on Just Transition | Shareholder | Against | Against |
| 10 | Report on Asset Retirement Obligation | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Richard M. McVey | Management | For | For |
| 1b | Elect Director Christopher R. Concannon | Management | For | For |
| 1c | Elect Director Nancy Altobello | Management | For | For |
| 1d | Elect Director Steven L. Begleiter | Management | For | For |
| 1e | Elect Director Stephen P. Casper | Management | For | For |
| 1f | Elect Director Jane Chwick | Management | For | For |
| 1g | Elect Director William F. Cruger | Management | For | For |
| 1h | Elect Director Kourtney Gibson | Management | For | For |
| 1i | Elect Director Richard G. Ketchum | Management | For | For |
| 1j | Elect Director Emily H. Portney | Management | For | For |
| 1k | Elect Director Richard L. Prager | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One 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 |
| 1a | Elect Director Anthony G. Capuano | Management | For | For |
| 1b | Elect Director Isabella D. Goren | Management | For | For |
| 1c | Elect Director Deborah Marriott Harrison | Management | For | For |
| 1d | Elect Director Frederick A. Henderson | Management | For | For |
| 1e | Elect Director Eric Hippeau | Management | For | For |
| 1f | Elect Director Lauren R. Hobart | Management | For | For |
| 1g | Elect Director Debra L. Lee | Management | For | For |
| 1h | Elect Director Aylwin B. Lewis | Management | For | For |
| 1i | Elect Director David S. Marriott | Management | For | For |
| 1j | Elect Director Margaret M. McCarthy | Management | For | For |
| 1k | Elect Director Grant F. Reid | Management | For | For |
| 1l | Elect Director Horacio D. Rozanski | Management | For | For |
| 1m | Elect Director Susan C. Schwab | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 7 | Report on Gender/Racial Pay Gap | Shareholder | Against | For |
| MARSH & MCLENNAN COMPANIES, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MMC Security ID: 571748102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony K. Anderson | Management | For | For |
| 1b | Elect Director John Q. Doyle | Management | For | For |
| 1c | Elect Director Hafize Gaye Erkan | Management | For | For |
| 1d | Elect Director Oscar Fanjul | Management | For | For |
| 1e | Elect Director H. Edward Hanway | Management | For | For |
| 1f | Elect Director Judith Hartmann | Management | For | For |
| 1g | Elect Director Deborah C. Hopkins | Management | For | For |
| 1h | Elect Director Tamara Ingram | Management | For | For |
| 1i | Elect Director Jane H. Lute | Management | For | For |
| 1j | Elect Director Steven A. Mills | Management | For | For |
| 1k | Elect Director Bruce P. Nolop | Management | For | For |
| 1l | Elect Director Morton O. Schapiro | Management | For | For |
| 1m | Elect Director Lloyd M. Yates | Management | For | For |
| 1n | Elect Director Ray G. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MARTIN MARIETTA MATERIALS, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MLM Security ID: 573284106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dorothy M. Ables | Management | For | For |
| 1.2 | Elect Director Sue W. Cole | Management | For | For |
| 1.3 | Elect Director Anthony R. Foxx | Management | For | For |
| 1.4 | Elect Director John J. Koraleski | Management | For | For |
| 1.5 | Elect Director C. Howard Nye | Management | For | For |
| 1.6 | Elect Director Laree E. Perez | Management | For | For |
| 1.7 | Elect Director Thomas H. Pike | Management | For | For |
| 1.8 | Elect Director Michael J. Quillen | Management | For | For |
| 1.9 | Elect Director Donald W. Slager | Management | For | For |
| 1.10 | Elect Director David C. Wajsgras | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| MASCO CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MAS Security ID: 574599106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Keith J. Allman | Management | For | For |
| 1b | Elect Director Aine L. Denari | Management | For | For |
| 1c | Elect Director Christopher A. O'Herlihy | Management | For | For |
| 1d | Elect Director Charles K. Stevens, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | 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 |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| MATCH GROUP, INC. Meeting Date: JUN 22, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MTCH Security ID: 57667L107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharmistha Dubey | Management | For | For |
| 1b | Elect Director Ann L. McDaniel | Management | For | For |
| 1c | Elect Director Thomas J. McInerney | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Anthony Capuano | Management | For | For |
| 1b | Elect Director Kareem Daniel | Management | For | For |
| 1c | Elect Director Lloyd Dean | Management | For | For |
| 1d | Elect Director Catherine Engelbert | Management | For | For |
| 1e | Elect Director Margaret Georgiadis | Management | For | For |
| 1f | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1g | Elect Director Christopher Kempczinski | Management | For | For |
| 1h | Elect Director Richard Lenny | Management | For | For |
| 1i | Elect Director John Mulligan | Management | For | For |
| 1j | Elect Director Jennifer Taubert | Management | For | For |
| 1k | Elect Director Paul Walsh | Management | For | For |
| 1l | Elect Director Amy Weaver | Management | For | For |
| 1m | Elect Director Miles White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain | Shareholder | Against | Against |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 9 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 10 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 11 | Report on Animal Welfare | Shareholder | Against | For |
| MCKESSON CORPORATION Meeting Date: JUL 22, 2022 Record Date: MAY 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MCK Security ID: 58155Q103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Carmona | Management | For | For |
| 1b | Elect Director Dominic J. Caruso | Management | For | For |
| 1c | Elect Director W. Roy Dunbar | Management | For | For |
| 1d | Elect Director James H. Hinton | Management | For | For |
| 1e | Elect Director Donald R. Knauss | Management | For | For |
| 1f | Elect Director Bradley E. Lerman | Management | For | For |
| 1g | Elect Director Linda P. Mantia | Management | For | For |
| 1h | Elect Director Maria Martinez | Management | For | For |
| 1i | Elect Director Susan R. Salka | Management | For | For |
| 1j | Elect Director Brian S. Tyler | Management | For | For |
| 1k | Elect Director Kathleen Wilson-Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Adopt Policy on 10b5-1 Plans | Shareholder | Against | For |
| MEDTRONIC PLC Meeting Date: DEC 08, 2022 Record Date: OCT 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MDT Security ID: G5960L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Anderson | Management | For | For |
| 1b | Elect Director Craig Arnold | Management | For | For |
| 1c | Elect Director Scott C. Donnelly | Management | For | For |
| 1d | Elect Director Lidia L. Fonseca | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Randall J. Hogan, III | Management | For | For |
| 1g | Elect Director Kevin E. Lofton | Management | For | For |
| 1h | Elect Director Geoffrey S. Martha | Management | For | For |
| 1i | Elect Director Elizabeth G. Nabel | Management | For | For |
| 1j | Elect Director Denise M. O'Leary | Management | For | For |
| 1k | Elect Director Kendall J. Powell | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 5 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 6 | Authorize Overseas Market Purchases of Ordinary 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 |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Thomas H. Glocer | Management | For | For |
| 1f | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Stephen L. Mayo | Management | For | For |
| 1h | Elect Director Paul B. Rothman | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Christine E. Seidman | Management | For | For |
| 1k | Elect Director Inge G. Thulin | Management | For | For |
| 1l | Elect Director Kathy J. Warden | Management | For | For |
| 1m | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Access to COVID-19 Products | Shareholder | Against | For |
| 7 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | For |
| 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 Director Peggy Alford | Management | For | Withhold |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | Withhold |
| 1.3 | Elect Director Andrew W. Houston | Management | For | Withhold |
| 1.4 | Elect Director Nancy Killefer | Management | For | For |
| 1.5 | Elect Director Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Director Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Director Tracey T. Travis | Management | For | For |
| 1.8 | Elect Director Tony Xu | Management | For | Withhold |
| 1.9 | Elect Director Mark Zuckerberg | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Human Rights Impact Assessment of Targeted Advertising | Shareholder | Against | For |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | For |
| 9 | Report on Data Privacy regarding Reproductive Healthcare | Shareholder | Against | For |
| 10 | Report on Enforcement of Community Standards and User Content | Shareholder | Against | Against |
| 11 | Report on Child Safety and Harm Reduction | Shareholder | Against | For |
| 12 | Report on Executive Pay Calibration to Externalized Costs | Shareholder | Against | For |
| 13 | Commission Independent Review of Audit & Risk Oversight Committee | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Cheryl W. Grise | Management | For | For |
| 1b | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1c | Elect Director Carla A. Harris | Management | For | For |
| 1d | Elect Director Gerald L. Hassell | Management | For | For |
| 1e | Elect Director David L. Herzog | Management | For | For |
| 1f | Elect Director R. Glenn Hubbard | Management | For | For |
| 1g | Elect Director Jeh C. Johnson | Management | For | For |
| 1h | Elect Director Edward J. Kelly, III | Management | For | For |
| 1i | Elect Director William E. Kennard | Management | For | For |
| 1j | Elect Director Michel A. Khalaf | Management | For | For |
| 1k | Elect Director Catherine R. Kinney | Management | For | For |
| 1l | Elect Director Diana L. McKenzie | Management | For | For |
| 1m | Elect Director Denise M. Morrison | Management | For | For |
| 1n | Elect Director Mark A. Weinberger | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| METTLER-TOLEDO INTERNATIONAL INC. Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MTD Security ID: 592688105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert F. Spoerry | Management | For | For |
| 1.2 | Elect Director Roland Diggelmann | Management | For | For |
| 1.3 | Elect Director Domitille Doat-Le Bigot | Management | For | For |
| 1.4 | Elect Director Elisha W. Finney | Management | For | For |
| 1.5 | Elect Director Richard Francis | Management | For | For |
| 1.6 | Elect Director Michael A. Kelly | Management | For | For |
| 1.7 | Elect Director Thomas P. Salice | Management | For | For |
| 1.8 | Elect Director Ingrid Zhang | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MGM RESORTS INTERNATIONAL Meeting Date: MAY 02, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MGM Security ID: 552953101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Barry Diller | Management | For | For |
| 1b | Elect Director Alexis M. Herman | Management | For | For |
| 1c | Elect Director William J. Hornbuckle | Management | For | For |
| 1d | Elect Director Mary Chris Jammet | Management | For | For |
| 1e | Elect Director Joey Levin | Management | For | For |
| 1f | Elect Director Rose McKinney-James | Management | For | For |
| 1g | Elect Director Keith A. Meister | Management | For | For |
| 1h | Elect Director Paul Salem | Management | For | For |
| 1i | Elect Director Jan G. Swartz | Management | For | For |
| 1j | Elect Director Daniel J. Taylor | Management | For | For |
| 1k | Elect Director Ben Winston | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MICROCHIP TECHNOLOGY INCORPORATED Meeting Date: AUG 23, 2022 Record Date: JUN 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MCHP Security ID: 595017104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew W. Chapman | Management | For | For |
| 1.2 | Elect Director Esther L. Johnson | Management | For | For |
| 1.3 | Elect Director Karlton D. Johnson | Management | For | For |
| 1.4 | Elect Director Wade F. Meyercord | Management | For | For |
| 1.5 | Elect Director Ganesh Moorthy | Management | For | For |
| 1.6 | Elect Director Karen M. Rapp | Management | For | For |
| 1.7 | Elect Director Steve Sanghi | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MICRON TECHNOLOGY, INC. Meeting Date: JAN 12, 2023 Record Date: NOV 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MU Security ID: 595112103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard M. Beyer | Management | For | For |
| 1b | Elect Director Lynn A. Dugle | Management | For | For |
| 1c | Elect Director Steven J. Gomo | Management | For | For |
| 1d | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1e | Elect Director Mary Pat McCarthy | Management | For | For |
| 1f | Elect Director Sanjay Mehrotra | Management | For | For |
| 1g | Elect Director Robert E. Switz | Management | For | For |
| 1h | Elect Director MaryAnn Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 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 |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MID-AMERICA APARTMENT COMMUNITIES, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MAA Security ID: 59522J103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director H. Eric Bolton, Jr. | Management | For | For |
| 1b | Elect Director Deborah H. Caplan | Management | For | For |
| 1c | Elect Director John P. Case | Management | For | For |
| 1d | Elect Director Tamara Fischer | Management | For | For |
| 1e | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1f | Elect Director Toni Jennings | Management | For | For |
| 1g | Elect Director Edith Kelly-Green | Management | For | For |
| 1h | Elect Director James K. Lowder | Management | For | For |
| 1i | Elect Director Thomas H. Lowder | Management | For | For |
| 1j | Elect Director Claude B. Nielsen | Management | For | For |
| 1k | Elect Director W. Reid Sanders | Management | For | For |
| 1l | Elect Director Gary S. Shorb | Management | For | For |
| 1m | Elect Director David P. Stockert | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| MODERNA, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MRNA Security ID: 60770K107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen Berenson | Management | For | For |
| 1.2 | Elect Director Sandra Horning | Management | For | For |
| 1.3 | Elect Director Paul Sagan | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Feasibility of Technology Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| MOHAWK INDUSTRIES, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MHK Security ID: 608190104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Karen A. Smith Bogart | Management | For | For |
| 1.2 | Elect Director Jeffrey S. Lorberbaum | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Oversee and Report a Racial Equity Audit | Shareholder | Against | For |
| MOLINA HEALTHCARE, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MOH Security ID: 60855R100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Barbara L. Brasier | Management | For | For |
| 1b | Elect Director Daniel Cooperman | Management | For | For |
| 1c | Elect Director Stephen H. Lockhart | Management | For | For |
| 1d | Elect Director Steven J. Orlando | Management | For | For |
| 1e | Elect Director Ronna E. Romney | Management | For | For |
| 1f | Elect Director Richard M. Schapiro | Management | For | For |
| 1g | Elect Director Dale B. Wolf | Management | For | For |
| 1h | Elect Director Richard C. Zoretic | Management | For | For |
| 1i | Elect Director Joseph M. Zubretsky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MOLSON COORS BEVERAGE COMPANY Meeting Date: MAY 17, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TAP Security ID: 60871R209 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roger G. Eaton | Management | For | For |
| 1.2 | Elect Director Charles M. Herington | Management | For | For |
| 1.3 | Elect Director H. Sanford Riley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | 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 |
| 1a | Elect Director Lewis W.K. Booth | Management | For | For |
| 1b | Elect Director Charles E. Bunch | Management | For | For |
| 1c | Elect Director Ertharin Cousin | Management | For | For |
| 1d | Elect Director Jorge S. Mesquita | Management | For | For |
| 1e | Elect Director Anindita Mukherjee | Management | For | For |
| 1f | Elect Director Jane Hamilton Nielsen | Management | For | For |
| 1g | Elect Director Patrick T. Siewert | Management | For | For |
| 1h | Elect Director Michael A. Todman | Management | For | For |
| 1i | Elect Director Dirk Van de Put | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | Against |
| 7 | Report on Targets to Eradicate Child Labor in Cocoa Supply Chain | Shareholder | Against | Against |
| MONOLITHIC POWER SYSTEMS, INC. Meeting Date: JUN 15, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MPWR Security ID: 609839105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Victor K. Lee | Management | For | For |
| 1.2 | Elect Director James C. Moyer | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| MONSTER BEVERAGE CORPORATION Meeting Date: JUN 22, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MNST Security ID: 61174X109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rodney C. Sacks | Management | For | For |
| 1.2 | Elect Director Hilton H. Schlosberg | Management | For | For |
| 1.3 | Elect Director Mark J. Hall | Management | For | For |
| 1.4 | Elect Director Ana Demel | Management | For | For |
| 1.5 | Elect Director James L. Dinkins | Management | For | For |
| 1.6 | Elect Director Gary P. Fayard | Management | For | For |
| 1.7 | Elect Director Tiffany M. Hall | Management | For | For |
| 1.8 | Elect Director Jeanne P. Jackson | Management | For | For |
| 1.9 | Elect Director Steven G. Pizula | Management | For | For |
| 1.10 | Elect Director Mark S. Vidergauz | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | Against |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| MOODY'S CORPORATION Meeting Date: APR 18, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MCO Security ID: 615369105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jorge A. Bermudez | Management | For | For |
| 1b | Elect Director Therese Esperdy | Management | For | For |
| 1c | Elect Director Robert Fauber | Management | For | For |
| 1d | Elect Director Vincent A. Forlenza | Management | For | For |
| 1e | Elect Director Kathryn M. Hill | Management | For | For |
| 1f | Elect Director Lloyd W. Howell, Jr. | Management | For | For |
| 1g | Elect Director Jose M. Minaya | Management | For | For |
| 1h | Elect Director Leslie F. Seidman | Management | For | For |
| 1i | Elect Director Zig Serafin | Management | For | For |
| 1j | Elect Director Bruce Van Saun | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Alistair Darling | Management | For | For |
| 1b | Elect Director Thomas H. Glocer | Management | For | For |
| 1c | Elect Director James P. Gorman | Management | For | For |
| 1d | Elect Director Robert H. Herz | Management | For | For |
| 1e | Elect Director Erika H. James | Management | For | For |
| 1f | Elect Director Hironori Kamezawa | Management | For | For |
| 1g | Elect Director Shelley B. Leibowitz | Management | For | For |
| 1h | Elect Director Stephen J. Luczo | Management | For | For |
| 1i | Elect Director Jami Miscik | Management | For | For |
| 1j | Elect Director Masato Miyachi | Management | For | For |
| 1k | Elect Director Dennis M. Nally | Management | For | For |
| 1l | Elect Director Mary L. Schapiro | Management | For | For |
| 1m | Elect Director Perry M. Traquina | Management | For | For |
| 1n | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| MOTOROLA SOLUTIONS, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MSI Security ID: 620076307 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gregory Q. Brown | Management | For | For |
| 1b | Elect Director Kenneth D. Denman | Management | For | For |
| 1c | Elect Director Egon P. Durban | Management | For | Against |
| 1d | Elect Director Ayanna M. Howard | Management | For | For |
| 1e | Elect Director Clayton M. Jones | Management | For | For |
| 1f | Elect Director Judy C. Lewent | Management | For | For |
| 1g | Elect Director Gregory K. Mondre | Management | For | Against |
| 1h | Elect Director Joseph M. Tucci | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Henry A. Fernandez | Management | For | For |
| 1b | Elect Director Robert G. Ashe | Management | For | For |
| 1c | Elect Director Wayne Edmunds | Management | For | For |
| 1d | Elect Director Catherine R. Kinney | Management | For | For |
| 1e | Elect Director Robin L. Matlock | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director C.D. Baer Pettit | Management | For | For |
| 1h | Elect Director Sandy C. Rattray | Management | For | For |
| 1i | Elect Director Linda H. Riefler | Management | For | For |
| 1j | Elect Director Marcus L. Smith | Management | For | For |
| 1k | Elect Director Rajat Taneja | Management | For | For |
| 1l | Elect Director Paula Volent | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NASDAQ, INC. Meeting Date: JUN 21, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NDAQ Security ID: 631103108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Melissa M. Arnoldi | Management | For | For |
| 1b | Elect Director Charlene T. Begley | Management | For | For |
| 1c | Elect Director Steven D. Black | Management | For | For |
| 1d | Elect Director Adena T. Friedman | Management | For | For |
| 1e | Elect Director Essa Kazim | Management | For | For |
| 1f | Elect Director Thomas A. Kloet | Management | For | For |
| 1g | Elect Director Michael R. Splinter | Management | For | For |
| 1h | Elect Director Johan Torgeby | Management | For | For |
| 1i | Elect Director Toni Townes-Whitley | Management | For | For |
| 1j | Elect Director Jeffery W. Yabuki | Management | For | For |
| 1k | Elect Director Alfred W. Zollar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| NETAPP, INC. Meeting Date: SEP 09, 2022 Record Date: JUL 13, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NTAP Security ID: 64110D104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director T. Michael Nevens | Management | For | For |
| 1b | Elect Director Deepak Ahuja | Management | For | For |
| 1c | Elect Director Gerald Held | Management | For | For |
| 1d | Elect Director Kathryn M. Hill | Management | For | For |
| 1e | Elect Director Deborah L. Kerr | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Carrie Palin | Management | For | For |
| 1h | Elect Director Scott F. Schenkel | Management | For | For |
| 1i | Elect Director George T. Shaheen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | 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 |
| 1a | Elect Director Mathias Dopfner | Management | For | For |
| 1b | Elect Director Reed Hastings | Management | For | For |
| 1c | Elect Director Jay C. Hoag | Management | For | For |
| 1d | Elect Director Ted Sarandos | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | For |
| 6 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| 7 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 8 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | For |
| NEWELL BRANDS INC. Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NWL Security ID: 651229106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bridget Ryan Berman | Management | For | For |
| 1b | Elect Director Patrick D. Campbell | Management | For | For |
| 1c | Elect Director Gary Hu | Management | For | For |
| 1d | Elect Director Jay L. Johnson | Management | For | For |
| 1e | Elect Director Gerardo I. Lopez | Management | For | For |
| 1f | Elect Director Courtney R. Mather | Management | For | For |
| 1g | Elect Director Christopher H. Peterson | Management | For | For |
| 1h | Elect Director Judith A. Sprieser | Management | For | For |
| 1i | Elect Director Stephanie P. Stahl | Management | For | For |
| 1j | Elect Director Robert A. Steele | Management | For | For |
| 1k | Elect Director David P. Willetts | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Act by Written Consent | Shareholder | Against | Against |
| NEWMONT CORPORATION Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NEM Security ID: 651639106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patrick G. Awuah, Jr. | Management | For | For |
| 1.2 | Elect Director Gregory H. Boyce | Management | For | For |
| 1.3 | Elect Director Bruce R. Brook | Management | For | For |
| 1.4 | Elect Director Maura Clark | Management | For | For |
| 1.5 | Elect Director Emma FitzGerald | Management | For | For |
| 1.6 | Elect Director Mary A. Laschinger | Management | For | For |
| 1.7 | Elect Director Jose Manuel Madero | Management | For | For |
| 1.8 | Elect Director Rene Medori | Management | For | For |
| 1.9 | Elect Director Jane Nelson | Management | For | For |
| 1.10 | Elect Director Thomas Palmer | Management | For | For |
| 1.11 | Elect Director Julio M. Quintana | Management | For | For |
| 1.12 | Elect Director Susan N. Story | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NEWS CORPORATION Meeting Date: NOV 15, 2022 Record Date: SEP 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NWSA Security ID: 65249B208 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director K. Rupert Murdoch | Management | For | For |
| 1b | Elect Director Lachlan K. Murdoch | Management | For | For |
| 1c | Elect Director Robert J. Thomson | Management | For | For |
| 1d | Elect Director Kelly Ayotte | Management | For | For |
| 1e | Elect Director Jose Maria Aznar | Management | For | For |
| 1f | Elect Director Natalie Bancroft | Management | For | For |
| 1g | Elect Director Ana Paula Pessoa | Management | For | For |
| 1h | Elect Director Masroor Siddiqui | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| NEXTERA ENERGY, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NEE Security ID: 65339F101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole S. Arnaboldi | Management | For | For |
| 1b | Elect Director Sherry S. Barrat | Management | For | For |
| 1c | Elect Director James L. Camaren | Management | For | For |
| 1d | Elect Director Kenneth B. Dunn | Management | For | For |
| 1e | Elect Director Naren K. Gursahaney | Management | For | For |
| 1f | Elect Director Kirk S. Hachigian | Management | For | For |
| 1g | Elect Director John W. Ketchum | Management | For | For |
| 1h | Elect Director Amy B. Lane | Management | For | For |
| 1i | Elect Director David L. Porges | Management | For | For |
| 1j | Elect Director Deborah "Dev" Stahlkopf | Management | For | For |
| 1k | Elect Director John A. Stall | Management | For | For |
| 1l | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Ratify Deloitte & Touche as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | For |
| NIELSEN HOLDINGS PLC Meeting Date: SEP 01, 2022 Record Date: AUG 16, 2022 Meeting Type: SPECIAL | ||||
| Ticker: NLSN Security ID: G6518L108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Matters Relating to Merger | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| NIELSEN HOLDINGS PLC Meeting Date: SEP 01, 2022 Record Date: AUG 16, 2022 Meeting Type: COURT | ||||
| Ticker: NLSN Security ID: G6518L111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| NIKE, INC. Meeting Date: SEP 09, 2022 Record Date: JUL 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NKE Security ID: 654106103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1b | Elect Director Peter B. Henry | Management | For | For |
| 1c | Elect Director Michelle A. Peluso | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Adopt a Policy on China Sourcing | Shareholder | Against | Against |
| NISOURCE INC. Meeting Date: MAY 23, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NI Security ID: 65473P105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter A. Altabef | Management | For | For |
| 1b | Elect Director Sondra L. Barbour | Management | For | For |
| 1c | Elect Director Theodore H. Bunting, Jr. | Management | For | For |
| 1d | Elect Director Eric L. Butler | Management | For | For |
| 1e | Elect Director Aristides S. Candris | Management | For | For |
| 1f | Elect Director Deborah A. Henretta | Management | For | For |
| 1g | Elect Director Deborah A. P. Hersman | Management | For | For |
| 1h | Elect Director Michael E. Jesanis | Management | For | For |
| 1i | Elect Director William D. Johnson | Management | For | For |
| 1j | Elect Director Kevin T. Kabat | Management | For | For |
| 1k | Elect Director Cassandra S. Lee | Management | For | For |
| 1l | Elect Director Lloyd M. Yates | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| NORDSON CORPORATION Meeting Date: FEB 28, 2023 Record Date: DEC 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NDSN Security ID: 655663102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sundaram Nagarajan | Management | For | For |
| 1.2 | Elect Director Michael J. Merriman, Jr. | Management | For | For |
| 1.3 | Elect Director Milton M. Morris | Management | For | For |
| 1.4 | Elect Director Mary G. Puma | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Supermajority Vote Requirement | Management | For | For |
| 6 | Reduce Supermajority Vote Requirement for Matters Requiring Shareholder Approval under the Ohio Revised Code | Management | For | For |
| 7 | Reduce Supermajority Vote Requirement for Certain Amendments to Regulations as set forth in Article IX | Management | For | For |
| 8 | Amend Regulations to the Extent Permitted by Ohio law | Management | For | For |
| NORFOLK SOUTHERN CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NSC Security ID: 655844108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas D. Bell, Jr. | Management | For | For |
| 1b | Elect Director Mitchell E. Daniels, Jr. | Management | For | For |
| 1c | Elect Director Marcela E. Donadio | Management | For | For |
| 1d | Elect Director John C. Huffard, Jr. | Management | For | For |
| 1e | Elect Director Christopher T. Jones | Management | For | For |
| 1f | Elect Director Thomas C. Kelleher | Management | For | For |
| 1g | Elect Director Steven F. Leer | Management | For | For |
| 1h | Elect Director Michael D. Lockhart | Management | For | For |
| 1i | Elect Director Amy E. Miles | Management | For | For |
| 1j | Elect Director Claude Mongeau | Management | For | For |
| 1k | Elect Director Jennifer F. Scanlon | Management | For | For |
| 1l | Elect Director Alan H. Shaw | Management | For | For |
| 1m | Elect Director John R. Thompson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| NORTHERN TRUST CORPORATION Meeting Date: APR 25, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NTRS Security ID: 665859104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda Walker Bynoe | Management | For | For |
| 1b | Elect Director Susan Crown | Management | For | For |
| 1c | Elect Director Dean M. Harrison | Management | For | For |
| 1d | Elect Director Jay L. Henderson | Management | For | For |
| 1e | Elect Director Marcy S. Klevorn | Management | For | For |
| 1f | Elect Director Siddharth N. (Bobby) Mehta | Management | For | For |
| 1g | Elect Director Michael G. O'Grady | Management | For | For |
| 1h | Elect Director Jose Luis Prado | Management | For | For |
| 1i | Elect Director Martin P. Slark | Management | For | For |
| 1j | Elect Director David H. B. Smith, Jr. | Management | For | For |
| 1k | Elect Director Donald Thompson | Management | For | For |
| 1l | Elect Director Charles A. Tribbett, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | 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 |
| 1.1 | Elect Director Kathy J. Warden | Management | For | For |
| 1.2 | Elect Director David P. Abney | Management | For | For |
| 1.3 | Elect Director Marianne C. Brown | Management | For | For |
| 1.4 | Elect Director Ann M. Fudge | Management | For | For |
| 1.5 | Elect Director Madeleine A. Kleiner | Management | For | For |
| 1.6 | Elect Director Arvind Krishna | Management | For | For |
| 1.7 | Elect Director Graham N. Robinson | Management | For | For |
| 1.8 | Elect Director Kimberly A. Ross | Management | For | For |
| 1.9 | Elect Director Gary Roughead | Management | For | For |
| 1.10 | Elect Director Thomas M. Schoewe | Management | For | For |
| 1.11 | Elect Director James S. Turley | Management | For | For |
| 1.12 | Elect Director Mark A. Welsh, III | Management | For | For |
| 1.13 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 6 | Report on Congruency of Political Spending with Company Stated Values on Human Rights | Shareholder | Against | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| NORTONLIFELOCK INC. Meeting Date: SEP 13, 2022 Record Date: JUL 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NLOK Security ID: 668771108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan P. Barsamian | Management | For | For |
| 1b | Elect Director Eric K. Brandt | Management | For | For |
| 1c | Elect Director Frank E. Dangeard | Management | For | For |
| 1d | Elect Director Nora M. Denzel | Management | For | For |
| 1e | Elect Director Peter A. Feld | Management | For | For |
| 1f | Elect Director Emily Heath | Management | For | For |
| 1g | Elect Director Vincent Pilette | Management | For | For |
| 1h | Elect Director Sherrese M. Smith | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| NORWEGIAN CRUISE LINE HOLDINGS LTD. Meeting Date: JUN 15, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NCLH Security ID: G66721104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Abrams | Management | For | For |
| 1b | Elect Director Zillah Byng-Thorne | Management | For | For |
| 1c | Elect Director Russell W. Galbut | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | 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 |
| 1a | Elect Director E. Spencer Abraham | Management | For | For |
| 1b | Elect Director Antonio Carrillo | Management | For | For |
| 1c | Elect Director Matthew Carter, Jr. | Management | For | For |
| 1d | Elect Director Lawrence S. Coben | Management | For | For |
| 1e | Elect Director Heather Cox | Management | For | For |
| 1f | Elect Director Elisabeth B. Donohue | Management | For | For |
| 1g | Elect Director Mauricio Gutierrez | Management | For | For |
| 1h | Elect Director Paul W. Hobby | Management | For | For |
| 1i | Elect Director Alexandra Pruner | Management | For | For |
| 1j | Elect Director Anne C. Schaumburg | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| NUCOR CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NUE Security ID: 670346105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Norma B. Clayton | Management | For | For |
| 1.2 | Elect Director Patrick J. Dempsey | Management | For | For |
| 1.3 | Elect Director Christopher J. Kearney | Management | For | For |
| 1.4 | Elect Director Laurette T. Koellner | Management | For | For |
| 1.5 | Elect Director Michael W. Lamach | Management | For | For |
| 1.6 | Elect Director Joseph D. Rupp | Management | For | For |
| 1.7 | Elect Director Leon J. Topalian | Management | For | For |
| 1.8 | Elect Director Nadja Y. West | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NVR, INC. Meeting Date: MAY 02, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NVR Security ID: 62944T105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul C. Saville | Management | For | For |
| 1.2 | Elect Director C.E. Andrews | Management | For | For |
| 1.3 | Elect Director Sallie B. Bailey | Management | For | For |
| 1.4 | Elect Director Thomas D. Eckert | Management | For | For |
| 1.5 | Elect Director Alfred E. Festa | Management | For | For |
| 1.6 | Elect Director Alexandra A. Jung | Management | For | For |
| 1.7 | Elect Director Mel Martinez | Management | For | For |
| 1.8 | Elect Director David A. Preiser | Management | For | For |
| 1.9 | Elect Director W. Grady Rosier | Management | For | For |
| 1.10 | Elect Director Susan Williamson Ross | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Discharge of Board Members | Management | For | For |
| 3a | Reelect Kurt Sievers as Executive Director | Management | For | For |
| 3b | Reelect Annette Clayton as Non-Executive Director | Management | For | For |
| 3c | Reelect Anthony Foxx as Non-Executive Director | Management | For | For |
| 3d | Reelect Chunyuan Gu as Non-Executive Director | Management | For | For |
| 3e | Reelect Lena Olving as Non-Executive Director | Management | For | For |
| 3f | Reelect Julie Southern as Non-Executive Director | Management | For | For |
| 3g | Reelect Jasmin Staiblin as Non-Executive Director | Management | For | For |
| 3h | Reelect Gregory Summe as Non-Executive Director | Management | For | For |
| 3i | Reelect Karl-Henrik Sundstrom as Non-Executive Director | Management | For | For |
| 3j | Reelect Moshe Gavrielov as Non-Executive Director | Management | For | For |
| 4 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | For | For |
| 5 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 6 | Authorize Share Repurchase Program | Management | For | For |
| 7 | Approve Cancellation of Ordinary Shares | Management | For | For |
| 8 | Ratify Ernst & Young Accountants LLP as Auditors | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| O'REILLY AUTOMOTIVE, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ORLY Security ID: 67103H107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David O'Reilly | Management | For | For |
| 1b | Elect Director Larry O'Reilly | Management | For | For |
| 1c | Elect Director Greg Henslee | Management | For | For |
| 1d | Elect Director Jay D. Burchfield | Management | For | For |
| 1e | Elect Director Thomas T. Hendrickson | Management | For | For |
| 1f | Elect Director John R. Murphy | Management | For | For |
| 1g | Elect Director Dana M. Perlman | Management | For | For |
| 1h | Elect Director Maria A. Sastre | Management | For | For |
| 1i | Elect Director Andrea M. Weiss | Management | For | For |
| 1j | Elect Director Fred Whitfield | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| OCCIDENTAL PETROLEUM CORPORATION Meeting Date: MAY 05, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OXY Security ID: 674599105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicky A. Bailey | Management | For | For |
| 1b | Elect Director Andrew Gould | Management | For | For |
| 1c | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1d | Elect Director Vicki Hollub | Management | For | For |
| 1e | Elect Director William R. Klesse | Management | For | For |
| 1f | Elect Director Jack B. Moore | Management | For | For |
| 1g | Elect Director Claire O'Neill | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director Ken Robinson | Management | For | For |
| 1j | Elect Director Robert M. Shearer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OLD DOMINION FREIGHT LINE, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ODFL Security ID: 679580100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sherry A. Aaholm | Management | For | For |
| 1.2 | Elect Director David S. Congdon | Management | For | For |
| 1.3 | Elect Director John R. Congdon, Jr. | Management | For | For |
| 1.4 | Elect Director Andrew S. Davis | Management | For | For |
| 1.5 | Elect Director Bradley R. Gabosch | Management | For | For |
| 1.6 | Elect Director Greg C. Gantt | Management | For | For |
| 1.7 | Elect Director Patrick D. Hanley | Management | For | For |
| 1.8 | Elect Director John D. Kasarda | Management | For | For |
| 1.9 | Elect Director Wendy T. Stallings | Management | For | For |
| 1.10 | Elect Director Thomas A. Stith, III | Management | For | For |
| 1.11 | Elect Director Leo H. Suggs | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| OMNICOMGROUP INC. Meeting Date: MAY 02, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OMC Security ID: 681919106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John D. Wren | Management | For | For |
| 1.2 | Elect Director Mary C. Choksi | Management | For | For |
| 1.3 | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1.4 | Elect Director Mark D. Gerstein | Management | For | For |
| 1.5 | Elect Director Ronnie S. Hawkins | Management | For | For |
| 1.6 | Elect Director Deborah J. Kissire | Management | For | For |
| 1.7 | Elect Director Gracia C. Martore | Management | For | For |
| 1.8 | Elect Director Patricia Salas Pineda | Management | For | For |
| 1.9 | Elect Director Linda Johnson Rice | Management | For | For |
| 1.10 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Atsushi Abe | Management | For | For |
| 1b | Elect Director Alan Campbell | Management | For | For |
| 1c | Elect Director Susan K. Carter | Management | For | For |
| 1d | Elect Director Thomas L. Deitrich | Management | For | For |
| 1e | Elect Director Hassane El-Khoury | Management | For | For |
| 1f | Elect Director Bruce E. Kiddoo | Management | For | For |
| 1g | Elect Director Paul A. Mascarenas | Management | For | For |
| 1h | Elect Director Gregory Waters | Management | For | For |
| 1i | Elect Director Christine Y. Yan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ONEOK, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OKE Security ID: 682680103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian L. Derksen | Management | For | For |
| 1.2 | Elect Director Julie H. Edwards | Management | For | For |
| 1.3 | Elect Director Mark W. Helderman | Management | For | For |
| 1.4 | Elect Director Randall J. Larson | Management | For | For |
| 1.5 | Elect Director Steven J. Malcolm | Management | For | For |
| 1.6 | Elect Director Jim W. Mogg | Management | For | For |
| 1.7 | Elect Director Pattye L. Moore | Management | For | For |
| 1.8 | Elect Director Pierce H. Norton, II | Management | For | For |
| 1.9 | Elect Director Eduardo A. Rodriguez | Management | For | For |
| 1.10 | Elect Director Gerald D. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 Director Awo Ablo | Management | For | For |
| 1.2 | Elect Director Jeffrey S. Berg | Management | For | Withhold |
| 1.3 | Elect Director Michael J. Boskin | Management | For | Withhold |
| 1.4 | Elect Director Safra A. Catz | Management | For | Withhold |
| 1.5 | Elect Director Bruce R. Chizen | Management | For | Withhold |
| 1.6 | Elect Director George H. Conrades | Management | For | Withhold |
| 1.7 | Elect Director Lawrence J. Ellison | Management | For | Withhold |
| 1.8 | Elect Director Rona A. Fairhead | Management | For | Withhold |
| 1.9 | Elect Director Jeffrey O. Henley | Management | For | Withhold |
| 1.10 | Elect Director Renee J. James | Management | For | Withhold |
| 1.11 | Elect Director Charles W. Moorman | Management | For | Withhold |
| 1.12 | Elect Director Leon E. Panetta | Management | For | Withhold |
| 1.13 | Elect Director William G. Parrett | Management | For | Withhold |
| 1.14 | Elect Director Naomi O. Seligman | Management | For | Withhold |
| 1.15 | Elect Director Vishal Sikka | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ORGANON & CO. Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OGN Security ID: 68622V106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carrie S. Cox | Management | For | For |
| 1b | Elect Director Alan Ezekowitz | Management | For | For |
| 1c | Elect Director Helene Gayle | Management | For | For |
| 1d | Elect Director Deborah Leone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| OTIS WORLDWIDE CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OTIS Security ID: 68902V107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey H. Black | Management | For | For |
| 1b | Elect Director Nelda J. Connors | Management | For | For |
| 1c | Elect Director Kathy Hopinkah Hannan | Management | For | For |
| 1d | Elect Director Shailesh G. Jejurikar | Management | For | For |
| 1e | Elect Director Christopher J. Kearney | Management | For | For |
| 1f | Elect Director Judith F. Marks | Management | For | For |
| 1g | Elect Director Harold W. McGraw, III | Management | For | For |
| 1h | Elect Director Margaret M. V. Preston | Management | For | For |
| 1i | Elect Director Shelley Stewart, Jr. | Management | For | For |
| 1j | Elect Director John H. Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Mark C. Pigott | Management | For | For |
| 1.2 | Elect Director Dame Alison J. Carnwath | Management | For | For |
| 1.3 | Elect Director Franklin L. Feder | Management | For | For |
| 1.4 | Elect Director R. Preston Feight | Management | For | For |
| 1.5 | Elect Director Kirk S. Hachigian | Management | For | For |
| 1.6 | Elect Director Barbara B. Hulit | Management | For | For |
| 1.7 | Elect Director Roderick C. McGeary | Management | For | For |
| 1.8 | Elect Director Cynthia A. Niekamp | Management | For | For |
| 1.9 | Elect Director John M. Pigott | Management | For | For |
| 1.10 | Elect Director Ganesh Ramaswamy | Management | For | For |
| 1.11 | Elect Director Mark A. Schulz | Management | For | For |
| 1.12 | Elect Director Gregory M. E. Spierkel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Report on Climate Lobbying | Shareholder | Against | For |
| PACKAGING CORPORATION OF AMERICA Meeting Date: MAY 02, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PKG Security ID: 695156109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cheryl K. Beebe | Management | For | For |
| 1.2 | Elect Director Duane C. Farrington | Management | For | For |
| 1.3 | Elect Director Donna A. Harman | Management | For | For |
| 1.4 | Elect Director Mark W. Kowlzan | Management | For | For |
| 1.5 | Elect Director Robert C. Lyons | Management | For | For |
| 1.6 | Elect Director Thomas P. Maurer | Management | For | For |
| 1.7 | Elect Director Samuel M. Mencoff | Management | For | For |
| 1.8 | Elect Director Roger B. Porter | Management | For | For |
| 1.9 | Elect Director Thomas S. Souleles | Management | For | For |
| 1.10 | Elect Director Paul T. Stecko | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PARKER-HANNIFIN CORPORATION Meeting Date: OCT 26, 2022 Record Date: SEP 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PH Security ID: 701094104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lee C. Banks | Management | For | For |
| 1b | Elect Director Jillian C. Evanko | Management | For | For |
| 1c | Elect Director Lance M. Fritz | Management | For | For |
| 1d | Elect Director Linda A. Harty | Management | For | For |
| 1e | Elect Director William F. Lacey | Management | For | For |
| 1f | Elect Director Kevin A. Lobo | Management | For | For |
| 1g | Elect Director Joseph Scaminace | Management | For | For |
| 1h | Elect Director Ake Svensson | Management | For | For |
| 1i | Elect Director Laura K. Thompson | Management | For | For |
| 1j | Elect Director James R. Verrier | Management | For | For |
| 1k | Elect Director James L. Wainscott | Management | For | For |
| 1l | Elect Director Thomas L. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PAYCHEX, INC. Meeting Date: OCT 13, 2022 Record Date: AUG 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PAYX Security ID: 704326107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin Mucci | Management | For | For |
| 1b | Elect Director Thomas F. Bonadio | Management | For | For |
| 1c | Elect Director Joseph G. Doody | Management | For | For |
| 1d | Elect Director David J.S. Flaschen | Management | For | For |
| 1e | Elect Director B. Thomas Golisano | Management | For | For |
| 1f | Elect Director Pamela A. Joseph | Management | For | For |
| 1g | Elect Director Kevin A. Price | Management | For | For |
| 1h | Elect Director Joseph M. Tucci | Management | For | For |
| 1i | Elect Director Joseph M. Velli | Management | For | For |
| 1j | Elect Director Kara Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PAYCOM SOFTWARE, INC. Meeting Date: MAY 01, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PAYC Security ID: 70432V102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sharen J. Turney | Management | For | Withhold |
| 1.2 | Elect Director J.C. Watts, Jr. | Management | For | Withhold |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Management | For | For |
| 6 | Require a Majority Vote for the Election of Directors | Shareholder | Against | 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 |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director Jonathan Christodoro | Management | For | For |
| 1c | Elect Director John J. Donahoe | Management | For | For |
| 1d | Elect Director David W. Dorman | Management | For | For |
| 1e | Elect Director Belinda J. Johnson | Management | For | For |
| 1f | Elect Director Enrique Lores | Management | For | For |
| 1g | Elect Director Gail J. McGovern | Management | For | For |
| 1h | Elect Director Deborah M. Messemer | Management | For | For |
| 1i | Elect Director David M. Moffett | Management | For | For |
| 1j | Elect Director Ann M. Sarnoff | Management | For | For |
| 1k | Elect Director Daniel H. Schulman | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt a Policy on Services in Conflict Zones | Shareholder | Against | Against |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 7 | Report on PayPal's Nondiscriminatory Provision of Financial Services - Withdrawn | Shareholder | None | None |
| 8 | Report on Ensuring Respect for Civil Liberties | Shareholder | Against | Against |
| 9 | Adopt Majority Vote Standard for Director Elections | Shareholder | Against | Against |
| PENTAIR PLC Meeting Date: MAY 09, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PNR Security ID: G7S00T104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mona Abutaleb Stephenson | Management | For | For |
| 1b | Elect Director Melissa Barra | Management | For | For |
| 1c | Elect Director T. Michael Glenn | Management | For | For |
| 1d | Elect Director Theodore L. Harris | Management | For | For |
| 1e | Elect Director David A. Jones | Management | For | For |
| 1f | Elect Director Gregory E. Knight | Management | For | For |
| 1g | Elect Director Michael T. Speetzen | Management | For | For |
| 1h | Elect Director John L. Stauch | Management | For | For |
| 1i | Elect Director Billie I. Williamson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors and Authorise Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Preemption Rights Under Irish Law | Management | For | For |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | 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 |
| 1a | Elect Director Segun Agbaje | Management | For | For |
| 1b | Elect Director Jennifer Bailey | Management | For | For |
| 1c | Elect Director Cesar Conde | Management | For | For |
| 1d | Elect Director Ian Cook | Management | For | For |
| 1e | Elect Director Edith W. Cooper | Management | For | For |
| 1f | Elect Director Susan M. Diamond | Management | For | For |
| 1g | Elect Director Dina Dublon | Management | For | For |
| 1h | Elect Director Michelle Gass | Management | For | For |
| 1i | Elect Director Ramon L. Laguarta | Management | For | For |
| 1j | Elect Director Dave J. Lewis | Management | For | For |
| 1k | Elect Director David C. Page | Management | For | For |
| 1l | Elect Director Robert C. Pohlad | Management | For | For |
| 1m | Elect Director Daniel Vasella | Management | For | For |
| 1n | Elect Director Darren Walker | Management | For | For |
| 1o | Elect Director Alberto Weisser | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Impacts of Restrictive Reproductive Healthcare Legislation | Shareholder | Against | Against |
| 8 | Publish Annual Congruency Report on Net-Zero Emissions Policy | Shareholder | Against | Against |
| PERKINELMER, INC. Meeting Date: APR 25, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PKI Security ID: 714046109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Barrett | Management | For | For |
| 1b | Elect Director Samuel R. Chapin | Management | For | For |
| 1c | Elect Director Sylvie Gregoire | Management | For | For |
| 1d | Elect Director Michelle McMurry-Heath | Management | For | For |
| 1e | Elect Director Alexis P. Michas | Management | For | For |
| 1f | Elect Director Prahlad R. Singh | Management | For | For |
| 1g | Elect Director Michel Vounatsos | Management | For | For |
| 1h | Elect Director Frank Witney | Management | For | For |
| 1i | Elect Director Pascale Witz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Change Company Name to Revvity, Inc. | Management | For | For |
| 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 |
| 1.1 | Elect Director Ronald E. Blaylock | Management | For | For |
| 1.2 | Elect Director Albert Bourla | Management | For | For |
| 1.3 | Elect Director Susan Desmond-Hellmann | Management | For | For |
| 1.4 | Elect Director Joseph J. Echevarria | Management | For | For |
| 1.5 | Elect Director Scott Gottlieb | Management | For | For |
| 1.6 | Elect Director Helen H. Hobbs | Management | For | For |
| 1.7 | Elect Director Susan Hockfield | Management | For | For |
| 1.8 | Elect Director Dan R. Littman | Management | For | For |
| 1.9 | Elect Director Shantanu Narayen | Management | For | For |
| 1.10 | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director James C. Smith | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Feasibility of Intellectual Property Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | For |
| 9 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| PG&E CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCG Security ID: 69331C108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl F. Campbell | Management | For | For |
| 1b | Elect Director Kerry W. Cooper | Management | For | For |
| 1c | Elect Director Arno L. Harris | Management | For | For |
| 1d | Elect Director Carlos M. Hernandez | Management | For | For |
| 1e | Elect Director Michael R. Niggli | Management | For | For |
| 1f | Elect Director Benjamin F. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Brant Bonin Bough | Management | For | For |
| 1b | Elect Director Andre Calantzopoulos | Management | For | For |
| 1c | Elect Director Michel Combes | Management | For | For |
| 1d | Elect Director Juan Jose Daboub | Management | For | For |
| 1e | Elect Director Werner Geissler | Management | For | For |
| 1f | Elect Director Lisa A. Hook | Management | For | For |
| 1g | Elect Director Jun Makihara | Management | For | For |
| 1h | Elect Director Kalpana Morparia | Management | For | For |
| 1i | Elect Director Jacek Olczak | Management | For | For |
| 1j | Elect Director Robert B. Polet | Management | For | For |
| 1k | Elect Director Dessislava Temperley | Management | For | For |
| 1l | Elect Director Shlomo Yanai | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers SA as Auditors | Management | For | For |
| 5 | Disclose Nicotine Level Information, and Reduce 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 |
| 1a | Elect Director Gregory J. Hayes | Management | For | For |
| 1b | Elect Director Charles M. Holley | Management | For | For |
| 1c | Elect Director Denise R. Singleton | Management | For | For |
| 1d | Elect Director Glenn F. Tilton | Management | For | For |
| 1e | Elect Director Marna C. Whittington | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Publish Audited Report on Impacts of a Significant Reduction in Virgin Plastic Demand | Shareholder | Against | Against |
| PINNACLE WEST CAPITAL CORPORATION Meeting Date: MAY 17, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PNW Security ID: 723484101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glynis A. Bryan | Management | For | For |
| 1.2 | Elect Director Gonzalo A. de la Melena, Jr. | Management | For | For |
| 1.3 | Elect Director Richard P. Fox | Management | For | For |
| 1.4 | Elect Director Jeffrey B. Guldner | Management | For | For |
| 1.5 | Elect Director Kathryn L. Munro | Management | For | For |
| 1.6 | Elect Director Bruce J. Nordstrom | Management | For | For |
| 1.7 | Elect Director Paula J. Sims | Management | For | For |
| 1.8 | Elect Director William H. Spence | Management | For | For |
| 1.9 | Elect Director Kristine L. Svinicki | Management | For | For |
| 1.10 | Elect Director James E. Trevathan, Jr. | Management | For | For |
| 1.11 | Elect Director David P. Wagener - Withdrawn | Management | None | None |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| PIONEER NATURAL RESOURCES COMPANY Meeting Date: MAY 25, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PXD Security ID: 723787107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director A.R Alameddine | Management | For | For |
| 1b | Elect Director Lori G. Billingsley | Management | For | For |
| 1c | Elect Director Edison C. Buchanan | Management | For | For |
| 1d | Elect Director Richard P. Dealy | Management | For | For |
| 1e | Elect Director Maria S. Dreyfus | Management | For | For |
| 1f | Elect Director Matthew M. Gallagher | Management | For | For |
| 1g | Elect Director Phillip A. Gobe | Management | For | For |
| 1h | Elect Director Stacy P. Methvin | Management | For | For |
| 1i | Elect Director Royce W. Mitchell | Management | For | For |
| 1j | Elect Director Scott D. Sheffield | Management | For | For |
| 1k | Elect Director J. Kenneth Thompson | Management | For | For |
| 1l | Elect Director Phoebe A. Wood | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| POOL CORPORATION Meeting Date: MAY 03, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POOL Security ID: 73278L105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter D. Arvan | Management | For | For |
| 1b | Elect Director Martha "Marty" S. Gervasi | Management | For | For |
| 1c | Elect Director James "Jim" D. Hope | Management | For | For |
| 1d | Elect Director Debra S. Oler | Management | For | For |
| 1e | Elect Director Manuel J. Perez de la Mesa | Management | For | For |
| 1f | Elect Director Carlos A. Sabater | Management | For | For |
| 1g | Elect Director Robert C. Sledd | Management | For | For |
| 1h | Elect Director John E. Stokely | Management | For | For |
| 1i | Elect Director David G. Whalen | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PPG INDUSTRIES, INC. Meeting Date: APR 20, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPG Security ID: 693506107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen F. Angel | Management | For | For |
| 1.2 | Elect Director Hugh Grant | Management | For | For |
| 1.3 | Elect Director Melanie L. Healey | Management | For | For |
| 1.4 | Elect Director Timothy M. Knavish | Management | For | For |
| 1.5 | Elect Director Guillermo Novo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| PPL CORPORATION Meeting Date: MAY 17, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPL Security ID: 69351T106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Arthur P. Beattie | Management | For | For |
| 1b | Elect Director Raja Rajamannar | Management | For | For |
| 1c | Elect Director Heather B. Redman | Management | For | For |
| 1d | Elect Director Craig A. Rogerson | Management | For | For |
| 1e | Elect Director Vincent Sorgi | Management | For | For |
| 1f | Elect Director Linda G. Sullivan | Management | For | For |
| 1g | Elect Director Natica von Althann | Management | For | For |
| 1h | Elect Director Keith H. Williamson | Management | For | For |
| 1i | Elect Director Phoebe A. Wood | Management | For | For |
| 1j | Elect Director Armando Zagalo de Lima | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| PRINCIPAL FINANCIAL GROUP, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFG Security ID: 74251V102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jonathan S. Auerbach | Management | For | For |
| 1.2 | Elect Director Mary E. "Maliz" Beams | Management | For | For |
| 1.3 | Elect Director Jocelyn Carter-Miller | Management | For | For |
| 1.4 | Elect Director Scott M. Mills | Management | For | For |
| 1.5 | Elect Director Claudio N. Muruzabal | Management | For | For |
| 1.6 | Elect Director H. Elizabeth Mitchell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | 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 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| 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 |
| 1a | Elect Director Hamid R. Moghadam | Management | For | For |
| 1b | Elect Director Cristina G. Bita | Management | For | For |
| 1c | Elect Director James B. Connor | Management | For | For |
| 1d | Elect Director George L. Fotiades | Management | For | For |
| 1e | Elect Director Lydia H. Kennard | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director Avid Modjtabai | Management | For | For |
| 1h | Elect Director David P. O'Connor | Management | For | For |
| 1i | Elect Director Olivier Piani | Management | For | For |
| 1j | Elect Director Jeffrey L. Skelton | Management | For | For |
| 1k | Elect Director Carl B. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| PRUDENTIAL FINANCIAL, INC. Meeting Date: MAY 09, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PRU Security ID: 744320102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gilbert F. Casellas | Management | For | For |
| 1.2 | Elect Director Robert M. Falzon | Management | For | For |
| 1.3 | Elect Director Martina Hund-Mejean | Management | For | For |
| 1.4 | Elect Director Wendy E. Jones | Management | For | For |
| 1.5 | Elect Director Charles F. Lowrey | Management | For | For |
| 1.6 | Elect Director Sandra Pianalto | Management | For | For |
| 1.7 | Elect Director Christine A. Poon | Management | For | For |
| 1.8 | Elect Director Douglas A. Scovanner | Management | For | For |
| 1.9 | Elect Director Michael A. Todman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| PTC INC. Meeting Date: FEB 16, 2023 Record Date: DEC 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PTC Security ID: 69370C100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark Benjamin | Management | For | For |
| 1.2 | Elect Director Janice Chaffin | Management | For | For |
| 1.3 | Elect Director Amar Hanspal | Management | For | For |
| 1.4 | Elect Director James Heppelmann | Management | For | For |
| 1.5 | Elect Director Michal Katz | Management | For | For |
| 1.6 | Elect Director Paul Lacy | Management | For | For |
| 1.7 | Elect Director Corinna Lathan | Management | For | For |
| 1.8 | Elect Director Blake Moret | Management | For | For |
| 1.9 | Elect Director Robert Schechter | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED Meeting Date: APR 18, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEG Security ID: 744573106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ralph A. LaRossa | Management | For | For |
| 1.2 | Elect Director Susan Tomasky | Management | For | For |
| 1.3 | Elect Director Willie A. Deese | Management | For | For |
| 1.4 | Elect Director Jamie M. Gentoso | Management | For | For |
| 1.5 | Elect Director Barry H. Ostrowsky | Management | For | For |
| 1.6 | Elect Director Valerie A. Smith | Management | For | For |
| 1.7 | Elect Director Scott G. Stephenson | Management | For | For |
| 1.8 | Elect Director Laura A. Sugg | Management | For | For |
| 1.9 | Elect Director John P. Surma | Management | For | For |
| 1.10 | Elect Director Alfred W. Zollar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4a | Eliminate Supermajority Vote Requirements for Certain Business Combinations | Management | For | For |
| 4b | Eliminate Supermajority Vote Requirements to Remove a Director Without Cause | Management | For | For |
| 4c | Eliminate Supermajority Vote Requirement to Make Certain Amendments to By-Laws | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | 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 |
| 1a | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1b | Elect Director Tamara Hughes Gustavson | Management | For | For |
| 1c | Elect Director Leslie S. Heisz | Management | For | For |
| 1d | Elect Director Shankh S. Mitra | Management | For | For |
| 1e | Elect Director David J. Neithercut | Management | For | For |
| 1f | Elect Director Rebecca Owen | Management | For | For |
| 1g | Elect Director Kristy M. Pipes | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director John Reyes | Management | For | For |
| 1j | Elect Director Joseph D. Russell, Jr. | Management | For | For |
| 1k | Elect Director Tariq M. Shaukat | Management | For | For |
| 1l | Elect Director Ronald P. Spogli | Management | For | For |
| 1m | Elect Director Paul S. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| PULTEGROUP, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PHM Security ID: 745867101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian P. Anderson | Management | For | For |
| 1b | Elect Director Bryce Blair | Management | For | For |
| 1c | Elect Director Thomas J. Folliard | Management | For | For |
| 1d | Elect Director Cheryl W. Grise | Management | For | For |
| 1e | Elect Director Andre J. Hawaux | Management | For | For |
| 1f | Elect Director J. Phillip Holloman | Management | For | For |
| 1g | Elect Director Ryan R. Marshall | Management | For | For |
| 1h | Elect Director John R. Peshkin | Management | For | For |
| 1i | Elect Director Scott F. Powers | Management | For | For |
| 1j | Elect Director Lila Snyder | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| QORVO, INC. Meeting Date: AUG 09, 2022 Record Date: JUN 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: QRVO Security ID: 74736K101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ralph G. Quinsey | Management | For | For |
| 1.2 | Elect Director Robert A. Bruggeworth | Management | For | For |
| 1.3 | Elect Director Judy Bruner | Management | For | For |
| 1.4 | Elect Director Jeffery R. Gardner | Management | For | For |
| 1.5 | Elect Director John R. Harding | Management | For | For |
| 1.6 | Elect Director David H. Y. Ho | Management | For | For |
| 1.7 | Elect Director Roderick D. Nelson | Management | For | For |
| 1.8 | Elect Director Walden C. Rhines | Management | For | For |
| 1.9 | Elect Director Susan L. Spradley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | 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 |
| 1a | Elect Director Sylvia Acevedo | Management | For | For |
| 1b | Elect Director Cristiano R. Amon | Management | For | For |
| 1c | Elect Director Mark Fields | Management | For | For |
| 1d | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1e | Elect Director Gregory N. Johnson | Management | For | For |
| 1f | Elect Director Ann M. Livermore | Management | For | For |
| 1g | Elect Director Mark D. McLaughlin | Management | For | For |
| 1h | Elect Director Jamie S. Miller | Management | For | For |
| 1i | Elect Director Irene B. Rosenfeld | Management | For | For |
| 1j | Elect Director Kornelis (Neil) Smit | Management | For | For |
| 1k | Elect Director Jean-Pascal Tricoire | Management | For | For |
| 1l | Elect Director Anthony J. Vinciquerra | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| QUANTA SERVICES, INC. Meeting Date: MAY 23, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PWR Security ID: 74762E102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Earl C. (Duke) Austin, Jr. | Management | For | For |
| 1.2 | Elect Director Doyle N. Beneby | Management | For | For |
| 1.3 | Elect Director Vincent D. Poster | Management | For | For |
| 1.4 | Elect Director Bernard Fried | Management | For | For |
| 1.5 | Elect Director Worthing F. Jackman | Management | For | For |
| 1.6 | Elect Director Holli C. Ladhani | Management | For | For |
| 1.7 | Elect Director David M. McClanahan | Management | For | For |
| 1.8 | Elect Director R. Scott Rowe | Management | For | For |
| 1.9 | Elect Director Margaret B. Shannon | Management | For | For |
| 1.10 | Elect Director Martha B. Wyrsch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| QUEST DIAGNOSTICS INCORPORATED Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DGX Security ID: 74834L100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James E. Davis | Management | For | For |
| 1.2 | Elect Director Luis A. Diaz, Jr. | Management | For | For |
| 1.3 | Elect Director Tracey C. Doi | Management | For | For |
| 1.4 | Elect Director Vicky B. Gregg | Management | For | For |
| 1.5 | Elect Director Wright L. Lassiter, III | Management | For | For |
| 1.6 | Elect Director Timothy L. Main | Management | For | For |
| 1.7 | Elect Director Denise M. Morrison | Management | For | For |
| 1.8 | Elect Director Gary M. Pfeiffer | Management | For | For |
| 1.9 | Elect Director Timothy M. Ring | Management | For | For |
| 1.10 | Elect Director Gail R. Wilensky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| RALPH LAUREN CORPORATION Meeting Date: AUG 04, 2022 Record Date: JUN 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RL Security ID: 751212101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. George | Management | For | For |
| 1.2 | Elect Director Linda Findley | Management | For | For |
| 1.3 | Elect Director Hubert Joly | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RAYMOND JAMES FINANCIAL, INC. Meeting Date: FEB 23, 2023 Record Date: DEC 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RJF Security ID: 754730109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marlene Debel | Management | For | For |
| 1b | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1c | Elect Director Jeffrey N. Edwards | Management | For | For |
| 1d | Elect Director Benjamin C. Esty | Management | For | For |
| 1e | Elect Director Anne Gates | Management | For | For |
| 1f | Elect Director Thomas A. James | Management | For | For |
| 1g | Elect Director Gordon L. Johnson | Management | For | For |
| 1h | Elect Director Roderick C. McGeary | Management | For | For |
| 1i | Elect Director Paul C. Reilly | Management | For | For |
| 1j | Elect Director Raj Seshadri | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | 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 |
| 1a | Elect Director Tracy A. Atkinson | Management | For | For |
| 1b | Elect Director Leanne G. Caret | Management | For | For |
| 1c | Elect Director Bernard A. Harris, Jr. | Management | For | For |
| 1d | Elect Director Gregory J. Hayes | Management | For | For |
| 1e | Elect Director George R. Oliver | Management | For | For |
| 1f | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1g | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1h | Elect Director Ellen M. Pawlikowski | Management | For | For |
| 1i | Elect Director Denise L. Ramos | Management | For | For |
| 1j | Elect Director Fredric G. Reynolds | Management | For | For |
| 1k | Elect Director Brian C. Rogers | Management | For | For |
| 1l | Elect Director James A. Winnefeld, Jr. | Management | For | For |
| 1m | Elect Director Robert O. Work | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Amend Certificate of Incorporation to Eliminate Personal Liability of Officers for Monetary Damages For Breach of Fiduciary Duty as an Officer | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | For |
| 8 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | 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 |
| 1a | Elect Director Priscilla Almodovar | Management | For | For |
| 1b | Elect Director Jacqueline Brady | Management | For | For |
| 1c | Elect Director A. Larry Chapman | Management | For | For |
| 1d | Elect Director Reginald H. Gilyard | Management | For | For |
| 1e | Elect Director Mary Hogan Preusse | Management | For | For |
| 1f | Elect Director Priya Cherian Huskins | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Michael D. McKee | Management | For | For |
| 1i | Elect Director Gregory T. McLaughlin | Management | For | For |
| 1j | Elect Director Ronald L. Merriman | Management | For | For |
| 1k | Elect Director Sumit Roy | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| REGENCY CENTERS CORPORATION Meeting Date: MAY 03, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: REG Security ID: 758849103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin E. Stein, Jr. | Management | For | For |
| 1b | Elect Director Bryce Blair | Management | For | For |
| 1c | Elect Director C. Ronald Blankenship | Management | For | For |
| 1d | Elect Director Kristin A. Campbell | Management | For | For |
| 1e | Elect Director Deirdre J. Evens | Management | For | For |
| 1f | Elect Director Thomas W. Furphy | Management | For | For |
| 1g | Elect Director Karin M. Klein | Management | For | For |
| 1h | Elect Director Peter D. Linneman | Management | For | For |
| 1i | Elect Director David P. O'Connor | Management | For | For |
| 1j | Elect Director Lisa Palmer | Management | For | For |
| 1k | Elect Director James H. Simmons, III | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| REGENERON PHARMACEUTICALS, INC. Meeting Date: JUN 09, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: REGN Security ID: 75886F107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph L. Goldstein | Management | For | Against |
| 1b | Elect Director Christine A. Poon | Management | For | Against |
| 1c | Elect Director Craig B. Thompson | Management | For | For |
| 1d | Elect Director Huda Y. Zoghbi | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| REGIONS FINANCIAL CORPORATION Meeting Date: APR 19, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RF Security ID: 7591EP100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Crosswhite | Management | For | For |
| 1b | Elect Director Noopur Davis | Management | For | For |
| 1c | Elect Director Zhanna Golodryga | Management | For | For |
| 1d | Elect Director J. Thomas Hill | Management | For | For |
| 1e | Elect Director John D. Johns | Management | For | For |
| 1f | Elect Director Joia M. Johnson | Management | For | For |
| 1g | Elect Director Ruth Ann Marshall | Management | For | For |
| 1h | Elect Director Charles D. McCrary | Management | For | For |
| 1i | Elect Director James T. Prokopanko | Management | For | For |
| 1j | Elect Director Lee J. Styslinger, III | Management | For | For |
| 1k | Elect Director Jose S. Suquet | Management | For | For |
| 1l | Elect Director John M. Turner, Jr. | Management | For | For |
| 1m | Elect Director Timothy Vines | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| REPUBLIC SERVICES, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RSG Security ID: 760759100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Manuel Kadre | Management | For | For |
| 1b | Elect Director Tomago Collins | Management | For | For |
| 1c | Elect Director Michael A. Duffy | Management | For | For |
| 1d | Elect Director Thomas W. Handley | Management | For | For |
| 1e | Elect Director Jennifer M. Kirk | Management | For | For |
| 1f | Elect Director Michael Larson | Management | For | For |
| 1g | Elect Director James P. Snee | Management | For | For |
| 1h | Elect Director Brian S. Tyler | Management | For | For |
| 1i | Elect Director Jon Vander Ark | Management | For | For |
| 1j | Elect Director Sandra M. Volpe | Management | For | For |
| 1k | Elect Director Katharine B. Weymouth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| RESMED INC. Meeting Date: NOV 16, 2022 Record Date: SEP 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RMD Security ID: 761152107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Burt | Management | For | For |
| 1b | Elect Director Jan De Witte | Management | For | For |
| 1c | Elect Director Karen Drexler | Management | For | For |
| 1d | Elect Director Michael 'Mick' Farrell | Management | For | For |
| 1e | Elect Director Peter Farrell | Management | For | For |
| 1f | Elect Director Harjit Gill | Management | For | For |
| 1g | Elect Director John Hernandez | Management | For | For |
| 1h | Elect Director Richard Sulpizio | Management | For | For |
| 1i | Elect Director Desney Tan | Management | For | For |
| 1j | Elect Director Ronald Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ROBERT HALF INTERNATIONAL INC. Meeting Date: MAY 17, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RHI Security ID: 770323103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Julia L. Coronado | Management | For | For |
| 1b | Elect Director Dirk A. Kempthorne | Management | For | For |
| 1c | Elect Director Harold M. Messmer, Jr. | Management | For | For |
| 1d | Elect Director Marc H. Morial | Management | For | For |
| 1e | Elect Director Robert J. Pace | Management | For | For |
| 1f | Elect Director Frederick A. Richman | Management | For | For |
| 1g | Elect Director M. Keith Waddell | Management | For | For |
| 1h | Elect Director Marnie H. Wilking | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ROCKWELL AUTOMATION, INC. Meeting Date: FEB 07, 2023 Record Date: DEC 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ROK Security ID: 773903109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| A1 | Elect Director William P. Gipson | Management | For | For |
| A2 | Elect Director Pam Murphy | Management | For | For |
| A3 | Elect Director Donald R. Parfet | Management | For | For |
| A4 | Elect Director Robert W. Soderbery | Management | For | For |
| B | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| C | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| D | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ROLLINS, INC. Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ROL Security ID: 775711104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jerry E. Gahlhoff, Jr. | Management | For | For |
| 1.2 | Elect Director Patrick J. Gunning | Management | For | For |
| 1.3 | Elect Director Gregory B. Morrison | Management | For | For |
| 1.4 | Elect Director Jerry W. Nix | Management | For | For |
| 1.5 | Elect Director P. Russell Hardin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| ROPER TECHNOLOGIES, INC. Meeting Date: JUN 13, 2023 Record Date: APR 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ROP Security ID: 776696106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye L. Archambeau | Management | For | For |
| 1.2 | Elect Director Amy Woods Brinkley | Management | For | For |
| 1.3 | Elect Director Irene M. Esteves | Management | For | For |
| 1.4 | Elect Director L. Neil Hunn | Management | For | For |
| 1.5 | Elect Director Robert D. Johnson | Management | For | For |
| 1.6 | Elect Director Thomas P. Joyce, Jr. | Management | For | For |
| 1.7 | Elect Director Laura G. Thatcher | Management | For | For |
| 1.8 | Elect Director Richard F. Wallman | Management | For | For |
| 1.9 | Elect Director Christopher Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| 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 |
| 1a | Elect Director K. Gunnar Bjorklund | Management | For | For |
| 1b | Elect Director Michael J. Bush | Management | For | For |
| 1c | Elect Director Edward G. Cannizzaro | Management | For | For |
| 1d | Elect Director Sharon D. Garrett | Management | For | For |
| 1e | Elect Director Michael J. Hartshorn | Management | For | For |
| 1f | Elect Director Stephen D. Milligan | Management | For | For |
| 1g | Elect Director Patricia H. Mueller | Management | For | For |
| 1h | Elect Director George P. Orban | Management | For | For |
| 1i | Elect Director Larree M. Renda | Management | For | For |
| 1j | Elect Director Barbara Rentler | Management | For | For |
| 1k | Elect Director Doniel N. Sutton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ROYAL CARIBBEAN CRUISES LTD. Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RCL Security ID: V7780T103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John F. Brock | Management | For | For |
| 1b | Elect Director Richard D. Fain | Management | For | For |
| 1c | Elect Director Stephen R. Howe, Jr. | Management | For | For |
| 1d | Elect Director William L. Kimsey | Management | For | For |
| 1e | Elect Director Michael O. Leavitt | Management | For | For |
| 1f | Elect Director Jason T. Liberty | Management | For | For |
| 1g | Elect Director Amy McPherson | Management | For | For |
| 1h | Elect Director Maritza G. Montiel | Management | For | For |
| 1i | Elect Director Ann S. Moore | Management | For | For |
| 1j | Elect Director Eyal M. Ofer | Management | For | For |
| 1k | Elect Director Vagn O. Sorensen | Management | For | For |
| 1l | Elect Director Donald Thompson | Management | For | For |
| 1m | Elect Director Arne Alexander Wilhelmsen | Management | For | For |
| 1n | Elect Director Rebecca Yeung | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| S&P GLOBAL INC. Meeting Date: MAY 03, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SPGI Security ID: 78409V104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marco Alvera | Management | For | For |
| 1.2 | Elect Director Jacques Esculier | Management | For | For |
| 1.3 | Elect Director Gay Huey Evans | Management | For | For |
| 1.4 | Elect Director William D. Green | Management | For | For |
| 1.5 | Elect Director Stephanie C. Hill | Management | For | For |
| 1.6 | Elect Director Rebecca Jacoby | Management | For | For |
| 1.7 | Elect Director Robert P. Kelly | Management | For | For |
| 1.8 | Elect Director Ian Paul Livingston | Management | For | For |
| 1.9 | Elect Director Deborah D. McWhinney | Management | For | For |
| 1.10 | Elect Director Maria R. Morris | Management | For | For |
| 1.11 | Elect Director Douglas L. Peterson | Management | For | For |
| 1.12 | Elect Director Richard E. Thornburgh | Management | For | For |
| 1.13 | Elect Director Gregory Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Marc Benioff | Management | For | For |
| 1b | Elect Director Laura Alber | Management | For | For |
| 1c | Elect Director Craig Conway | Management | For | For |
| 1d | Elect Director Arnold Donald | Management | For | For |
| 1e | Elect Director Parker Harris | Management | For | For |
| 1f | Elect Director Neelie Kroes | Management | For | For |
| 1g | Elect Director Sachin Mehra | Management | For | For |
| 1h | Elect Director G. Mason Morfit | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director John V. Roos | Management | For | For |
| 1k | Elect Director Robin Washington | Management | For | For |
| 1l | Elect Director Maynard Webb | Management | For | For |
| 1m | Elect Director Susan Wojcicki | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Steven E. Bernstein | Management | For | For |
| 1.2 | Elect Director Laurie Bowen | Management | For | For |
| 1.3 | Elect Director Amy E. Wilson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SCHLUMBERGER N.V. 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 |
| 1.1 | Elect Director Peter Coleman | Management | For | For |
| 1.2 | Elect Director Patrick de La Chevardiere | Management | For | For |
| 1.3 | Elect Director Miguel Galuccio | Management | For | For |
| 1.4 | Elect Director Olivier Le Peuch | Management | For | For |
| 1.5 | Elect Director Samuel Leupold | Management | For | For |
| 1.6 | Elect Director Tatiana Mitrova | Management | For | For |
| 1.7 | Elect Director Maria Moraeus Hanssen | Management | For | For |
| 1.8 | Elect Director Vanitha Narayanan | Management | For | For |
| 1.9 | Elect Director Mark Papa | Management | For | For |
| 1.10 | Elect Director Jeff Sheets | Management | For | For |
| 1.11 | Elect Director Ulrich Spiesshofer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt and Approve Financials and Dividends | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SEAGATE TECHNOLOGY HOLDINGS PLC Meeting Date: OCT 24, 2022 Record Date: AUG 26, 2022 Meeting Type: ANNUAL | ||||
| Ticker: STX Security ID: G7997R103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Shankar Arumugavelu | Management | For | For |
| 1b | Elect Director Prat S. Bhatt | Management | For | For |
| 1c | Elect Director Judy Bruner | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Richard L. Clemmer | Management | For | For |
| 1f | Elect Director Yolanda L. Conyers | Management | For | For |
| 1g | Elect Director Jay L. Geldmacher | Management | For | For |
| 1h | Elect Director Dylan Haggart | Management | For | For |
| 1i | Elect Director William D. Mosley | Management | For | For |
| 1j | Elect Director Stephanie Tilenius | Management | For | For |
| 1k | Elect Director Edward J. Zander | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors and Authorise Their Remuneration | Management | For | For |
| 4 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| SEALED AIR CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SEE Security ID: 81211K100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Elizabeth M. Adefioye | Management | For | For |
| 1b | Elect Director Zubaid Ahmad | Management | For | For |
| 1c | Elect Director Kevin C. Berryman | Management | For | For |
| 1d | Elect Director Francoise Colpron | Management | For | For |
| 1e | Elect Director Edward L. Doheny, II | Management | For | For |
| 1f | Elect Director Clay M. Johnson | Management | For | For |
| 1g | Elect Director Henry R. Keizer | Management | For | For |
| 1h | Elect Director Harry A. Lawton, III | Management | For | For |
| 1i | Elect Director Suzanne B. Rowland | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SEMPRA ENERGY Meeting Date: MAY 12, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SRE Security ID: 816851109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andres Conesa | Management | For | For |
| 1b | Elect Director Pablo A. Ferrero | Management | For | For |
| 1c | Elect Director Jeffrey W. Martin | Management | For | For |
| 1d | Elect Director Bethany J. Mayer | Management | For | For |
| 1e | Elect Director Michael N. Mears | Management | For | For |
| 1f | Elect Director Jack T. Taylor | Management | For | For |
| 1g | Elect Director Cynthia L. Walker | Management | For | For |
| 1h | Elect Director Cynthia J. Warner | Management | For | For |
| 1i | Elect Director James C. Yardley | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Change Company Name to Sempra | Management | For | For |
| 7 | Amend Articles of Incorporation | Management | For | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Susan L. Bostrom | Management | For | For |
| 1b | Elect Director Teresa Briggs | Management | For | For |
| 1c | Elect Director Jonathan C. Chadwick | Management | For | For |
| 1d | Elect Director Paul E. Chamberlain | Management | For | For |
| 1e | Elect Director Lawrence J. Jackson, Jr. | Management | For | For |
| 1f | Elect Director Frederic B. Luddy | Management | For | For |
| 1g | Elect Director William R. McDermott | Management | For | For |
| 1h | Elect Director Jeffrey A. Miller | Management | For | For |
| 1i | Elect Director Joseph 'Larry' Quinlan | Management | For | For |
| 1j | Elect Director Anita M. Sands | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Elect Director Deborah Black | Management | For | For |
| SIMON PROPERTY GROUP, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SPG Security ID: 828806109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Glyn F. Aeppel | Management | For | Against |
| 1B | Elect Director Larry C. Glasscock | Management | For | Against |
| 1C | Elect Director Allan Hubbard | Management | For | Against |
| 1D | Elect Director Reuben S. Leibowitz | Management | For | For |
| 1E | Elect Director Randall J. Lewis | Management | For | For |
| 1F | Elect Director Gary M. Rodkin | Management | For | Against |
| 1G | Elect Director Peggy Fang Roe | Management | For | Against |
| 1H | Elect Director Stefan M. Selig | Management | For | For |
| 1I | Elect Director Daniel C. Smith | Management | For | For |
| 1J | Elect Director Marta R. Stewart | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SKYWORKS SOLUTIONS, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SWKS Security ID: 83088M102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan S. Batey | Management | For | For |
| 1b | Elect Director Kevin L. Beebe | Management | For | For |
| 1c | Elect Director Liam K. Griffin | Management | For | For |
| 1d | Elect Director Eric J. Guerin | Management | For | For |
| 1e | Elect Director Christine King | Management | For | For |
| 1f | Elect Director Suzanne E. McBride | Management | For | For |
| 1g | Elect Director David P. McGlade | Management | For | For |
| 1h | Elect Director Robert A. Schriesheim | Management | For | For |
| 1i | Elect Director Maryann Turcke | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | None | For |
| SNAP-ON INCORPORATED Meeting Date: APR 27, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SNA Security ID: 833034101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David C. Adams | Management | For | For |
| 1.2 | Elect Director Karen L. Daniel | Management | For | For |
| 1.3 | Elect Director Ruth Ann M. Gillis | Management | For | For |
| 1.4 | Elect Director James P. Holden | Management | For | For |
| 1.5 | Elect Director Nathan J. Jones | Management | For | For |
| 1.6 | Elect Director Henry W. Knueppel | Management | For | For |
| 1.7 | Elect Director W. Dudley Lehman | Management | For | For |
| 1.8 | Elect Director Nicholas T. Pinchuk | Management | For | For |
| 1.9 | Elect Director Gregg M. Sherrill | Management | For | For |
| 1.10 | Elect Director Donald J. Stebbins | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SOLAREDGE TECHNOLOGIES, INC. Meeting Date: JUN 01, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SEDG Security ID: 83417M104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marcel Gani | Management | For | For |
| 1b | Elect Director Tal Payne | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| SOUTHWEST AIRLINES CO. Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LUV Security ID: 844741108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Biegler | Management | For | For |
| 1b | Elect Director J. Veronica Biggins | Management | For | For |
| 1c | Elect Director Douglas H. Brooks | Management | For | For |
| 1d | Elect Director Eduardo F. Conrado | Management | For | For |
| 1e | Elect Director William H. Cunningham | Management | For | For |
| 1f | Elect Director Thomas W. Gilligan | Management | For | For |
| 1g | Elect Director David P. Hess | Management | For | For |
| 1h | Elect Director Robert E. Jordan | Management | For | For |
| 1i | Elect Director Gary C. Kelly | Management | For | For |
| 1j | Elect Director Elaine Mendoza | Management | For | For |
| 1k | Elect Director John T. Montford | Management | For | For |
| 1l | Elect Director Christopher P. Reynolds | Management | For | For |
| 1m | Elect Director Ron Ricks | Management | For | For |
| 1n | Elect Director Jill A. Soltau | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Majority Vote Cast to Remove Directors With or Without Cause | Shareholder | Against | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| STANLEY BLACK & DECKER, INC. Meeting Date: APR 21, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SWK Security ID: 854502101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald Allan, Jr. | Management | For | For |
| 1b | Elect Director Andrea J. Ayers | Management | For | For |
| 1c | Elect Director Patrick D. Campbell | Management | For | For |
| 1d | Elect Director Debra A. Crew | Management | For | For |
| 1e | Elect Director Michael D. Hankin | Management | For | For |
| 1f | Elect Director Robert J. Manning | Management | For | For |
| 1g | Elect Director Adrian V. Mitchell | Management | For | For |
| 1h | Elect Director Jane M. Palmieri | Management | For | For |
| 1i | Elect Director Mojdeh Poul | Management | For | For |
| 1j | Elect Director Irving Tan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Richard E. Allison, Jr. | Management | For | For |
| 1b | Elect Director Andrew Campion | Management | For | For |
| 1c | Elect Director Beth Ford | Management | For | For |
| 1d | Elect Director Mellody Hobson | Management | For | For |
| 1e | Elect Director Jorgen Vig Knudstorp | Management | For | For |
| 1f | Elect Director Satya Nadella | Management | For | For |
| 1g | Elect Director Laxman Narasimhan | Management | For | For |
| 1h | Elect Director Howard Schultz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Plant-Based Milk Pricing | Shareholder | Against | Against |
| 6 | Adopt Policy on Succession Planning | Shareholder | Against | Against |
| 7 | Report on Operations in Communist China | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | For |
| 9 | Establish Committee on Corporate Sustainability | 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 |
| 1a | Elect Director Patrick de Saint-Aignan | Management | For | For |
| 1b | Elect Director Marie A. Chandoha | Management | For | For |
| 1c | Elect Director DonnaLee DeMaio | Management | For | For |
| 1d | Elect Director Amelia C. Fawcett | Management | For | For |
| 1e | Elect Director William C. Freda | Management | For | For |
| 1f | Elect Director Sara Mathew | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Ronald P. O'Hanley | Management | For | For |
| 1i | Elect Director Sean O'Sullivan | Management | For | For |
| 1j | Elect Director Julio A. Portalatin | Management | For | For |
| 1k | Elect Director John B. Rhea | Management | For | For |
| 1l | Elect Director Gregory L. Summe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Report on Asset Management Policies and Diversified Investors | Shareholder | Against | Against |
| STEEL DYNAMICS, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: STLD Security ID: 858119100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark D. Millett | Management | For | For |
| 1.2 | Elect Director Sheree L. Bargabos | Management | For | For |
| 1.3 | Elect Director Kenneth W. Cornew | Management | For | For |
| 1.4 | Elect Director Traci M. Dolan | Management | For | For |
| 1.5 | Elect Director James C. Marcuccilli | Management | For | For |
| 1.6 | Elect Director Bradley S. Seaman | Management | For | For |
| 1.7 | Elect Director Gabriel L. Shaheen | Management | For | For |
| 1.8 | Elect Director Luis M. Sierra | Management | For | For |
| 1.9 | Elect Director Steven A. Sonnenberg | Management | For | For |
| 1.10 | Elect Director Richard P. Teets, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| STERIS PLC Meeting Date: JUL 28, 2022 Record Date: JUN 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: STE Security ID: G8473T100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard C. Breeden | Management | For | For |
| 1b | Elect Director Daniel A. Carestio | Management | For | For |
| 1c | Elect Director Cynthia L. Feldmann | Management | For | For |
| 1d | Elect Director Christopher S. Holland | Management | For | For |
| 1e | Elect Director Jacqueline B. Kosecoff | Management | For | For |
| 1f | Elect Director Paul E. Martin | Management | For | For |
| 1g | Elect Director Nirav R. Shah | Management | For | For |
| 1h | Elect Director Mohsen M. Sohi | Management | For | For |
| 1i | Elect Director Richard M. Steeves | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Appoint Ernst & Young Chartered Accountants as Irish Statutory Auditor | Management | For | For |
| 4 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| STRYKER CORPORATION Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SYK Security ID: 863667101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary K. Brainerd | Management | For | For |
| 1b | Elect Director Giovanni Caforio | Management | For | For |
| 1c | Elect Director Srikant M. Datar | Management | For | For |
| 1d | Elect Director Allan C. Golston | Management | For | For |
| 1e | Elect Director Kevin A. Lobo | Management | For | For |
| 1f | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1g | Elect Director Andrew K. Silvernail | Management | For | For |
| 1h | Elect Director Lisa M. Skeete Tatum | Management | For | For |
| 1i | Elect Director Ronda E. Stryker | Management | For | For |
| 1j | Elect Director Rajeev Suri | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Brian D. Doubles | Management | For | For |
| 1b | Elect Director Fernando Aguirre | Management | For | For |
| 1c | Elect Director Paget L. Alves | Management | For | For |
| 1d | Elect Director Kamila Chytil | Management | For | For |
| 1e | Elect Director Arthur W. Coviello, Jr. | Management | For | For |
| 1f | Elect Director Roy A. Guthrie | Management | For | For |
| 1g | Elect Director Jeffrey G. Naylor | Management | For | For |
| 1h | Elect Director P.W. "Bill" Parker | Management | For | For |
| 1i | Elect Director Laurel J. Richie | Management | For | For |
| 1j | Elect Director Ellen M. Zane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | 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 |
| 1a | Elect Director Aart J. de Geus | Management | For | For |
| 1b | Elect Director Luis Borgen | Management | For | For |
| 1c | Elect Director Marc N. Casper | Management | For | For |
| 1d | Elect Director Janice D. Chaffin | Management | For | For |
| 1e | Elect Director Bruce R. Chizen | Management | For | For |
| 1f | Elect Director Mercedes Johnson | Management | For | For |
| 1g | Elect Director Jeannine P. Sargent | Management | For | For |
| 1h | Elect Director John G. Schwarz | Management | For | For |
| 1i | Elect Director Roy Vallee | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| SYSCO CORPORATION Meeting Date: NOV 18, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SYY Security ID: 871829107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel J. Brutto | Management | For | For |
| 1b | Elect Director Ali Dibadj | Management | For | For |
| 1c | Elect Director Larry C. Glasscock | Management | For | For |
| 1d | Elect Director Jill M. Golder | Management | For | For |
| 1e | Elect Director Bradley M. Halverson | Management | For | For |
| 1f | Elect Director John M. Hinshaw | Management | For | For |
| 1g | Elect Director Kevin P. Hourican | Management | For | For |
| 1h | Elect Director Hans-Joachim Koerber | Management | For | For |
| 1i | Elect Director Alison Kenney Paul | Management | For | For |
| 1j | Elect Director Edward D. Shirley | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Third-Party Civil Rights Audit | Shareholder | Against | For |
| 5 | Commission Third Party Report Assessing Company's Supply Chain Risks | Shareholder | Against | Against |
| 6 | Report on Efforts to Reduce Plastic Use | Shareholder | None | 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 Director Andre Almeida | Management | For | Withhold |
| 1.2 | Elect Director Marcelo Claure | Management | For | Withhold |
| 1.3 | Elect Director Srikant M. Datar | Management | For | For |
| 1.4 | Elect Director Srinivasan Gopalan | Management | For | Withhold |
| 1.5 | Elect Director Timotheus Hottges | Management | For | Withhold |
| 1.6 | Elect Director Christian P. Illek | Management | For | Withhold |
| 1.7 | Elect Director Raphael Kubler | Management | For | Withhold |
| 1.8 | Elect Director Thorsten Langheim | Management | For | Withhold |
| 1.9 | Elect Director Dominique Leroy | Management | For | Withhold |
| 1.10 | Elect Director Letitia A. Long | Management | For | For |
| 1.11 | Elect Director G. Michael Sievert | Management | For | Withhold |
| 1.12 | Elect Director Teresa A. Taylor | Management | For | For |
| 1.13 | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| T. ROWE PRICE GROUP, INC. Meeting Date: MAY 09, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TROW Security ID: 74144T108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Glenn R. August | Management | For | For |
| 1b | Elect Director Mark S. Bartlett | Management | For | For |
| 1c | Elect Director Dina Dublon | Management | For | For |
| 1d | Elect Director Freeman A. Hrabowski, III | Management | For | For |
| 1e | Elect Director Robert F. MacLellan | Management | For | For |
| 1f | Elect Director Eileen P. Rominger | Management | For | For |
| 1g | Elect Director Robert W. Sharps | Management | For | For |
| 1h | Elect Director Robert J. Stevens | Management | For | For |
| 1i | Elect Director William J. Stromberg | Management | For | For |
| 1j | Elect Director Sandra S. Wijnberg | Management | For | For |
| 1k | Elect Director Alan D. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| TAKE-TWO INTERACTIVE SOFTWARE, INC. Meeting Date: SEP 16, 2022 Record Date: JUL 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TTWO Security ID: 874054109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Strauss Zelnick | Management | For | For |
| 1b | Elect Director Michael Dornemann | Management | For | For |
| 1c | Elect Director J Moses | Management | For | For |
| 1d | Elect Director Michael Sheresky | Management | For | For |
| 1e | Elect Director LaVerne Srinivasan | Management | For | For |
| 1f | Elect Director Susan Tolson | Management | For | For |
| 1g | Elect Director Paul Viera | Management | For | For |
| 1h | Elect Director Roland Hernandez | Management | For | For |
| 1i | Elect Director William "Bing" Gordon | Management | For | For |
| 1j | Elect Director Ellen Siminoff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TAPESTRY, INC. Meeting Date: NOV 15, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TPR Security ID: 876030107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director Darrell Cavens | Management | For | For |
| 1c | Elect Director Joanne Crevoiserat | Management | For | For |
| 1d | Elect Director David Denton | Management | For | For |
| 1e | Elect Director Johanna (Hanneke) Faber | Management | For | For |
| 1f | Elect Director Anne Gates | Management | For | For |
| 1g | Elect Director Thomas Greco | Management | For | For |
| 1h | Elect Director Pamela Lifford | Management | For | For |
| 1i | Elect Director Annabelle Yu Long | Management | For | For |
| 1j | Elect Director Ivan Menezes | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TARGA RESOURCES CORP. Meeting Date: MAY 23, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TRGP Security ID: 87612G101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul W. Chung | Management | For | For |
| 1.2 | Elect Director Charles R. Crisp | Management | For | For |
| 1.3 | Elect Director Laura C. Fulton | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Efforts to Reduce Methane Emission Venting and Flaring in Supply Chain | Shareholder | Against | For |
| TARGET CORPORATION Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TGT Security ID: 87612E106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David P. Abney | Management | For | For |
| 1b | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1c | Elect Director George S. Barrett | Management | For | For |
| 1d | Elect Director Gail K. Boudreaux | Management | For | For |
| 1e | Elect Director Brian C. Cornell | Management | For | For |
| 1f | Elect Director Robert L. Edwards | Management | For | For |
| 1g | Elect Director Donald R. Knauss | Management | For | For |
| 1h | Elect Director Christine A. Leahy | Management | For | For |
| 1i | Elect Director Monica C. Lozano | Management | For | For |
| 1j | Elect Director Grace Puma | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 1l | Elect Director Dmitri L. Stockton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| TE CONNECTIVITY LTD. Meeting Date: MAR 15, 2023 Record Date: FEB 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TEL Security ID: H84989104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean-Pierre Clamadieu | Management | For | For |
| 1b | Elect Director Terrence R. Curtin | Management | For | For |
| 1c | Elect Director Carol A. (John) Davidson | Management | For | For |
| 1d | Elect Director Lynn A. Dugle | Management | For | For |
| 1e | Elect Director William A. Jeffrey | Management | For | For |
| 1f | Elect Director Syaru Shirley Lin | Management | For | For |
| 1g | Elect Director Thomas J. Lynch | Management | For | For |
| 1h | Elect Director Heath A. Mitts | Management | For | For |
| 1i | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1j | Elect Director Mark C. Trudeau | Management | For | For |
| 1k | Elect Director Dawn C. Willoughby | Management | For | For |
| 1l | Elect Director Laura H. Wright | Management | For | For |
| 2 | Elect Board Chairman Thomas J. Lynch | Management | For | For |
| 3a | Elect Abhijit Y. Talwalkar as Member of Management Development and Compensation Committee | Management | For | For |
| 3b | Elect Mark C. Trudeau as Member of Management Development and Compensation Committee | Management | For | For |
| 3c | Elect Dawn C. Willoughby as Member of Management Development and Compensation Committee | Management | For | For |
| 4 | Designate Rene Schwarzenbach as Independent Proxy | Management | For | For |
| 5.1 | Accept Annual Report for Fiscal Year Ended September 30, 2022 | Management | For | For |
| 5.2 | Accept Statutory Financial Statements for Fiscal Year Ended September 30, 2022 | Management | For | For |
| 5.3 | Approve Consolidated Financial Statements for Fiscal Year Ended September 30, 2022 | Management | For | For |
| 6 | Approve Discharge of Board and Senior Management | Management | For | For |
| 7.1 | Ratify Deloitte & Touche LLP as Independent Registered Public Accounting Firm for Fiscal Year 2023 | Management | For | For |
| 7.2 | Ratify Deloitte AG as Swiss Registered Auditors | Management | For | For |
| 7.3 | Ratify PricewaterhouseCoopers AG as Special Auditors | Management | For | For |
| 8 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 9 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 10 | Approve Remuneration Report | Management | For | For |
| 11 | Approve Remuneration of Executive Management in the Amount of USD 53.5 Million | Management | For | For |
| 12 | Approve Remuneration of Board of Directors in the Amount of USD 4.1 Million | Management | For | For |
| 13 | Approve Allocation of Available Earnings at September 30, 2022 | Management | For | For |
| 14 | Approve Declaration of Dividend | Management | For | For |
| 15 | Authorize Share Repurchase Program | Management | For | For |
| 16 | Approve Reduction in Share Capital via Cancelation of Shares | Management | For | For |
| 17 | Amend Articles to Reflect Changes in Capital | Management | For | For |
| TELEDYNE TECHNOLOGIES INCORPORATED Meeting Date: APR 26, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TDY Security ID: 879360105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth C. Dahlberg | Management | For | For |
| 1.2 | Elect Director Michelle A. Kumbier | Management | For | For |
| 1.3 | Elect Director Robert A. Malone | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TELEFLEX INCORPORATED Meeting Date: MAY 05, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TFX Security ID: 879369106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gretchen R. Haggerty | Management | For | For |
| 1b | Elect Director Liam J. Kelly | Management | For | For |
| 1c | Elect Director Jaewon Ryu | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| TERADYNE, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TER Security ID: 880770102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy E. Guertin | Management | For | For |
| 1b | Elect Director Peter Herweck | Management | For | For |
| 1c | Elect Director Mercedes Johnson | Management | For | For |
| 1d | Elect Director Ernest E. Maddock | Management | For | For |
| 1e | Elect Director Marilyn Matz | Management | For | For |
| 1f | Elect Director Gregory S. Smith | Management | For | For |
| 1g | Elect Director Ford Tamer | Management | For | For |
| 1h | Elect Director Paul J. Tufano | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TESLA, INC. Meeting Date: AUG 04, 2022 Record Date: JUN 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TSLA Security ID: 88160R101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ira Ehrenpreis | Management | For | Against |
| 1.2 | Elect Director Kathleen Wilson-Thompson | Management | For | Against |
| 2 | Reduce Director Terms from Three to Two Years | Management | For | For |
| 3 | Eliminate Supermajority Voting Provisions | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Adopt Proxy Access Right | Shareholder | Against | For |
| 7 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | For |
| 8 | Report on Racial and Gender Board Diversity | Shareholder | Against | For |
| 9 | Report on the Impacts of Using Mandatory Arbitration | Shareholder | Against | For |
| 10 | Report on Corporate Climate Lobbying in line with Paris Agreement | Shareholder | Against | For |
| 11 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | Shareholder | Against | For |
| 12 | Report on Eradicating Child Labor in Battery Supply Chain | Shareholder | Against | Against |
| 13 | Report on Water Risk Exposure | Shareholder | Against | 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 |
| 1.1 | Elect Director Elon Musk | Management | For | For |
| 1.2 | Elect Director Robyn Denholm | Management | For | Against |
| 1.3 | Elect Director JB Straubel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Key-Person Risk and Efforts to Ameliorate It | Shareholder | Against | Against |
| TEXAS INSTRUMENTS INCORPORATED Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TXN Security ID: 882508104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Blinn | Management | For | For |
| 1b | Elect Director Todd M. Bluedorn | Management | For | For |
| 1c | Elect Director Janet F. Clark | Management | For | For |
| 1d | Elect Director Carrie S. Cox | Management | For | For |
| 1e | Elect Director Martin S. Craighead | Management | For | For |
| 1f | Elect Director Curtis C. Farmer | Management | For | For |
| 1g | Elect Director Jean M. Hobby | Management | For | For |
| 1h | Elect Director Haviv Ilan | Management | For | For |
| 1i | Elect Director Ronald Kirk | Management | For | For |
| 1j | Elect Director Pamela H. Patsley | Management | For | For |
| 1k | Elect Director Robert E. Sanchez | Management | For | For |
| 1l | Elect Director Richard K. Templeton | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Report on Due Diligence Efforts to Trace End-User Misuse of Company Products | 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 |
| 1a | Elect Director Richard F. Ambrose | Management | For | For |
| 1b | Elect Director Kathleen M. Bader | Management | For | For |
| 1c | Elect Director R. Kerry Clark | Management | For | For |
| 1d | Elect Director Scott C. Donnelly | Management | For | For |
| 1e | Elect Director Deborah Lee James | Management | For | For |
| 1f | Elect Director Thomas A. Kennedy | Management | For | For |
| 1g | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1h | Elect Director James L. Ziemer | Management | For | For |
| 1i | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1.1 | Elect Director Janet G. Davidson | Management | For | For |
| 1.2 | Elect Director Andres R. Gluski | Management | For | For |
| 1.3 | Elect Director Tarun Khanna | Management | For | For |
| 1.4 | Elect Director Holly K. Koeppel | Management | For | For |
| 1.5 | Elect Director Julia M. Laulis | Management | For | For |
| 1.6 | Elect Director Alain Monie | Management | For | For |
| 1.7 | Elect Director John B. Morse, Jr. | Management | For | For |
| 1.8 | Elect Director Moises Naim | Management | For | For |
| 1.9 | Elect Director Teresa M. Sebastian | Management | For | For |
| 1.10 | Elect Director Maura Shaughnessy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | 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 |
| 1a | Elect Director Donald E. Brown | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Richard T. Hume | Management | For | For |
| 1d | Elect Director Margaret M. Keane | Management | For | For |
| 1e | Elect Director Siddharth N. Mehta | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director Andrea Redmond | Management | For | For |
| 1h | Elect Director Gregg M. Sherrill | Management | For | For |
| 1i | Elect Director Judith A. Sprieser | Management | For | For |
| 1j | Elect Director Perry M. Traquina | Management | For | For |
| 1k | Elect Director Monica Turner | Management | For | For |
| 1l | Elect Director Thomas J. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | 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 |
| 1a | Elect Director Linda Z. Cook | Management | For | For |
| 1b | Elect Director Joseph J. Echevarria | Management | For | For |
| 1c | Elect Director M. Amy Gilliland | Management | For | For |
| 1d | Elect Director Jeffrey A. Goldstein | Management | For | For |
| 1e | Elect Director K. Guru Gowrappan | Management | For | For |
| 1f | Elect Director Ralph Izzo | Management | For | For |
| 1g | Elect Director Sandra E. "Sandie" O'Connor | Management | For | For |
| 1h | Elect Director Elizabeth E. Robinson | Management | For | For |
| 1i | Elect Director Frederick O. Terrell | Management | For | For |
| 1j | Elect Director Robin A. Vince | Management | For | For |
| 1k | Elect Director Alfred W. "Al" Zollar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| THE BOEING COMPANY Meeting Date: APR 18, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BA Security ID: 097023105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert A. Bradway | Management | For | For |
| 1b | Elect Director David L. Calhoun | Management | For | For |
| 1c | Elect Director Lynne M. Doughtie | Management | For | For |
| 1d | Elect Director David L. Gitlin | Management | For | For |
| 1e | Elect Director Lynn J. Good | Management | For | For |
| 1f | Elect Director Stayce D. Harris | Management | For | For |
| 1g | Elect Director Akhil Johri | Management | For | For |
| 1h | Elect Director David L. Joyce | Management | For | For |
| 1i | Elect Director Lawrence W. Kellner | Management | For | For |
| 1j | Elect Director Steven M. Mollenkopf | Management | For | For |
| 1k | Elect Director John M. Richardson | Management | For | For |
| 1l | Elect Director Sabrina Soussan | Management | For | For |
| 1m | Elect Director Ronald A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Report on Climate Lobbying | Shareholder | Against | For |
| 9 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| THE CHARLES SCHWAB CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SCHW Security ID: 808513105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marianne C. Brown | Management | For | For |
| 1b | Elect Director Frank C. Herringer | Management | For | For |
| 1c | Elect Director Gerri K. Martin-Flickinger | Management | For | For |
| 1d | Elect Director Todd M. Ricketts | Management | For | For |
| 1e | Elect Director Carolyn Schwab-Pomerantz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Gender/Racial Pay Gap | Shareholder | Against | For |
| 6 | Report on Risks Related to Discrimination Against Individuals Including Political Views | 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 |
| 1a | Elect Director David M. Cordani | Management | For | For |
| 1b | Elect Director William J. DeLaney | Management | For | For |
| 1c | Elect Director Eric J. Foss | Management | For | For |
| 1d | Elect Director Elder Granger | Management | For | For |
| 1e | Elect Director Neesha Hathi | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Kimberly A. Ross | Management | For | For |
| 1j | Elect Director Eric C. Wiseman | Management | For | For |
| 1k | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| THE CLOROX COMPANY Meeting Date: NOV 16, 2022 Record Date: SEP 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CLX Security ID: 189054109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Amy L. Banse | Management | For | For |
| 1.2 | Elect Director Julia Denman | Management | For | For |
| 1.3 | Elect Director Spencer C. Fleischer | Management | For | For |
| 1.4 | Elect Director Esther Lee | Management | For | For |
| 1.5 | Elect Director A.D. David Mackay | Management | For | For |
| 1.6 | Elect Director Paul Parker | Management | For | For |
| 1.7 | Elect Director Stephanie Plaines | Management | For | For |
| 1.8 | Elect Director Linda Rendle | Management | For | For |
| 1.9 | Elect Director Matthew J. Shattock | Management | For | For |
| 1.10 | Elect Director Kathryn Tesija | Management | For | For |
| 1.11 | Elect Director Russell J. Weiner | Management | For | For |
| 1.12 | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1.1 | Elect Director Herb Allen | Management | For | For |
| 1.2 | Elect Director Marc Bolland | Management | For | For |
| 1.3 | Elect Director Ana Botin | Management | For | For |
| 1.4 | Elect Director Christopher C. Davis | Management | For | For |
| 1.5 | Elect Director Barry Diller | Management | For | For |
| 1.6 | Elect Director Carolyn Everson | Management | For | For |
| 1.7 | Elect Director Helene D. Gayle | Management | For | For |
| 1.8 | Elect Director Alexis M. Herman | Management | For | For |
| 1.9 | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1.10 | Elect Director Amity Millhiser | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director Caroline J. Tsay | Management | For | For |
| 1.13 | Elect Director David B. Weinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE COOPER COMPANIES, INC. Meeting Date: MAR 15, 2023 Record Date: JAN 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: COO Security ID: 216648402 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Colleen E. Jay | Management | For | For |
| 1.2 | Elect Director William A. Kozy | Management | For | For |
| 1.3 | Elect Director Cynthia L. Lucchese | Management | For | For |
| 1.4 | Elect Director Teresa S. Madden | Management | For | For |
| 1.5 | Elect Director Gary S. Petersmeyer | Management | For | For |
| 1.6 | Elect Director Maria Rivas | Management | For | For |
| 1.7 | Elect Director Robert S. Weiss | Management | For | For |
| 1.8 | Elect Director Albert G. White, III | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| THE ESTEE LAUDER COMPANIES INC. Meeting Date: NOV 18, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EL Security ID: 518439104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald S. Lauder | Management | For | For |
| 1b | Elect Director William P. Lauder | Management | For | Withhold |
| 1c | Elect Director Richard D. Parsons | Management | For | Withhold |
| 1d | Elect Director Lynn Forester de Rothschild | Management | For | For |
| 1e | Elect Director Jennifer Tejada | Management | For | For |
| 1f | Elect Director Richard F. Zannino | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 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 |
| 1a | Elect Director Michele Burns | Management | For | For |
| 1b | Elect Director Mark Flaherty | Management | For | For |
| 1c | Elect Director Kimberley Harris | Management | For | For |
| 1d | Elect Director Kevin Johnson | Management | For | For |
| 1e | Elect Director Ellen Kullman | Management | For | For |
| 1f | Elect Director Lakshmi Mittal | Management | For | For |
| 1g | Elect Director Adebayo Ogunlesi | Management | For | For |
| 1h | Elect Director Peter Oppenheimer | Management | For | For |
| 1i | Elect Director David Solomon | Management | For | For |
| 1j | Elect Director Jan Tighe | Management | For | For |
| 1k | Elect Director Jessica Uhl | Management | For | For |
| 1l | Elect Director David Viniar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Publish Third-Party Review on Chinese Congruency of Certain ETFs | Shareholder | Against | Against |
| 8 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 11 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | For |
| 12 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Larry D. De Shon | Management | For | For |
| 1b | Elect Director Carlos Dominguez | Management | For | For |
| 1c | Elect Director Trevor Fetter | Management | For | For |
| 1d | Elect Director Donna A. James | Management | For | For |
| 1e | Elect Director Kathryn A. Mikells | Management | For | For |
| 1f | Elect Director Edmund Reese | Management | For | For |
| 1g | Elect Director Teresa Wynn Roseborough | Management | For | For |
| 1h | Elect Director Virginia P. Ruesterholz | Management | For | For |
| 1i | Elect Director Christopher J. Swift | Management | For | For |
| 1j | Elect Director Matthew E. Winter | Management | For | For |
| 1k | Elect Director Greig Woodring | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | 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 Director Pamela M. Arway | Management | For | For |
| 1.2 | Elect Director Michele G. Buck | Management | For | For |
| 1.3 | Elect Director Victor L. Crawford | Management | For | For |
| 1.4 | Elect Director Robert M. Dutkowsky | Management | For | Withhold |
| 1.5 | Elect Director Mary Kay Haben | Management | For | For |
| 1.6 | Elect Director James C. Katzman | Management | For | Withhold |
| 1.7 | Elect Director M. Diane Koken | Management | For | For |
| 1.8 | Elect Director Huong Maria T. Kraus | Management | For | For |
| 1.9 | Elect Director Robert M. Malcolm | Management | For | Withhold |
| 1.10 | Elect Director Anthony J. Palmer | Management | For | Withhold |
| 1.11 | Elect Director Juan R. Perez | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Human Rights Impacts of Living Wage & Income Position Statement | 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 |
| 1a | Elect Director Gerard J. Arpey | Management | For | For |
| 1b | Elect Director Ari Bousbib | Management | For | For |
| 1c | Elect Director Jeffery H. Boyd | Management | For | For |
| 1d | Elect Director Gregory D. Brenneman | Management | For | For |
| 1e | Elect Director J. Frank Brown | Management | For | For |
| 1f | Elect Director Albert P. Carey | Management | For | For |
| 1g | Elect Director Edward P. Decker | Management | For | For |
| 1h | Elect Director Linda R. Gooden | Management | For | For |
| 1i | Elect Director Wayne M. Hewett | Management | For | For |
| 1j | Elect Director Manuel Kadre | Management | For | For |
| 1k | Elect Director Stephanie C. Linnartz | Management | For | For |
| 1l | Elect Director Paula Santilli | Management | For | For |
| 1m | Elect Director Caryn Seidman-Becker | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Political Expenditures Congruence | Shareholder | Against | For |
| 8 | Rescind 2022 Racial Equity Audit Proposal | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| THE INTERPUBLIC GROUP OF COMPANIES, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IPG Security ID: 460690100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jocelyn Carter-Miller | Management | For | For |
| 1.2 | Elect Director Mary J. Steele Guilfoile | Management | For | For |
| 1.3 | Elect Director Dawn Hudson | Management | For | For |
| 1.4 | Elect Director Philippe Krakowsky | Management | For | For |
| 1.5 | Elect Director Jonathan F. Miller | Management | For | For |
| 1.6 | Elect Director Patrick Q. Moore | Management | For | For |
| 1.7 | Elect Director Linda S. Sanford | Management | For | For |
| 1.8 | Elect Director David M. Thomas | Management | For | For |
| 1.9 | Elect Director E. Lee Wyatt Jr. | Management | For | For |
| 2 | Ratify Pricewaterhousecoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| THE J. M. SMUCKER COMPANY Meeting Date: AUG 17, 2022 Record Date: JUN 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SJM Security ID: 832696405 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan E. Chapman-Hughes | Management | For | For |
| 1b | Elect Director Paul J. Dolan | Management | For | For |
| 1c | Elect Director Jay L. Henderson | Management | For | For |
| 1d | Elect Director Jonathan E. Johnson, III | Management | For | For |
| 1e | Elect Director Kirk L. Perry | Management | For | For |
| 1f | Elect Director Sandra Pianalto | Management | For | For |
| 1g | Elect Director Alex Shumate | Management | For | For |
| 1h | Elect Director Mark T. Smucker | Management | For | For |
| 1i | Elect Director Richard K. Smucker | Management | For | For |
| 1j | Elect Director Jodi L. Taylor | Management | For | For |
| 1k | Elect Director Dawn C. Willoughby | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Votes Per Share of Existing Stock | Management | For | For |
| THE KRAFT HEINZ COMPANY Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KHC Security ID: 500754106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gregory E. Abel | Management | For | For |
| 1b | Elect Director Humberto P. Alfonso | Management | For | For |
| 1c | Elect Director John T. Cahill | Management | For | For |
| 1d | Elect Director Lori Dickerson Fouche | Management | For | For |
| 1e | Elect Director Diane Gherson | Management | For | For |
| 1f | Elect Director Timothy Kenesey | Management | For | For |
| 1g | Elect Director Alicia Knapp | Management | For | For |
| 1h | Elect Director Elio Leoni Sceti | Management | For | For |
| 1i | Elect Director Susan Mulder | Management | For | For |
| 1j | Elect Director James Park | Management | For | For |
| 1k | Elect Director Miguel Patricio | Management | For | For |
| 1l | Elect Director John C. Pope | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Adopt Simple Majority Vote | Shareholder | Against | Against |
| 5 | Report on Supply Chain Water Risk Exposure | Shareholder | Against | For |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | 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 |
| 1a | Elect Director Nora A. Aufreiter | Management | For | For |
| 1b | Elect Director Kevin M. Brown | Management | For | For |
| 1c | Elect Director Elaine L. Chao | Management | For | For |
| 1d | Elect Director Anne Gates | Management | For | For |
| 1e | Elect Director Karen M. Hoguet | Management | For | For |
| 1f | Elect Director W. Rodney McMullen | Management | For | For |
| 1g | Elect Director Clyde R. Moore | Management | For | For |
| 1h | Elect Director Ronald L. Sargent | Management | For | For |
| 1i | Elect Director J. Amanda Sourry Knox (Amanda Sourry) | Management | For | For |
| 1j | Elect Director Mark S. Sutton | Management | For | For |
| 1k | Elect Director Ashok Vemuri | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Public Health Costs Due to Tobacco Product Sales and the Impact on Overall Market | Shareholder | Against | Against |
| 6 | Report on Charitable Contributions | Shareholder | Against | Against |
| 7 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 8 | Report on Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Report on Risks of Omitting Viewpoint and Ideological Diversity from EEO Policy | Shareholder | Against | Against |
| THE MOSAIC COMPANY Meeting Date: MAY 25, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MOS Security ID: 61945C103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl K. Beebe | Management | For | For |
| 1b | Elect Director Gregory L. Ebel | Management | For | For |
| 1c | Elect Director Timothy S. Gitzel | Management | For | For |
| 1d | Elect Director Denise C. Johnson | Management | For | For |
| 1e | Elect Director Emery N. Koenig | Management | For | For |
| 1f | Elect Director James (Joc) C. O'Rourke | Management | For | For |
| 1g | Elect Director David T. Seaton | Management | For | For |
| 1h | Elect Director Steven M. Seibert | Management | For | For |
| 1i | Elect Director Joao Roberto Goncalves Teixeira | Management | For | For |
| 1j | Elect Director Gretchen H. Watkins | Management | For | For |
| 1k | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | For |
| THE PNC FINANCIAL SERVICES GROUP, INC. Meeting Date: APR 26, 2023 Record Date: FEB 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PNC Security ID: 693475105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph Alvarado | Management | For | For |
| 1b | Elect Director Debra A. Cafaro | Management | For | For |
| 1c | Elect Director Marjorie Rodgers Cheshire | Management | For | For |
| 1d | Elect Director William S. Demchak | Management | For | For |
| 1e | Elect Director Andrew T. Feldstein | Management | For | For |
| 1f | Elect Director Richard J. Harshman | Management | For | For |
| 1g | Elect Director Daniel R. Hesse | Management | For | For |
| 1h | Elect Director Renu Khator | Management | For | For |
| 1i | Elect Director Linda R. Medler | Management | For | For |
| 1j | Elect Director Robert A. Niblock | Management | For | For |
| 1k | Elect Director Martin Pfinsgraff | Management | For | For |
| 1l | Elect Director Bryan S. Salesky | Management | For | For |
| 1m | Elect Director Toni Townes-whitley | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director B. Marc Allen | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Christopher Kempczinski | Management | For | For |
| 1f | Elect Director Debra L. Lee | Management | For | For |
| 1g | Elect Director Terry J. Lundgren | Management | For | For |
| 1h | Elect Director Christine M. McCarthy | Management | For | For |
| 1i | Elect Director Jon R. Moeller | Management | For | For |
| 1j | Elect Director Rajesh Subramaniam | Management | For | For |
| 1k | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' 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 |
| 1a | Elect Director Danelle M. Barrett | Management | For | For |
| 1b | Elect Director Philip Bleser | Management | For | For |
| 1c | Elect Director Stuart B. Burgdoerfer | Management | For | For |
| 1d | Elect Director Pamela J. Craig | Management | For | For |
| 1e | Elect Director Charles A. Davis | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Lawton W. Fitt | Management | For | For |
| 1h | Elect Director Susan Patricia Griffith | Management | For | For |
| 1i | Elect Director Devin C. Johnson | Management | For | For |
| 1j | Elect Director Jeffrey D. Kelly | Management | For | For |
| 1k | Elect Director Barbara R. Snyder | Management | For | For |
| 1l | Elect Director Kahina Van Dyke | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | 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 |
| 1a | Elect Director Kerrii B. Anderson | Management | For | For |
| 1b | Elect Director Arthur F. Anton | Management | For | For |
| 1c | Elect Director Jeff M. Fettig | Management | For | For |
| 1d | Elect Director John G. Morikis | Management | For | For |
| 1e | Elect Director Christine A. Poon | Management | For | For |
| 1f | Elect Director Aaron M. Powell | Management | For | For |
| 1g | Elect Director Marta R. Stewart | Management | For | For |
| 1h | Elect Director Michael H. Thaman | Management | For | For |
| 1i | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| THE SOUTHERN COMPANY Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SO Security ID: 842587107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janaki Akella | Management | For | For |
| 1b | Elect Director Henry A. "Hal" Clark, III | Management | For | For |
| 1c | Elect Director Anthony F. "Tony" Earley, Jr. | Management | For | For |
| 1d | Elect Director Thomas A. Fanning | Management | For | For |
| 1e | Elect Director David J. Grain | Management | For | For |
| 1f | Elect Director Colette D. Honorable | Management | For | For |
| 1g | Elect Director Donald M. James | Management | For | For |
| 1h | Elect Director John D. Johns | Management | For | For |
| 1i | Elect Director Dale E. Klein | Management | For | For |
| 1j | Elect Director David E. Meador | Management | For | For |
| 1k | Elect Director Ernest J. Moniz | Management | For | For |
| 1l | Elect Director William G. Smith, Jr. | Management | For | For |
| 1m | Elect Director Kristine L. Svinicki | Management | For | For |
| 1n | Elect Director Lizanne Thomas | Management | For | For |
| 1o | Elect Director Christopher C. Womack | Management | For | For |
| 1p | Elect Director E. Jenner Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 7 | Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal | Shareholder | Against | For |
| 8 | Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Jose B. Alvarez | Management | For | For |
| 1b | Elect Director Alan M. Bennett | Management | For | For |
| 1c | Elect Director Rosemary T. Berkery | Management | For | For |
| 1d | Elect Director David T. Ching | Management | For | For |
| 1e | Elect Director C. Kim Goodwin | Management | For | For |
| 1f | Elect Director Ernie Herrman | Management | For | For |
| 1g | Elect Director Amy B. Lane | Management | For | For |
| 1h | Elect Director Carol Meyrowitz | Management | For | For |
| 1i | Elect Director Jackwyn L. Nemerov | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Third-Party Assessment of Human Rights Due Diligence in Supply Chain | Shareholder | Against | Against |
| 6 | Report on Risk from Supplier Misclassification of Supplier's Employees | Shareholder | Against | For |
| 7 | Adopt a Paid Sick Leave Policy for All Employees | Shareholder | Against | Against |
| THE TRAVELERS COMPANIES, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TRV Security ID: 89417E109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan L. Beller | Management | For | For |
| 1b | Elect Director Janet M. Dolan | Management | For | For |
| 1c | Elect Director Russell G. Golden | Management | For | For |
| 1d | Elect Director Patricia L. Higgins | Management | For | For |
| 1e | Elect Director William J. Kane | Management | For | For |
| 1f | Elect Director Thomas B. Leonardi | Management | For | For |
| 1g | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1h | Elect Director Elizabeth E. Robinson | Management | For | For |
| 1i | Elect Director Philip T. (Pete) Ruegger, III | Management | For | For |
| 1j | Elect Director Rafael Santana | Management | For | For |
| 1k | Elect Director Todd C. Schermerhorn | Management | For | For |
| 1l | Elect Director Alan D. Schnitzer | Management | For | For |
| 1m | Elect Director Laurie J. Thomsen | Management | For | For |
| 1n | Elect Director Bridget van Kralingen | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Efforts to Measure, Disclose and Reduce GHG Emissions Associated with Underwriting | Shareholder | Against | Against |
| 7 | Adopt Time-Bound Policy to Phase Out Underwriting for New Fossil Fuel Exploration and Development | Shareholder | Against | Against |
| 8 | Oversee and Report on a Third-Party Racial Equity Audit | Shareholder | Against | For |
| 9 | Ensure Policies Do Not Support Police Violations of Civil Rights | Shareholder | Against | Against |
| 10 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities - Withdrawn | Shareholder | None | None |
| 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 |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Safra A. Catz | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Francis A. deSouza | Management | For | For |
| 1e | Elect Director Carolyn N. Everson | Management | For | For |
| 1f | Elect Director Michael B.G. Froman | Management | For | For |
| 1g | Elect Director Robert A. Iger | Management | For | For |
| 1h | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1i | Elect Director Calvin R. McDonald | Management | For | For |
| 1j | Elect Director Mark G. Parker | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Charitable Contributions | Shareholder | Against | Against |
| 7 | Report on Political Expenditures | Shareholder | Against | For |
| THE WILLIAMS COMPANIES, INC. Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WMB Security ID: 969457100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan S. Armstrong | Management | For | For |
| 1.2 | Elect Director Stephen W. Bergstrom | Management | For | For |
| 1.3 | Elect Director Michael A. Creel | Management | For | For |
| 1.4 | Elect Director Stacey H. Dore | Management | For | For |
| 1.5 | Elect Director Carri A. Lockhart | Management | For | For |
| 1.6 | Elect Director Richard E. Muncrief | Management | For | For |
| 1.7 | Elect Director Peter A. Ragauss | Management | For | For |
| 1.8 | Elect Director Rose M. Robeson | Management | For | For |
| 1.9 | Elect Director Scott D. Sheffield | Management | For | For |
| 1.10 | Elect Director Murray D. Smith | Management | For | For |
| 1.11 | Elect Director William H. Spence | Management | For | For |
| 1.12 | Elect Director Jesse J. Tyson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Marc N. Casper | Management | For | For |
| 1b | Elect Director Nelson J. Chai | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director C. Martin Harris | Management | For | For |
| 1e | Elect Director Tyler Jacks | Management | For | For |
| 1f | Elect Director R. Alexandra Keith | Management | For | For |
| 1g | Elect Director James C. Mullen | Management | For | For |
| 1h | Elect Director Lars R. Sorensen | Management | For | For |
| 1i | Elect Director Debora L. Spar | Management | For | For |
| 1j | Elect Director Scott M. Sperling | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| TRACTOR SUPPLY COMPANY Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TSCO Security ID: 892356106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joy Brown | Management | For | For |
| 1.2 | Elect Director Ricardo Cardenas | Management | For | For |
| 1.3 | Elect Director Andre Hawaux | Management | For | For |
| 1.4 | Elect Director Denise L. Jackson | Management | For | For |
| 1.5 | Elect Director Ramkumar Krishnan | Management | For | For |
| 1.6 | Elect Director Edna K. Morris | Management | For | For |
| 1.7 | Elect Director Mark J. Weikel | Management | For | For |
| 1.8 | Elect Director Harry A. Lawton, III | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TRANE TECHNOLOGIES PLC Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TT Security ID: G8994E103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kirk E. Arnold | Management | For | For |
| 1b | Elect Director Ann C. Berzin | Management | For | For |
| 1c | Elect Director April Miller Boise | Management | For | For |
| 1d | Elect Director Gary D. Forsee | Management | For | For |
| 1e | Elect Director Mark R. George | Management | For | For |
| 1f | Elect Director John A. Hayes | Management | For | For |
| 1g | Elect Director Linda P. Hudson | Management | For | For |
| 1h | Elect Director Myles P. Lee | Management | For | For |
| 1i | Elect Director David S. Regnery | Management | For | For |
| 1j | Elect Director Melissa N. Schaeffer | Management | For | For |
| 1k | Elect Director John P. Surma | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Authorize Issue of Equity | Management | For | For |
| 6 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | For |
| TRANSDIGM GROUP INCORPORATED Meeting Date: JUL 12, 2022 Record Date: MAY 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TDG Security ID: 893641100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Barr | Management | For | For |
| 1.2 | Elect Director Jane Cronin | Management | For | For |
| 1.3 | Elect Director Mervin Dunn | Management | For | Withhold |
| 1.4 | Elect Director Michael Graff | Management | For | Withhold |
| 1.5 | Elect Director Sean Hennessy | Management | For | Withhold |
| 1.6 | Elect Director W. Nicholas Howley | Management | For | For |
| 1.7 | Elect Director Gary E. McCullough | Management | For | For |
| 1.8 | Elect Director Michele Santana | Management | For | For |
| 1.9 | Elect Director Robert Small | Management | For | Withhold |
| 1.10 | Elect Director John Staer | Management | For | For |
| 1.11 | Elect Director Kevin Stein | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| TRANSDIGM GROUP INCORPORATED Meeting Date: MAR 09, 2023 Record Date: JAN 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TDG Security ID: 893641100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Barr | Management | For | For |
| 1.2 | Elect Director Jane Cronin | Management | For | For |
| 1.3 | Elect Director Mervin Dunn | Management | For | Withhold |
| 1.4 | Elect Director Michael Graff | Management | For | Withhold |
| 1.5 | Elect Director Sean Hennessy | Management | For | Withhold |
| 1.6 | Elect Director W. Nicholas Howley | Management | For | For |
| 1.7 | Elect Director Gary E. McCullough | Management | For | For |
| 1.8 | Elect Director Michele Santana | Management | For | For |
| 1.9 | Elect Director Robert Small | Management | For | Withhold |
| 1.10 | Elect Director John Staer | Management | For | For |
| 1.11 | Elect Director Kevin Stein | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| TRIMBLE INC. Meeting Date: JUN 01, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TRMB Security ID: 896239100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James C. Dalton | Management | For | For |
| 1.2 | Elect Director Borje Ekholm | Management | For | For |
| 1.3 | Elect Director Ann Fandozzi | Management | For | For |
| 1.4 | Elect Director Kaigham (Ken) Gabriel | Management | For | For |
| 1.5 | Elect Director Meaghan Lloyd | Management | For | For |
| 1.6 | Elect Director Sandra MacQuillan | Management | For | For |
| 1.7 | Elect Director Robert G. Painter | Management | For | For |
| 1.8 | Elect Director Mark S. Peek | Management | For | For |
| 1.9 | Elect Director Thomas Sweet | Management | For | For |
| 1.10 | Elect Director Johan Wibergh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1a | Elect Director Jennifer S. Banner | Management | For | For |
| 1b | Elect Director K. David Boyer, Jr. | Management | For | For |
| 1c | Elect Director Agnes Bundy Scanlan | Management | For | For |
| 1d | Elect Director Anna R. Cablik | Management | For | For |
| 1e | Elect Director Dallas S. Clement | Management | For | For |
| 1f | Elect Director Paul D. Donahue | Management | For | For |
| 1g | Elect Director Patrick C. Graney, III | Management | For | For |
| 1h | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1i | Elect Director Kelly S. King | Management | For | For |
| 1j | Elect Director Easter A. Maynard | Management | For | For |
| 1k | Elect Director Donna S. Morea | Management | For | For |
| 1l | Elect Director Charles A. Patton | Management | For | For |
| 1m | Elect Director Nido R. Qubein | Management | For | For |
| 1n | Elect Director David M. Ratcliffe | Management | For | For |
| 1o | Elect Director William H. Rogers, Jr. | Management | For | For |
| 1p | Elect Director Frank P. Scruggs, Jr. | Management | For | For |
| 1q | Elect Director Christine Sears | Management | For | For |
| 1r | Elect Director Thomas E. Skains | Management | For | For |
| 1s | Elect Director Bruce L. Tanner | Management | For | For |
| 1t | Elect Director Thomas N. Thompson | Management | For | For |
| 1u | Elect Director Steven C. Voorhees | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| TWITTER, INC. Meeting Date: SEP 13, 2022 Record Date: JUL 22, 2022 Meeting Type: SPECIAL | ||||
| Ticker: TWTR Security ID: 90184L102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| TYLER TECHNOLOGIES, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TYL Security ID: 902252105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn A. Carter | Management | For | For |
| 1.2 | Elect Director Brenda A. Cline | Management | For | For |
| 1.3 | Elect Director Ronnie D. Hawkins, Jr. | Management | For | For |
| 1.4 | Elect Director Mary L. Landrieu | Management | For | For |
| 1.5 | Elect Director John S. Marr, Jr. | Management | For | For |
| 1.6 | Elect Director H. Lynn Moore, Jr. | Management | For | For |
| 1.7 | Elect Director Daniel M. Pope | Management | For | For |
| 1.8 | Elect Director Dustin R. Womble | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director John H. Tyson | Management | For | Against |
| 1b | Elect Director Les R. Baledge | Management | For | Against |
| 1c | Elect Director Mike Beebe | Management | For | Against |
| 1d | Elect Director Maria Claudia Borras | Management | For | For |
| 1e | Elect Director David J. Bronczek | Management | For | Against |
| 1f | Elect Director Mikel A. Durham | Management | For | For |
| 1g | Elect Director Donnie King | Management | For | For |
| 1h | Elect Director Jonathan D. Mariner | Management | For | For |
| 1i | Elect Director Kevin M. McNamara | Management | For | For |
| 1j | Elect Director Cheryl S. Miller | Management | For | For |
| 1k | Elect Director Jeffrey K. Schomburger | Management | For | For |
| 1l | Elect Director Barbara A. Tyson | Management | For | Against |
| 1m | Elect Director Noel White | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Against |
| U.S. BANCORP Meeting Date: APR 18, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: USB Security ID: 902973304 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warner L. Baxter | Management | For | For |
| 1b | Elect Director Dorothy J. Bridges | Management | For | For |
| 1c | Elect Director Elizabeth L. Buse | Management | For | For |
| 1d | Elect Director Andrew Cecere | Management | For | For |
| 1e | Elect Director Alan B. Colberg | Management | For | For |
| 1f | Elect Director Kimberly N. Ellison-Taylor | Management | For | For |
| 1g | Elect Director Kimberly J. Harris | Management | For | For |
| 1h | Elect Director Roland A. Hernandez | Management | For | For |
| 1i | Elect Director Richard P. McKenney | Management | For | For |
| 1j | Elect Director Yusuf I. Mehdi | Management | For | For |
| 1k | Elect Director Loretta E. Reynolds | Management | For | For |
| 1l | Elect Director John P. Wiehoff | Management | For | For |
| 1m | Elect Director Scott W. Wine | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director Katherine A. Cattanach | Management | For | For |
| 1b | Elect Director Jon A. Grove | Management | For | For |
| 1c | Elect Director Mary Ann King | Management | For | For |
| 1d | Elect Director James D. Klingbeil | Management | For | For |
| 1e | Elect Director Clint D. McDonnough | Management | For | For |
| 1f | Elect Director Robert A. McNamara | Management | For | For |
| 1g | Elect Director Diane M. Morefield | Management | For | For |
| 1h | Elect Director Kevin C. Nickelberry | Management | For | For |
| 1i | Elect Director Mark R. Patterson | Management | For | For |
| 1j | Elect Director Thomas W. Toomey | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Michelle L. Collins | Management | For | For |
| 1b | Elect Director Patricia A. Little | Management | For | For |
| 1c | Elect Director Heidi G. Petz | Management | For | For |
| 1d | Elect Director Michael C. Smith | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Provide Directors May Be Removed With or Without Cause | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement to Amend Certificate of Incorporation | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement to Amend Bylaws | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | One Year | One 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 |
| 1a | Elect Director William J. DeLaney | Management | For | For |
| 1b | Elect Director David B. Dillon | Management | For | For |
| 1c | Elect Director Sheri H. Edison | Management | For | For |
| 1d | Elect Director Teresa M. Finley | Management | For | For |
| 1e | Elect Director Lance M. Fritz | Management | For | For |
| 1f | Elect Director Deborah C. Hopkins | Management | For | For |
| 1g | Elect Director Jane H. Lute | Management | For | For |
| 1h | Elect Director Michael R. McCarthy | Management | For | For |
| 1i | Elect Director Jose H. Villarreal | Management | For | For |
| 1j | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy | 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 |
| 1a | Elect Director Carolyn Corvi | Management | For | For |
| 1b | Elect Director Matthew Friend | Management | For | For |
| 1c | Elect Director Barney Harford | Management | For | For |
| 1d | Elect Director Michele J. Hooper | Management | For | For |
| 1e | Elect Director Walter Isaacson | Management | For | For |
| 1f | Elect Director James A. C. Kennedy | Management | For | For |
| 1g | Elect Director J. Scott Kirby | Management | For | For |
| 1h | Elect Director Edward M. Philip | Management | For | For |
| 1i | Elect Director Edward L. Shapiro | Management | For | For |
| 1j | Elect Director Laysha Ward | Management | For | For |
| 1k | Elect Director James M. Whitehurst | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| UNITED PARCEL SERVICE, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: UPS Security ID: 911312106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Tome | Management | For | For |
| 1b | Elect Director Rodney Adkins | Management | For | For |
| 1c | Elect Director Eva Boratto | Management | For | For |
| 1d | Elect Director Michael Burns | Management | For | For |
| 1e | Elect Director Wayne Hewett | Management | For | For |
| 1f | Elect Director Angela Hwang | Management | For | For |
| 1g | Elect Director Kate Johnson | Management | For | Against |
| 1h | Elect Director William Johnson | Management | For | Against |
| 1i | Elect Director Franck Moison | Management | For | Against |
| 1j | Elect Director Christiana Smith Shi | Management | For | For |
| 1k | Elect Director Russell Stokes | Management | For | Against |
| 1l | Elect Director Kevin Warsh | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 6 | Adopt Independently Verified Science-Based Greenhouse Gas Emissions Reduction Targets in Line with the Paris Climate Agreement | Shareholder | Against | For |
| 7 | Report on Integrating GHG Emissions Reductions Targets into Executive Compensation | Shareholder | Against | For |
| 8 | Report on Just Transition | Shareholder | Against | For |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| 10 | Oversee and Report a Civil Rights Audit | Shareholder | Against | Against |
| 11 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Jose B. Alvarez | Management | For | For |
| 1b | Elect Director Marc A. Bruno | Management | For | For |
| 1c | Elect Director Larry D. De Shon | Management | For | For |
| 1d | Elect Director Matthew J. Flannery | Management | For | For |
| 1e | Elect Director Bobby J. Griffin | Management | For | For |
| 1f | Elect Director Kim Harris Jones | Management | For | For |
| 1g | Elect Director Terri L. Kelly | Management | For | For |
| 1h | Elect Director Michael J. Kneeland | Management | For | For |
| 1i | Elect Director Francisco J. Lopez-Balboa | Management | For | For |
| 1j | Elect Director Gracia C. Martore | Management | For | For |
| 1k | Elect Director Shiv Singh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent to 15% | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent to 10% | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| UNIVERSAL HEALTH SERVICES, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: UHS Security ID: 913903100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Nina Chen-Langenmayr | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | 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 |
| 1a | Elect Director Fred M. Diaz | Management | For | For |
| 1b | Elect Director H. Paulett Eberhart | Management | For | For |
| 1c | Elect Director Marie A. Ffolkes | Management | For | For |
| 1d | Elect Director Joseph W. Gorder | Management | For | For |
| 1e | Elect Director Kimberly S. Greene | Management | For | For |
| 1f | Elect Director Deborah P. Majoras | Management | For | For |
| 1g | Elect Director Eric D. Mullins | Management | For | For |
| 1h | Elect Director Donald L. Nickles | Management | For | For |
| 1i | Elect Director Robert A. Profusek | Management | For | For |
| 1j | Elect Director Randall J. Weisenburger | Management | For | For |
| 1k | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Climate Transition Plan and GHG Emissions Reduction Targets | Shareholder | Against | For |
| 6 | Oversee and Report 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 |
| 1a | Elect Director Melody C. Barnes | Management | For | For |
| 1b | Elect Director Debra A. Cafaro | Management | For | For |
| 1c | Elect Director Michael J. Embler | Management | For | For |
| 1d | Elect Director Matthew J. Lustig | Management | For | For |
| 1e | Elect Director Roxanne M. Martino | Management | For | For |
| 1f | Elect Director Marguerite M. Nader | Management | For | For |
| 1g | Elect Director Sean P. Nolan | Management | For | For |
| 1h | Elect Director Walter C. Rakowich | Management | For | For |
| 1i | Elect Director Sumit Roy | Management | For | For |
| 1j | Elect Director James D. Shelton | Management | For | For |
| 1k | Elect Director Maurice S. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| VERISIGN, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VRSN Security ID: 92343E102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director D. James Bidzos | Management | For | For |
| 1.2 | Elect Director Courtney D. Armstrong | Management | For | For |
| 1.3 | Elect Director Yehuda Ari Buchalter | Management | For | For |
| 1.4 | Elect Director Kathleen A. Cote | Management | For | For |
| 1.5 | Elect Director Thomas F. Frist, III | Management | For | For |
| 1.6 | Elect Director Jamie S. Gorelick | Management | For | For |
| 1.7 | Elect Director Roger H. Moore | Management | For | For |
| 1.8 | Elect Director Timothy Tomlinson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| VERISK ANALYTICS, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VRSK Security ID: 92345Y106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vincent K. Brooks | Management | For | For |
| 1b | Elect Director Jeffrey Dailey | Management | For | For |
| 1c | Elect Director Wendy Lane | Management | For | For |
| 1d | Elect Director Lee M. Shavel | Management | For | For |
| 1e | Elect Director Kimberly S. Stevenson | Management | For | For |
| 1f | Elect Director Olumide Soroye | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| VERIZON COMMUNICATIONS INC. Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VZ Security ID: 92343V104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye Archambeau | Management | For | For |
| 1.2 | Elect Director Roxanne Austin | Management | For | For |
| 1.3 | Elect Director Mark Bertolini | Management | For | For |
| 1.4 | Elect Director Vittorio Colao | Management | For | For |
| 1.5 | Elect Director Melanie Healey | Management | For | For |
| 1.6 | Elect Director Laxman Narasimhan | Management | For | For |
| 1.7 | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1.8 | Elect Director Daniel Schulman | Management | For | For |
| 1.9 | Elect Director Rodney Slater | Management | For | For |
| 1.10 | Elect Director Carol Tome | Management | For | For |
| 1.11 | Elect Director Hans Vestberg | Management | For | For |
| 1.12 | Elect Director Gregory Weaver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Government Requests to Remove Content | Shareholder | Against | Against |
| 6 | Adopt a Policy Prohibiting Direct and Indirect Political Contributions to Candidates | Shareholder | Against | Against |
| 7 | Amend Clawback Policy | Shareholder | Against | For |
| 8 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 9 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Sangeeta Bhatia | Management | For | For |
| 1.2 | Elect Director Lloyd Carney | Management | For | For |
| 1.3 | Elect Director Alan Garber | Management | For | For |
| 1.4 | Elect Director Terrence Kearney | Management | For | For |
| 1.5 | Elect Director Reshma Kewalramani | Management | For | For |
| 1.6 | Elect Director Jeffrey Leiden | Management | For | For |
| 1.7 | Elect Director Diana McKenzie | Management | For | For |
| 1.8 | Elect Director Bruce Sachs | Management | For | For |
| 1.9 | Elect Director Suketu Upadhyay | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VF CORPORATION Meeting Date: JUL 26, 2022 Record Date: MAY 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VFC Security ID: 918204108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard T. Carucci | Management | For | For |
| 1.2 | Elect Director Alex Cho | Management | For | For |
| 1.3 | Elect Director Juliana L. Chugg | Management | For | For |
| 1.4 | Elect Director Benno Dorer | Management | For | For |
| 1.5 | Elect Director Mark S. Hoplamazian | Management | For | For |
| 1.6 | Elect Director Laura W. Lang | Management | For | For |
| 1.7 | Elect Director W. Rodney McMullen | Management | For | For |
| 1.8 | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1.9 | Elect Director Steven E. Rendle | Management | For | For |
| 1.10 | Elect Director Carol L. Roberts | Management | For | For |
| 1.11 | Elect Director Matthew J. Shattock | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| VIATRIS INC. Meeting Date: DEC 09, 2022 Record Date: OCT 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VTRS Security ID: 92556V106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director W. Don Cornwell | Management | For | For |
| 1B | Elect Director Harry A. Korman | Management | For | For |
| 1C | Elect Director Rajiv Malik | Management | For | For |
| 1D | Elect Director Richard A. Mark | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| VICI PROPERTIES INC. Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VICI Security ID: 925652109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Abrahamson | Management | For | For |
| 1b | Elect Director Diana F. Cantor | Management | For | For |
| 1c | Elect Director Monica H. Douglas | Management | For | For |
| 1d | Elect Director Elizabeth I. Holland | Management | For | For |
| 1e | Elect Director Craig Macnab | Management | For | For |
| 1f | Elect Director Edward B. Pitoniak | Management | For | For |
| 1g | Elect Director Michael D. Rumbolz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | 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 |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Melissa H. Anderson | Management | For | For |
| 1b | Elect Director O. B. Grayson Hall, Jr. | Management | For | For |
| 1c | Elect Director Lydia H. Kennard | Management | For | For |
| 1d | Elect Director James T. Prokopanko | Management | For | For |
| 1e | Elect Director George Willis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| W. R. BERKLEY CORPORATION Meeting Date: JUN 14, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WRB Security ID: 084423102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Robert Berkley, Jr. | Management | For | Against |
| 1b | Elect Director Maria Luisa Ferre | Management | For | Against |
| 1c | Elect Director Daniel L. Mosley | Management | For | For |
| 1d | Elect Director Mark L. Shapiro | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | 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 |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director V. Ann Hailey | Management | For | For |
| 1c | Elect Director Katherine D. Jaspon | Management | For | For |
| 1d | Elect Director Stuart L. Levenick | Management | For | For |
| 1e | Elect Director D.G. Macpherson | Management | For | For |
| 1f | Elect Director Neil S. Novich | Management | For | For |
| 1g | Elect Director Beatriz R. Perez | Management | For | For |
| 1h | Elect Director E. Scott Santi | Management | For | For |
| 1i | Elect Director Susan Slavik Williams | Management | For | For |
| 1j | Elect Director Lucas E. Watson | Management | For | For |
| 1k | Elect Director Steven A. White | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WALGREENS BOOTS ALLIANCE, INC. Meeting Date: JAN 26, 2023 Record Date: NOV 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WBA Security ID: 931427108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janice M. Babiak | Management | For | For |
| 1b | Elect Director Inderpal S. Bhandari | Management | For | For |
| 1c | Elect Director Rosalind G. Brewer | Management | For | For |
| 1d | Elect Director Ginger L. Graham | Management | For | For |
| 1e | Elect Director Bryan C. Hanson | Management | For | For |
| 1f | Elect Director Valerie B. Jarrett | Management | For | For |
| 1g | Elect Director John A. Lederer | Management | For | For |
| 1h | Elect Director Dominic P. Murphy | Management | For | For |
| 1i | Elect Director Stefano Pessina | Management | For | For |
| 1j | Elect Director Nancy M. Schlichting | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Public Health Costs Due to Tobacco Product Sales and the Impact on Overall Market | Shareholder | Against | Against |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Cesar Conde | Management | For | For |
| 1b | Elect Director Timothy P. Flynn | Management | For | For |
| 1c | Elect Director Sarah J. Friar | Management | For | For |
| 1d | Elect Director Carla A. Harris | Management | For | For |
| 1e | Elect Director Thomas W. Horton | Management | For | For |
| 1f | Elect Director Marissa A. Mayer | Management | For | For |
| 1g | Elect Director C. Douglas McMillon | Management | For | For |
| 1h | Elect Director Gregory B. Penner | Management | For | For |
| 1i | Elect Director Randall L. Stephenson | Management | For | For |
| 1j | Elect Director S. Robson Walton | Management | For | For |
| 1k | Elect Director Steuart L. Walton | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Consider Pay Disparity Between CEO and Other Employees | Shareholder | Against | Against |
| 6 | Report on Human Rights Due Diligence | Shareholder | Against | Against |
| 7 | Commission Third Party Racial Equity Audit | Shareholder | Against | For |
| 8 | Report on Racial and Gender Layoff Diversity | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 12 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | For |
| WARNER BROS. DISCOVERY, INC. Meeting Date: MAY 08, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WBD Security ID: 934423104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Li Haslett Chen | Management | For | For |
| 1.2 | Elect Director Kenneth W. Lowe | Management | For | For |
| 1.3 | Elect Director Paula A. Price | Management | For | For |
| 1.4 | Elect Director David M. Zaslav | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| WASTE MANAGEMENT, INC. Meeting Date: MAY 09, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WM Security ID: 94106L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bruce E. Chinn | Management | For | For |
| 1b | Elect Director James C. Fish, Jr. | Management | For | For |
| 1c | Elect Director Andres R. Gluski | Management | For | For |
| 1d | Elect Director Victoria M. Holt | Management | For | For |
| 1e | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1f | Elect Director Sean E. Menke | Management | For | For |
| 1g | Elect Director William B. Plummer | Management | For | For |
| 1h | Elect Director John C. Pope | Management | For | For |
| 1i | Elect Director Maryrose T. Sylvester | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| WATERS CORPORATION Meeting Date: MAY 23, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WAT Security ID: 941848103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Flemming Ornskov | Management | For | For |
| 1.2 | Elect Director Linda Baddour | Management | For | For |
| 1.3 | Elect Director Udit Batra | Management | For | For |
| 1.4 | Elect Director Dan Brennan | Management | For | For |
| 1.5 | Elect Director Richard Fearon | Management | For | For |
| 1.6 | Elect Director Pearl S. Huang | Management | For | For |
| 1.7 | Elect Director Wei Jiang | Management | For | For |
| 1.8 | Elect Director Christopher A. Kuebler | Management | For | For |
| 1.9 | Elect Director Mark Vergnano | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WEC ENERGY GROUP, INC. Meeting Date: MAY 04, 2023 Record Date: FEB 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WEC Security ID: 92939U106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ave M. Bie | Management | For | For |
| 1.2 | Elect Director Curt S. Culver | Management | For | For |
| 1.3 | Elect Director Danny L. Cunningham | Management | For | For |
| 1.4 | Elect Director William M. Farrow, III | Management | For | For |
| 1.5 | Elect Director Cristina A. Garcia-Thomas | Management | For | For |
| 1.6 | Elect Director Maria C. Green | Management | For | For |
| 1.7 | Elect Director Gale E. Klappa | Management | For | For |
| 1.8 | Elect Director Thomas K. Lane | Management | For | For |
| 1.9 | Elect Director Scott J. Lauber | Management | For | For |
| 1.10 | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1.11 | Elect Director Mary Ellen Stanek | Management | For | For |
| 1.12 | Elect Director Glen E. Tellock | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | 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 |
| 1a | Elect Director Steven D. Black | Management | For | For |
| 1b | Elect Director Mark A. Chancy | Management | For | For |
| 1c | Elect Director Celeste A. Clark | Management | For | For |
| 1d | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1e | Elect Director Richard K. Davis | Management | For | For |
| 1f | Elect Director Wayne M. Hewett | Management | For | For |
| 1g | Elect Director CeCelia (CeCe) G. Morken | Management | For | For |
| 1h | Elect Director Maria R. Morris | Management | For | For |
| 1i | Elect Director Felicia F. Norwood | Management | For | For |
| 1j | Elect Director Richard B. Payne, Jr. | Management | For | For |
| 1k | Elect Director Ronald L. Sargent | Management | For | For |
| 1l | Elect Director Charles W. Scharf | Management | For | For |
| 1m | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Political Expenditures Congruence | Shareholder | Against | For |
| 7 | Report on Climate Lobbying | Shareholder | Against | For |
| 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | For |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Report on Prevention of Workplace Harassment and Discrimination | Shareholder | Against | For |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | 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 |
| 1a | Elect Director Kenneth J. Bacon | Management | For | For |
| 1b | Elect Director Karen B. DeSalvo | Management | For | For |
| 1c | Elect Director Philip L. Hawkins | Management | For | For |
| 1d | Elect Director Dennis G. Lopez | Management | For | For |
| 1e | Elect Director Shankh Mitra | Management | For | For |
| 1f | Elect Director Ade J. Patton | Management | For | For |
| 1g | Elect Director Diana W. Reid | Management | For | For |
| 1h | Elect Director Sergio D. Rivera | Management | For | For |
| 1i | Elect Director Johnese M. Spisso | Management | For | For |
| 1j | Elect Director Kathryn M. Sullivan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WEST PHARMACEUTICAL SERVICES, INC. Meeting Date: APR 25, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WST Security ID: 955306105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Buthman | Management | For | For |
| 1b | Elect Director William F. Feehery | Management | For | For |
| 1c | Elect Director Robert F. Friel | Management | For | For |
| 1d | Elect Director Eric M. Green | Management | For | For |
| 1e | Elect Director Thomas W. Hofmann | Management | For | For |
| 1f | Elect Director Molly E. Joseph | Management | For | For |
| 1g | Elect Director Deborah L. V. Keller | Management | For | For |
| 1h | Elect Director Myla P. Lai-Goldman | Management | For | For |
| 1i | Elect Director Stephen H. Lockhart | Management | For | For |
| 1j | Elect Director Douglas A. Michels | Management | For | For |
| 1k | Elect Director Paolo Pucci | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Bylaws | Shareholder | Against | Against |
| WESTERN DIGITAL CORPORATION Meeting Date: NOV 16, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WDC Security ID: 958102105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kimberly E. Alexy | Management | For | For |
| 1b | Elect Director Thomas H. Caulfield | Management | For | For |
| 1c | Elect Director Martin I. Cole | Management | For | For |
| 1d | Elect Director Tunc Doluca | Management | For | For |
| 1e | Elect Director David V. Goeckeler | Management | For | For |
| 1f | Elect Director Matthew E. Massengill | Management | For | For |
| 1g | Elect Director Stephanie A. Streeter | Management | For | For |
| 1h | Elect Director Miyuki Suzuki | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WAB Security ID: 929740108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rafael Santana | Management | For | For |
| 1b | Elect Director Lee C. Banks | Management | For | For |
| 1c | Elect Director Byron S. Foster | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1a | Elect Director Colleen F. Arnold | Management | For | For |
| 1b | Elect Director Timothy J. Bernlohr | Management | For | For |
| 1c | Elect Director J. Powell Brown | Management | For | For |
| 1d | Elect Director Terrell K. Crews | Management | For | For |
| 1e | Elect Director Russell M. Currey | Management | For | For |
| 1f | Elect Director Suzan F. Harrison | Management | For | For |
| 1g | Elect Director Gracia C. Martore | Management | For | For |
| 1h | Elect Director James E. Nevels | Management | For | For |
| 1i | Elect Director E. Jean Savage | Management | For | For |
| 1j | Elect Director David B. Sewell | Management | For | For |
| 1k | Elect Director Dmitri L. Stockton | Management | For | For |
| 1l | Elect Director Alan D. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1a | Elect Director Mark A. Emmert | Management | For | For |
| 1b | Elect Director Rick R. Holley | Management | For | For |
| 1c | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1d | Elect Director Deidra C. Merriwether | Management | For | For |
| 1e | Elect Director Al Monaco | Management | For | For |
| 1f | Elect Director Nicole W. Piasecki | Management | For | For |
| 1g | Elect Director Lawrence A. Selzer | Management | For | For |
| 1h | Elect Director Devin W. Stockfish | Management | For | For |
| 1i | Elect Director Kim Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| WHIRLPOOL CORPORATION Meeting Date: APR 18, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WHR Security ID: 963320106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Allen | Management | For | For |
| 1b | Elect Director Marc R. Bitzer | Management | For | For |
| 1c | Elect Director Greg Creed | Management | For | For |
| 1d | Elect Director Diane M. Dietz | Management | For | For |
| 1e | Elect Director Gerri T. Elliott | Management | For | For |
| 1f | Elect Director Jennifer A. LaClair | Management | For | For |
| 1g | Elect Director John D. Liu | Management | For | For |
| 1h | Elect Director James M. Loree | Management | For | For |
| 1i | Elect Director Harish Manwani | Management | For | For |
| 1j | Elect Director Patricia K. Poppe | Management | For | For |
| 1k | Elect Director Larry O. Spencer | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WTW Security ID: G96629103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dame Inga Beale | Management | For | For |
| 1b | Elect Director Fumbi Chima | Management | For | For |
| 1c | Elect Director Stephen Chipman | Management | For | For |
| 1d | Elect Director Michael Hammond | Management | For | For |
| 1e | Elect Director Carl Hess | Management | For | For |
| 1f | Elect Director Jacqueline Hunt | Management | For | For |
| 1g | Elect Director Paul Reilly | Management | For | For |
| 1h | Elect Director Michelle Swanback | Management | For | For |
| 1i | Elect Director Paul Thomas | Management | For | For |
| 1j | Elect Director Fredric Tomczyk | Management | For | For |
| 2 | Ratify the Appointment of Deloitte & Touche LLP as Auditor and Deloitte Ireland LLP to audit the Irish Statutory Accounts, and Authorize the Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights | Management | For | For |
| WYNN RESORTS, LIMITED Meeting Date: MAY 04, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WYNN Security ID: 983134107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard J. Byrne | Management | For | For |
| 1.2 | Elect Director Patricia Mulroy | Management | For | For |
| 1.3 | Elect Director Philip G. Satre | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| XCEL ENERGY INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: XEL Security ID: 98389B100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Megan Burkhart | Management | For | For |
| 1b | Elect Director Lynn Casey | Management | For | For |
| 1c | Elect Director Bob Frenzel | Management | For | For |
| 1d | Elect Director Netha Johnson | Management | For | For |
| 1e | Elect Director Patricia Kampling | Management | For | For |
| 1f | Elect Director George Kehl | Management | For | For |
| 1g | Elect Director Richard O'Brien | Management | For | For |
| 1h | Elect Director Charles Pardee | Management | For | For |
| 1i | Elect Director Christopher Policinski | Management | For | For |
| 1j | Elect Director James Prokopanko | Management | For | For |
| 1k | Elect Director Kim Williams | Management | For | For |
| 1l | Elect Director Daniel Yohannes | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| XYLEM INC. Meeting Date: MAY 11, 2023 Record Date: APR 05, 2023 Meeting Type: SPECIAL | ||||
| Ticker: XYL Security ID: 98419M100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| XYLEM INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: XYL Security ID: 98419M100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeanne Beliveau-Dunn | Management | For | For |
| 1b | Elect Director Patrick K. Decker | Management | For | For |
| 1c | Elect Director Earl R. Ellis | Management | For | For |
| 1d | Elect Director Robert F. Friel | Management | For | For |
| 1e | Elect Director Victoria D. Harker | Management | For | For |
| 1f | Elect Director Steven R. Loranger | Management | For | For |
| 1g | Elect Director Mark D. Morelli | Management | For | For |
| 1h | Elect Director Jerome A. Peribere | Management | For | For |
| 1i | Elect Director Lila Tretikov | Management | For | For |
| 1j | Elect Director Uday Yadav | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | 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 |
| 1a | Elect Director Paget L. Alves | Management | For | For |
| 1b | Elect Director Keith Barr | Management | For | For |
| 1c | Elect Director Christopher M. Connor | Management | For | For |
| 1d | Elect Director Brian C. Cornell | Management | For | For |
| 1e | Elect Director Tanya L. Domier | Management | For | For |
| 1f | Elect Director David W. Gibbs | Management | For | For |
| 1g | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1h | Elect Director Thomas C. Nelson | Management | For | For |
| 1i | Elect Director P. Justin Skala | Management | For | For |
| 1j | Elect Director Annie Young-Scrivner | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| 9 | Report on Paid Sick Leave | Shareholder | Against | Against |
| ZEBRA TECHNOLOGIES CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ZBRA Security ID: 989207105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William J. Burns | Management | For | For |
| 1b | Elect Director Linda M. Connly | Management | For | For |
| 1c | Elect Director Anders Gustafsson | Management | For | For |
| 1d | Elect Director Janice M. Roberts | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | 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 |
| 1a | Elect Director Christopher B. Begley | Management | For | For |
| 1b | Elect Director Betsy J. Bernard | Management | For | For |
| 1c | Elect Director Michael J. Farrell | Management | For | For |
| 1d | Elect Director Robert A. Hagemann | Management | For | For |
| 1e | Elect Director Bryan C. Hanson | Management | For | For |
| 1f | Elect Director Arthur J. Higgins | Management | For | For |
| 1g | Elect Director Maria Teresa Hilado | Management | For | For |
| 1h | Elect Director Syed Jafry | Management | For | For |
| 1i | Elect Director Sreelakshmi Kolli | Management | For | For |
| 1j | Elect Director Michael W. Michelson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ZIONS BANCORPORATION, N.A. Meeting Date: MAY 05, 2023 Record Date: MAR 02, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ZION Security ID: 989701107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Maria Contreras-Sweet | Management | For | For |
| 1B | Elect Director Gary L. Crittenden | Management | For | For |
| 1C | Elect Director Suren K. Gupta | Management | For | For |
| 1D | Elect Director Claire A. Huang | Management | For | For |
| 1E | Elect Director Vivian S. Lee | Management | For | For |
| 1F | Elect Director Scott J. McLean | Management | For | For |
| 1G | Elect Director Edward F. Murphy | Management | For | For |
| 1H | Elect Director Stephen D. Quinn | Management | For | For |
| 1I | Elect Director Harris H. Simmons | Management | For | For |
| 1J | Elect Director Aaron B. Skonnard | Management | For | For |
| 1K | Elect Director Barbara A. Yastine | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ZOETIS INC. Meeting Date: MAY 18, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ZTS Security ID: 98978V103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul M. Bisaro | Management | For | For |
| 1b | Elect Director Vanessa Broadhurst | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Michael B. McCallister | Management | For | For |
| 1e | Elect Director Gregory Norden | Management | For | For |
| 1f | Elect Director Louise M. Parent | Management | For | For |
| 1g | Elect Director Kristin C. Peck | Management | For | For |
| 1h | Elect Director Robert W. Scully | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | For |
MidCap Account
| 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 |
| 1.1 | Elect Director Heidi K. Kunz | Management | For | For |
| 1.2 | Elect Director Susan H. Rataj | Management | For | For |
| 1.3 | Elect Director George A. Scangos | Management | For | For |
| 1.4 | Elect Director Dow R. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AIR PRODUCTS AND CHEMICALS, INC. Meeting Date: JAN 26, 2023 Record Date: NOV 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: APD Security ID: 009158106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tonit M. Calaway | Management | For | For |
| 1b | Elect Director Charles I. Cogut | Management | For | For |
| 1c | Elect Director Lisa A. Davis | Management | For | For |
| 1d | Elect Director Seifollah (Seifi) Ghasemi | Management | For | For |
| 1e | Elect Director David H. Y. Ho | Management | For | For |
| 1f | Elect Director Edward L. Monser | Management | For | For |
| 1g | Elect Director Matthew H. Paull | Management | For | For |
| 1h | Elect Director Wayne T. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ANSYS, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ANSS Security ID: 03662Q105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert M. Calderoni | Management | For | For |
| 1b | Elect Director Glenda M. Dorchak | Management | For | For |
| 1c | Elect Director Ajei S. Gopal | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| AON PLC Meeting Date: JUN 16, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AON Security ID: G0403H108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lester B. Knight | Management | For | For |
| 1.2 | Elect Director Gregory C. Case | Management | For | For |
| 1.3 | Elect Director Jin-Yong Cai | Management | For | For |
| 1.4 | Elect Director Jeffrey C. Campbell | Management | For | For |
| 1.5 | Elect Director Fulvio Conti | Management | For | For |
| 1.6 | Elect Director Cheryl A. Francis | Management | For | For |
| 1.7 | Elect Director Adriana Karaboutis | Management | For | For |
| 1.8 | Elect Director Richard C. Notebaert | Management | For | For |
| 1.9 | Elect Director Gloria Santona | Management | For | For |
| 1.10 | Elect Director Sarah E. Smith | Management | For | For |
| 1.11 | Elect Director Byron O. Spruell | Management | For | For |
| 1.12 | Elect Director Carolyn Y. Woo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Ratify Ernst & Young Chartered Accountants as Statutory Auditor | Management | For | For |
| 6 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 7 | Amend Omnibus Plan | Management | For | For |
| ARCH CAPITAL GROUP LTD. Meeting Date: MAY 04, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ACGL Security ID: G0450A105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Francis Ebong | Management | For | For |
| 1b | Elect Director Eileen Mallesch | Management | For | For |
| 1c | Elect Director Louis J. Paglia | Management | For | For |
| 1d | Elect Director Brian S. Posner | Management | For | For |
| 1e | Elect Director John D. Vollaro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6a | Elect Director Matthew Dragonetti as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6b | Elect Director Seamus Fearon as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6c | Elect Director H. Beau Franklin as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6d | Elect Director Jerome Halgan as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6e | Elect Director James Haney as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6f | Elect Director Chris Hovey as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6g | Elect Director Pierre Jal as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6h | Elect Director Francois Morin as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6i | Elect Director David J. Mulholland as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6j | Elect Director Chiara Nannini as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6k | Elect Director Maamoun Rajeh as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6l | Elect Director Christine Todd as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| ARES MANAGEMENT CORPORATION Meeting Date: JUN 12, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ARES Security ID: 03990B101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael J. Arougheti | Management | For | Against |
| 1b | Elect Director Ashish Bhutani | Management | For | For |
| 1c | Elect Director Antoinette Bush | Management | For | Against |
| 1d | Elect Director R. Kipp deVeer | Management | For | Against |
| 1e | Elect Director Paul G. Joubert | Management | For | Against |
| 1f | Elect Director David B. Kaplan | Management | For | Against |
| 1g | Elect Director Michael Lynton | Management | For | Against |
| 1h | Elect Director Eileen Naughton | Management | For | Against |
| 1i | Elect Director Judy D. Olian | Management | For | Against |
| 1j | Elect Director Antony P. Ressler | Management | For | Against |
| 1k | Elect Director Bennett Rosenthal | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| AUTODESK, INC. Meeting Date: JUN 21, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ADSK Security ID: 052769106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew Anagnost | Management | For | For |
| 1b | Elect Director Karen Blasing | Management | For | For |
| 1c | Elect Director Reid French | Management | For | For |
| 1d | Elect Director Ayanna Howard | Management | For | For |
| 1e | Elect Director Blake Irving | Management | For | For |
| 1f | Elect Director Mary T. McDowell | Management | For | For |
| 1g | Elect Director Stephen Milligan | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Elizabeth (Betsy) Rafael | Management | For | For |
| 1j | Elect Director Rami Rahim | Management | For | For |
| 1k | Elect Director Stacy J. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BLACK KNIGHT, INC. Meeting Date: SEP 21, 2022 Record Date: AUG 12, 2022 Meeting Type: SPECIAL | ||||
| Ticker: BKI Security ID: 09215C105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| BLACK KNIGHT, INC. Meeting Date: APR 28, 2023 Record Date: MAR 30, 2023 Meeting Type: SPECIAL | ||||
| Ticker: BKI Security ID: 09215C105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| BROOKFIELD ASSET MANAGEMENT INC. Meeting Date: NOV 09, 2022 Record Date: OCT 03, 2022 Meeting Type: SPECIAL | ||||
| Ticker: BAM.A Security ID: 112585104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Division of the Corporation into Two Publicly Traded Companies and the Distribution of its Asset Management Business Ownership | Management | For | For |
| 2 | Approve MSOP Resolution | Management | For | For |
| 3 | Approve NQMSOP Resolution | Management | For | For |
| 4 | Approve Manager Escrowed Stock Plan Resolution | Management | For | For |
| BROOKFIELD ASSET MANAGEMENT LTD. Meeting Date: JUN 09, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: BAM Security ID: 113004105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marcel R. Coutu | Management | For | For |
| 1.2 | Elect Director Olivia (Liv) Garfield | Management | For | For |
| 1.3 | Elect Director Nili Gilbert | Management | For | For |
| 1.4 | Elect Director Allison Kirkby | Management | For | For |
| 1.5 | Elect Director Diana Noble | Management | For | For |
| 1.6 | Elect Director Satish Rai | Management | For | For |
| 2 | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Amend Escrowed Stock Plan | Management | For | For |
| BROOKFIELD ASSET MANAGEMENT REINSURANCE PARTNERS LTD. Meeting Date: NOV 09, 2022 Record Date: OCT 03, 2022 Meeting Type: SPECIAL | ||||
| Ticker: BAMR Security ID: G16169107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Reduction in Stated Capital | Management | For | For |
| 2 | Change Company Name to Brookfield Reinsurance Ltd. | Management | For | For |
| BROOKFIELD CORPORATION Meeting Date: JUN 09, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: BN Security ID: 11271J107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Decrease in Size of Board from Sixteen to Fourteen | Management | For | For |
| 2.1 | Elect Director M. Elyse Allan | Management | For | For |
| 2.2 | Elect Director Angela F. Braly | Management | For | For |
| 2.3 | Elect Director Janice Fukakusa | Management | For | For |
| 2.4 | Elect Director Maureen Kempston Darkes | Management | For | For |
| 2.5 | Elect Director Frank J. McKenna | Management | For | For |
| 2.6 | Elect Director Hutham S. Olayan | Management | For | For |
| 2.7 | Elect Director Diana L. Taylor | Management | For | For |
| 3 | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 5 | Amend Escrowed Stock Plan | Management | For | For |
| 6 | Approve BNRE Restricted Stock Plan | Management | For | For |
| 7 | SP: Report on Tax Transparency | Shareholder | Against | Against |
| BROOKFIELD RENEWABLE CORPORATION Meeting Date: JUN 27, 2023 Record Date: MAY 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BEPC Security ID: 11284V105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey Blidner | Management | For | Withhold |
| 1.2 | Elect Director Scott Cutler | Management | For | For |
| 1.3 | Elect Director Sarah Deasley | Management | For | For |
| 1.4 | Elect Director Nancy Dorn | Management | For | For |
| 1.5 | Elect Director Eleazar de Carvalho Filho | Management | For | For |
| 1.6 | Elect Director Randy MacEwen | Management | For | For |
| 1.7 | Elect Director David Mann | Management | For | For |
| 1.8 | Elect Director Lou Maroun | Management | For | For |
| 1.9 | Elect Director Stephen Westwell | Management | For | For |
| 1.10 | Elect Director Patricia Zuccotti | Management | For | For |
| 2 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| BROWN & BROWN, INC. Meeting Date: MAY 03, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BRO Security ID: 115236101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Hyatt Brown | Management | For | For |
| 1.2 | Elect Director J. Powell Brown | Management | For | For |
| 1.3 | Elect Director Lawrence L. Gellerstedt, III | Management | For | For |
| 1.4 | Elect Director James C. Hays | Management | For | For |
| 1.5 | Elect Director Theodore J. Hoepner | Management | For | For |
| 1.6 | Elect Director James S. Hunt | Management | For | For |
| 1.7 | Elect Director Toni Jennings | Management | For | For |
| 1.8 | Elect Director Timothy R.M. Main | Management | For | For |
| 1.9 | Elect Director Jaymin B. Patel | Management | For | For |
| 1.10 | Elect Director H. Palmer Proctor, Jr. | Management | For | For |
| 1.11 | Elect Director Wendell S. Reilly | Management | For | For |
| 1.12 | Elect Director Chilton D. Varner | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CARMAX, INC. Meeting Date: JUN 27, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KMX Security ID: 143130102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Bensen | Management | For | For |
| 1b | Elect Director Ronald E. Blaylock | Management | For | For |
| 1c | Elect Director Sona Chawla | Management | For | For |
| 1d | Elect Director Thomas J. Folliard | Management | For | For |
| 1e | Elect Director Shira Goodman | Management | For | For |
| 1f | Elect Director David W. McCreight | Management | For | For |
| 1g | Elect Director William D. Nash | Management | For | For |
| 1h | Elect Director Mark F. O'Neil | Management | For | For |
| 1i | Elect Director Pietro Satriano | Management | For | For |
| 1j | Elect Director Marcella Shinder | Management | For | For |
| 1k | Elect Director Mitchell D. Steenrod | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| CBRE GROUP, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CBRE Security ID: 12504L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brandon B. Boze | Management | For | For |
| 1b | Elect Director Beth F. Cobert | Management | For | For |
| 1c | Elect Director Reginald H. Gilyard | Management | For | For |
| 1d | Elect Director Shira D. Goodman | Management | For | For |
| 1e | Elect Director E.M. Blake Hutcheson | Management | For | For |
| 1f | Elect Director Christopher T. Jenny | Management | For | For |
| 1g | Elect Director Gerardo I. Lopez | Management | For | For |
| 1h | Elect Director Susan Meaney | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director Robert E. Sulentic | Management | For | For |
| 1k | Elect Director Sanjiv Yajnik | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| COGNEX CORPORATION Meeting Date: MAY 03, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CGNX Security ID: 192422103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Angelos Papadimitriou | Management | For | For |
| 1.2 | Elect Director Dianne M. Parrotte | Management | For | For |
| 1.3 | Elect Director John T.C. Lee | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CONSTELLATION SOFTWARE INC. Meeting Date: MAY 08, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CSU Security ID: 21037X100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeff Bender | Management | For | For |
| 1.2 | Elect Director John Billowits | Management | For | For |
| 1.3 | Elect Director Susan Gayner | Management | For | For |
| 1.4 | Elect Director Claire Kennedy | Management | For | For |
| 1.5 | Elect Director Robert Kittel | Management | For | For |
| 1.6 | Elect Director Mark Leonard | Management | For | For |
| 1.7 | Elect Director Mark Miller | Management | For | For |
| 1.8 | Elect Director Lori O'Neill | Management | For | For |
| 1.9 | Elect Director Donna Parr | Management | For | For |
| 1.10 | Elect Director Andrew Pastor | Management | For | For |
| 1.11 | Elect Director Laurie Schultz | Management | For | For |
| 1.12 | Elect Director Barry Symons | Management | For | For |
| 1.13 | Elect Director Robin Van Poelje | Management | For | For |
| 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| COPART, INC. Meeting Date: OCT 31, 2022 Record Date: OCT 03, 2022 Meeting Type: SPECIAL | ||||
| Ticker: CPRT Security ID: 217204106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| COPART, INC. Meeting Date: DEC 02, 2022 Record Date: OCT 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CPRT Security ID: 217204106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Willis J. Johnson | Management | For | For |
| 1.2 | Elect Director A. Jayson Adair | Management | For | For |
| 1.3 | Elect Director Matt Blunt | Management | For | For |
| 1.4 | Elect Director Steven D. Cohan | Management | For | For |
| 1.5 | Elect Director Daniel J. Englander | Management | For | For |
| 1.6 | Elect Director James E. Meeks | Management | For | For |
| 1.7 | Elect Director Thomas N. Tryforos | Management | For | For |
| 1.8 | Elect Director Diane M. Morefield | Management | For | For |
| 1.9 | Elect Director Stephen Fisher | Management | For | For |
| 1.10 | Elect Director Cherylyn Harley LeBon | Management | For | For |
| 1.11 | Elect Director Carl D. Sparks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| COSTAR GROUP, INC. Meeting Date: JUN 08, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CSGP Security ID: 22160N109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael R. Klein | Management | For | For |
| 1b | Elect Director Andrew C. Florance | Management | For | For |
| 1c | Elect Director Michael J. Glosserman | Management | For | For |
| 1d | Elect Director John W. Hill | Management | For | For |
| 1e | Elect Director Laura Cox Kaplan | Management | For | For |
| 1f | Elect Director Robert W. Musslewhite | Management | For | For |
| 1g | Elect Director Christopher J. Nassetta | Management | For | For |
| 1h | Elect Director Louise S. Sams | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| DOLLAR GENERAL CORPORATION Meeting Date: MAY 31, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DG Security ID: 256677105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warren F. Bryant | Management | For | For |
| 1b | Elect Director Michael M. Calbert | Management | For | For |
| 1c | Elect Director Ana M. Chadwick | Management | For | For |
| 1d | Elect Director Patricia D. Fili-Krushel | Management | For | For |
| 1e | Elect Director Timothy I. McGuire | Management | For | For |
| 1f | Elect Director Jeffery C. Owen | Management | For | For |
| 1g | Elect Director Debra A. Sandler | Management | For | For |
| 1h | Elect Director Ralph E. Santana | Management | For | For |
| 1i | Elect Director Todd J. Vasos | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | For |
| 6 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 7 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | For |
| DOMINO'S PIZZA, INC. Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DPZ Security ID: 25754A201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David A. Brandon | Management | For | For |
| 1.2 | Elect Director C. Andrew Ballard | Management | For | For |
| 1.3 | Elect Director Andrew B. Balson | Management | For | For |
| 1.4 | Elect Director Corie S. Barry | Management | For | For |
| 1.5 | Elect Director Diana F. Cantor | Management | For | For |
| 1.6 | Elect Director Richard L. Federico | Management | For | For |
| 1.7 | Elect Director James A. Goldman | Management | For | For |
| 1.8 | Elect Director Patricia E. Lopez | Management | For | For |
| 1.9 | Elect Director Russell J. Weiner | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ENOVIS CORPORATION Meeting Date: MAY 16, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ENOV Security ID: 194014502 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Matthew L. Trerotola | Management | For | For |
| 1b | Elect Director Barbara W. Bodem | Management | For | For |
| 1c | Elect Director Liam J. Kelly | Management | For | For |
| 1d | Elect Director Angela S. Lalor | Management | For | For |
| 1e | Elect Director Philip A. Okala | Management | For | For |
| 1f | Elect Director Christine Ortiz | Management | For | For |
| 1g | Elect Director A. Clayton Perfall | Management | For | For |
| 1h | Elect Director Brady R. Shirley | Management | For | For |
| 1i | Elect Director Rajiv Vinnakota | Management | For | For |
| 1j | Elect Director Sharon Wienbar | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Nonqualified Employee Stock Purchase Plan | Management | For | For |
| ESAB CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ESAB Security ID: 29605J106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mitchell P. Rales | Management | For | For |
| 1b | Elect Director Stephanie M. Phillipps | Management | For | For |
| 1c | Elect Director Didier Teirlinck | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FASTENAL COMPANY Meeting Date: APR 22, 2023 Record Date: FEB 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FAST Security ID: 311900104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott A. Satterlee | Management | For | For |
| 1b | Elect Director Michael J. Ancius | Management | For | For |
| 1c | Elect Director Stephen L. Eastman | Management | For | For |
| 1d | Elect Director Daniel L. Florness | Management | For | For |
| 1e | Elect Director Rita J. Heise | Management | For | For |
| 1f | Elect Director Hsenghung Sam Hsu | Management | For | For |
| 1g | Elect Director Daniel L. Johnson | Management | For | For |
| 1h | Elect Director Nicholas J. Lundquist | Management | For | For |
| 1i | Elect Director Sarah N. Nielsen | Management | For | For |
| 1j | Elect Director Reyne K. Wisecup | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FIDELITY NATIONAL FINANCIAL, INC. Meeting Date: JUN 14, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FNF Security ID: 31620R303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William P. Foley, II | Management | For | For |
| 1.2 | Elect Director Douglas K. Ammerman | Management | For | For |
| 1.3 | Elect Director Thomas M. Hagerty | Management | For | For |
| 1.4 | Elect Director Peter O. Shea, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GARTNER, INC. Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IT Security ID: 366651107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter E. Bisson | Management | For | For |
| 1b | Elect Director Richard J. Bressler | Management | For | For |
| 1c | Elect Director Raul E. Cesan | Management | For | For |
| 1d | Elect Director Karen E. Dykstra | Management | For | For |
| 1e | Elect Director Diana S. Ferguson | Management | For | For |
| 1f | Elect Director Anne Sutherland Fuchs | Management | For | For |
| 1g | Elect Director William O. Grabe | Management | For | For |
| 1h | Elect Director Jose M. Gutierrez | Management | For | For |
| 1i | Elect Director Eugene A. Hall | Management | For | For |
| 1j | Elect Director Stephen G. Pagliuca | Management | For | For |
| 1k | Elect Director Eileen M. Serra | Management | For | For |
| 1l | Elect Director James C. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| GUIDEWIRE SOFTWARE, INC. Meeting Date: DEC 20, 2022 Record Date: OCT 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: GWRE Security ID: 40171V100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marcus S. Ryu | Management | For | For |
| 1b | Elect Director Paul Lavin | Management | For | For |
| 1c | Elect Director Mike Rosenbaum | Management | For | For |
| 1d | Elect Director David S. Bauer | Management | For | For |
| 1e | Elect Director Margaret Dillon | Management | For | For |
| 1f | Elect Director Michael C. Keller | Management | For | For |
| 1g | Elect Director Catherine P. Lego | Management | For | For |
| 1h | Elect Director Rajani Ramanathan | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| HEICO CORPORATION Meeting Date: MAR 17, 2023 Record Date: JAN 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HEI Security ID: 422806208 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas M. Culligan | Management | For | For |
| 1.2 | Elect Director Carol F. Fine | Management | For | For |
| 1.3 | Elect Director Adolfo Henriques | Management | For | For |
| 1.4 | Elect Director Mark H. Hildebrandt | Management | For | Withhold |
| 1.5 | Elect Director Eric A. Mendelson | Management | For | For |
| 1.6 | Elect Director Laurans A. Mendelson | Management | For | For |
| 1.7 | Elect Director Victor H. Mendelson | Management | For | For |
| 1.8 | Elect Director Julie Neitzel | Management | For | For |
| 1.9 | Elect Director Alan Schriesheim | Management | For | Withhold |
| 1.10 | Elect Director Frank J. Schwitter | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | 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 |
| 1a | Elect Director Christopher J. Nassetta | Management | For | For |
| 1b | Elect Director Jonathan D. Gray | Management | For | For |
| 1c | Elect Director Charlene T. Begley | Management | For | For |
| 1d | Elect Director Chris Carr | Management | For | For |
| 1e | Elect Director Melanie L. Healey | Management | For | For |
| 1f | Elect Director Raymond E. Mabus, Jr. | Management | For | For |
| 1g | Elect Director Judith A. McHale | Management | For | For |
| 1h | Elect Director Elizabeth A. Smith | Management | For | For |
| 1i | Elect Director Douglas M. Steenland | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HYATT HOTELS CORPORATION Meeting Date: MAY 17, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: H Security ID: 448579102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul D. Ballew | Management | For | For |
| 1.2 | Elect Director Mark S. Hoplamazian | Management | For | For |
| 1.3 | Elect Director Cary D. McMillan | Management | For | Withhold |
| 1.4 | Elect Director Michael A. Rocca | Management | For | For |
| 1.5 | Elect Director Thomas J. Pritzker | Management | For | Withhold |
| 1.6 | Elect Director Heidi O'Neill | Management | For | For |
| 1.7 | Elect Director Richard C. Tuttle | Management | For | Withhold |
| 1.8 | Elect Director James H. Wooten, Jr. | Management | For | For |
| 1.9 | Elect Director Susan D. Kronick | Management | For | For |
| 1.10 | Elect Director Dion Camp Sanders | Management | For | For |
| 1.11 | Elect Director Jason Pritzker | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus and Qualified Employee Stock Purchase Plan | Management | For | For |
| IDEXX LABORATORIES, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IDXX Security ID: 45168D104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel M. Junius | Management | For | For |
| 1b | Elect Director Lawrence D. Kingsley | Management | For | For |
| 1c | Elect Director Sophie V. Vandebroek | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| KENNEDY-WILSON HOLDINGS, INC. Meeting Date: JUN 08, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KW Security ID: 489398107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Todd Boehly | Management | For | For |
| 1.2 | Elect Director David A. Minella | Management | For | For |
| 1.3 | Elect Director Mary Ricks | Management | For | For |
| 1.4 | Elect Director Sanaz Zaimi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| LENNAR CORPORATION Meeting Date: APR 12, 2023 Record Date: FEB 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LEN Security ID: 526057104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Rick Beckwitt | Management | For | For |
| 1c | Elect Director Tig Gilliam | Management | For | For |
| 1d | Elect Director Sherrill W. Hudson | Management | For | For |
| 1e | Elect Director Jonathan M. Jaffe | Management | For | For |
| 1f | Elect Director Sidney Lapidus | Management | For | For |
| 1g | Elect Director Teri P. McClure | Management | For | For |
| 1h | Elect Director Stuart Miller | Management | For | Against |
| 1i | Elect Director Armando Olivera | Management | For | For |
| 1j | Elect Director Jeffrey Sonnenfeld | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| LENNAR CORPORATION Meeting Date: APR 12, 2023 Record Date: FEB 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LEN Security ID: 526057302 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Rick Beckwitt | Management | For | For |
| 1c | Elect Director Tig Gilliam | Management | For | For |
| 1d | Elect Director Sherrill W. Hudson | Management | For | For |
| 1e | Elect Director Jonathan M. Jaffe | Management | For | For |
| 1f | Elect Director Sidney Lapidus | Management | For | For |
| 1g | Elect Director Teri P. McClure | Management | For | For |
| 1h | Elect Director Stuart Miller | Management | For | Against |
| 1i | Elect Director Armando Olivera | Management | For | For |
| 1j | Elect Director Jeffrey Sonnenfeld | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| LIBERTY BROADBAND CORPORATION Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LBRDK Security ID: 530307107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John C. Malone | Management | For | For |
| 1.2 | Elect Director Gregg L. Engles | Management | For | Withhold |
| 1.3 | Elect Director John E. Welsh, III | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| LIBERTY MEDIA CORP. Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FWONK Security ID: 531229870 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Derek Chang | Management | For | Withhold |
| 1.2 | Elect Director Evan D. Malone | Management | For | For |
| 1.3 | Elect Director Larry E. Romrell | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| LIVE NATION ENTERTAINMENT, INC. Meeting Date: JUN 09, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LYV Security ID: 538034109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Maverick Carter | Management | For | For |
| 1.2 | Elect Director Ping Fu | Management | For | For |
| 1.3 | Elect Director Jeffrey T. Hinson | Management | For | For |
| 1.4 | Elect Director Chad Hollingsworth | Management | For | For |
| 1.5 | Elect Director James Iovine | Management | For | For |
| 1.6 | Elect Director James S. Kahan | Management | For | For |
| 1.7 | Elect Director Gregory B. Maffei | Management | For | For |
| 1.8 | Elect Director Randall T. Mays | Management | For | For |
| 1.9 | Elect Director Richard A. Paul | Management | For | For |
| 1.10 | Elect Director Michael Rapino | Management | For | For |
| 1.11 | Elect Director Latriece Watkins | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | Three Years |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MARKEL CORPORATION Meeting Date: MAY 17, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MKL Security ID: 570535104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark M. Besca | Management | For | For |
| 1b | Elect Director K. Bruce Connell | Management | For | For |
| 1c | Elect Director Lawrence A. Cunningham | Management | For | For |
| 1d | Elect Director Thomas S. Gayner | Management | For | For |
| 1e | Elect Director Greta J. Harris | Management | For | For |
| 1f | Elect Director Morgan E. Housel | Management | For | For |
| 1g | Elect Director Diane Leopold | Management | For | For |
| 1h | Elect Director Anthony F. Markel | Management | For | For |
| 1i | Elect Director Steven A. Markel | Management | For | For |
| 1j | Elect Director Harold L. Morrison, Jr. | Management | For | For |
| 1k | Elect Director Michael O'Reilly | Management | For | For |
| 1l | Elect Director A. Lynne Puckett | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| MARTIN MARIETTA MATERIALS, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MLM Security ID: 573284106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dorothy M. Ables | Management | For | For |
| 1.2 | Elect Director Sue W. Cole | Management | For | For |
| 1.3 | Elect Director Anthony R. Foxx | Management | For | For |
| 1.4 | Elect Director John J. Koraleski | Management | For | For |
| 1.5 | Elect Director C. Howard Nye | Management | For | For |
| 1.6 | Elect Director Laree E. Perez | Management | For | For |
| 1.7 | Elect Director Thomas H. Pike | Management | For | For |
| 1.8 | Elect Director Michael J. Quillen | Management | For | For |
| 1.9 | Elect Director Donald W. Slager | Management | For | For |
| 1.10 | Elect Director David C. Wajsgras | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| METTLER-TOLEDO INTERNATIONAL INC. Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MTD Security ID: 592688105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert F. Spoerry | Management | For | For |
| 1.2 | Elect Director Roland Diggelmann | Management | For | For |
| 1.3 | Elect Director Domitille Doat-Le Bigot | Management | For | For |
| 1.4 | Elect Director Elisha W. Finney | Management | For | For |
| 1.5 | Elect Director Richard Francis | Management | For | For |
| 1.6 | Elect Director Michael A. Kelly | Management | For | For |
| 1.7 | Elect Director Thomas P. Salice | Management | For | For |
| 1.8 | Elect Director Ingrid Zhang | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MICROCHIP TECHNOLOGY INCORPORATED Meeting Date: AUG 23, 2022 Record Date: JUN 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MCHP Security ID: 595017104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew W. Chapman | Management | For | For |
| 1.2 | Elect Director Esther L. Johnson | Management | For | For |
| 1.3 | Elect Director Karlton D. Johnson | Management | For | For |
| 1.4 | Elect Director Wade F. Meyercord | Management | For | For |
| 1.5 | Elect Director Ganesh Moorthy | Management | For | For |
| 1.6 | Elect Director Karen M. Rapp | Management | For | For |
| 1.7 | Elect Director Steve Sanghi | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MOODY'S CORPORATION Meeting Date: APR 18, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MCO Security ID: 615369105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jorge A. Bermudez | Management | For | For |
| 1b | Elect Director Therese Esperdy | Management | For | For |
| 1c | Elect Director Robert Fauber | Management | For | For |
| 1d | Elect Director Vincent A. Forlenza | Management | For | For |
| 1e | Elect Director Kathryn M. Hill | Management | For | For |
| 1f | Elect Director Lloyd W. Howell, Jr. | Management | For | For |
| 1g | Elect Director Jose M. Minaya | Management | For | For |
| 1h | Elect Director Leslie F. Seidman | Management | For | For |
| 1i | Elect Director Zig Serafin | Management | For | For |
| 1j | Elect Director Bruce Van Saun | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Henry A. Fernandez | Management | For | For |
| 1b | Elect Director Robert G. Ashe | Management | For | For |
| 1c | Elect Director Wayne Edmunds | Management | For | For |
| 1d | Elect Director Catherine R. Kinney | Management | For | For |
| 1e | Elect Director Robin L. Matlock | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director C.D. Baer Pettit | Management | For | For |
| 1h | Elect Director Sandy C. Rattray | Management | For | For |
| 1i | Elect Director Linda H. Riefler | Management | For | For |
| 1j | Elect Director Marcus L. Smith | Management | For | For |
| 1k | Elect Director Rajat Taneja | Management | For | For |
| 1l | Elect Director Paula Volent | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NVR, INC. Meeting Date: MAY 02, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NVR Security ID: 62944T105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul C. Saville | Management | For | For |
| 1.2 | Elect Director C.E. Andrews | Management | For | For |
| 1.3 | Elect Director Sallie B. Bailey | Management | For | For |
| 1.4 | Elect Director Thomas D. Eckert | Management | For | For |
| 1.5 | Elect Director Alfred E. Festa | Management | For | For |
| 1.6 | Elect Director Alexandra A. Jung | Management | For | For |
| 1.7 | Elect Director Mel Martinez | Management | For | For |
| 1.8 | Elect Director David A. Preiser | Management | For | For |
| 1.9 | Elect Director W. Grady Rosier | Management | For | For |
| 1.10 | Elect Director Susan Williamson Ross | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| O'REILLY AUTOMOTIVE, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ORLY Security ID: 67103H107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David O'Reilly | Management | For | For |
| 1b | Elect Director Larry O'Reilly | Management | For | For |
| 1c | Elect Director Greg Henslee | Management | For | For |
| 1d | Elect Director Jay D. Burchfield | Management | For | For |
| 1e | Elect Director Thomas T. Hendrickson | Management | For | For |
| 1f | Elect Director John R. Murphy | Management | For | For |
| 1g | Elect Director Dana M. Perlman | Management | For | For |
| 1h | Elect Director Maria A. Sastre | Management | For | For |
| 1i | Elect Director Andrea M. Weiss | Management | For | For |
| 1j | Elect Director Fred Whitfield | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| ONEX CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: ONEX Security ID: 68272K103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 2 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 3A | Elect Director Robert M. Le Blanc | Management | For | Withhold |
| 3B | Elect Director Lisa Carnoy | Management | For | For |
| 3C | Elect Director Sarabjit S. Marwah | Management | For | For |
| 3D | Elect Director Beth A. Wilkinson | Management | For | Withhold |
| 4 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 5 | Amend Articles Re: Event of Change | Management | For | For |
| 6 | Approve First By-Law No. 1 Amendment | Management | For | For |
| 7 | Approve Second By-Law No. 1 Amendment | Management | For | For |
| PERIMETER SOLUTIONS SA Meeting Date: JUL 21, 2022 Record Date: APR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PRM Security ID: L7579L106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.01 | Elect W. Nicholas Howley as Director | Management | For | For |
| 1.02 | Elect William N. Thorndike, Jr. as Director | Management | For | For |
| 1.03 | Elect Edward Goldberg as Director | Management | For | For |
| 1.04 | Elect Tracy Britt Cool as Director | Management | For | For |
| 1.05 | Elect Sean Hennessy as Director | Management | For | For |
| 1.06 | Elect Robert S. Henderson as Director | Management | For | For |
| 1.07 | Elect Bernt Iversen II as Director | Management | For | For |
| 2 | Appoint BDO USA, LLP as Auditor | Management | For | For |
| 3 | Approve Financial Statements | Management | For | For |
| 4 | Approve Consolidated Financial Statements | Management | For | For |
| 5 | Approve Allocation of Income | Management | For | For |
| 6 | Approve Discharge of Directors | Management | For | For |
| 7 | Approve Remuneration of Directors | Management | For | Against |
| 8 | Approve Share Repurchase | Management | For | For |
| 9 | Transact Other Business (Non-Voting) | Management | None | None |
| PERIMETER SOLUTIONS SA Meeting Date: JUN 22, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PRM Security ID: L7579L106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W. Nicholas Howley | Management | For | For |
| 1.2 | Elect Director William N. Thorndike, Jr. | Management | For | For |
| 1.3 | Elect Director Edward Goldberg | Management | For | For |
| 1.4 | Elect Director Tracy Britt Cool | Management | For | For |
| 1.5 | Elect Director Sean Hennessy | Management | For | For |
| 1.6 | Elect Director Robert S. Henderson | Management | For | For |
| 1.7 | Elect Director Bernt Iversen, II | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 4 | Ratify BDO USA, LLP as Auditor | Management | For | For |
| 5 | Approve Financial Statements | Management | For | For |
| 6 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 7 | Approve Allocation of Income | Management | For | For |
| 8 | Approve Discharge of Directors | Management | For | For |
| 9 | Approve Remuneration of Directors | Management | For | For |
| ROPER TECHNOLOGIES, INC. Meeting Date: JUN 13, 2023 Record Date: APR 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ROP Security ID: 776696106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye L. Archambeau | Management | For | For |
| 1.2 | Elect Director Amy Woods Brinkley | Management | For | For |
| 1.3 | Elect Director Irene M. Esteves | Management | For | For |
| 1.4 | Elect Director L. Neil Hunn | Management | For | For |
| 1.5 | Elect Director Robert D. Johnson | Management | For | For |
| 1.6 | Elect Director Thomas P. Joyce, Jr. | Management | For | For |
| 1.7 | Elect Director Laura G. Thatcher | Management | For | For |
| 1.8 | Elect Director Richard F. Wallman | Management | For | For |
| 1.9 | Elect Director Christopher Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| 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 |
| 1a | Elect Director K. Gunnar Bjorklund | Management | For | For |
| 1b | Elect Director Michael J. Bush | Management | For | For |
| 1c | Elect Director Edward G. Cannizzaro | Management | For | For |
| 1d | Elect Director Sharon D. Garrett | Management | For | For |
| 1e | Elect Director Michael J. Hartshorn | Management | For | For |
| 1f | Elect Director Stephen D. Milligan | Management | For | For |
| 1g | Elect Director Patricia H. Mueller | Management | For | For |
| 1h | Elect Director George P. Orban | Management | For | For |
| 1i | Elect Director Larree M. Renda | Management | For | For |
| 1j | Elect Director Barbara Rentler | Management | For | For |
| 1k | Elect Director Doniel N. Sutton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 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 |
| 1.1 | Elect Director Steven E. Bernstein | Management | For | For |
| 1.2 | Elect Director Laurie Bowen | Management | For | For |
| 1.3 | Elect Director Amy E. Wilson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SUMMIT MATERIALS, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SUM Security ID: 86614U100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph S. Cantie | Management | For | For |
| 1.2 | Elect Director Anne M. Cooney | Management | For | For |
| 1.3 | Elect Director John R. Murphy | Management | For | For |
| 1.4 | Elect Director Anne P. Noonan | Management | For | For |
| 1.5 | Elect Director Tamla D. Oates-Forney | Management | For | For |
| 1.6 | Elect Director Steven H. Wunning | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| THE HOWARD HUGHES CORPORATION Meeting Date: MAY 25, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HHC Security ID: 44267D107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William A. Ackman | Management | For | For |
| 1b | Elect Director David Eun | Management | For | For |
| 1c | Elect Director Adam Flatto | Management | For | For |
| 1d | Elect Director Beth Kaplan | Management | For | For |
| 1e | Elect Director Allen Model | Management | For | For |
| 1f | Elect Director David O'Reilly | Management | For | For |
| 1g | Elect Director R. Scot Sellers | Management | For | For |
| 1h | Elect Director Steven Shepsman | Management | For | For |
| 1i | Elect Director Mary Ann Tighe | Management | For | For |
| 1j | Elect Director Anthony Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | 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 |
| 1a | Elect Director Danelle M. Barrett | Management | For | For |
| 1b | Elect Director Philip Bleser | Management | For | For |
| 1c | Elect Director Stuart B. Burgdoerfer | Management | For | For |
| 1d | Elect Director Pamela J. Craig | Management | For | For |
| 1e | Elect Director Charles A. Davis | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Lawton W. Fitt | Management | For | For |
| 1h | Elect Director Susan Patricia Griffith | Management | For | For |
| 1i | Elect Director Devin C. Johnson | Management | For | For |
| 1j | Elect Director Jeffrey D. Kelly | Management | For | For |
| 1k | Elect Director Barbara R. Snyder | Management | For | For |
| 1l | Elect Director Kahina Van Dyke | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TRANSDIGM GROUP INCORPORATED Meeting Date: JUL 12, 2022 Record Date: MAY 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TDG Security ID: 893641100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Barr | Management | For | For |
| 1.2 | Elect Director Jane Cronin | Management | For | For |
| 1.3 | Elect Director Mervin Dunn | Management | For | For |
| 1.4 | Elect Director Michael Graff | Management | For | For |
| 1.5 | Elect Director Sean Hennessy | Management | For | For |
| 1.6 | Elect Director W. Nicholas Howley | Management | For | For |
| 1.7 | Elect Director Gary E. McCullough | Management | For | For |
| 1.8 | Elect Director Michele Santana | Management | For | For |
| 1.9 | Elect Director Robert Small | Management | For | For |
| 1.10 | Elect Director John Staer | Management | For | For |
| 1.11 | Elect Director Kevin Stein | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TRANSDIGM GROUP INCORPORATED Meeting Date: MAR 09, 2023 Record Date: JAN 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TDG Security ID: 893641100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Barr | Management | For | For |
| 1.2 | Elect Director Jane Cronin | Management | For | For |
| 1.3 | Elect Director Mervin Dunn | Management | For | For |
| 1.4 | Elect Director Michael Graff | Management | For | For |
| 1.5 | Elect Director Sean Hennessy | Management | For | For |
| 1.6 | Elect Director W. Nicholas Howley | Management | For | For |
| 1.7 | Elect Director Gary E. McCullough | Management | For | For |
| 1.8 | Elect Director Michele Santana | Management | For | For |
| 1.9 | Elect Director Robert Small | Management | For | For |
| 1.10 | Elect Director John Staer | Management | For | For |
| 1.11 | Elect Director Kevin Stein | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| TRANSUNION Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TRU Security ID: 89400J107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George M. Awad | Management | For | For |
| 1b | Elect Director William P. (Billy) Bosworth | Management | For | For |
| 1c | Elect Director Christopher A. Cartwright | Management | For | For |
| 1d | Elect Director Suzanne P. Clark | Management | For | For |
| 1e | Elect Director Hamidou Dia | Management | For | For |
| 1f | Elect Director Russell P. Fradin | Management | For | For |
| 1g | Elect Director Charles E. Gottdiener | Management | For | For |
| 1h | Elect Director Pamela A. Joseph | Management | For | For |
| 1i | Elect Director Thomas L. Monahan, III | Management | For | For |
| 1j | Elect Director Ravi Kumar Singisetti | Management | For | For |
| 1k | Elect Director Linda K. Zukauckas | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TYLER TECHNOLOGIES, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TYL Security ID: 902252105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn A. Carter | Management | For | For |
| 1.2 | Elect Director Brenda A. Cline | Management | For | For |
| 1.3 | Elect Director Ronnie D. Hawkins, Jr. | Management | For | For |
| 1.4 | Elect Director Mary L. Landrieu | Management | For | For |
| 1.5 | Elect Director John S. Marr, Jr. | Management | For | For |
| 1.6 | Elect Director H. Lynn Moore, Jr. | Management | For | For |
| 1.7 | Elect Director Daniel M. Pope | Management | For | For |
| 1.8 | Elect Director Dustin R. Womble | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VAIL RESORTS, INC. Meeting Date: DEC 07, 2022 Record Date: OCT 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MTN Security ID: 91879Q109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Robert A. Katz | Management | For | For |
| 1c | Elect Director Kirsten A. Lynch | Management | For | For |
| 1d | Elect Director Nadia Rawlinson | Management | For | For |
| 1e | Elect Director John T. Redmond | Management | For | For |
| 1f | Elect Director Michele Romanow | Management | For | For |
| 1g | Elect Director Hilary A. Schneider | Management | For | For |
| 1h | Elect Director D. Bruce Sewell | Management | For | For |
| 1i | Elect Director John F. Sorte | Management | For | For |
| 1j | Elect Director Peter A. Vaughn | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VERISIGN, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VRSN Security ID: 92343E102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director D. James Bidzos | Management | For | For |
| 1.2 | Elect Director Courtney D. Armstrong | Management | For | For |
| 1.3 | Elect Director Yehuda Ari Buchalter | Management | For | For |
| 1.4 | Elect Director Kathleen A. Cote | Management | For | For |
| 1.5 | Elect Director Thomas F. Frist, III | Management | For | For |
| 1.6 | Elect Director Jamie S. Gorelick | Management | For | For |
| 1.7 | Elect Director Roger H. Moore | Management | For | For |
| 1.8 | Elect Director Timothy Tomlinson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| VERISK ANALYTICS, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VRSK Security ID: 92345Y106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vincent K. Brooks | Management | For | For |
| 1b | Elect Director Jeffrey Dailey | Management | For | For |
| 1c | Elect Director Wendy Lane | Management | For | For |
| 1d | Elect Director Lee M. Shavel | Management | For | For |
| 1e | Elect Director Kimberly S. Stevenson | Management | For | For |
| 1f | Elect Director Olumide Soroye | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | 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 |
| 1a | Elect Director Melissa H. Anderson | Management | For | For |
| 1b | Elect Director O. B. Grayson Hall, Jr. | Management | For | For |
| 1c | Elect Director Lydia H. Kennard | Management | For | For |
| 1d | Elect Director James T. Prokopanko | Management | For | For |
| 1e | Elect Director George Willis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| WIX.COM LTD. Meeting Date: DEC 19, 2022 Record Date: NOV 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WIX Security ID: M98068105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Reelect Avishai Abrahami as Director | Management | For | For |
| 1b | Reelect Diane Greene as Director | Management | For | For |
| 1c | Reelect Mark Tluszcz as Director | Management | For | For |
| 2.1 | Amend and Readopt Compensation Policy for the Executives of the Company | Management | For | For |
| 2.2 | Amend and Readopt Compensation Policy for the Directors of the Company | Management | For | For |
| 3 | Amend and Readopt Compensation Arrangement of Non-Executive Directors | Management | For | For |
| 4 | Approve Offer to Exchange certain Options held by Non-Director and Non-Executive Employees of the Company and Subsidiaries | Management | For | For |
| 5 | Ratify the Appointment and Compensation of Kost, Forer, Gabbay & Kasierer as Auditors | Management | For | For |
| A | Vote FOR if you are NOT a controlling shareholder and do NOT have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. If you vote AGAINST, please provide an explanation to your account manager | Management | None | For |
Principal Capital Appreciation Account
| 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 |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Claire Babineaux-Fontenot | Management | For | For |
| 1.3 | Elect Director Sally E. Blount | Management | For | For |
| 1.4 | Elect Director Robert B. Ford | Management | For | For |
| 1.5 | Elect Director Paola Gonzalez | Management | For | For |
| 1.6 | Elect Director Michelle A. Kumbier | Management | For | For |
| 1.7 | Elect Director Darren W. McDew | Management | For | For |
| 1.8 | Elect Director Nancy McKinstry | Management | For | For |
| 1.9 | Elect Director Michael G. O'Grady | Management | For | For |
| 1.10 | Elect Director Michael F. Roman | Management | For | For |
| 1.11 | Elect Director Daniel J. Starks | Management | For | For |
| 1.12 | Elect Director John G. Stratton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Brett Biggs | Management | For | For |
| 1c | Elect Director Melanie Boulden | Management | For | For |
| 1d | Elect Director Frank Calderoni | Management | For | For |
| 1e | Elect Director Laura Desmond | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Spencer Neumann | Management | For | For |
| 1h | Elect Director Kathleen Oberg | Management | For | For |
| 1i | Elect Director Dheeraj Pandey | Management | For | For |
| 1j | Elect Director David Ricks | Management | For | For |
| 1k | Elect Director Daniel Rosensweig | Management | For | For |
| 1l | Elect Director John Warnock | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| AIR PRODUCTS AND CHEMICALS, INC. Meeting Date: JAN 26, 2023 Record Date: NOV 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: APD Security ID: 009158106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tonit M. Calaway | Management | For | For |
| 1b | Elect Director Charles I. Cogut | Management | For | For |
| 1c | Elect Director Lisa A. Davis | Management | For | For |
| 1d | Elect Director Seifollah (Seifi) Ghasemi | Management | For | For |
| 1e | Elect Director David H. Y. Ho | Management | For | For |
| 1f | Elect Director Edward L. Monser | Management | For | For |
| 1g | Elect Director Matthew H. Paull | Management | For | For |
| 1h | Elect Director Wayne T. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| AIRBNB, INC. Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ABNB Security ID: 009066101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nathan Blecharczyk | Management | For | Withhold |
| 1.2 | Elect Director Alfred Lin | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | 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 |
| 1a | Elect Director M. Lauren Brlas | Management | For | For |
| 1b | Elect Director Ralf H. Cramer | Management | For | For |
| 1c | Elect Director J. Kent Masters, Jr. | Management | For | For |
| 1d | Elect Director Glenda J. Minor | Management | For | For |
| 1e | Elect Director James J. O'Brien | Management | For | For |
| 1f | Elect Director Diarmuid B. O'Connell | Management | For | For |
| 1g | Elect Director Dean L. Seavers | Management | For | For |
| 1h | Elect Director Gerald A. Steiner | Management | For | For |
| 1i | Elect Director Holly A. Van Deursen | Management | For | For |
| 1j | Elect Director Alejandro D. Wolff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Non-Employee Director Restricted Stock Plan | Management | For | For |
| ALEXANDRIA REAL ESTATE EQUITIES, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ARE Security ID: 015271109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joel S. Marcus | Management | For | For |
| 1b | Elect Director Steven R. Hash | Management | For | For |
| 1c | Elect Director James P. Cain | Management | For | For |
| 1d | Elect Director Cynthia L. Feldmann | Management | For | For |
| 1e | Elect Director Maria C. Freire | Management | For | For |
| 1f | Elect Director Richard H. Klein | Management | For | For |
| 1g | Elect Director Michael A. Woronoff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | Against |
| 1e | Elect Director Frances H. Arnold | Management | For | Against |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | For |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | For |
| 1k | Elect Director Robin L. Washington | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | For |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | For |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | For |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | For |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | For |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | 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 |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | Against |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | Against |
| 1g | Elect Director Judith A. McGrath | Management | For | Against |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | For |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | For |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | For |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | For |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | For |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | For |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | For |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | For |
| AMDOCS LIMITED Meeting Date: JAN 27, 2023 Record Date: NOV 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DOX Security ID: G02602103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert A. Minicucci | Management | For | For |
| 1.2 | Elect Director Adrian Gardner | Management | For | For |
| 1.3 | Elect Director Rafael de la Vega | Management | For | For |
| 1.4 | Elect Director Eli Gelman | Management | For | For |
| 1.5 | Elect Director Richard T.C. LeFave | Management | For | For |
| 1.6 | Elect Director John A. MacDonald | Management | For | For |
| 1.7 | Elect Director Shuky Sheffer | Management | For | For |
| 1.8 | Elect Director Yvette Kanouff | Management | For | For |
| 1.9 | Elect Director Sarah Ruth Davis | Management | For | For |
| 1.10 | Elect Director Amos Genish | Management | For | For |
| 2 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Approve an Increase in the Quarterly Cash Dividend Rate | Management | For | For |
| 4 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | 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 |
| 1a | Elect Director Thomas A. Bartlett | Management | For | For |
| 1b | Elect Director Kelly C. Chambliss | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director Raymond P. Dolan | Management | For | For |
| 1e | Elect Director Kenneth R. Frank | Management | For | For |
| 1f | Elect Director Robert D. Hormats | Management | For | For |
| 1g | Elect Director Grace D. Lieblein | Management | For | For |
| 1h | Elect Director Craig Macnab | Management | For | For |
| 1i | Elect Director JoAnn A. Reed | Management | For | For |
| 1j | Elect Director Pamela D. A. Reeve | Management | For | For |
| 1k | Elect Director Bruce L. Tanner | Management | For | For |
| 1l | Elect Director Samme L. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMERIPRISE FINANCIAL, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMP Security ID: 03076C106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James M. Cracchiolo | Management | For | For |
| 1b | Elect Director Robert F. Sharpe, Jr. | Management | For | For |
| 1c | Elect Director Dianne Neal Blixt | Management | For | For |
| 1d | Elect Director Amy DiGeso | Management | For | For |
| 1e | Elect Director Christopher J. Williams | Management | For | For |
| 1f | Elect Director Armando Pimentel, Jr. | Management | For | For |
| 1g | Elect Director Brian T. Shea | Management | For | For |
| 1h | Elect Director W. Edward Walter, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 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 |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Amend Proxy Access Right | Shareholder | Against | For |
| BLACKROCK, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BLK Security ID: 09247X101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bader M. Alsaad | Management | For | For |
| 1b | Elect Director Pamela Daley | Management | For | For |
| 1c | Elect Director Laurence D. Fink | Management | For | For |
| 1d | Elect Director William E. Ford | Management | For | For |
| 1e | Elect Director Fabrizio Freda | Management | For | For |
| 1f | Elect Director Murry S. Gerber | Management | For | For |
| 1g | Elect Director Margaret "Peggy" L. Johnson | Management | For | For |
| 1h | Elect Director Robert S. Kapito | Management | For | For |
| 1i | Elect Director Cheryl D. Mills | Management | For | For |
| 1j | Elect Director Gordon M. Nixon | Management | For | For |
| 1k | Elect Director Kristin C. Peck | Management | For | For |
| 1l | Elect Director Charles H. Robbins | Management | For | For |
| 1m | Elect Director Marco Antonio Slim Domit | Management | For | For |
| 1n | Elect Director Hans E. Vestberg | Management | For | For |
| 1o | Elect Director Susan L. Wagner | Management | For | For |
| 1p | Elect Director Mark Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Report on Ability to Engineer Decarbonization in the Real Economy | Shareholder | Against | Against |
| 7 | Report on Societal Impacts of Aerospace & Defense Industry ETF | Shareholder | Against | Against |
| 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 |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Deepak L. Bhatt | Management | For | For |
| 1C | Elect Director Giovanni Caforio | Management | For | For |
| 1D | Elect Director Julia A. Haller | Management | For | For |
| 1E | Elect Director Manuel Hidalgo Medina | Management | For | For |
| 1F | Elect Director Paula A. Price | Management | For | For |
| 1G | Elect Director Derica W. Rice | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Gerald L. Storch | Management | For | For |
| 1J | Elect Director Karen H. Vousden | Management | For | For |
| 1K | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| BROADCOM INC. Meeting Date: APR 03, 2023 Record Date: FEB 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AVGO Security ID: 11135F101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Diane M. Bryant | Management | For | For |
| 1b | Elect Director Gayla J. Delly | Management | For | For |
| 1c | Elect Director Raul J. Fernandez | Management | For | For |
| 1d | Elect Director Eddy W. Hartenstein | Management | For | For |
| 1e | Elect Director Check Kian Low | Management | For | For |
| 1f | Elect Director Justine F. Page | Management | For | For |
| 1g | Elect Director Henry Samueli | Management | For | For |
| 1h | Elect Director Hock E. Tan | Management | For | For |
| 1i | Elect Director Harry L. You | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CHARTER COMMUNICATIONS, INC. Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHTR Security ID: 16119P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Lance Conn | Management | For | For |
| 1b | Elect Director Kim C. Goodman | Management | For | For |
| 1c | Elect Director Craig A. Jacobson | Management | For | For |
| 1d | Elect Director Gregory B. Maffei | Management | For | Against |
| 1e | Elect Director John D. Markley, Jr. | Management | For | For |
| 1f | Elect Director David C. Merritt | Management | For | For |
| 1g | Elect Director James E. Meyer | Management | For | For |
| 1h | Elect Director Steven A. Miron | Management | For | For |
| 1i | Elect Director Balan Nair | Management | For | For |
| 1j | Elect Director Michael A. Newhouse | Management | For | For |
| 1k | Elect Director Mauricio Ramos | Management | For | For |
| 1l | Elect Director Thomas M. Rutledge | Management | For | For |
| 1m | Elect Director Eric L. Zinterhofer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Marillyn A. Hewson | Management | For | For |
| 1f | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1g | Elect Director Charles W. Moorman | Management | For | For |
| 1h | Elect Director Dambisa F. Moyo | Management | For | For |
| 1i | Elect Director Debra Reed-Klages | Management | For | For |
| 1j | Elect Director D. James Umpleby, III | Management | For | For |
| 1k | Elect Director Cynthia J. Warner | Management | For | For |
| 1l | Elect Director Michael K. (Mike) Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Rescind Scope 3 GHG Reduction Proposal | Shareholder | Against | Against |
| 6 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 7 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 8 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 9 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 10 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Require Independent Board Chair | Shareholder | Against | Against |
| CHIPOTLE MEXICAN GRILL, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CMG Security ID: 169656105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Albert S. Baldocchi | Management | For | For |
| 1.2 | Elect Director Matthew A. Carey | Management | For | For |
| 1.3 | Elect Director Gregg L. Engles | Management | For | For |
| 1.4 | Elect Director Patricia Fili-Krushel | Management | For | For |
| 1.5 | Elect Director Mauricio Gutierrez | Management | For | For |
| 1.6 | Elect Director Robin Hickenlooper | Management | For | For |
| 1.7 | Elect Director Scott Maw | Management | For | For |
| 1.8 | Elect Director Brian Niccol | Management | For | For |
| 1.9 | Elect Director Mary Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 6 | Adopt Policy to Not Interfere with Freedom of Association Rights | Shareholder | Against | For |
| CHURCH & DWIGHT CO., INC. Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHD Security ID: 171340102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bradlen S. Cashaw | Management | For | For |
| 1b | Elect Director Matthew T. Farrell | Management | For | For |
| 1c | Elect Director Bradley C. Irwin | Management | For | For |
| 1d | Elect Director Penry W. Price | Management | For | For |
| 1e | Elect Director Susan G. Saideman | Management | For | For |
| 1f | Elect Director Ravichandra K. Saligram | Management | For | For |
| 1g | Elect Director Robert K. Shearer | Management | For | For |
| 1h | Elect Director Janet S. Vergis | Management | For | For |
| 1i | Elect Director Arthur B. Winkleblack | Management | For | For |
| 1j | Elect Director Laurie J. Yoler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require Independent Board Chair | 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 Director Kenneth J. Bacon | Management | For | Withhold |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | Withhold |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | Withhold |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 10 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| CONSTELLATION ENERGY CORPORATION Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CEG Security ID: 21037T109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph Dominguez | Management | For | For |
| 1.2 | Elect Director Julie Holzrichter | Management | For | For |
| 1.3 | Elect Director Ashish Khandpur | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | 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 |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Kenneth D. Denman | Management | For | For |
| 1c | Elect Director Richard A. Galanti | Management | For | For |
| 1d | Elect Director Hamilton E. James | Management | For | For |
| 1e | Elect Director W. Craig Jelinek | Management | For | For |
| 1f | Elect Director Sally Jewell | Management | For | For |
| 1g | Elect Director Charles T. Munger | Management | For | For |
| 1h | Elect Director Jeffrey S. Raikes | Management | For | For |
| 1i | Elect Director John W. Stanton | Management | For | For |
| 1j | Elect Director Ron M. Vachris | Management | For | For |
| 1k | Elect Director Mary Agnes (Maggie) Wilderotter | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| CUMMINS INC. Meeting Date: MAY 09, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CMI Security ID: 231021106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director N. Thomas Linebarger | Management | For | For |
| 2 | Elect Director Jennifer W. Rumsey | Management | For | For |
| 3 | Elect Director Gary L. Belske | Management | For | For |
| 4 | Elect Director Robert J. Bernhard | Management | For | For |
| 5 | Elect Director Bruno V. Di Leo Allen | Management | For | For |
| 6 | Elect Director Stephen B. Dobbs | Management | For | For |
| 7 | Elect Director Carla A. Harris | Management | For | For |
| 8 | Elect Director Thomas J. Lynch | Management | For | For |
| 9 | Elect Director William I. Miller | Management | For | For |
| 10 | Elect Director Georgia R. Nelson | Management | For | For |
| 11 | Elect Director Kimberly A. Nelson | Management | For | For |
| 12 | Elect Director Karen H. Quintos | Management | For | For |
| 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 14 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 15 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 16 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 17 | Require Independent Board Chairman | Shareholder | Against | For |
| 18 | Disclose Plan to Link Executive Compensation to GHG Emissions Reduction Goals | Shareholder | Against | For |
| 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 |
| 1a | Elect Director Fernando Aguirre | Management | For | For |
| 1b | Elect Director Jeffrey R. Balser | Management | For | For |
| 1c | Elect Director C. David Brown, II | Management | For | For |
| 1d | Elect Director Alecia A. DeCoudreaux | Management | For | For |
| 1e | Elect Director Nancy-Ann M. DeParle | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Anne M. Finucane | Management | For | For |
| 1h | Elect Director Edward J. Ludwig | Management | For | For |
| 1i | Elect Director Karen S. Lynch | Management | For | For |
| 1j | Elect Director Jean-Pierre Millon | Management | For | For |
| 1k | Elect Director Mary L. Schapiro | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt a Paid Sick Leave Policy | Shareholder | Against | Against |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | Against |
| 9 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| DECKERS OUTDOOR CORPORATION Meeting Date: SEP 12, 2022 Record Date: JUL 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DECK Security ID: 243537107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael F. Devine, III | Management | For | For |
| 1.2 | Elect Director David A. Burwick | Management | For | For |
| 1.3 | Elect Director Nelson C. Chan | Management | For | For |
| 1.4 | Elect Director Cynthia (Cindy) L. Davis | Management | For | For |
| 1.5 | Elect Director Juan R. Figuereo | Management | For | For |
| 1.6 | Elect Director Maha S. Ibrahim | Management | For | For |
| 1.7 | Elect Director Victor Luis | Management | For | For |
| 1.8 | Elect Director Dave Powers | Management | For | For |
| 1.9 | Elect Director Lauri M. Shanahan | Management | For | For |
| 1.10 | Elect Director Bonita C. Stewart | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 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 |
| 1a | Elect Director Leanne G. Caret | Management | For | For |
| 1b | Elect Director Tamra A. Erwin | Management | For | For |
| 1c | Elect Director Alan C. Heuberger | Management | For | For |
| 1d | Elect Director Charles O. Holliday, Jr. | Management | For | For |
| 1e | Elect Director Michael O. Johanns | Management | For | For |
| 1f | Elect Director Clayton M. Jones | Management | For | For |
| 1g | Elect Director John C. May | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Sherry M. Smith | Management | For | For |
| 1j | Elect Director Dmitri L. Stockton | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| DISCOVER FINANCIAL SERVICES Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DFS Security ID: 254709108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Aronin | Management | For | For |
| 1.2 | Elect Director Mary K. Bush | Management | For | For |
| 1.3 | Elect Director Gregory C. Case | Management | For | For |
| 1.4 | Elect Director Candace H. Duncan | Management | For | For |
| 1.5 | Elect Director Joseph F. Eazor | Management | For | For |
| 1.6 | Elect Director Roger C. Hochschild | Management | For | For |
| 1.7 | Elect Director Thomas G. Maheras | Management | For | For |
| 1.8 | Elect Director John B. Owen | Management | For | For |
| 1.9 | Elect Director David L. Rawlinson, II | Management | For | For |
| 1.10 | Elect Director Beverley A. Sibblies | Management | For | For |
| 1.11 | Elect Director Mark A. Thierer | Management | For | For |
| 1.12 | Elect Director Jennifer L. Wong | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EDWARDS LIFESCIENCES CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EW Security ID: 28176E108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kieran T. Gallahue | Management | For | For |
| 1.2 | Elect Director Leslie S. Heisz | Management | For | For |
| 1.3 | Elect Director Paul A. LaViolette | Management | For | For |
| 1.4 | Elect Director Steven R. Loranger | Management | For | For |
| 1.5 | Elect Director Martha H. Marsh | Management | For | For |
| 1.6 | Elect Director Michael A. Mussallem | Management | For | For |
| 1.7 | Elect Director Ramona Sequeira | Management | For | For |
| 1.8 | Elect Director Nicholas J. Valeriani | Management | For | For |
| 1.9 | Elect Director Bernard J. Zovighian | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 6 | Require Independent Board Chair | 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 |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | For |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| ENPHASE ENERGY, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ENPH Security ID: 29355A107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jamie Haenggi | Management | For | For |
| 1.2 | Elect Director Benjamin Kortlang | Management | For | For |
| 1.3 | Elect Director Richard Mora | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EOG RESOURCES, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EOG Security ID: 26875P101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janet F. Clark | Management | For | For |
| 1b | Elect Director Charles R. Crisp | Management | For | For |
| 1c | Elect Director Robert P. Daniels | Management | For | For |
| 1d | Elect Director Lynn A. Dugle | Management | For | For |
| 1e | Elect Director C. Christopher Gaut | Management | For | For |
| 1f | Elect Director Michael T. Kerr | Management | For | For |
| 1g | Elect Director Julie J. Robertson | Management | For | For |
| 1h | Elect Director Donald F. Textor | Management | For | For |
| 1i | Elect Director Ezra Y. Yacob | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EXPEDITORS INTERNATIONAL OF WASHINGTON, INC. Meeting Date: MAY 02, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EXPD Security ID: 302130109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn M. Alger | Management | For | For |
| 1.2 | Elect Director Robert P. Carlile | Management | For | For |
| 1.3 | Elect Director James M. DuBois | Management | For | For |
| 1.4 | Elect Director Mark A. Emmert | Management | For | For |
| 1.5 | Elect Director Diane H. Gulyas | Management | For | For |
| 1.6 | Elect Director Jeffrey S. Musser | Management | For | For |
| 1.7 | Elect Director Brandon S. Pedersen | Management | For | For |
| 1.8 | Elect Director Liane J. Pelletier | Management | For | For |
| 1.9 | Elect Director Olivia D. Polius | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| EXTRA SPACE STORAGE INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EXR Security ID: 30225T102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth M. Woolley | Management | For | For |
| 1.2 | Elect Director Joseph D. Margolis | Management | For | For |
| 1.3 | Elect Director Roger B. Porter | Management | For | For |
| 1.4 | Elect Director Jennifer Blouin | Management | For | For |
| 1.5 | Elect Director Joseph J. Bonner | Management | For | For |
| 1.6 | Elect Director Gary L. Crittenden | Management | For | For |
| 1.7 | Elect Director Spencer F. Kirk | Management | For | For |
| 1.8 | Elect Director Diane Olmstead | Management | For | For |
| 1.9 | Elect Director Jefferson S. Shreve | Management | For | For |
| 1.10 | Elect Director Julia Vander Ploeg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FAIR ISAAC CORPORATION Meeting Date: MAR 01, 2023 Record Date: JAN 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FICO Security ID: 303250104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Braden R. Kelly | Management | For | For |
| 1b | Elect Director Fabiola R. Arredondo | Management | For | For |
| 1c | Elect Director James D. Kirsner | Management | For | For |
| 1d | Elect Director William J. Lansing | Management | For | For |
| 1e | Elect Director Eva Manolis | Management | For | For |
| 1f | Elect Director Marc F. McMorris | Management | For | For |
| 1g | Elect Director Joanna Rees | Management | For | For |
| 1h | Elect Director David A. Rey | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| FIDELITY NATIONAL FINANCIAL, INC. Meeting Date: JUN 14, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FNF Security ID: 31620R303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William P. Foley, II | Management | For | For |
| 1.2 | Elect Director Douglas K. Ammerman | Management | For | For |
| 1.3 | Elect Director Thomas M. Hagerty | Management | For | For |
| 1.4 | Elect Director Peter O. Shea, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| FMC CORPORATION Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FMC Security ID: 302491303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pierre Brondeau | Management | For | For |
| 1b | Elect Director Eduardo E. Cordeiro | Management | For | For |
| 1c | Elect Director Carol Anthony ("John") Davidson | Management | For | For |
| 1d | Elect Director Mark Douglas | Management | For | For |
| 1e | Elect Director Kathy L. Fortmann | Management | For | For |
| 1f | Elect Director C. Scott Greer | Management | For | For |
| 1g | Elect Director K'Lynne Johnson | Management | For | For |
| 1h | Elect Director Dirk A. Kempthorne | Management | For | For |
| 1i | Elect Director Margareth Ovrum | Management | For | For |
| 1j | Elect Director Robert C. Pallash | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HCA HEALTHCARE, INC. Meeting Date: APR 19, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HCA Security ID: 40412C101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas F. Frist, III | Management | For | For |
| 1b | Elect Director Samuel N. Hazen | Management | For | For |
| 1c | Elect Director Meg G. Crofton | Management | For | For |
| 1d | Elect Director Robert J. Dennis | Management | For | For |
| 1e | Elect Director Nancy-Ann DeParle | Management | For | For |
| 1f | Elect Director William R. Frist | Management | For | For |
| 1g | Elect Director Hugh F. Johnston | Management | For | For |
| 1h | Elect Director Michael W. Michelson | Management | For | For |
| 1i | Elect Director Wayne J. Riley | Management | For | For |
| 1j | Elect Director Andrea B. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| 6 | Amend Charter of Patient Safety and Quality of Care Committee | Shareholder | Against | For |
| HELMERICH & PAYNE, INC. Meeting Date: FEB 28, 2023 Record Date: JAN 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HP Security ID: 423452101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Delaney M. Bellinger | Management | For | For |
| 1b | Elect Director Belgacem Chariag | Management | For | For |
| 1c | Elect Director Kevin G. Cramton | Management | For | For |
| 1d | Elect Director Randy A. Foutch | Management | For | For |
| 1e | Elect Director Hans Helmerich | Management | For | For |
| 1f | Elect Director John W. Lindsay | Management | For | For |
| 1g | Elect Director Jose R. Mas | Management | For | For |
| 1h | Elect Director Thomas A. Petrie | Management | For | For |
| 1i | Elect Director Donald F. Robillard, Jr. | Management | For | For |
| 1j | Elect Director John D. Zeglis | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HOST HOTELS & RESORTS, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HST Security ID: 44107P104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mary L. Baglivo | Management | For | For |
| 1.2 | Elect Director Herman E. Bulls | Management | For | For |
| 1.3 | Elect Director Diana M. Laing | Management | For | For |
| 1.4 | Elect Director Richard E. Marriott | Management | For | For |
| 1.5 | Elect Director Mary Hogan Preusse | Management | For | For |
| 1.6 | Elect Director Walter C. Rakowich | Management | For | For |
| 1.7 | Elect Director James F. Risoleo | Management | For | For |
| 1.8 | Elect Director Gordon H. Smith | Management | For | For |
| 1.9 | Elect Director A. William Stein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director Alicia Boler Davis | Management | For | For |
| 1f | Elect Director James Dimon | Management | For | For |
| 1g | Elect Director Timothy P. Flynn | Management | For | For |
| 1h | Elect Director Alex Gorsky | Management | For | For |
| 1i | Elect Director Mellody Hobson | Management | For | For |
| 1j | Elect Director Michael A. Neal | Management | For | For |
| 1k | Elect Director Phebe N. Novakovic | Management | For | For |
| 1l | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 7 | Amend Public Responsibility Committee Charter to Include Animal Welfare | Shareholder | Against | Against |
| 8 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | For |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | For |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| KEURIG DR PEPPER INC. Meeting Date: JUN 12, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KDP Security ID: 49271V100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Robert Gamgort | Management | For | For |
| 1B | Elect Director Oray Boston | Management | For | For |
| 1C | Elect Director Olivier Goudet | Management | For | For |
| 1D | Elect Director Peter Harf | Management | For | For |
| 1E | Elect Director Juliette Hickman | Management | For | For |
| 1F | Elect Director Paul Michaels | Management | For | For |
| 1G | Elect Director Pamela Patsley | Management | For | For |
| 1H | Elect Director Lubomira Rochet | Management | For | For |
| 1I | Elect Director Debra Sandler | Management | For | For |
| 1J | Elect Director Robert Singer | Management | For | For |
| 1K | Elect Director Larry Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| LAM RESEARCH CORPORATION Meeting Date: NOV 08, 2022 Record Date: SEP 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LRCX Security ID: 512807108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohail U. Ahmed | Management | For | For |
| 1b | Elect Director Timothy M. Archer | Management | For | For |
| 1c | Elect Director Eric K. Brandt | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Bethany J. Mayer | Management | For | For |
| 1f | Elect Director Jyoti K. Mehra | Management | For | For |
| 1g | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1h | Elect Director Lih Shyng (Rick L.) Tsai | Management | For | For |
| 1i | Elect Director Leslie F. Varon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LULULEMON ATHLETICA INC. Meeting Date: JUN 07, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LULU Security ID: 550021109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael Casey | Management | For | For |
| 1b | Elect Director Glenn Murphy | Management | For | For |
| 1c | Elect Director David Mussafer | Management | For | For |
| 1d | Elect Director Isabel Mahe | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Approve Omnibus Stock Plan | 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 |
| 1.1 | Elect Director J. Michael Stice | Management | For | For |
| 1.2 | Elect Director John P. Surma | Management | For | For |
| 1.3 | Elect Director Susan Tomasky | Management | For | For |
| 1.4 | Elect Director Toni Townes-Whitley | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Approve Increase in Size of Board | Management | For | For |
| 7 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 8 | Amend Compensation Clawback Policy | Shareholder | Against | For |
| 9 | Report on Just Transition | Shareholder | Against | Against |
| 10 | Report on Asset Retirement Obligation | Shareholder | Against | Against |
| MARSH & MCLENNAN COMPANIES, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MMC Security ID: 571748102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony K. Anderson | Management | For | For |
| 1b | Elect Director John Q. Doyle | Management | For | For |
| 1c | Elect Director Hafize Gaye Erkan | Management | For | For |
| 1d | Elect Director Oscar Fanjul | Management | For | For |
| 1e | Elect Director H. Edward Hanway | Management | For | For |
| 1f | Elect Director Judith Hartmann | Management | For | For |
| 1g | Elect Director Deborah C. Hopkins | Management | For | For |
| 1h | Elect Director Tamara Ingram | Management | For | For |
| 1i | Elect Director Jane H. Lute | Management | For | For |
| 1j | Elect Director Steven A. Mills | Management | For | For |
| 1k | Elect Director Bruce P. Nolop | Management | For | For |
| 1l | Elect Director Morton O. Schapiro | Management | For | For |
| 1m | Elect Director Lloyd M. Yates | Management | For | For |
| 1n | Elect Director Ray G. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MEDTRONIC PLC Meeting Date: DEC 08, 2022 Record Date: OCT 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MDT Security ID: G5960L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Anderson | Management | For | For |
| 1b | Elect Director Craig Arnold | Management | For | For |
| 1c | Elect Director Scott C. Donnelly | Management | For | For |
| 1d | Elect Director Lidia L. Fonseca | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Randall J. Hogan, III | Management | For | For |
| 1g | Elect Director Kevin E. Lofton | Management | For | For |
| 1h | Elect Director Geoffrey S. Martha | Management | For | For |
| 1i | Elect Director Elizabeth G. Nabel | Management | For | For |
| 1j | Elect Director Denise M. O'Leary | Management | For | For |
| 1k | Elect Director Kendall J. Powell | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 5 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 6 | Authorize Overseas Market Purchases of Ordinary 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 |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Thomas H. Glocer | Management | For | For |
| 1f | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Stephen L. Mayo | Management | For | For |
| 1h | Elect Director Paul B. Rothman | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Christine E. Seidman | Management | For | For |
| 1k | Elect Director Inge G. Thulin | Management | For | For |
| 1l | Elect Director Kathy J. Warden | Management | For | For |
| 1m | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Access to COVID-19 Products | Shareholder | Against | For |
| 7 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | For |
| 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 Director Peggy Alford | Management | For | Withhold |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | Withhold |
| 1.3 | Elect Director Andrew W. Houston | Management | For | Withhold |
| 1.4 | Elect Director Nancy Killefer | Management | For | For |
| 1.5 | Elect Director Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Director Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Director Tracey T. Travis | Management | For | For |
| 1.8 | Elect Director Tony Xu | Management | For | Withhold |
| 1.9 | Elect Director Mark Zuckerberg | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Human Rights Impact Assessment of Targeted Advertising | Shareholder | Against | For |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | For |
| 9 | Report on Data Privacy regarding Reproductive Healthcare | Shareholder | Against | For |
| 10 | Report on Enforcement of Community Standards and User Content | Shareholder | Against | Against |
| 11 | Report on Child Safety and Harm Reduction | Shareholder | Against | For |
| 12 | Report on Executive Pay Calibration to Externalized Costs | Shareholder | Against | For |
| 13 | Commission Independent Review of Audit & Risk Oversight Committee | Shareholder | Against | Against |
| MICROCHIP TECHNOLOGY INCORPORATED Meeting Date: AUG 23, 2022 Record Date: JUN 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MCHP Security ID: 595017104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew W. Chapman | Management | For | For |
| 1.2 | Elect Director Esther L. Johnson | Management | For | For |
| 1.3 | Elect Director Karlton D. Johnson | Management | For | For |
| 1.4 | Elect Director Wade F. Meyercord | Management | For | For |
| 1.5 | Elect Director Ganesh Moorthy | Management | For | For |
| 1.6 | Elect Director Karen M. Rapp | Management | For | For |
| 1.7 | Elect Director Steve Sanghi | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 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 |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | 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 |
| 1a | Elect Director Alistair Darling | Management | For | For |
| 1b | Elect Director Thomas H. Glocer | Management | For | For |
| 1c | Elect Director James P. Gorman | Management | For | For |
| 1d | Elect Director Robert H. Herz | Management | For | For |
| 1e | Elect Director Erika H. James | Management | For | For |
| 1f | Elect Director Hironori Kamezawa | Management | For | For |
| 1g | Elect Director Shelley B. Leibowitz | Management | For | For |
| 1h | Elect Director Stephen J. Luczo | Management | For | For |
| 1i | Elect Director Jami Miscik | Management | For | For |
| 1j | Elect Director Masato Miyachi | Management | For | For |
| 1k | Elect Director Dennis M. Nally | Management | For | For |
| 1l | Elect Director Mary L. Schapiro | Management | For | For |
| 1m | Elect Director Perry M. Traquina | Management | For | For |
| 1n | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| MORNINGSTAR, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MORN Security ID: 617700109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joe Mansueto | Management | For | For |
| 1b | Elect Director Kunal Kapoor | Management | For | For |
| 1c | Elect Director Robin Diamonte | Management | For | Against |
| 1d | Elect Director Cheryl Francis | Management | For | Against |
| 1e | Elect Director Steve Joynt | Management | For | Against |
| 1f | Elect Director Steve Kaplan | Management | For | For |
| 1g | Elect Director Gail Landis | Management | For | Against |
| 1h | Elect Director Bill Lyons | Management | For | For |
| 1i | Elect Director Doniel Sutton | Management | For | Against |
| 1j | Elect Director Caroline Tsay | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| NASDAQ, INC. Meeting Date: JUN 21, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NDAQ Security ID: 631103108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Melissa M. Arnoldi | Management | For | For |
| 1b | Elect Director Charlene T. Begley | Management | For | For |
| 1c | Elect Director Steven D. Black | Management | For | For |
| 1d | Elect Director Adena T. Friedman | Management | For | For |
| 1e | Elect Director Essa Kazim | Management | For | For |
| 1f | Elect Director Thomas A. Kloet | Management | For | For |
| 1g | Elect Director Michael R. Splinter | Management | For | For |
| 1h | Elect Director Johan Torgeby | Management | For | For |
| 1i | Elect Director Toni Townes-Whitley | Management | For | For |
| 1j | Elect Director Jeffery W. Yabuki | Management | For | For |
| 1k | Elect Director Alfred W. Zollar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| NEXSTAR MEDIA GROUP, INC. Meeting Date: JUN 15, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NXST Security ID: 65336K103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Amend Charter to Add Federal Forum Selection Provision | Management | For | For |
| 3 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 4 | Amend Charter | Management | For | For |
| 5.1 | Elect Director John R. Muse | Management | For | For |
| 5.2 | Elect Director I. Martin Pompadur | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | Two Years | One Year |
| 9 | Require Independent Board Chair | Shareholder | Against | For |
| NEXTERA ENERGY, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NEE Security ID: 65339F101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole S. Arnaboldi | Management | For | For |
| 1b | Elect Director Sherry S. Barrat | Management | For | For |
| 1c | Elect Director James L. Camaren | Management | For | For |
| 1d | Elect Director Kenneth B. Dunn | Management | For | For |
| 1e | Elect Director Naren K. Gursahaney | Management | For | For |
| 1f | Elect Director Kirk S. Hachigian | Management | For | For |
| 1g | Elect Director John W. Ketchum | Management | For | For |
| 1h | Elect Director Amy B. Lane | Management | For | For |
| 1i | Elect Director David L. Porges | Management | For | For |
| 1j | Elect Director Deborah "Dev" Stahlkopf | Management | For | For |
| 1k | Elect Director John A. Stall | Management | For | For |
| 1l | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Ratify Deloitte & Touche as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | For |
| NIKE, INC. Meeting Date: SEP 09, 2022 Record Date: JUL 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NKE Security ID: 654106103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1b | Elect Director Peter B. Henry | Management | For | For |
| 1c | Elect Director Michelle A. Peluso | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Adopt a Policy on China Sourcing | Shareholder | Against | Against |
| 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 |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| O'REILLY AUTOMOTIVE, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ORLY Security ID: 67103H107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David O'Reilly | Management | For | For |
| 1b | Elect Director Larry O'Reilly | Management | For | For |
| 1c | Elect Director Greg Henslee | Management | For | For |
| 1d | Elect Director Jay D. Burchfield | Management | For | For |
| 1e | Elect Director Thomas T. Hendrickson | Management | For | For |
| 1f | Elect Director John R. Murphy | Management | For | For |
| 1g | Elect Director Dana M. Perlman | Management | For | For |
| 1h | Elect Director Maria A. Sastre | Management | For | For |
| 1i | Elect Director Andrea M. Weiss | Management | For | For |
| 1j | Elect Director Fred Whitfield | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | 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 |
| 1.1 | Elect Director Mark C. Pigott | Management | For | For |
| 1.2 | Elect Director Dame Alison J. Carnwath | Management | For | For |
| 1.3 | Elect Director Franklin L. Feder | Management | For | For |
| 1.4 | Elect Director R. Preston Feight | Management | For | For |
| 1.5 | Elect Director Kirk S. Hachigian | Management | For | For |
| 1.6 | Elect Director Barbara B. Hulit | Management | For | For |
| 1.7 | Elect Director Roderick C. McGeary | Management | For | For |
| 1.8 | Elect Director Cynthia A. Niekamp | Management | For | For |
| 1.9 | Elect Director John M. Pigott | Management | For | For |
| 1.10 | Elect Director Ganesh Ramaswamy | Management | For | For |
| 1.11 | Elect Director Mark A. Schulz | Management | For | For |
| 1.12 | Elect Director Gregory M. E. Spierkel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Report on Climate Lobbying | Shareholder | Against | For |
| PAPA JOHN'S INTERNATIONAL, INC. Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PZZA Security ID: 698813102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher L. Coleman | Management | For | For |
| 1b | Elect Director Laurette T. Koellner | Management | For | For |
| 1c | Elect Director Robert M. Lynch | Management | For | For |
| 1d | Elect Director Jocelyn C. Mangan | Management | For | For |
| 1e | Elect Director Sonya E. Medina | Management | For | For |
| 1f | Elect Director Shaquille R. O'Neal | Management | For | For |
| 1g | Elect Director Anthony M. Sanfilippo | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PARKER-HANNIFIN CORPORATION Meeting Date: OCT 26, 2022 Record Date: SEP 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PH Security ID: 701094104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lee C. Banks | Management | For | For |
| 1b | Elect Director Jillian C. Evanko | Management | For | For |
| 1c | Elect Director Lance M. Fritz | Management | For | For |
| 1d | Elect Director Linda A. Harty | Management | For | For |
| 1e | Elect Director William F. Lacey | Management | For | For |
| 1f | Elect Director Kevin A. Lobo | Management | For | For |
| 1g | Elect Director Joseph Scaminace | Management | For | For |
| 1h | Elect Director Ake Svensson | Management | For | For |
| 1i | Elect Director Laura K. Thompson | Management | For | For |
| 1j | Elect Director James R. Verrier | Management | For | For |
| 1k | Elect Director James L. Wainscott | Management | For | For |
| 1l | Elect Director Thomas L. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | 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 |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director Jonathan Christodoro | Management | For | For |
| 1c | Elect Director John J. Donahoe | Management | For | For |
| 1d | Elect Director David W. Dorman | Management | For | For |
| 1e | Elect Director Belinda J. Johnson | Management | For | For |
| 1f | Elect Director Enrique Lores | Management | For | For |
| 1g | Elect Director Gail J. McGovern | Management | For | For |
| 1h | Elect Director Deborah M. Messemer | Management | For | For |
| 1i | Elect Director David M. Moffett | Management | For | For |
| 1j | Elect Director Ann M. Sarnoff | Management | For | For |
| 1k | Elect Director Daniel H. Schulman | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt a Policy on Services in Conflict Zones | Shareholder | Against | Against |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 7 | Report on PayPal's Nondiscriminatory Provision of Financial Services - Withdrawn | Shareholder | None | None |
| 8 | Report on Ensuring Respect for Civil Liberties | Shareholder | Against | Against |
| 9 | Adopt Majority Vote Standard for Director Elections | 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 |
| 1.1 | Elect Director Ronald E. Blaylock | Management | For | For |
| 1.2 | Elect Director Albert Bourla | Management | For | For |
| 1.3 | Elect Director Susan Desmond-Hellmann | Management | For | For |
| 1.4 | Elect Director Joseph J. Echevarria | Management | For | For |
| 1.5 | Elect Director Scott Gottlieb | Management | For | For |
| 1.6 | Elect Director Helen H. Hobbs | Management | For | For |
| 1.7 | Elect Director Susan Hockfield | Management | For | For |
| 1.8 | Elect Director Dan R. Littman | Management | For | For |
| 1.9 | Elect Director Shantanu Narayen | Management | For | For |
| 1.10 | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director James C. Smith | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Feasibility of Intellectual Property Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | For |
| 9 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 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 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| 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 |
| 1a | Elect Director Hamid R. Moghadam | Management | For | For |
| 1b | Elect Director Cristina G. Bita | Management | For | For |
| 1c | Elect Director James B. Connor | Management | For | For |
| 1d | Elect Director George L. Fotiades | Management | For | For |
| 1e | Elect Director Lydia H. Kennard | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director Avid Modjtabai | Management | For | For |
| 1h | Elect Director David P. O'Connor | Management | For | For |
| 1i | Elect Director Olivier Piani | Management | For | For |
| 1j | Elect Director Jeffrey L. Skelton | Management | For | For |
| 1k | Elect Director Carl B. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | 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 |
| 1a | Elect Director Tracy A. Atkinson | Management | For | For |
| 1b | Elect Director Leanne G. Caret | Management | For | For |
| 1c | Elect Director Bernard A. Harris, Jr. | Management | For | For |
| 1d | Elect Director Gregory J. Hayes | Management | For | For |
| 1e | Elect Director George R. Oliver | Management | For | For |
| 1f | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1g | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1h | Elect Director Ellen M. Pawlikowski | Management | For | For |
| 1i | Elect Director Denise L. Ramos | Management | For | For |
| 1j | Elect Director Fredric G. Reynolds | Management | For | For |
| 1k | Elect Director Brian C. Rogers | Management | For | For |
| 1l | Elect Director James A. Winnefeld, Jr. | Management | For | For |
| 1m | Elect Director Robert O. Work | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Amend Certificate of Incorporation to Eliminate Personal Liability of Officers for Monetary Damages For Breach of Fiduciary Duty as an Officer | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | For |
| 8 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | For |
| REPUBLIC SERVICES, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RSG Security ID: 760759100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Manuel Kadre | Management | For | For |
| 1b | Elect Director Tomago Collins | Management | For | For |
| 1c | Elect Director Michael A. Duffy | Management | For | For |
| 1d | Elect Director Thomas W. Handley | Management | For | For |
| 1e | Elect Director Jennifer M. Kirk | Management | For | For |
| 1f | Elect Director Michael Larson | Management | For | For |
| 1g | Elect Director James P. Snee | Management | For | For |
| 1h | Elect Director Brian S. Tyler | Management | For | For |
| 1i | Elect Director Jon Vander Ark | Management | For | For |
| 1j | Elect Director Sandra M. Volpe | Management | For | For |
| 1k | Elect Director Katharine B. Weymouth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ROPER TECHNOLOGIES, INC. Meeting Date: JUN 13, 2023 Record Date: APR 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ROP Security ID: 776696106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye L. Archambeau | Management | For | For |
| 1.2 | Elect Director Amy Woods Brinkley | Management | For | For |
| 1.3 | Elect Director Irene M. Esteves | Management | For | For |
| 1.4 | Elect Director L. Neil Hunn | Management | For | For |
| 1.5 | Elect Director Robert D. Johnson | Management | For | For |
| 1.6 | Elect Director Thomas P. Joyce, Jr. | Management | For | For |
| 1.7 | Elect Director Laura G. Thatcher | Management | For | For |
| 1.8 | Elect Director Richard F. Wallman | Management | For | For |
| 1.9 | Elect Director Christopher Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| 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 |
| 1a | Elect Director Marc Benioff | Management | For | For |
| 1b | Elect Director Laura Alber | Management | For | For |
| 1c | Elect Director Craig Conway | Management | For | For |
| 1d | Elect Director Arnold Donald | Management | For | For |
| 1e | Elect Director Parker Harris | Management | For | For |
| 1f | Elect Director Neelie Kroes | Management | For | For |
| 1g | Elect Director Sachin Mehra | Management | For | For |
| 1h | Elect Director G. Mason Morfit | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director John V. Roos | Management | For | For |
| 1k | Elect Director Robin Washington | Management | For | For |
| 1l | Elect Director Maynard Webb | Management | For | For |
| 1m | Elect Director Susan Wojcicki | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| SCHLUMBERGER N.V. 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 |
| 1.1 | Elect Director Peter Coleman | Management | For | For |
| 1.2 | Elect Director Patrick de La Chevardiere | Management | For | For |
| 1.3 | Elect Director Miguel Galuccio | Management | For | For |
| 1.4 | Elect Director Olivier Le Peuch | Management | For | For |
| 1.5 | Elect Director Samuel Leupold | Management | For | For |
| 1.6 | Elect Director Tatiana Mitrova | Management | For | For |
| 1.7 | Elect Director Maria Moraeus Hanssen | Management | For | For |
| 1.8 | Elect Director Vanitha Narayanan | Management | For | For |
| 1.9 | Elect Director Mark Papa | Management | For | For |
| 1.10 | Elect Director Jeff Sheets | Management | For | For |
| 1.11 | Elect Director Ulrich Spiesshofer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt and Approve Financials and Dividends | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | 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 |
| 1a | Elect Director Susan L. Bostrom | Management | For | For |
| 1b | Elect Director Teresa Briggs | Management | For | For |
| 1c | Elect Director Jonathan C. Chadwick | Management | For | For |
| 1d | Elect Director Paul E. Chamberlain | Management | For | For |
| 1e | Elect Director Lawrence J. Jackson, Jr. | Management | For | For |
| 1f | Elect Director Frederic B. Luddy | Management | For | For |
| 1g | Elect Director William R. McDermott | Management | For | For |
| 1h | Elect Director Jeffrey A. Miller | Management | For | For |
| 1i | Elect Director Joseph 'Larry' Quinlan | Management | For | For |
| 1j | Elect Director Anita M. Sands | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Elect Director Deborah Black | Management | For | For |
| SHOPIFY INC. Meeting Date: JUN 27, 2023 Record Date: MAY 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SHOP Security ID: 82509L107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Tobias Lutke | Management | For | For |
| 1B | Elect Director Robert Ashe | Management | For | For |
| 1C | Elect Director Gail Goodman | Management | For | For |
| 1D | Elect Director Colleen Johnston | Management | For | For |
| 1E | Elect Director Jeremy Levine | Management | For | For |
| 1F | Elect Director Toby Shannan | Management | For | For |
| 1G | Elect Director Fidji Simo | Management | For | For |
| 1H | Elect Director Bret Taylor | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | Against |
| SIGA TECHNOLOGIES, INC. Meeting Date: JUN 13, 2023 Record Date: APR 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SIGA Security ID: 826917106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jaymie A. Durnan | Management | For | For |
| 1.2 | Elect Director Harold Ford, Jr. | Management | For | For |
| 1.3 | Elect Director Evan A. Knisely | Management | For | For |
| 1.4 | Elect Director Joseph W. "Chip" Marshall, III | Management | For | For |
| 1.5 | Elect Director Gary J. Nabel | Management | For | For |
| 1.6 | Elect Director Julian Nemirovsky | Management | For | For |
| 1.7 | Elect Director Holly Phillips | Management | For | For |
| 1.8 | Elect Director Jay K. Varma | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| SONOS, INC. Meeting Date: MAR 09, 2023 Record Date: JAN 12, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SONO Security ID: 83570H108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas Conrad | Management | For | For |
| 1.2 | Elect Director Julius Genachowski | Management | For | Withhold |
| 1.3 | Elect Director Michelangelo Volpi | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' 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 |
| 1a | Elect Director Richard E. Allison, Jr. | Management | For | For |
| 1b | Elect Director Andrew Campion | Management | For | For |
| 1c | Elect Director Beth Ford | Management | For | For |
| 1d | Elect Director Mellody Hobson | Management | For | For |
| 1e | Elect Director Jorgen Vig Knudstorp | Management | For | For |
| 1f | Elect Director Satya Nadella | Management | For | For |
| 1g | Elect Director Laxman Narasimhan | Management | For | For |
| 1h | Elect Director Howard Schultz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Plant-Based Milk Pricing | Shareholder | Against | Against |
| 6 | Adopt Policy on Succession Planning | Shareholder | Against | Against |
| 7 | Report on Operations in Communist China | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | For |
| 9 | Establish Committee on Corporate Sustainability | Shareholder | Against | Against |
| 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 Director Andre Almeida | Management | For | Withhold |
| 1.2 | Elect Director Marcelo Claure | Management | For | Withhold |
| 1.3 | Elect Director Srikant M. Datar | Management | For | For |
| 1.4 | Elect Director Srinivasan Gopalan | Management | For | Withhold |
| 1.5 | Elect Director Timotheus Hottges | Management | For | Withhold |
| 1.6 | Elect Director Christian P. Illek | Management | For | Withhold |
| 1.7 | Elect Director Raphael Kubler | Management | For | Withhold |
| 1.8 | Elect Director Thorsten Langheim | Management | For | Withhold |
| 1.9 | Elect Director Dominique Leroy | Management | For | Withhold |
| 1.10 | Elect Director Letitia A. Long | Management | For | For |
| 1.11 | Elect Director G. Michael Sievert | Management | For | Withhold |
| 1.12 | Elect Director Teresa A. Taylor | Management | For | For |
| 1.13 | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| TARGET CORPORATION Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TGT Security ID: 87612E106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David P. Abney | Management | For | For |
| 1b | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1c | Elect Director George S. Barrett | Management | For | For |
| 1d | Elect Director Gail K. Boudreaux | Management | For | For |
| 1e | Elect Director Brian C. Cornell | Management | For | For |
| 1f | Elect Director Robert L. Edwards | Management | For | For |
| 1g | Elect Director Donald R. Knauss | Management | For | For |
| 1h | Elect Director Christine A. Leahy | Management | For | For |
| 1i | Elect Director Monica C. Lozano | Management | For | For |
| 1j | Elect Director Grace Puma | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 1l | Elect Director Dmitri L. Stockton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 |
| 1.1 | Elect Director Elon Musk | Management | For | For |
| 1.2 | Elect Director Robyn Denholm | Management | For | Against |
| 1.3 | Elect Director JB Straubel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Key-Person Risk and Efforts to Ameliorate It | Shareholder | Against | Against |
| THE CHARLES SCHWAB CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SCHW Security ID: 808513105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marianne C. Brown | Management | For | For |
| 1b | Elect Director Frank C. Herringer | Management | For | For |
| 1c | Elect Director Gerri K. Martin-Flickinger | Management | For | For |
| 1d | Elect Director Todd M. Ricketts | Management | For | For |
| 1e | Elect Director Carolyn Schwab-Pomerantz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Gender/Racial Pay Gap | Shareholder | Against | For |
| 6 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| THE COOPER COMPANIES, INC. Meeting Date: MAR 15, 2023 Record Date: JAN 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: COO Security ID: 216648402 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Colleen E. Jay | Management | For | For |
| 1.2 | Elect Director William A. Kozy | Management | For | For |
| 1.3 | Elect Director Cynthia L. Lucchese | Management | For | For |
| 1.4 | Elect Director Teresa S. Madden | Management | For | For |
| 1.5 | Elect Director Gary S. Petersmeyer | Management | For | For |
| 1.6 | Elect Director Maria Rivas | Management | For | For |
| 1.7 | Elect Director Robert S. Weiss | Management | For | For |
| 1.8 | Elect Director Albert G. White, III | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Gerard J. Arpey | Management | For | For |
| 1b | Elect Director Ari Bousbib | Management | For | For |
| 1c | Elect Director Jeffery H. Boyd | Management | For | For |
| 1d | Elect Director Gregory D. Brenneman | Management | For | For |
| 1e | Elect Director J. Frank Brown | Management | For | For |
| 1f | Elect Director Albert P. Carey | Management | For | For |
| 1g | Elect Director Edward P. Decker | Management | For | For |
| 1h | Elect Director Linda R. Gooden | Management | For | For |
| 1i | Elect Director Wayne M. Hewett | Management | For | For |
| 1j | Elect Director Manuel Kadre | Management | For | For |
| 1k | Elect Director Stephanie C. Linnartz | Management | For | For |
| 1l | Elect Director Paula Santilli | Management | For | For |
| 1m | Elect Director Caryn Seidman-Becker | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Political Expenditures Congruence | Shareholder | Against | For |
| 8 | Rescind 2022 Racial Equity Audit Proposal | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| THE PNC FINANCIAL SERVICES GROUP, INC. Meeting Date: APR 26, 2023 Record Date: FEB 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PNC Security ID: 693475105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph Alvarado | Management | For | For |
| 1b | Elect Director Debra A. Cafaro | Management | For | For |
| 1c | Elect Director Marjorie Rodgers Cheshire | Management | For | For |
| 1d | Elect Director William S. Demchak | Management | For | For |
| 1e | Elect Director Andrew T. Feldstein | Management | For | For |
| 1f | Elect Director Richard J. Harshman | Management | For | For |
| 1g | Elect Director Daniel R. Hesse | Management | For | For |
| 1h | Elect Director Renu Khator | Management | For | For |
| 1i | Elect Director Linda R. Medler | Management | For | For |
| 1j | Elect Director Robert A. Niblock | Management | For | For |
| 1k | Elect Director Martin Pfinsgraff | Management | For | For |
| 1l | Elect Director Bryan S. Salesky | Management | For | For |
| 1m | Elect Director Toni Townes-whitley | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Danelle M. Barrett | Management | For | For |
| 1b | Elect Director Philip Bleser | Management | For | For |
| 1c | Elect Director Stuart B. Burgdoerfer | Management | For | For |
| 1d | Elect Director Pamela J. Craig | Management | For | For |
| 1e | Elect Director Charles A. Davis | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Lawton W. Fitt | Management | For | For |
| 1h | Elect Director Susan Patricia Griffith | Management | For | For |
| 1i | Elect Director Devin C. Johnson | Management | For | For |
| 1j | Elect Director Jeffrey D. Kelly | Management | For | For |
| 1k | Elect Director Barbara R. Snyder | Management | For | For |
| 1l | Elect Director Kahina Van Dyke | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE SIMPLY GOOD FOODS COMPANY Meeting Date: JAN 19, 2023 Record Date: NOV 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SMPL Security ID: 82900L102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Clayton C. Daley, Jr. | Management | For | For |
| 1b | Elect Director Nomi P. Ghez | Management | For | For |
| 1c | Elect Director Michelle P. Goolsby | Management | For | For |
| 1d | Elect Director James M. Kilts | Management | For | For |
| 1e | Elect Director Robert G. Montgomery | Management | For | For |
| 1f | Elect Director Brian K. Ratzan | Management | For | For |
| 1g | Elect Director David W. Ritterbush | Management | For | For |
| 1h | Elect Director Joseph E. Scalzo | Management | For | For |
| 1i | Elect Director Joseph J. Schena | Management | For | For |
| 1j | Elect Director David J. West | Management | For | For |
| 1k | Elect Director James D. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | 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 |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Safra A. Catz | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Francis A. deSouza | Management | For | For |
| 1e | Elect Director Carolyn N. Everson | Management | For | For |
| 1f | Elect Director Michael B.G. Froman | Management | For | For |
| 1g | Elect Director Robert A. Iger | Management | For | For |
| 1h | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1i | Elect Director Calvin R. McDonald | Management | For | For |
| 1j | Elect Director Mark G. Parker | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Charitable Contributions | Shareholder | Against | Against |
| 7 | Report on Political Expenditures | 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 |
| 1a | Elect Director Marc N. Casper | Management | For | For |
| 1b | Elect Director Nelson J. Chai | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director C. Martin Harris | Management | For | For |
| 1e | Elect Director Tyler Jacks | Management | For | For |
| 1f | Elect Director R. Alexandra Keith | Management | For | For |
| 1g | Elect Director James C. Mullen | Management | For | For |
| 1h | Elect Director Lars R. Sorensen | Management | For | For |
| 1i | Elect Director Debora L. Spar | Management | For | For |
| 1j | Elect Director Scott M. Sperling | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| TRACTOR SUPPLY COMPANY Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TSCO Security ID: 892356106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joy Brown | Management | For | For |
| 1.2 | Elect Director Ricardo Cardenas | Management | For | For |
| 1.3 | Elect Director Andre Hawaux | Management | For | For |
| 1.4 | Elect Director Denise L. Jackson | Management | For | For |
| 1.5 | Elect Director Ramkumar Krishnan | Management | For | For |
| 1.6 | Elect Director Edna K. Morris | Management | For | For |
| 1.7 | Elect Director Mark J. Weikel | Management | For | For |
| 1.8 | Elect Director Harry A. Lawton, III | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TRANE TECHNOLOGIES PLC Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TT Security ID: G8994E103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kirk E. Arnold | Management | For | For |
| 1b | Elect Director Ann C. Berzin | Management | For | For |
| 1c | Elect Director April Miller Boise | Management | For | For |
| 1d | Elect Director Gary D. Forsee | Management | For | For |
| 1e | Elect Director Mark R. George | Management | For | For |
| 1f | Elect Director John A. Hayes | Management | For | For |
| 1g | Elect Director Linda P. Hudson | Management | For | For |
| 1h | Elect Director Myles P. Lee | Management | For | For |
| 1i | Elect Director David S. Regnery | Management | For | For |
| 1j | Elect Director Melissa N. Schaeffer | Management | For | For |
| 1k | Elect Director John P. Surma | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Authorize Issue of Equity | Management | For | For |
| 6 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | For |
| 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 |
| 1a | Elect Director William J. DeLaney | Management | For | For |
| 1b | Elect Director David B. Dillon | Management | For | For |
| 1c | Elect Director Sheri H. Edison | Management | For | For |
| 1d | Elect Director Teresa M. Finley | Management | For | For |
| 1e | Elect Director Lance M. Fritz | Management | For | For |
| 1f | Elect Director Deborah C. Hopkins | Management | For | For |
| 1g | Elect Director Jane H. Lute | Management | For | For |
| 1h | Elect Director Michael R. McCarthy | Management | For | For |
| 1i | Elect Director Jose H. Villarreal | Management | For | For |
| 1j | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy | 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 |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | 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 |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| WD-40 COMPANY Meeting Date: DEC 13, 2022 Record Date: OCT 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WDFC Security ID: 929236107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven A. Brass | Management | For | For |
| 1.2 | Elect Director Cynthia B. Burks | Management | For | For |
| 1.3 | Elect Director Daniel T. Carter | Management | For | For |
| 1.4 | Elect Director Melissa Claassen | Management | For | For |
| 1.5 | Elect Director Eric P. Etchart | Management | For | For |
| 1.6 | Elect Director Lara L. Lee | Management | For | For |
| 1.7 | Elect Director Edward O. Magee, Jr. | Management | For | For |
| 1.8 | Elect Director Trevor I. Mihalik | Management | For | For |
| 1.9 | Elect Director Graciela I. Monteagudo | Management | For | For |
| 1.10 | Elect Director David B. Pendarvis | Management | For | For |
| 1.11 | Elect Director Gregory A. Sandfort | Management | For | For |
| 1.12 | Elect Director Anne G. Saunders | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| XCEL ENERGY INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: XEL Security ID: 98389B100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Megan Burkhart | Management | For | For |
| 1b | Elect Director Lynn Casey | Management | For | For |
| 1c | Elect Director Bob Frenzel | Management | For | For |
| 1d | Elect Director Netha Johnson | Management | For | For |
| 1e | Elect Director Patricia Kampling | Management | For | For |
| 1f | Elect Director George Kehl | Management | For | For |
| 1g | Elect Director Richard O'Brien | Management | For | For |
| 1h | Elect Director Charles Pardee | Management | For | For |
| 1i | Elect Director Christopher Policinski | Management | For | For |
| 1j | Elect Director James Prokopanko | Management | For | For |
| 1k | Elect Director Kim Williams | Management | For | For |
| 1l | Elect Director Daniel Yohannes | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| YETI HOLDINGS, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: YETI Security ID: 98585X104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mary Lou Kelley | Management | For | Withhold |
| 1.2 | Elect Director Dustan E. McCoy | Management | For | For |
| 1.3 | Elect Director Robert K. Shearer | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
Principal LifeTime 2010 Account
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type:�� ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID:�� 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
Principal LifeTime 2020 Account
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
Principal LifeTime 2030 Account
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
Principal LifeTime 2040 Account
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker:�� PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
Principal LifeTime 2050 Account
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
Principal LifeTime 2060 Account
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date:�� APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFRSX Security ID: 74256W568 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
Principal LifeTime Strategic Income Account
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | ABSTAIN |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | AGAINST |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | WITHHOLD |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.13 | Elect Director Director Kenneth A. McCullum | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.12 | Elect Director Director Patrick G. Halter | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.11 | Elect Director Director Kamal Bhatia | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.9 | Elect Director Director Elizabeth A. Nickels | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.8 | Elect Director Director Karen McMillan | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.7 | Elect Director Director Padelford L. Lattimer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.6 | Elect Director Director Victor L. Hymes | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.5 | Elect Director Director Fritz S. Hirsch | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.4 | Elect Director Director Frances P. Grieb | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.3 | Elect Director Director Katharin S. Dyer | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.2 | Elect Director Director Craig Damos | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSMVX Security ID: 742537566 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCSMX Security ID: 742537574 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PSHIX Security ID: 74254U440 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| 1.10 | Elect Director Director Mary M. VanDeWeghe | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PINZX Security ID: 742553571 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POEFX Security ID: 742537483 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCMSX Security ID: 74257B654 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PPIMX Security ID: 74253Q614 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMAQX Security ID: 74256W584 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLVIX Security ID: 74253J677 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLFIX Security ID: 74253Q788 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLCGX Security ID: 742537590 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFISX Security ID: 74256W493 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PIPIX Security ID: 74254T815 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PYHIX Security ID: 74254R637 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEIIX Security ID: 74254U499 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDARX Security ID: 742537467 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDIFX Security ID: 74257B811 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PICNX Security ID: 742537616 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
| PRINCIPAL FUNDS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGBHX Security ID: 74256W535 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Director LeRoy T. Barnes, Jr. | Management | For | FOR |
Real Estate Securities Account
| 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 Director Merrie S. Frankel | Management | For | For |
| 1.2 | Elect Director John Rakolta, Jr. | Management | For | For |
| 1.3 | Elect Director Jerome Rossi | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ALEXANDRIA REAL ESTATE EQUITIES, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ARE Security ID: 015271109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joel S. Marcus | Management | For | For |
| 1b | Elect Director Steven R. Hash | Management | For | For |
| 1c | Elect Director James P. Cain | Management | For | For |
| 1d | Elect Director Cynthia L. Feldmann | Management | For | For |
| 1e | Elect Director Maria C. Freire | Management | For | For |
| 1f | Elect Director Richard H. Klein | Management | For | For |
| 1g | Elect Director Michael A. Woronoff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AMERICAN HOMES 4 RENT Meeting Date: MAY 09, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMH Security ID: 02665T306 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Matthew J. Hart | Management | For | For |
| 1b | Elect Director David P. Singelyn | Management | For | For |
| 1c | Elect Director Douglas N. Benham | Management | For | For |
| 1d | Elect Director Jack Corrigan | Management | For | For |
| 1e | Elect Director David Goldberg | Management | For | For |
| 1f | Elect Director Tamara H. Gustavson | Management | For | For |
| 1g | Elect Director Michelle C. Kerrick | Management | For | For |
| 1h | Elect Director James H. Kropp | Management | For | For |
| 1i | Elect Director Lynn C. Swann | Management | For | For |
| 1j | Elect Director Winifred M. Webb | Management | For | For |
| 1k | Elect Director Jay Willoughby | Management | For | For |
| 1l | Elect Director Matthew R. Zaist | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | 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 |
| 1a | Elect Director Thomas A. Bartlett | Management | For | For |
| 1b | Elect Director Kelly C. Chambliss | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director Raymond P. Dolan | Management | For | For |
| 1e | Elect Director Kenneth R. Frank | Management | For | For |
| 1f | Elect Director Robert D. Hormats | Management | For | For |
| 1g | Elect Director Grace D. Lieblein | Management | For | For |
| 1h | Elect Director Craig Macnab | Management | For | For |
| 1i | Elect Director JoAnn A. Reed | Management | For | For |
| 1j | Elect Director Pamela D. A. Reeve | Management | For | For |
| 1k | Elect Director Bruce L. Tanner | Management | For | For |
| 1l | Elect Director Samme L. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| APARTMENT INCOME REIT CORP. Meeting Date: DEC 07, 2022 Record Date: OCT 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AIRC Security ID: 03750L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Terry Considine | Management | For | For |
| 1.2 | Elect Director Thomas N. Bohjalian | Management | For | For |
| 1.3 | Elect Director Kristin R. Finney-Cooke | Management | For | For |
| 1.4 | Elect Director Thomas L. Keltner | Management | For | For |
| 1.5 | Elect Director Devin I. Murphy | Management | For | For |
| 1.6 | Elect Director Margarita Palau-Hernandez | Management | For | For |
| 1.7 | Elect Director John Dinha Rayis | Management | For | For |
| 1.8 | Elect Director Ann Sperling | Management | For | For |
| 1.9 | Elect Director Nina A. Tran | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | 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 Director Glenn W. Bunting | Management | For | For |
| 1.2 | Elect Director Jon A. Fosheim | Management | For | For |
| 1.3 | Elect Director Kristian M. Gathright | Management | For | For |
| 1.4 | Elect Director Carolyn B. Handlon | Management | For | For |
| 1.5 | Elect Director Glade M. Knight | Management | For | For |
| 1.6 | Elect Director Justin G. Knight | Management | For | For |
| 1.7 | Elect Director Blythe J. McGarvie | Management | For | For |
| 1.8 | Elect Director L. Hugh Redd | Management | For | For |
| 1.9 | Elect Director Howard E. Woolley | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AVALONBAY COMMUNITIES, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AVB Security ID: 053484101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Glyn F. Aeppel | Management | For | For |
| 1b | Elect Director Terry S. Brown | Management | For | For |
| 1c | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1d | Elect Director Stephen P. Hills | Management | For | For |
| 1e | Elect Director Christopher B. Howard | Management | For | For |
| 1f | Elect Director Richard J. Lieb | Management | For | For |
| 1g | Elect Director Nnenna Lynch | Management | For | For |
| 1h | Elect Director Charles E. Mueller, Jr. | Management | For | For |
| 1i | Elect Director Timothy J. Naughton | Management | For | For |
| 1j | Elect Director Benjamin W. Schall | Management | For | For |
| 1k | Elect Director Susan Swanezy | Management | For | For |
| 1l | Elect Director W. Edward Walter | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BOSTON PROPERTIES, INC. Meeting Date: MAY 23, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BXP Security ID: 101121101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kelly A. Ayotte | Management | For | For |
| 1b | Elect Director Bruce W. Duncan | Management | For | For |
| 1c | Elect Director Carol B. Einiger | Management | For | For |
| 1d | Elect Director Diane J. Hoskins | Management | For | For |
| 1e | Elect Director Mary E. Kipp | Management | For | For |
| 1f | Elect Director Joel I. Klein | Management | For | For |
| 1g | Elect Director Douglas T. Linde | Management | For | For |
| 1h | Elect Director Matthew J. Lustig | Management | For | For |
| 1i | Elect Director Owen D. Thomas | Management | For | For |
| 1j | Elect Director William H. Walton, III | Management | For | For |
| 1k | Elect Director Derek Anthony (Tony) West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BROADSTONE NET LEASE, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BNL Security ID: 11135E203 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Laurie A. Hawkes | Management | For | For |
| 1.2 | Elect Director John D. Moragne | Management | For | For |
| 1.3 | Elect Director Denise Brooks-Williams | Management | For | For |
| 1.4 | Elect Director Michael A. Coke | Management | For | For |
| 1.5 | Elect Director Jessica Duran | Management | For | For |
| 1.6 | Elect Director Laura Felice | Management | For | For |
| 1.7 | Elect Director David M. Jacobstein | Management | For | For |
| 1.8 | Elect Director Shekar Narasimhan | Management | For | For |
| 1.9 | Elect Director James H. Watters | Management | For | For |
| 2 | Amend Charter | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| COUSINS PROPERTIES INCORPORATED Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CUZ Security ID: 222795502 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Charles T. Cannada | Management | For | For |
| 1b | Elect Director Robert M. Chapman | Management | For | For |
| 1c | Elect Director M. Colin Connolly | Management | For | For |
| 1d | Elect Director Scott W. Fordham | Management | For | For |
| 1e | Elect Director Lillian C. Giornelli | Management | For | For |
| 1f | Elect Director R. Kent Griffin, Jr. | Management | For | For |
| 1g | Elect Director Donna W. Hyland | Management | For | For |
| 1h | Elect Director Dionne Nelson | Management | For | For |
| 1i | Elect Director R. Dary Stone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | 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 Director Piero Bussani | Management | For | For |
| 1.2 | Elect Director Jit Kee Chin | Management | For | For |
| 1.3 | Elect Director Dorothy Dowling | Management | For | For |
| 1.4 | Elect Director John W. Fain | Management | For | For |
| 1.5 | Elect Director Jair K. Lynch | Management | For | For |
| 1.6 | Elect Director Christopher P. Marr | Management | For | For |
| 1.7 | Elect Director Deborah Rather Salzberg | Management | For | For |
| 1.8 | Elect Director John F. Remondi | Management | For | For |
| 1.9 | Elect Director Jeffrey F. Rogatz | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director William W. McCarten | Management | For | For |
| 1b | Elect Director Mark W. Brugger | Management | For | For |
| 1c | Elect Director Timothy R. Chi | Management | For | For |
| 1d | Elect Director Michael A. Hartmeier | Management | For | For |
| 1e | Elect Director Kathleen A. Merrill | Management | For | For |
| 1f | Elect Director William J. Shaw | Management | For | For |
| 1g | Elect Director Bruce D. Wardinski | Management | For | For |
| 1h | Elect Director Tabassum S. Zalotrawala | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | 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 |
| 1a | Elect Director Alexis Black Bjorlin | Management | For | For |
| 1b | Elect Director VeraLinn 'Dash' Jamieson | Management | For | For |
| 1c | Elect Director Kevin J. Kennedy | Management | For | For |
| 1d | Elect Director William G. LaPerch | Management | For | For |
| 1e | Elect Director Jean F.H.P. Mandeville | Management | For | For |
| 1f | Elect Director Afshin Mohebbi | Management | For | For |
| 1g | Elect Director Mark R. Patterson | Management | For | For |
| 1h | Elect Director Mary Hogan Preusse | Management | For | For |
| 1i | Elect Director Andrew P. Power | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risks Associated with Use of Concealment Clauses | Shareholder | Against | For |
| 6 | Report on Whether Company Policies Reinforce 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 |
| 1a | Elect Director Nanci Caldwell | Management | For | For |
| 1b | Elect Director Adaire Fox-Martin | Management | For | For |
| 1c | Elect Director Ron Guerrier - Withdrawn | Management | None | None |
| 1d | Elect Director Gary Hromadko | Management | For | For |
| 1e | Elect Director Charles Meyers | Management | For | For |
| 1f | Elect Director Thomas Olinger | Management | For | For |
| 1g | Elect Director Christopher Paisley | Management | For | For |
| 1h | Elect Director Jeetu Patel | Management | For | For |
| 1i | Elect Director Sandra Rivera | Management | For | For |
| 1j | Elect Director Fidelma Russo | Management | For | For |
| 1k | Elect Director Peter Van Camp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | 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 Director Andrew Berkenfield | Management | For | For |
| 1.2 | Elect Director Derrick Burks | Management | For | For |
| 1.3 | Elect Director Philip Calian | Management | For | For |
| 1.4 | Elect Director David Contis | Management | For | Withhold |
| 1.5 | Elect Director Constance Freedman | Management | For | For |
| 1.6 | Elect Director Thomas Heneghan | Management | For | For |
| 1.7 | Elect Director Marguerite Nader | Management | For | For |
| 1.8 | Elect Director Scott Peppet | Management | For | For |
| 1.9 | Elect Director Sheli Rosenberg | Management | For | For |
| 1.10 | Elect Director Samuel Zell | Management | For | For |
| 2 | Ratify Ernst & Young, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One 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 Director Angela M. Aman | Management | For | For |
| 1.2 | Elect Director Linda Walker Bynoe | Management | For | For |
| 1.3 | Elect Director Mary Kay Haben | Management | For | For |
| 1.4 | Elect Director Tahsinul Zia Huque | Management | For | For |
| 1.5 | Elect Director John E. Neal | Management | For | For |
| 1.6 | Elect Director David J. Neithercut | Management | For | For |
| 1.7 | Elect Director Mark J. Parrell | Management | For | For |
| 1.8 | Elect Director Mark S. Shapiro | Management | For | For |
| 1.9 | Elect Director Stephen E. Sterrett | Management | For | For |
| 1.10 | Elect Director Samuel Zell - Withdrawn | Management | None | None |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Keith R. Guericke | Management | For | For |
| 1b | Elect Director Maria R. Hawthorne | Management | For | For |
| 1c | Elect Director Amal M. Johnson | Management | For | For |
| 1d | Elect Director Mary Kasaris | Management | For | For |
| 1e | Elect Director Angela L. Kleiman | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director George M. Marcus | Management | For | For |
| 1h | Elect Director Thomas E. Robinson | Management | For | For |
| 1i | Elect Director Michael J. Schall | Management | For | For |
| 1j | Elect Director Byron A. Scordelis | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EXTRA SPACE STORAGE INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EXR Security ID: 30225T102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth M. Woolley | Management | For | For |
| 1.2 | Elect Director Joseph D. Margolis | Management | For | For |
| 1.3 | Elect Director Roger B. Porter | Management | For | For |
| 1.4 | Elect Director Jennifer Blouin | Management | For | For |
| 1.5 | Elect Director Joseph J. Bonner | Management | For | For |
| 1.6 | Elect Director Gary L. Crittenden | Management | For | For |
| 1.7 | Elect Director Spencer F. Kirk | Management | For | For |
| 1.8 | Elect Director Diane Olmstead | Management | For | For |
| 1.9 | Elect Director Jefferson S. Shreve | Management | For | For |
| 1.10 | Elect Director Julia Vander Ploeg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FIRST INDUSTRIAL REALTY TRUST, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FR Security ID: 32054K103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter E. Baccile | Management | For | For |
| 1.2 | Elect Director Teresa Bryce Bazemore | Management | For | For |
| 1.3 | Elect Director Matthew S. Dominski | Management | For | For |
| 1.4 | Elect Director H. Patrick Hackett, Jr. | Management | For | For |
| 1.5 | Elect Director Denise A. Olsen | Management | For | For |
| 1.6 | Elect Director John E. Rau | Management | For | For |
| 1.7 | Elect Director Marcus L. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| GAMING AND LEISURE PROPERTIES, INC. Meeting Date: JUN 15, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GLPI Security ID: 36467J108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter M. Carlino | Management | For | For |
| 1.2 | Elect Director JoAnne A. Epps | Management | For | For |
| 1.3 | Elect Director Carol 'Lili' Lynton | Management | For | For |
| 1.4 | Elect Director Joseph W. Marshall, III | Management | For | For |
| 1.5 | Elect Director James B. Perry | Management | For | For |
| 1.6 | Elect Director Barry F. Schwartz | Management | For | For |
| 1.7 | Elect Director Earl C. Shanks | Management | For | For |
| 1.8 | Elect Director E. Scott Urdang | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HEALTHCARE REALTY TRUST INCORPORATED Meeting Date: JUL 15, 2022 Record Date: JUN 10, 2022 Meeting Type: SPECIAL | ||||
| Ticker: HR Security ID: 421946104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| HEALTHCARE REALTY TRUST, INC. 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 |
| 1.1 | Elect Director Todd J. Meredith | Management | For | For |
| 1.2 | Elect Director John V. Abbott | Management | For | For |
| 1.3 | Elect Director Nancy H. Agee | Management | For | For |
| 1.4 | Elect Director W. Bradley Blair, II | Management | For | For |
| 1.5 | Elect Director Vicki U. Booth | Management | For | For |
| 1.6 | Elect Director Edward H. Braman | Management | For | For |
| 1.7 | Elect Director Ajay Gupta | Management | For | For |
| 1.8 | Elect Director James J. Kilroy | Management | For | For |
| 1.9 | Elect Director Jay P. Leupp | Management | For | For |
| 1.10 | Elect Director Peter F. Lyle, Sr. | Management | For | For |
| 1.11 | Elect Director Constance B. Moore | Management | For | For |
| 1.12 | Elect Director John Knox Singleton | Management | For | For |
| 1.13 | Elect Director Christann M. Vasquez | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One 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 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| INVENTRUST PROPERTIES CORP. Meeting Date: MAY 04, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IVT Security ID: 46124J201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stuart Aitken | Management | For | For |
| 1b | Elect Director Amanda Black | Management | For | For |
| 1c | Elect Director Daniel J. Busch | Management | For | For |
| 1d | Elect Director Thomas F. Glavin | Management | For | For |
| 1e | Elect Director Scott A. Nelson | Management | For | For |
| 1f | Elect Director Paula Saban | Management | For | For |
| 1g | Elect Director Smita N. Shah | Management | For | For |
| 1h | Elect Director Michael A. Stein | Management | For | For |
| 1i | Elect Director Julian E. Whitehurst | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Amend Charter to Allow Shareholders to Amend Bylaws | Management | For | For |
| INVITATION HOMES, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: INVH Security ID: 46187W107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael D. Fascitelli | Management | For | For |
| 1.2 | Elect Director Dallas B. Tanner | Management | For | For |
| 1.3 | Elect Director Jana Cohen Barbe | Management | For | For |
| 1.4 | Elect Director Richard D. Bronson | Management | For | For |
| 1.5 | Elect Director Jeffrey E. Kelter | Management | For | For |
| 1.6 | Elect Director Joseph D. Margolis | Management | For | For |
| 1.7 | Elect Director John B. Rhea | Management | For | For |
| 1.8 | Elect Director Janice L. Sears | Management | For | For |
| 1.9 | Elect Director Frances Aldrich Sevilla-Sacasa | Management | For | For |
| 1.10 | Elect Director Keith D. Taylor | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| KILROY REALTY CORPORATION Meeting Date: MAY 24, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KRC Security ID: 49427F108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John Kilroy | Management | For | For |
| 1b | Elect Director Edward F. Brennan | Management | For | For |
| 1c | Elect Director Jolie Hunt | Management | For | For |
| 1d | Elect Director Scott S. Ingraham | Management | For | For |
| 1e | Elect Director Louisa G. Ritter | Management | For | For |
| 1f | Elect Director Gary R. Stevenson | Management | For | For |
| 1g | Elect Director Peter B. Stoneberg | Management | For | Against |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MARRIOTT VACATIONS WORLDWIDE CORPORATION Meeting Date: MAY 12, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VAC Security ID: 57164Y107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles Elliott "C.E." Andrews | Management | For | For |
| 1.2 | Elect Director William W. McCarten | Management | For | For |
| 1.3 | Elect Director William J. Shaw | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| MEDICAL PROPERTIES TRUST, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MPW Security ID: 58463J304 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Edward K. Aldag, Jr. | Management | For | For |
| 1.2 | Elect Director G. Steven Dawson | Management | For | For |
| 1.3 | Elect Director R. Steven Hamner | Management | For | For |
| 1.4 | Elect Director Caterina A. Mozingo | Management | For | For |
| 1.5 | Elect Director Emily W. Murphy | Management | For | For |
| 1.6 | Elect Director Elizabeth N. Pitman | Management | For | For |
| 1.7 | Elect Director D. Paul Sparks, Jr. | Management | For | For |
| 1.8 | Elect Director Michael G. Stewart | Management | For | For |
| 1.9 | Elect Director C. Reynolds Thompson, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| NATIONAL HEALTH INVESTORS, INC. Meeting Date: MAY 05, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NHI Security ID: 63633D104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Andrew Adams | Management | For | For |
| 1b | Elect Director Tracy M.J. Colden | Management | For | For |
| 1c | Elect Director Robert A. McCabe, Jr. | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify BDO USA, LLP as Auditors | 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 |
| 1a | Elect Director Mark Manheimer | Management | For | For |
| 1b | Elect Director Todd Minnis | Management | For | For |
| 1c | Elect Director Michael Christodolou | Management | For | For |
| 1d | Elect Director Heidi Everett | Management | For | For |
| 1e | Elect Director Matthew Troxell | Management | For | For |
| 1f | Elect Director Lori Wittman | Management | For | For |
| 1g | Elect Director Robin Zeigler | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 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 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| 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 |
| 1a | Elect Director Hamid R. Moghadam | Management | For | For |
| 1b | Elect Director Cristina G. Bita | Management | For | For |
| 1c | Elect Director James B. Connor | Management | For | For |
| 1d | Elect Director George L. Fotiades | Management | For | For |
| 1e | Elect Director Lydia H. Kennard | Management | For | For |
| 1f | Elect Director Irving F. Lyons, III | Management | For | For |
| 1g | Elect Director Avid Modjtabai | Management | For | For |
| 1h | Elect Director David P. O'Connor | Management | For | For |
| 1i | Elect Director Olivier Piani | Management | For | For |
| 1j | Elect Director Jeffrey L. Skelton | Management | For | For |
| 1k | Elect Director Carl B. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| PS BUSINESS PARKS, INC. Meeting Date: JUL 15, 2022 Record Date: JUN 07, 2022 Meeting Type: SPECIAL | ||||
| Ticker: PSB Security ID: 69360J107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | 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 |
| 1a | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1b | Elect Director Tamara Hughes Gustavson | Management | For | For |
| 1c | Elect Director Leslie S. Heisz | Management | For | For |
| 1d | Elect Director Shankh S. Mitra | Management | For | For |
| 1e | Elect Director David J. Neithercut | Management | For | For |
| 1f | Elect Director Rebecca Owen | Management | For | For |
| 1g | Elect Director Kristy M. Pipes | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director John Reyes | Management | For | For |
| 1j | Elect Director Joseph D. Russell, Jr. | Management | For | For |
| 1k | Elect Director Tariq M. Shaukat | Management | For | For |
| 1l | Elect Director Ronald P. Spogli | Management | For | For |
| 1m | Elect Director Paul S. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| REGENCY CENTERS CORPORATION Meeting Date: MAY 03, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: REG Security ID: 758849103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin E. Stein, Jr. | Management | For | For |
| 1b | Elect Director Bryce Blair | Management | For | For |
| 1c | Elect Director C. Ronald Blankenship | Management | For | For |
| 1d | Elect Director Kristin A. Campbell | Management | For | For |
| 1e | Elect Director Deirdre J. Evens | Management | For | For |
| 1f | Elect Director Thomas W. Furphy | Management | For | For |
| 1g | Elect Director Karin M. Klein | Management | For | For |
| 1h | Elect Director Peter D. Linneman | Management | For | For |
| 1i | Elect Director David P. O'Connor | Management | For | For |
| 1j | Elect Director Lisa Palmer | Management | For | For |
| 1k | Elect Director James H. Simmons, III | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 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 |
| 1.1 | Elect Director Robert L. Antin | Management | For | For |
| 1.2 | Elect Director Michael S. Frankel | Management | For | For |
| 1.3 | Elect Director Diana J. Ingram | Management | For | For |
| 1.4 | Elect Director Angela L. Kleiman | Management | For | For |
| 1.5 | Elect Director Debra L. Morris | Management | For | For |
| 1.6 | Elect Director Tyler H. Rose | Management | For | For |
| 1.7 | Elect Director Howard Schwimmer | Management | For | For |
| 1.8 | Elect Director Richard Ziman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SABRA HEALTH CARE REIT, INC. Meeting Date: JUN 14, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SBRA Security ID: 78573L106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig A. Barbarosh | Management | For | For |
| 1b | Elect Director Katie Cusack | Management | For | For |
| 1c | Elect Director Michael J. Foster | Management | For | For |
| 1d | Elect Director Lynne S. Katzmann | Management | For | For |
| 1e | Elect Director Ann Kono | Management | For | For |
| 1f | Elect Director Jeffrey A. Malehorn | Management | For | For |
| 1g | Elect Director Richard K. Matros | Management | For | For |
| 1h | Elect Director Clifton J. Porter, II | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SAUL CENTERS, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BFS Security ID: 804395101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director B. Francis Saul, II | Management | For | Withhold |
| 1.2 | Elect Director John E. Chapoton | Management | For | For |
| 1.3 | Elect Director D. Todd Pearson | Management | For | Withhold |
| 1.4 | Elect Director H. Gregory Platts | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| SIMON PROPERTY GROUP, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SPG Security ID: 828806109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Glyn F. Aeppel | Management | For | Against |
| 1B | Elect Director Larry C. Glasscock | Management | For | Against |
| 1C | Elect Director Allan Hubbard | Management | For | Against |
| 1D | Elect Director Reuben S. Leibowitz | Management | For | For |
| 1E | Elect Director Randall J. Lewis | Management | For | For |
| 1F | Elect Director Gary M. Rodkin | Management | For | Against |
| 1G | Elect Director Peggy Fang Roe | Management | For | Against |
| 1H | Elect Director Stefan M. Selig | Management | For | For |
| 1I | Elect Director Daniel C. Smith | Management | For | For |
| 1J | Elect Director Marta R. Stewart | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| STORE CAPITAL CORPORATION Meeting Date: DEC 09, 2022 Record Date: OCT 24, 2022 Meeting Type: SPECIAL | ||||
| Ticker: STOR Security ID: 862121100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | 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 |
| 1a | Elect Director Gary A. Shiffman | Management | For | For |
| 1b | Elect Director Tonya Allen | Management | For | For |
| 1c | Elect Director Meghan G. Baivier | Management | For | For |
| 1d | Elect Director Stephanie W. Bergeron | Management | For | For |
| 1e | Elect Director Jeff T. Blau | Management | For | For |
| 1f | Elect Director Brian M. Hermelin | Management | For | For |
| 1g | Elect Director Ronald A. Klein | Management | For | For |
| 1h | Elect Director Clunet R. Lewis | Management | For | For |
| 1i | Elect Director Arthur A. Weiss | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 5 | Increase Authorized Common Stock | Management | For | For |
| TERRENO REALTY CORPORATION Meeting Date: MAY 02, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TRNO Security ID: 88146M101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Blake Baird | Management | For | For |
| 1b | Elect Director Michael A. Coke | Management | For | For |
| 1c | Elect Director Linda Assante | Management | For | For |
| 1d | Elect Director Gary N. Boston | Management | For | For |
| 1e | Elect Director LeRoy E. Carlson | Management | For | For |
| 1f | Elect Director Irene H. Oh | Management | For | For |
| 1g | Elect Director Douglas M. Pasquale | Management | For | For |
| 1h | Elect Director Dennis Polk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | 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 |
| 1a | Elect Director Melody C. Barnes | Management | For | For |
| 1b | Elect Director Debra A. Cafaro | Management | For | For |
| 1c | Elect Director Michael J. Embler | Management | For | For |
| 1d | Elect Director Matthew J. Lustig | Management | For | For |
| 1e | Elect Director Roxanne M. Martino | Management | For | For |
| 1f | Elect Director Marguerite M. Nader | Management | For | For |
| 1g | Elect Director Sean P. Nolan | Management | For | For |
| 1h | Elect Director Walter C. Rakowich | Management | For | For |
| 1i | Elect Director Sumit Roy | Management | For | For |
| 1j | Elect Director James D. Shelton | Management | For | For |
| 1k | Elect Director Maurice S. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| VICI PROPERTIES INC. Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VICI Security ID: 925652109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Abrahamson | Management | For | For |
| 1b | Elect Director Diana F. Cantor | Management | For | For |
| 1c | Elect Director Monica H. Douglas | Management | For | For |
| 1d | Elect Director Elizabeth I. Holland | Management | For | For |
| 1e | Elect Director Craig Macnab | Management | For | For |
| 1f | Elect Director Edward B. Pitoniak | Management | For | For |
| 1g | Elect Director Michael D. Rumbolz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | 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 |
| 1a | Elect Director Kenneth J. Bacon | Management | For | For |
| 1b | Elect Director Karen B. DeSalvo | Management | For | For |
| 1c | Elect Director Philip L. Hawkins | Management | For | For |
| 1d | Elect Director Dennis G. Lopez | Management | For | For |
| 1e | Elect Director Shankh Mitra | Management | For | For |
| 1f | Elect Director Ade J. Patton | Management | For | For |
| 1g | Elect Director Diana W. Reid | Management | For | For |
| 1h | Elect Director Sergio D. Rivera | Management | For | For |
| 1i | Elect Director Johnese M. Spisso | Management | For | For |
| 1j | Elect Director Kathryn M. Sullivan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
SAM (Strategic Asset Management) Balanced Portfolio
| BIO-TECHNE CORPORATION Meeting Date: OCT 27, 2022 Record Date: SEP 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TECH Security ID: 09073M104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Nine | Management | For | For |
| 2a | Elect Director Robert V. Baumgartner | Management | For | For |
| 2b | Elect Director Julie L. Bushman | Management | For | For |
| 2c | Elect Director John L. Higgins | Management | For | For |
| 2d | Elect Director Joseph D. Keegan | Management | For | For |
| 2e | Elect Director Charles R. Kummeth | Management | For | For |
| 2f | Elect Director Roeland Nusse | Management | For | For |
| 2g | Elect Director Alpna Seth | Management | For | For |
| 2h | Elect Director Randolph Steer | Management | For | For |
| 2i | Elect Director Rupert Vessey | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Stock Split | Management | For | For |
| 5 | Ratify KPMG, LLP as Auditors | Management | For | For |
| PRINCIPAL EXCHANGE-TRADED FUNDS Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: Security ID: 74255Y607 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leroy T. Barnes, Jr. | Management | For | For |
| 1.2 | Elect Director Craig Damos | Management | For | For |
| 1.3 | Elect Director Katharin S. Dyer | Management | For | For |
| 1.4 | Elect Director Frances P. Grieb | Management | For | For |
| 1.5 | Elect Director Fritz S. Hirsch | Management | For | For |
| 1.6 | Elect Director Victor L. Hymes | Management | For | For |
| 1.7 | Elect Director Padelford L. Lattimer | Management | For | For |
| 1.8 | Elect Director Karen McMillan | Management | For | For |
| 1.9 | Elect Director Elizabeth A. Nickels | Management | For | For |
| 1.10 | Elect Director Mary M. VanDeWeghe | Management | For | For |
| 1.11 | Elect Director Kamal Bhatia | Management | For | For |
| 1.12 | Elect Director Patrick G. Halter | Management | For | For |
| 1.13 | Elect Director Kenneth A. McCullum | Management | For | For |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | For |
| PRINCIPAL EXCHANGE-TRADED FUNDS Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: Security ID: 74255Y870 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leroy T. Barnes, Jr. | Management | For | For |
| 1.2 | Elect Director Craig Damos | Management | For | For |
| 1.3 | Elect Director Katharin S. Dyer | Management | For | For |
| 1.4 | Elect Director Frances P. Grieb | Management | For | For |
| 1.5 | Elect Director Fritz S. Hirsch | Management | For | For |
| 1.6 | Elect Director Victor L. Hymes | Management | For | For |
| 1.7 | Elect Director Padelford L. Lattimer | Management | For | For |
| 1.8 | Elect Director Karen McMillan | Management | For | For |
| 1.9 | Elect Director Elizabeth A. Nickels | Management | For | For |
| 1.10 | Elect Director Mary M. VanDeWeghe | Management | For | For |
| 1.11 | Elect Director Kamal Bhatia | Management | For | For |
| 1.12 | Elect Director Patrick G. Halter | Management | For | For |
| 1.13 | Elect Director Kenneth A. McCullum | Management | For | For |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | For |
SAM (Strategic Asset Management) Conservative Balanced Portfolio
| BIO-TECHNE CORPORATION Meeting Date: OCT 27, 2022 Record Date: SEP 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TECH Security ID: 09073M104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Nine | Management | For | For |
| 2a | Elect Director Robert V. Baumgartner | Management | For | For |
| 2b | Elect Director Julie L. Bushman | Management | For | For |
| 2c | Elect Director John L. Higgins | Management | For | For |
| 2d | Elect Director Joseph D. Keegan | Management | For | For |
| 2e | Elect Director Charles R. Kummeth | Management | For | For |
| 2f | Elect Director Roeland Nusse | Management | For | For |
| 2g | Elect Director Alpna Seth | Management | For | For |
| 2h | Elect Director Randolph Steer | Management | For | For |
| 2i | Elect Director Rupert Vessey | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Stock Split | Management | For | For |
| 5 | Ratify KPMG, LLP as Auditors | Management | For | For |
| PRINCIPAL EXCHANGE-TRADED FUNDS Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: Security ID: 74255Y607 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leroy T. Barnes, Jr. | Management | For | For |
| 1.2 | Elect Director Craig Damos | Management | For | For |
| 1.3 | Elect Director Katharin S. Dyer | Management | For | For |
| 1.4 | Elect Director Frances P. Grieb | Management | For | For |
| 1.5 | Elect Director Fritz S. Hirsch | Management | For | For |
| 1.6 | Elect Director Victor L. Hymes | Management | For | For |
| 1.7 | Elect Director Padelford L. Lattimer | Management | For | For |
| 1.8 | Elect Director Karen McMillan | Management | For | For |
| 1.9 | Elect Director Elizabeth A. Nickels | Management | For | For |
| 1.10 | Elect Director Mary M. VanDeWeghe | Management | For | For |
| 1.11 | Elect Director Kamal Bhatia | Management | For | For |
| 1.12 | Elect Director Patrick G. Halter | Management | For | For |
| 1.13 | Elect Director Kenneth A. McCullum | Management | For | For |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | For |
| PRINCIPAL EXCHANGE-TRADED FUNDS Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: Security ID: 74255Y870 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leroy T. Barnes, Jr. | Management | For | For |
| 1.2 | Elect Director Craig Damos | Management | For | For |
| 1.3 | Elect Director Katharin S. Dyer | Management | For | For |
| 1.4 | Elect Director Frances P. Grieb | Management | For | For |
| 1.5 | Elect Director Fritz S. Hirsch | Management | For | For |
| 1.6 | Elect Director Victor L. Hymes | Management | For | For |
| 1.7 | Elect Director Padelford L. Lattimer | Management | For | For |
| 1.8 | Elect Director Karen McMillan | Management | For | For |
| 1.9 | Elect Director Elizabeth A. Nickels | Management | For | For |
| 1.10 | Elect Director Mary M. VanDeWeghe | Management | For | For |
| 1.11 | Elect Director Kamal Bhatia | Management | For | For |
| 1.12 | Elect Director Patrick G. Halter | Management | For | For |
| 1.13 | Elect Director Kenneth A. McCullum | Management | For | For |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | For |
SAM (Strategic Asset Management) Conservative Growth Portfolio
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
SAM (Strategic Asset Management) Flexible Income Portfolio
| PRINCIPAL EXCHANGE-TRADED FUNDS Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: Security ID: 74255Y102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leroy T. Barnes, Jr. | Management | For | For |
| 1.2 | Elect Director Craig Damos | Management | For | For |
| 1.3 | Elect Director Katharin S. Dyer | Management | For | For |
| 1.4 | Elect Director Frances P. Grieb | Management | For | For |
| 1.5 | Elect Director Fritz S. Hirsch | Management | For | For |
| 1.6 | Elect Director Victor L. Hymes | Management | For | For |
| 1.7 | Elect Director Padelford L. Lattimer | Management | For | For |
| 1.8 | Elect Director Karen McMillan | Management | For | For |
| 1.9 | Elect Director Elizabeth A. Nickels | Management | For | For |
| 1.10 | Elect Director Mary M. VanDeWeghe | Management | For | For |
| 1.11 | Elect Director Kamal Bhatia | Management | For | For |
| 1.12 | Elect Director Patrick G. Halter | Management | For | For |
| 1.13 | Elect Director Kenneth A. McCullum | Management | For | For |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | For |
| PRINCIPAL EXCHANGE-TRADED FUNDS Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: Security ID: 74255Y870 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leroy T. Barnes, Jr. | Management | For | For |
| 1.2 | Elect Director Craig Damos | Management | For | For |
| 1.3 | Elect Director Katharin S. Dyer | Management | For | For |
| 1.4 | Elect Director Frances P. Grieb | Management | For | For |
| 1.5 | Elect Director Fritz S. Hirsch | Management | For | For |
| 1.6 | Elect Director Victor L. Hymes | Management | For | For |
| 1.7 | Elect Director Padelford L. Lattimer | Management | For | For |
| 1.8 | Elect Director Karen McMillan | Management | For | For |
| 1.9 | Elect Director Elizabeth A. Nickels | Management | For | For |
| 1.10 | Elect Director Mary M. VanDeWeghe | Management | For | For |
| 1.11 | Elect Director Kamal Bhatia | Management | For | For |
| 1.12 | Elect Director Patrick G. Halter | Management | For | For |
| 1.13 | Elect Director Kenneth A. McCullum | Management | For | For |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | For |
SAM (Strategic Asset Management) Strategic Growth Portfolio
| BIO-TECHNE CORPORATION Meeting Date: OCT 27, 2022 Record Date: SEP 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TECH Security ID: 09073M104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Nine | Management | For | For |
| 2a | Elect Director Robert V. Baumgartner | Management | For | For |
| 2b | Elect Director Julie L. Bushman | Management | For | For |
| 2c | Elect Director John L. Higgins | Management | For | For |
| 2d | Elect Director Joseph D. Keegan | Management | For | For |
| 2e | Elect Director Charles R. Kummeth | Management | For | For |
| 2f | Elect Director Roeland Nusse | Management | For | For |
| 2g | Elect Director Alpna Seth | Management | For | For |
| 2h | Elect Director Randolph Steer | Management | For | For |
| 2i | Elect Director Rupert Vessey | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Stock Split | Management | For | For |
| 5 | Ratify KPMG, LLP as Auditors | Management | For | For |
| PRINCIPAL EXCHANGE-TRADED FUNDS Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: Security ID: 74255Y607 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leroy T. Barnes, Jr. | Management | For | For |
| 1.2 | Elect Director Craig Damos | Management | For | For |
| 1.3 | Elect Director Katharin S. Dyer | Management | For | For |
| 1.4 | Elect Director Frances P. Grieb | Management | For | For |
| 1.5 | Elect Director Fritz S. Hirsch | Management | For | For |
| 1.6 | Elect Director Victor L. Hymes | Management | For | For |
| 1.7 | Elect Director Padelford L. Lattimer | Management | For | For |
| 1.8 | Elect Director Karen McMillan | Management | For | For |
| 1.9 | Elect Director Elizabeth A. Nickels | Management | For | For |
| 1.10 | Elect Director Mary M. VanDeWeghe | Management | For | For |
| 1.11 | Elect Director Kamal Bhatia | Management | For | For |
| 1.12 | Elect Director Patrick G. Halter | Management | For | For |
| 1.13 | Elect Director Kenneth A. McCullum | Management | For | For |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | For |
| PRINCIPAL EXCHANGE-TRADED FUNDS Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: Security ID: 74255Y870 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leroy T. Barnes, Jr. | Management | For | For |
| 1.2 | Elect Director Craig Damos | Management | For | For |
| 1.3 | Elect Director Katharin S. Dyer | Management | For | For |
| 1.4 | Elect Director Frances P. Grieb | Management | For | For |
| 1.5 | Elect Director Fritz S. Hirsch | Management | For | For |
| 1.6 | Elect Director Victor L. Hymes | Management | For | For |
| 1.7 | Elect Director Padelford L. Lattimer | Management | For | For |
| 1.8 | Elect Director Karen McMillan | Management | For | For |
| 1.9 | Elect Director Elizabeth A. Nickels | Management | For | For |
| 1.10 | Elect Director Mary M. VanDeWeghe | Management | For | For |
| 1.11 | Elect Director Kamal Bhatia | Management | For | For |
| 1.12 | Elect Director Patrick G. Halter | Management | For | For |
| 1.13 | Elect Director Kenneth A. McCullum | Management | For | For |
| 2 | Authorize Advisor to Enter Into or Materially Amend Sub-Advisory Agreements Without Shareholder Approval | Management | For | For |
Short-Term Income Account
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
SmallCap Account
| AAR CORP. Meeting Date: SEP 20, 2022 Record Date: JUL 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AIR Security ID: 000361105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John M. Holmes | Management | For | For |
| 1b | Elect Director Ellen M. Lord | Management | For | For |
| 1c | Elect Director Marc J. Walfish | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| ABM INDUSTRIES INCORPORATED Meeting Date: MAR 22, 2023 Record Date: JAN 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ABM Security ID: 000957100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Quincy L. Allen | Management | For | For |
| 1b | Elect Director LeighAnne G. Baker | Management | For | For |
| 1c | Elect Director Donald F. Colleran | Management | For | For |
| 1d | Elect Director James D. DeVries | Management | For | For |
| 1e | Elect Director Art A. Garcia | Management | For | For |
| 1f | Elect Director Thomas M. Gartland | Management | For | For |
| 1g | Elect Director Jill M. Golder | Management | For | For |
| 1h | Elect Director Sudhakar Kesavan | Management | For | For |
| 1i | Elect Director Scott Salmirs | Management | For | For |
| 1j | Elect Director Winifred (Wendy) M. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| ACCOLADE, INC. Meeting Date: JUL 26, 2022 Record Date: JUN 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ACCD Security ID: 00437E102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas J. Neff | Management | For | Withhold |
| 1.2 | Elect Director Jeffrey Brodsky | Management | For | Withhold |
| 1.3 | Elect Director Elizabeth Nabel | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| ADAPTIVE BIOTECHNOLOGIES CORPORATION Meeting Date: JUN 09, 2023 Record Date: APR 12, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ADPT Security ID: 00650F109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Katey Owen | Management | For | Withhold |
| 1.2 | Elect Director Robert Hershberg | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ADDUS HOMECARE CORPORATION Meeting Date: JUN 14, 2023 Record Date: APR 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ADUS Security ID: 006739106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Heather Dixon | Management | For | For |
| 1.2 | Elect Director Michael Earley | Management | For | For |
| 1.3 | Elect Director Veronica Hill-Milbourne | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| ADVANCED ENERGY INDUSTRIES, INC. Meeting Date: APR 27, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AEIS Security ID: 007973100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Grant H. Beard | Management | For | For |
| 1.2 | Elect Director Frederick A. Ball | Management | For | For |
| 1.3 | Elect Director Anne T. DelSanto | Management | For | For |
| 1.4 | Elect Director Tina M. Donikowski | Management | For | For |
| 1.5 | Elect Director Ronald C. Foster | Management | For | For |
| 1.6 | Elect Director Stephen D. Kelley | Management | For | For |
| 1.7 | Elect Director Lanesha T. Minnix | Management | For | For |
| 1.8 | Elect Director David W. Reed | Management | For | For |
| 1.9 | Elect Director John A. Roush | Management | For | For |
| 1.10 | Elect Director Brian M. Shirley | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 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 Director Merrie S. Frankel | Management | For | For |
| 1.2 | Elect Director John Rakolta, Jr. | Management | For | For |
| 1.3 | Elect Director Jerome Rossi | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ALCOA CORPORATION Meeting Date: MAY 05, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AA Security ID: 013872106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven W. Williams | Management | For | For |
| 1b | Elect Director Mary Anne Citrino | Management | For | For |
| 1c | Elect Director Pasquale (Pat) Fiore | Management | For | For |
| 1d | Elect Director Thomas J. Gorman | Management | For | For |
| 1e | Elect Director Roy C. Harvey | Management | For | For |
| 1f | Elect Director James A. Hughes | Management | For | For |
| 1g | Elect Director Carol L. Roberts | Management | For | For |
| 1h | Elect Director Jackson (Jackie) P. Roberts | Management | For | For |
| 1i | Elect Director Ernesto Zedillo | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| ALLEGRO MICROSYSTEMS, INC. Meeting Date: AUG 04, 2022 Record Date: JUN 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ALGM Security ID: 01749D105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Yoshihiro (Zen) Suzuki | Management | For | Withhold |
| 1.2 | Elect Director David J. Aldrich | Management | For | Withhold |
| 1.3 | Elect Director Kojiro (Koji) Hatano | Management | For | For |
| 1.4 | Elect Director Paul Carl (Chip) Schorr, IV | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ALLOGENE THERAPEUTICS, INC. Meeting Date: JUN 13, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ALLO Security ID: 019770106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Deborah Messemer | Management | For | Withhold |
| 1b | Elect Director Vicki Sato | Management | For | For |
| 1c | Elect Director Todd Sisitsky | Management | For | Withhold |
| 1d | Elect Director Owen Witte | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AMEDISYS, INC. Meeting Date: JUN 08, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMED Security ID: 023436108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard M. Ashworth | Management | For | For |
| 1.2 | Elect Director Vickie L. Capps | Management | For | For |
| 1.3 | Elect Director Molly J. Coye | Management | For | For |
| 1.4 | Elect Director Julie D. Klapstein | Management | For | For |
| 1.5 | Elect Director Teresa L. Kline | Management | For | For |
| 1.6 | Elect Director Paul B. Kusserow | Management | For | For |
| 1.7 | Elect Director Bruce D. Perkins | Management | For | For |
| 1.8 | Elect Director Jeffrey A. Rideout | Management | For | For |
| 1.9 | Elect Director Ivanetta Davis Samuels | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMERIS BANCORP Meeting Date: JUN 05, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ABCB Security ID: 03076K108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William I. Bowen, Jr. | Management | For | For |
| 1.2 | Elect Director Rodney D. Bullard | Management | For | For |
| 1.3 | Elect Director Wm. Millard Choate | Management | For | For |
| 1.4 | Elect Director R. Dale Ezzell | Management | For | For |
| 1.5 | Elect Director Leo J. Hill | Management | For | For |
| 1.6 | Elect Director Daniel B. Jeter | Management | For | For |
| 1.7 | Elect Director Robert P. Lynch | Management | For | For |
| 1.8 | Elect Director Elizabeth A. McCague | Management | For | For |
| 1.9 | Elect Director James B. Miller, Jr. | Management | For | For |
| 1.10 | Elect Director Gloria A. O'Neal | Management | For | For |
| 1.11 | Elect Director H. Palmer Proctor, Jr. | Management | For | For |
| 1.12 | Elect Director William H. Stern | Management | For | For |
| 1.13 | Elect Director Jimmy D. Veal | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMN HEALTHCARE SERVICES, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMN Security ID: 001744101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jorge A. Caballero | Management | For | For |
| 1b | Elect Director Mark G. Foletta | Management | For | For |
| 1c | Elect Director Teri G. Fontenot | Management | For | For |
| 1d | Elect Director Cary S. Grace | Management | For | For |
| 1e | Elect Director R. Jeffrey Harris | Management | For | For |
| 1f | Elect Director Daphne E. Jones | Management | For | For |
| 1g | Elect Director Martha H. Marsh | Management | For | For |
| 1h | Elect Director Sylvia Trent-Adams | Management | For | For |
| 1i | Elect Director Douglas D. Wheat | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| ARRAY TECHNOLOGIES, INC. Meeting Date: MAY 23, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ARRY Security ID: 04271T100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brad Forth | Management | For | Withhold |
| 1.2 | Elect Director Kevin Hostetler | Management | For | For |
| 1.3 | Elect Director Gerrard Schmid | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Allow Exculpation of Officers as Permitted by Delaware Law | Management | For | For |
| ASPEN TECHNOLOGY, INC. Meeting Date: DEC 15, 2022 Record Date: OCT 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AZPN Security ID: 29109X106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick M. Antkowiak | Management | For | For |
| 1b | Elect Director Robert E. Beauchamp | Management | For | For |
| 1c | Elect Director Thomas F. Bogan | Management | For | For |
| 1d | Elect Director Karen M. Golz | Management | For | For |
| 1e | Elect Director Ram R. Krishnan | Management | For | Against |
| 1f | Elect Director Antonio J. Pietri | Management | For | For |
| 1g | Elect Director Arlen R. Shenkman | Management | For | For |
| 1h | Elect Director Jill D. Smith | Management | For | For |
| 1i | Elect Director Robert M. Whelan, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 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 |
| 1a | Elect Director Jeri L. Isbell | Management | For | For |
| 1b | Elect Director Wilbert W. James, Jr. | Management | For | For |
| 1c | Elect Director Betty R. Johnson | Management | For | For |
| 1d | Elect Director Justin A. Kershaw | Management | For | For |
| 1e | Elect Director Scott H. Muse | Management | For | For |
| 1f | Elect Director Michael V. Schrock | Management | For | For |
| 1g | Elect Director William R. VanArsdale *Withdrawn* | Management | None | None |
| 1h | Elect Director William E. Waltz, Jr. | Management | For | For |
| 1i | Elect Director A. Mark Zeffiro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ATLAS AIR WORLDWIDE HOLDINGS, INC. Meeting Date: NOV 29, 2022 Record Date: OCT 18, 2022 Meeting Type: SPECIAL | ||||
| Ticker: AAWW Security ID: 049164205 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| ATOTECH LTD. Meeting Date: AUG 01, 2022 Record Date: JUL 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ATC Security ID: G0625A105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Elect Geoff Wild as Director | Management | For | Against |
| 3 | Elect Shaun Mercer as Director | Management | For | Against |
| 4 | Elect Ron Bruehlman as Director | Management | For | For |
| 5 | Ratify KPMG AG Wirtschaftsprufungsgesellschaft as Auditors | Management | For | For |
| 6 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| AVEANNA HEALTHCARE HOLDINGS, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AVAH Security ID: 05356F105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rodney D. Windley | Management | For | Withhold |
| 1.2 | Elect Director Christopher R. Gordon | Management | For | Withhold |
| 1.3 | Elect Director Steven E. Rodgers | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Reverse Stock Split | Management | For | For |
| BENTLEY SYSTEMS, INC. Meeting Date: MAY 25, 2023 Record Date: APR 04, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BSY Security ID: 08265T208 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barry J. Bentley | Management | For | Withhold |
| 1.2 | Elect Director Gregory S. Bentley | Management | For | Withhold |
| 1.3 | Elect Director Keith A. Bentley | Management | For | Withhold |
| 1.4 | Elect Director Raymond B. Bentley | Management | For | Withhold |
| 1.5 | Elect Director Kirk B. Griswold | Management | For | Withhold |
| 1.6 | Elect Director Janet B. Haugen | Management | For | Withhold |
| 1.7 | Elect Director Brian F. Hughes | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. Meeting Date: JUN 15, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BJ Security ID: 05550J101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Chris Baldwin | Management | For | For |
| 1.2 | Elect Director Darryl Brown | Management | For | For |
| 1.3 | Elect Director Bob Eddy | Management | For | For |
| 1.4 | Elect Director Michelle Gloeckler | Management | For | For |
| 1.5 | Elect Director Maile Naylor (nee Clark) | Management | For | For |
| 1.6 | Elect Director Ken Parent | Management | For | For |
| 1.7 | Elect Director Chris Peterson | Management | For | For |
| 1.8 | Elect Director Rob Steele | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BLOOMIN' BRANDS, INC. Meeting Date: APR 18, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BLMN Security ID: 094235108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Julie Kunkel | Management | For | For |
| 1.2 | Elect Director Tara Walpert Levy | Management | For | For |
| 1.3 | Elect Director Melanie Marein-Efron | Management | For | For |
| 1.4 | Elect Director James R. Craigie | Management | For | For |
| 1.5 | Elect Director David J. Deno | Management | For | For |
| 1.6 | Elect Director Lawrence V. Jackson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold | Management | For | For |
| 5 | Amend Charter to Permit the Exculpation of Officers Consistent with Changes to Delaware General Corporation Law | Management | For | For |
| 6 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | For |
| 7 | Adopt Near and Long-Term Science-Based GHG Emissions Reduction Targets | Shareholder | Against | For |
| BROOKFIELD RENEWABLE CORPORATION Meeting Date: JUN 27, 2023 Record Date: MAY 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BEPC Security ID: 11284V105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey Blidner | Management | For | Withhold |
| 1.2 | Elect Director Scott Cutler | Management | For | For |
| 1.3 | Elect Director Sarah Deasley | Management | For | For |
| 1.4 | Elect Director Nancy Dorn | Management | For | For |
| 1.5 | Elect Director Eleazar de Carvalho Filho | Management | For | For |
| 1.6 | Elect Director Randy MacEwen | Management | For | For |
| 1.7 | Elect Director David Mann | Management | For | For |
| 1.8 | Elect Director Lou Maroun | Management | For | For |
| 1.9 | Elect Director Stephen Westwell | Management | For | For |
| 1.10 | Elect Director Patricia Zuccotti | Management | For | For |
| 2 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| CAESARS ENTERTAINMENT, INC. Meeting Date: JUN 13, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CZR Security ID: 12769G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gary L. Carano | Management | For | For |
| 1.2 | Elect Director Bonnie S. Biumi | Management | For | For |
| 1.3 | Elect Director Jan Jones Blackhurst | Management | For | For |
| 1.4 | Elect Director Frank J. Fahrenkopf | Management | For | Withhold |
| 1.5 | Elect Director Don R. Kornstein | Management | For | For |
| 1.6 | Elect Director Courtney R. Mather | Management | For | For |
| 1.7 | Elect Director Michael E. Pegram | Management | For | For |
| 1.8 | Elect Director Thomas R. Reeg | Management | For | For |
| 1.9 | Elect Director David P. Tomick | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| 6 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | For |
| CALERES, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CAL Security ID: 129500104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lisa A. Flavin | Management | For | For |
| 1.2 | Elect Director Brenda C. Freeman | Management | For | For |
| 1.3 | Elect Director Lori H. Greeley | Management | For | For |
| 1.4 | Elect Director Mahendra R. Gupta | Management | For | For |
| 1.5 | Elect Director Carla C. Hendra | Management | For | For |
| 1.6 | Elect Director Ward M. Klein | Management | For | For |
| 1.7 | Elect Director Steven W. Korn | Management | For | For |
| 1.8 | Elect Director Wenda Harris Millard | Management | For | For |
| 1.9 | Elect Director John W. Schmidt | Management | For | For |
| 1.10 | Elect Director Diane M. Sullivan | Management | For | For |
| 1.11 | Elect Director Bruce K. Thorn | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CALIFORNIA RESOURCES CORPORATION Meeting Date: APR 28, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CRC Security ID: 13057Q305 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew B. Bremner | Management | For | For |
| 1.2 | Elect Director Tiffany (TJ) Thom Cepak | Management | For | For |
| 1.3 | Elect Director James N. Chapman | Management | For | For |
| 1.4 | Elect Director Francisco J. Leon | Management | For | For |
| 1.5 | Elect Director Mark A. (Mac) McFarland | Management | For | For |
| 1.6 | Elect Director Nicole Neeman Brady | Management | For | For |
| 1.7 | Elect Director Julio M. Quintana | Management | For | For |
| 1.8 | Elect Director William B. Roby | Management | For | For |
| 1.9 | Elect Director Alejandra (Ale) Veltmann | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| CASTLE BIOSCIENCES, INC. Meeting Date: MAY 25, 2023 Record Date: APR 04, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CSTL Security ID: 14843C105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ellen Goldberg | Management | For | Withhold |
| 1.2 | Elect Director Miles D. Harrison | Management | For | Withhold |
| 1.3 | Elect Director Tiffany P. Olson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| CELLECTIS SA Meeting Date: JUN 27, 2023 Record Date: MAY 31, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: ALCLS Security ID: 15117K103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Treatment of Losses | Management | For | For |
| 4 | Approve Transfer From Carry Forward Account to Issuance Premium Account | Management | For | For |
| 5 | Approve Auditors' Special Report on Related-Party Transactions | Management | For | For |
| 6 | Reelect Jean-Pierre Garnier as Director | Management | For | Against |
| 7 | Reelect Laurent Arthaud as Director | Management | For | Against |
| 8 | Reelect Pierre Bastid as Director | Management | For | Against |
| 9 | Reelect Rainer Boehm as Director | Management | For | Against |
| 10 | Elect Cecile Chartier as Director | Management | For | For |
| 11 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 12 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 13 | Amend Article 11.2 of Bylaws Re: Age Limit of Chairman of the Board | Management | For | For |
| 14 | Approve Issuance of Equity or Equity-Linked Securities Reserved for Banque Europeenne d'Investissement or Successor, up to Aggregate Nominal Amount of EUR 155,000 | Management | For | For |
| 15 | Approve Issuance of Equity or Equity-Linked Securities Reserved for Investors with Experience in the Health or Biotechnology Sector, up to Aggregate Nominal Amount of EUR 833,756.52 | Management | For | For |
| 16 | Approve Issuance of Equity or Equity-Linked Securities Reserved for Specific Beneficiaries in the Framework of an Equity Line (ATM), up to Aggregate Nominal Amount of EUR 833,756.52 | Management | For | For |
| 17 | Approve Issuance of Equity or Equity-Linked Securities Reserved for Specific Beneficiaries (Industrial Companies, Institutions or Entities Active in the Health or Biotechnology Sector), up to Aggregate Nominal Amount of EUR 833,756.52 | Management | For | For |
| 18 | Approve Issuance of Equity or Equity-Linked Securities Reserved for Specific Beneficiaries in the Framework of an Equity Line, up to Aggregate Nominal Amount of EUR 833,756.52 | Management | For | For |
| 19 | Approve Issuance of Equity or Equity-Linked Securities Reserved for Specific Beneficiaries in the Framework of an Equity Line (ATM), up to Aggregate Nominal Amount of EUR 833,756.52 | Management | For | For |
| 20 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 1,389,594.20 | Management | For | For |
| 21 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 833,756.52 | Management | For | For |
| 22 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 833,756.52 | Management | For | For |
| 23 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above | Management | For | For |
| 24 | Set Total Limit for Capital Increase to Result from Issuance Requests Under Items 15-23 at EUR 833,756.52 | Management | For | For |
| 25 | Authorize Capitalization of Reserves of Up to EUR 2 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 26 | Authorize up to 2,779,188 Shares for Use in Stock Option Plans | Management | For | For |
| 27 | Authorize up to 10 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | For |
| 28 | Set Total Limit for Capital Increase to Result from Issuance Requests Under Items 26-27 at 2,779,188 Shares | Management | For | For |
| 29 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | Against | For |
| CHAMPIONX CORPORATION Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHX Security ID: 15872M104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Heidi S. Alderman | Management | For | For |
| 1.2 | Elect Director Mamatha Chamarthi | Management | For | For |
| 1.3 | Elect Director Carlos A. Fierro | Management | For | For |
| 1.4 | Elect Director Gary P. Luquette | Management | For | For |
| 1.5 | Elect Director Elaine Pickle | Management | For | For |
| 1.6 | Elect Director Stuart Porter | Management | For | For |
| 1.7 | Elect Director Daniel W. Rabun | Management | For | For |
| 1.8 | Elect Director Sivasankaran ("Soma") Somasundaram | Management | For | For |
| 1.9 | Elect Director Stephen M. Todd | Management | For | For |
| 2 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 4 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CHART INDUSTRIES, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GTLS Security ID: 16115Q308 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jillian C. Evanko | Management | For | For |
| 1.2 | Elect Director Andrew R. Cichocki | Management | For | For |
| 1.3 | Elect Director Paula M. Harris | Management | For | For |
| 1.4 | Elect Director Linda A. Harty | Management | For | For |
| 1.5 | Elect Director Paul E. Mahoney | Management | For | For |
| 1.6 | Elect Director Singleton B. McAllister | Management | For | For |
| 1.7 | Elect Director Michael L. Molinini | Management | For | For |
| 1.8 | Elect Director David M. Sagehorn | Management | For | For |
| 1.9 | Elect Director Spencer S. Stiles | Management | For | For |
| 1.10 | Elect Director Roger A. Strauch | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CHEMOCENTRYX, INC. Meeting Date: OCT 18, 2022 Record Date: SEP 13, 2022 Meeting Type: SPECIAL | ||||
| Ticker: CCXI Security ID: 16383L106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| CHORD ENERGY CORPORATION Meeting Date: APR 26, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHRD Security ID: 674215207 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas E. Brooks | Management | For | For |
| 1b | Elect Director Daniel E. Brown | Management | For | For |
| 1c | Elect Director Susan M. Cunningham | Management | For | For |
| 1d | Elect Director Samantha F. Holroyd | Management | For | For |
| 1e | Elect Director Paul J. Korus | Management | For | For |
| 1f | Elect Director Kevin S. McCarthy | Management | For | For |
| 1g | Elect Director Anne Taylor | Management | For | For |
| 1h | Elect Director Cynthia L. Walker | Management | For | For |
| 1i | Elect Director Marguerite N. Woung-Chapman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CNO FINANCIAL GROUP, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CNO Security ID: 12621E103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gary C. Bhojwani | Management | For | For |
| 1b | Elect Director Archie M. Brown | Management | For | For |
| 1c | Elect Director Stephen N. David | Management | For | For |
| 1d | Elect Director David B. Foss | Management | For | For |
| 1e | Elect Director Mary R. (Nina) Henderson | Management | For | For |
| 1f | Elect Director Adrianne B. Lee | Management | For | For |
| 1g | Elect Director Daniel R. Maurer | Management | For | For |
| 1h | Elect Director Chetlur S. Ragavan | Management | For | For |
| 1i | Elect Director Steven E. Shebik | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| COLLEGIUM PHARMACEUTICAL, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: COLL Security ID: 19459J104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rita Balice-Gordon | Management | For | For |
| 1.2 | Elect Director Garen Bohlin | Management | For | For |
| 1.3 | Elect Director Joseph Ciaffoni | Management | For | For |
| 1.4 | Elect Director John Fallon | Management | For | For |
| 1.5 | Elect Director John Freund | Management | For | For |
| 1.6 | Elect Director Michael Heffernan | Management | For | For |
| 1.7 | Elect Director Neil F. McFarlane | Management | For | For |
| 1.8 | Elect Director Gwen Melincoff | Management | For | For |
| 1.9 | Elect Director Gino Santini | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| COMMERCIAL METALS COMPANY Meeting Date: JAN 11, 2023 Record Date: NOV 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CMC Security ID: 201723103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter R. Matt | Management | For | For |
| 1.2 | Elect Director Sarah E. Raiss | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CONCENTRIX CORPORATION Meeting Date: MAR 23, 2023 Record Date: JAN 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CNXC Security ID: 20602D101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Chris Caldwell | Management | For | For |
| 1b | Elect Director Teh-Chien Chou | Management | For | For |
| 1c | Elect Director LaVerne H. Council | Management | For | For |
| 1d | Elect Director Jennifer Deason | Management | For | For |
| 1e | Elect Director Kathryn Hayley | Management | For | For |
| 1f | Elect Director Kathryn Marinello | Management | For | For |
| 1g | Elect Director Dennis Polk | Management | For | For |
| 1h | Elect Director Ann Vezina | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CORE & MAIN, INC. Meeting Date: JUL 19, 2022 Record Date: MAY 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CNM Security ID: 21874C102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James G. Berges | Management | For | Withhold |
| 1.2 | Elect Director Dennis G. Gipson | Management | For | Withhold |
| 1.3 | Elect Director Stephen O. LeClair | Management | For | Withhold |
| 1.4 | Elect Director Nathan K. Sleeper | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CORE & MAIN, INC. Meeting Date: JUN 28, 2023 Record Date: MAY 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CNM Security ID: 21874C102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bhavani Amirthalingam | Management | For | For |
| 1.2 | Elect Director Orvin T. Kimbrough | Management | For | Withhold |
| 1.3 | Elect Director Margaret M. Newman | Management | For | For |
| 1.4 | Elect Director Ian A. Rorick | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| COUSINS PROPERTIES INCORPORATED Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CUZ Security ID: 222795502 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Charles T. Cannada | Management | For | For |
| 1b | Elect Director Robert M. Chapman | Management | For | For |
| 1c | Elect Director M. Colin Connolly | Management | For | For |
| 1d | Elect Director Scott W. Fordham | Management | For | For |
| 1e | Elect Director Lillian C. Giornelli | Management | For | For |
| 1f | Elect Director R. Kent Griffin, Jr. | Management | For | For |
| 1g | Elect Director Donna W. Hyland | Management | For | For |
| 1h | Elect Director Dionne Nelson | Management | For | For |
| 1i | Elect Director R. Dary Stone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CREDO TECHNOLOGY GROUP HOLDING LTD. Meeting Date: SEP 20, 2022 Record Date: AUG 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CRDO Security ID: G25457105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William (Bill) Brennan | Management | For | For |
| 1.2 | Elect Director Chi Fung (Lawrence) Cheng | Management | For | For |
| 1.3 | Elect Director Yat Tung (Job) Lam | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CROSS COUNTRY HEALTHCARE, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CCRN Security ID: 227483104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin C. Clark | Management | For | For |
| 1b | Elect Director Dwayne Allen | Management | For | For |
| 1c | Elect Director Venkat Bhamidipati | Management | For | For |
| 1d | Elect Director W. Larry Cash | Management | For | For |
| 1e | Elect Director Gale Fitzgerald | Management | For | For |
| 1f | Elect Director John A. Martins | Management | For | For |
| 1g | Elect Director Janice E. Nevin | Management | For | For |
| 1h | Elect Director Mark Perlberg | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CVB FINANCIAL CORP. Meeting Date: MAY 17, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CVBF Security ID: 126600105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George A. Borba, Jr. | Management | For | For |
| 1.2 | Elect Director David A. Brager | Management | For | For |
| 1.3 | Elect Director Stephen A. Del Guercio | Management | For | For |
| 1.4 | Elect Director Anna Kan | Management | For | For |
| 1.5 | Elect Director Jane Olvera Majors | Management | For | For |
| 1.6 | Elect Director Raymond V. O'Brien, III | Management | For | For |
| 1.7 | Elect Director Hal W. Oswalt | Management | For | For |
| 1.8 | Elect Director Kimberly Sheehy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| DARLING INGREDIENTS INC. Meeting Date: MAY 09, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DAR Security ID: 237266101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Randall C. Stuewe | Management | For | For |
| 1b | Elect Director Charles Adair | Management | For | For |
| 1c | Elect Director Beth Albright | Management | For | For |
| 1d | Elect Director Larry A. Barden | Management | For | For |
| 1e | Elect Director Celeste A. Clark | Management | For | For |
| 1f | Elect Director Linda Goodspeed | Management | For | For |
| 1g | Elect Director Enderson Guimaraes | Management | For | For |
| 1h | Elect Director Gary W. Mize | Management | For | For |
| 1i | Elect Director Michael E. Rescoe | Management | For | For |
| 1j | Elect Director Kurt Stoffel | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DENALI THERAPEUTICS INC. Meeting Date: JUN 01, 2023 Record Date: APR 04, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DNLI Security ID: 24823R105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer Cook | Management | For | Withhold |
| 1.2 | Elect Director David Schenkein | Management | For | Withhold |
| 1.3 | Elect Director Ryan J. Watts | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DESIGN THERAPEUTICS, INC. Meeting Date: MAY 31, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DSGN Security ID: 25056L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Simeon George | Management | For | Withhold |
| 1.2 | Elect Director Arsani William | Management | For | For |
| 1.3 | Elect Director Deepa Prasad | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | 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 |
| 1.1 | Elect Director Steven R. Altman | Management | For | For |
| 1.2 | Elect Director Richard A. Collins | Management | For | For |
| 1.3 | Elect Director Karen Dahut | Management | For | For |
| 1.4 | Elect Director Mark G. Foletta | Management | For | For |
| 1.5 | Elect Director Barbara E. Kahn | Management | For | For |
| 1.6 | Elect Director Kyle Malady | Management | For | For |
| 1.7 | Elect Director Eric J. Topol | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| DIGITALOCEAN HOLDINGS, INC. Meeting Date: JUN 06, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DOCN Security ID: 25402D102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren Adelman | Management | For | Withhold |
| 1.2 | Elect Director Pueo Keffer | Management | For | Withhold |
| 1.3 | Elect Director Hilary Schneider | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DOUBLEVERIFY HOLDINGS, INC. Meeting Date: JUN 01, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DV Security ID: 25862V105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Davis Noell | Management | For | For |
| 1.2 | Elect Director Lucy Stamell Dobrin | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DOXIMITY, INC. Meeting Date: JUL 27, 2022 Record Date: JUN 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DOCS Security ID: 26622P107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey Tangney | Management | For | Withhold |
| 1.2 | Elect Director Kira Wampler | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DYCOM INDUSTRIES INC. Meeting Date: MAY 25, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DY Security ID: 267475101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter T. Pruitt, Jr. | Management | For | For |
| 1b | Elect Director Laurie J. Thomsen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ENCORE CAPITAL GROUP, INC. Meeting Date: JUN 09, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ECPG Security ID: 292554102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael P. Monaco | Management | For | For |
| 1b | Elect Director William C. Goings | Management | For | For |
| 1c | Elect Director Ashwini (Ash) Gupta | Management | For | For |
| 1d | Elect Director Wendy G. Hannam | Management | For | For |
| 1e | Elect Director Jeffrey A. Hilzinger | Management | For | For |
| 1f | Elect Director Angela A. Knight | Management | For | For |
| 1g | Elect Director Laura Newman Olle | Management | For | For |
| 1h | Elect Director Richard P. Stovsky | Management | For | For |
| 1i | Elect Director Ashish Masih | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| ENERSYS Meeting Date: AUG 04, 2022 Record Date: JUN 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ENS Security ID: 29275Y102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Howard I. Hoffen | Management | For | For |
| 1.2 | Elect Director David M. Shaffer | Management | For | For |
| 1.3 | Elect Director Ronald P. Vargo | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ENTEGRIS, INC. Meeting Date: APR 26, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ENTG Security ID: 29362U104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Anderson | Management | For | For |
| 1b | Elect Director Rodney Clark | Management | For | For |
| 1c | Elect Director James F. Gentilcore | Management | For | For |
| 1d | Elect Director Yvette Kanouff | Management | For | For |
| 1e | Elect Director James P. Lederer | Management | For | For |
| 1f | Elect Director Bertrand Loy | Management | For | For |
| 1g | Elect Director Azita Saleki-Gerhardt | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| ENTERPRISE FINANCIAL SERVICES CORP Meeting Date: MAY 10, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EFSC Security ID: 293712105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lyne B. Andrich | Management | For | For |
| 1.2 | Elect Director Michael A. DeCola | Management | For | For |
| 1.3 | Elect Director Robert E. Guest, Jr. | Management | For | For |
| 1.4 | Elect Director James M. Havel | Management | For | For |
| 1.5 | Elect Director Michael R. Holmes | Management | For | For |
| 1.6 | Elect Director Nevada A. Kent, IV | Management | For | For |
| 1.7 | Elect Director James B. Lally | Management | For | For |
| 1.8 | Elect Director Marcela Manjarrez | Management | For | For |
| 1.9 | Elect Director Stephen P. Marsh | Management | For | For |
| 1.10 | Elect Director Daniel A. Rodrigues | Management | For | For |
| 1.11 | Elect Director Richard M. Sanborn | Management | For | For |
| 1.12 | Elect Director Eloise E. Schmitz | Management | For | For |
| 1.13 | Elect Director Sandra A. Van Trease | Management | For | For |
| 1.14 | Elect Director Lina A. Young | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Outside Director Stock Awards in Lieu of Cash | Management | For | For |
| ESSENT GROUP LTD. Meeting Date: MAY 02, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ESNT Security ID: G3198U102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark A. Casale | Management | For | For |
| 1.2 | Elect Director Douglas J. Pauls | Management | For | For |
| 1.3 | Elect Director William Spiegel | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| EXACT SCIENCES CORPORATION Meeting Date: JUN 08, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EXAS Security ID: 30063P105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director D. Scott Coward | Management | For | For |
| 1b | Elect Director James Doyle | Management | For | For |
| 1c | Elect Director Freda Lewis-Hall | Management | For | For |
| 1d | Elect Director Kathleen Sebelius | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| EXLSERVICE HOLDINGS, INC. Meeting Date: JUN 20, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EXLS Security ID: 302081104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vikram Pandit | Management | For | For |
| 1b | Elect Director Rohit Kapoor | Management | For | For |
| 1c | Elect Director Andreas Fibig | Management | For | For |
| 1d | Elect Director Som Mittal | Management | For | For |
| 1e | Elect Director Kristy Pipes | Management | For | For |
| 1f | Elect Director Nitin Sahney | Management | For | For |
| 1g | Elect Director Jaynie Studenmund | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Forward Stock Split | Management | For | For |
| 6 | Amend Articles of Incorporation to Provide Directors May Be Removed With or Without Cause | Management | For | For |
| F.N.B. CORPORATION Meeting Date: MAY 10, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FNB Security ID: 302520101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Pamela A. Bena | Management | For | For |
| 1.2 | Elect Director William B. Campbell | Management | For | For |
| 1.3 | Elect Director James D. Chiafullo | Management | For | For |
| 1.4 | Elect Director Vincent J. Delie, Jr. | Management | For | For |
| 1.5 | Elect Director Mary Jo Dively | Management | For | For |
| 1.6 | Elect Director David J. Malone | Management | For | For |
| 1.7 | Elect Director Frank C. Mencini | Management | For | For |
| 1.8 | Elect Director David L. Motley | Management | For | For |
| 1.9 | Elect Director Heidi A. Nicholas | Management | For | For |
| 1.10 | Elect Director John S. Stanik | Management | For | For |
| 1.11 | Elect Director William J. Strimbu | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| FIRST ADVANTAGE CORPORATION Meeting Date: JUN 08, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FA Security ID: 31846B108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James L. Clark | Management | For | Withhold |
| 1.2 | Elect Director Bridgett R. Price | Management | For | For |
| 1.3 | Elect Director Bianca Stoica | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FIRST INDUSTRIAL REALTY TRUST, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FR Security ID: 32054K103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter E. Baccile | Management | For | For |
| 1.2 | Elect Director Teresa Bryce Bazemore | Management | For | For |
| 1.3 | Elect Director Matthew S. Dominski | Management | For | For |
| 1.4 | Elect Director H. Patrick Hackett, Jr. | Management | For | For |
| 1.5 | Elect Director Denise A. Olsen | Management | For | For |
| 1.6 | Elect Director John E. Rau | Management | For | For |
| 1.7 | Elect Director Marcus L. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| FIRST INTERSTATE BANCSYSTEM, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FIBK Security ID: 32055Y201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alice S. Cho | Management | For | For |
| 1b | Elect Director Thomas E. Henning | Management | For | For |
| 1c | Elect Director Dennis L. Johnson | Management | For | For |
| 1d | Elect Director Patricia L. Moss | Management | For | For |
| 1e | Elect Director Daniel A. Rykhus | Management | For | For |
| 2 | Change State of Incorporation from Montana to Delaware | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify RSM US LLP as Auditors | Management | For | For |
| FIRST MERCHANTS CORPORATION Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FRME Security ID: 320817109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Susan W. Brooks | Management | For | Withhold |
| 1.2 | Elect Director Mung Chiang | Management | For | For |
| 1.3 | Elect Director Patrick J. Fehring | Management | For | Withhold |
| 1.4 | Elect Director Michael J. Fisher | Management | For | Withhold |
| 1.5 | Elect Director Kevin D. Johnson | Management | For | For |
| 1.6 | Elect Director Gary J. Lehman | Management | For | Withhold |
| 1.7 | Elect Director Jason R. Sondhi | Management | For | For |
| 1.8 | Elect Director Jean L. Wojtowicz | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify FORVIS, LLP as Auditors | Management | For | For |
| FLYWIRE CORPORATION Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FLYW Security ID: 302492103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alex Finkelstein | Management | For | Withhold |
| 1.2 | Elect Director Matthew Harris | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GOLDEN ENTERTAINMENT, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GDEN Security ID: 381013101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Blake L. Sartini | Management | For | For |
| 1.2 | Elect Director Andy H. Chien | Management | For | For |
| 1.3 | Elect Director Ann D. Dozier | Management | For | For |
| 1.4 | Elect Director Mark A. Lipparelli | Management | For | For |
| 1.5 | Elect Director Anthony A. Marnell, III | Management | For | For |
| 1.6 | Elect Director Terrence L. Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GRAPHIC PACKAGING HOLDING COMPANY Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GPK Security ID: 388689101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael P. Doss | Management | For | For |
| 1.2 | Elect Director Dean A. Scarborough | Management | For | For |
| 1.3 | Elect Director Larry M. Venturelli | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| GULFPORT ENERGY CORPORATION Meeting Date: MAY 24, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GPOR Security ID: 402635502 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy J. Cutt | Management | For | For |
| 1.2 | Elect Director David Wolf | Management | For | For |
| 1.3 | Elect Director Guillermo (Bill) Martinez | Management | For | For |
| 1.4 | Elect Director Jason Martinez | Management | For | For |
| 1.5 | Elect Director David Reganato | Management | For | For |
| 1.6 | Elect Director John Reinhart | Management | For | For |
| 1.7 | Elect Director Mary Shafer-Malicki | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HILLENBRAND, INC. Meeting Date: FEB 24, 2023 Record Date: DEC 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HI Security ID: 431571108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel C. Hillenbrand | Management | For | For |
| 1.2 | Elect Director Neil S. Novich | Management | For | For |
| 1.3 | Elect Director Kimberly K. Ryan | Management | For | For |
| 1.4 | Elect Director Inderpreet Sawhney | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY Meeting Date: FEB 24, 2023 Record Date: JAN 19, 2023 Meeting Type: COURT | ||||
| Ticker: HZNP Security ID: G46188111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY Meeting Date: FEB 24, 2023 Record Date: JAN 19, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: HZNP Security ID: G46188101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| HUB GROUP, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HUBG Security ID: 443320106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David P. Yeager | Management | For | Withhold |
| 1.2 | Elect Director Phillip D. Yeager | Management | For | Withhold |
| 1.3 | Elect Director Peter B. McNitt | Management | For | Withhold |
| 1.4 | Elect Director Mary H. Boosalis | Management | For | Withhold |
| 1.5 | Elect Director Lisa Dykstra | Management | For | Withhold |
| 1.6 | Elect Director Michael E. Flannery | Management | For | Withhold |
| 1.7 | Elect Director James C. Kenny | Management | For | Withhold |
| 1.8 | Elect Director Jenell R. Ross | Management | For | Withhold |
| 1.9 | Elect Director Martin P. Slark | Management | For | Withhold |
| 1.10 | Elect Director Gary Yablon | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | Against |
| ICF INTERNATIONAL, INC. Meeting Date: JUN 01, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ICFI Security ID: 44925C103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marilyn Crouther | Management | For | For |
| 1b | Elect Director Michael J. Van Handel | Management | For | For |
| 1c | Elect Director Michelle A. Williams | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Officers | Management | For | For |
| 6 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| IMMUNOCORE HOLDINGS PLC Meeting Date: MAY 16, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IMCR Security ID: 45258D105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | Against |
| 3 | Elect Director Robert Perez | Management | For | For |
| 4 | Elect Director Kristine Peterson | Management | For | For |
| 5 | Elect Director Siddharth Kaul | Management | For | For |
| 6 | Appoint Deloitte LLP as Auditors | Management | For | For |
| 7 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 8 | Authorize UK Political Donations and Expenditure | Management | For | For |
| INDEPENDENT BANK CORP. Meeting Date: MAY 18, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: INDB Security ID: 453836108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James O'Shanna Morton | Management | For | For |
| 1.2 | Elect Director Daniel F. O'Brien | Management | For | For |
| 1.3 | Elect Director Scott K. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INDEPENDENT BANK CORPORATION Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IBCP Security ID: 453838609 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terance L. Beia | Management | For | For |
| 1b | Elect Director Stephen L. Gulis, Jr. | Management | For | For |
| 1c | Elect Director William B. Kessel | Management | For | For |
| 2 | Ratify Crowe LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INSMED INCORPORATED Meeting Date: MAY 11, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: INSM Security ID: 457669307 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth McKee Anderson | Management | For | For |
| 1.2 | Elect Director Clarissa Desjardins | Management | For | For |
| 1.3 | Elect Director David W.J. McGirr | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| INTRA-CELLULAR THERAPIES, INC. Meeting Date: JUN 23, 2023 Record Date: APR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ITCI Security ID: 46116X101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Eduardo Rene Salas | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| IOVANCE BIOTHERAPEUTICS, INC. Meeting Date: JUN 06, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IOVA Security ID: 462260100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Iain D. Dukes | Management | For | For |
| 1.2 | Elect Director Athena Countouriotis | Management | For | For |
| 1.3 | Elect Director Wendy Yarno | Management | For | For |
| 1.4 | Elect Director Ryan Maynard | Management | For | For |
| 1.5 | Elect Director Merrill A. McPeak | Management | For | Withhold |
| 1.6 | Elect Director Wayne P. Rothbaum | Management | For | For |
| 1.7 | Elect Director Michael Weiser | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Increase Authorized Common Stock | Management | For | For |
| JAMF HOLDING CORP. Meeting Date: MAY 23, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: JAMF Security ID: 47074L105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andre Durand | Management | For | For |
| 1.2 | Elect Director Kevin Klausmeyer | Management | For | For |
| 1.3 | Elect Director Vina M. Leite | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| JANUS HENDERSON GROUP PLC Meeting Date: MAY 03, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: JHG Security ID: G4474Y214 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian Baldwin | Management | For | For |
| 1.2 | Elect Director John Cassaday | Management | For | For |
| 1.3 | Elect Director Alison Davis *Withdrawn Resolution* | Management | None | None |
| 1.4 | Elect Director Kalpana Desai | Management | For | For |
| 1.5 | Elect Director Ali Dibadj | Management | For | For |
| 1.6 | Elect Director Kevin Dolan | Management | For | For |
| 1.7 | Elect Director Eugene Flood, Jr. | Management | For | For |
| 1.8 | Elect Director Ed Garden | Management | For | For |
| 1.9 | Elect Director Alison Quirk | Management | For | For |
| 1.10 | Elect Director Angela Seymour-Jackson | Management | For | For |
| 1.11 | Elect Director Anne Sheehan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 4 | Authorise Market Purchase of CDIs | Management | For | For |
| 5 | Approve PricewaterhouseCoopers LLP as Auditors and Authorise Audit Committee to Fix Their Remuneration | Management | For | For |
| KNOWBE4, INC. Meeting Date: JAN 31, 2023 Record Date: DEC 07, 2022 Meeting Type: SPECIAL | ||||
| Ticker: KNBE Security ID: 49926T104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| KOPPERS HOLDINGS INC. Meeting Date: MAY 04, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KOP Security ID: 50060P106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leroy M. Ball | Management | For | For |
| 1.2 | Elect Director Xudong Feng | Management | For | For |
| 1.3 | Elect Director Traci L. Jensen | Management | For | For |
| 1.4 | Elect Director David L. Motley | Management | For | For |
| 1.5 | Elect Director Albert J. Neupaver | Management | For | For |
| 1.6 | Elect Director Andrew D. Sandifer | Management | For | For |
| 1.7 | Elect Director Louis L. Testoni | Management | For | For |
| 1.8 | Elect Director Stephen R. Tritch | Management | For | For |
| 1.9 | Elect Director Sonja M. Wilkerson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| LADDER CAPITAL CORP Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LADR Security ID: 505743104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian Harris | Management | For | Withhold |
| 1.2 | Elect Director Mark Alexander | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| LAKELAND BANCORP, INC. Meeting Date: FEB 01, 2023 Record Date: DEC 16, 2022 Meeting Type: SPECIAL | ||||
| Ticker: LBAI Security ID: 511637100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| LAZARD LTD Meeting Date: APR 27, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LAZ Security ID: G54050102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth M. Jacobs | Management | For | For |
| 1.2 | Elect Director Michelle Jarrard | Management | For | For |
| 1.3 | Elect Director Iris Knobloch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| LIFE TIME GROUP HOLDINGS, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LTH Security ID: 53190C102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joel Alsfine | Management | For | Withhold |
| 1.2 | Elect Director Jonathan Coslet | Management | For | Withhold |
| 1.3 | Elect Director J. Kristofer Galashan | Management | For | Withhold |
| 1.4 | Elect Director Stuart Lasher | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| LIFESTANCE HEALTH GROUP, INC. Meeting Date: JUN 01, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LFST Security ID: 53228F101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Darren Black | Management | For | Withhold |
| 1.2 | Elect Director Eric Shuey | Management | For | For |
| 1.3 | Elect Director Robert Bessler | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| LINCOLN NATIONAL CORPORATION Meeting Date: MAY 25, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LNC Security ID: 534187109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Deirdre P. Connelly | Management | For | For |
| 1.2 | Elect Director Ellen G. Cooper | Management | For | For |
| 1.3 | Elect Director William H. Cunningham | Management | For | For |
| 1.4 | Elect Director Reginald E. Davis | Management | For | For |
| 1.5 | Elect Director Eric G. Johnson | Management | For | For |
| 1.6 | Elect Director Gary C. Kelly | Management | For | For |
| 1.7 | Elect Director M. Leanne Lachman | Management | For | For |
| 1.8 | Elect Director Dale LeFebvre | Management | For | For |
| 1.9 | Elect Director Janet Liang | Management | For | For |
| 1.10 | Elect Director Michael F. Mee | Management | For | For |
| 1.11 | Elect Director Lynn M. Utter | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| LINDBLAD EXPEDITIONS HOLDINGS, INC. Meeting Date: JUN 01, 2023 Record Date: APR 05, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LIND Security ID: 535219109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director L. Dyson Dryden | Management | For | Withhold |
| 1.2 | Elect Director John M. Fahey | Management | For | Withhold |
| 1.3 | Elect Director Catherine B. Reynolds | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LIVENT CORPORATION Meeting Date: APR 25, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LTHM Security ID: 53814L108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul W. Graves | Management | For | For |
| 1b | Elect Director Andrea E. Utecht | Management | For | For |
| 1c | Elect Director Christina Lampe-Onnerud | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| LULU'S FASHION LOUNGE HOLDINGS, INC. Meeting Date: JUN 13, 2023 Record Date: APR 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LVLU Security ID: 55003A108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anisa Kumar | Management | For | For |
| 1.2 | Elect Director Crystal Landsem | Management | For | Withhold |
| 1.3 | Elect Director Danielle Qi | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| MACROGENICS, INC. Meeting Date: MAY 31, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MGNX Security ID: 556099109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Koenig | Management | For | For |
| 1.2 | Elect Director Federica O'Brien | Management | For | For |
| 1.3 | Elect Director Jay Siegel | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| MANHATTAN ASSOCIATES, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MANH Security ID: 562750109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eddie Capel | Management | For | For |
| 1b | Elect Director Charles E. Moran | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MEDIFAST, INC. Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MED Security ID: 58470H101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey J. Brown | Management | For | For |
| 1.2 | Elect Director Daniel R. Chard | Management | For | For |
| 1.3 | Elect Director Elizabeth A. Geary | Management | For | For |
| 1.4 | Elect Director Michael A. Hoer | Management | For | For |
| 1.5 | Elect Director Scott Schlackman | Management | For | For |
| 1.6 | Elect Director Andrea B. Thomas | Management | For | For |
| 1.7 | Elect Director Ming Xian | Management | For | For |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MODINE MANUFACTURING COMPANY Meeting Date: JUL 21, 2022 Record Date: MAY 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MOD Security ID: 607828100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Neil D. Brinker | Management | For | For |
| 1b | Elect Director Katherine C. Harper | Management | For | For |
| 1c | Elect Director David J. Wilson | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MOELIS & COMPANY Meeting Date: JUN 08, 2023 Record Date: APR 12, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MC Security ID: 60786M105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth Moelis | Management | For | For |
| 1b | Elect Director Eric Cantor | Management | For | For |
| 1c | Elect Director John A. Allison, IV | Management | For | Against |
| 1d | Elect Director Kenneth L. Shropshire | Management | For | Against |
| 1e | Elect Director Laila Worrell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MYR GROUP INC. Meeting Date: APR 20, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MYRG Security ID: 55405W104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth M. Hartwick | Management | For | For |
| 1b | Elect Director Jennifer E. Lowry | Management | For | For |
| 1c | Elect Director Richard S. Swartz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Ratify Crowe LLP as Auditors | Management | For | For |
| NATERA, INC. Meeting Date: JUN 09, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NTRA Security ID: 632307104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rowan Chapman | Management | For | Withhold |
| 1.2 | Elect Director Herm Rosenman | Management | For | Withhold |
| 1.3 | Elect Director Jonathan Sheena | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NEVRO CORP. Meeting Date: MAY 25, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NVRO Security ID: 64157F103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director D. Keith Grossman | Management | For | For |
| 1.2 | Elect Director Michael DeMane | Management | For | For |
| 1.3 | Elect Director Frank Fischer | Management | For | For |
| 1.4 | Elect Director Sri Kosaraju | Management | For | For |
| 1.5 | Elect Director Shawn T McCormick | Management | For | For |
| 1.6 | Elect Director Kevin O'Boyle | Management | For | For |
| 1.7 | Elect Director Karen Prange | Management | For | For |
| 1.8 | Elect Director Susan Siegel | Management | For | For |
| 1.9 | Elect Director Elizabeth Weatherman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| NEXTIER OILFIELD SOLUTIONS INC. Meeting Date: JUN 13, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NEX Security ID: 65290C105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert W. Drummond | Management | For | For |
| 1b | Elect Director Leslie A. Beyer | Management | For | For |
| 1c | Elect Director Stuart M. Brightman | Management | For | For |
| 1d | Elect Director Gary M. Halverson | Management | For | For |
| 1e | Elect Director Patrick M. Murray | Management | For | For |
| 1f | Elect Director Amy H. Nelson | Management | For | For |
| 1g | Elect Director Melvin G. Riggs | Management | For | For |
| 1h | Elect Director Bernardo J. Rodriguez | Management | For | For |
| 1i | Elect Director Michael Roemer | Management | For | For |
| 1j | Elect Director James C. Stewart | Management | For | For |
| 1k | Elect Director Scott R. Wille | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| OLINK HOLDING AB Meeting Date: APR 17, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OLK Security ID: 680710100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Chairman of Meeting | Management | For | For |
| 3 | Prepare and Approve List of Shareholders | Management | For | For |
| 4 | Approve Agenda of Meeting | Management | For | For |
| 5 | Designate Inspector(s) of Minutes of Meeting | Management | For | For |
| 6 | Acknowledge Proper Convening of Meeting | Management | For | For |
| 7 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 8 | Receive CEO's Report | Management | None | None |
| 9a.1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 9a.2 | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 9b | Approve Allocation of Income and Omission of Dividends | Management | For | For |
| 9c.1 | Approve Discharge of Jon Heimer as Board Member | Management | For | For |
| 9c.2 | Approve Discharge of Gustavo Salem as Board Member | Management | For | For |
| 9c.3 | Approve Discharge of Johan Lund as Board Member | Management | For | For |
| 9c.4 | Approve Discharge of Nicolas Roelofs as Board Member | Management | For | For |
| 9c.5 | Approve Discharge of Tommi Unkuri as Board Member | Management | For | For |
| 9c.6 | Approve Discharge of Jon Hindar as Board Member | Management | For | For |
| 9c.7 | Approve Discharge of Solange Bullukian as Board Member | Management | For | For |
| 9c.8 | Approve Discharge of Johan Pietila Holmner as Board Member | Management | For | For |
| 9c.9 | Approve Discharge of Mary Reumuth as Board Member | Management | For | For |
| 9c.10 | Approve Discharge of Robert Schueren as Board Member | Management | For | For |
| 9c.11 | Approve Discharge of Jon Heimer as CEO | Management | For | For |
| 9c.12 | Approve Discharge of Tina Nova as Board Member | Management | For | For |
| 10 | Receive Nominating Committee's Report | Management | None | None |
| 11 | Determine Number of Members (9) and Deputy Members (1) of Board | Management | For | For |
| 12.1 | Approve Remuneration of Directors in the Aggregate Amount of USD 640,000 | Management | For | For |
| 12.2 | Approve Remuneration of Auditors | Management | For | For |
| 13.1 | Reelect Jon Hindar as Director | Management | For | For |
| 13.2 | Reelect Jon Heimer as Director | Management | For | For |
| 13.3 | Reelect Solange Bullukian as Director | Management | For | For |
| 13.4 | Reelect Johan Lund as Director | Management | For | For |
| 13.5 | Reelect Nicolas Roelofs as Director | Management | For | For |
| 13.6 | Reelect Tommi Unkuri as Director | Management | For | For |
| 13.7 | Reelect Robert Schueren as Director | Management | For | For |
| 13.8 | Reelect Mary Reumuth as Director | Management | For | For |
| 13.9 | Elect Gregory J. Moore as New Director | Management | For | For |
| 13.10 | Reelect Jon Hindar as Board Chair | Management | For | For |
| 13.11 | Reelect Johan Pietila Holmner as Deputy Director | Management | For | For |
| 14 | Ratify Ernst & Young AB as Auditors | Management | For | For |
| 15 | Approve Non-Employee Director Stock Option Plan | Management | For | Against |
| 16 | Approve Stock Option Plan for Key Employees | Management | For | Against |
| 17 | Approve Creation of Pool of Capital without Preemptive Rights | Management | For | Against |
| 18 | Close Meeting | Management | None | None |
| PDC ENERGY, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PDCE Security ID: 69327R101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barton R. Brookman | Management | For | For |
| 1.2 | Elect Director Pamela R. Butcher | Management | For | For |
| 1.3 | Elect Director Mark E. Ellis | Management | For | For |
| 1.4 | Elect Director Paul J. Korus | Management | For | For |
| 1.5 | Elect Director Lynn A. Peterson | Management | For | For |
| 1.6 | Elect Director Carlos A. Sabater | Management | For | For |
| 1.7 | Elect Director Diana L. Sands | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PEBBLEBROOK HOTEL TRUST Meeting Date: MAY 23, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PEB Security ID: 70509V100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jon E. Bortz | Management | For | For |
| 1b | Elect Director Cydney C. Donnell | Management | For | For |
| 1c | Elect Director Ron E. Jackson | Management | For | For |
| 1d | Elect Director Phillip M. Miller | Management | For | For |
| 1e | Elect Director Michael J. Schall | Management | For | For |
| 1f | Elect Director Bonny W. Simi | Management | For | For |
| 1g | Elect Director Earl E. Webb | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PERFORMANCE FOOD GROUP COMPANY Meeting Date: NOV 16, 2022 Record Date: SEP 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PFGC Security ID: 71377A103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George L. Holm | Management | For | For |
| 1b | Elect Director Manuel A. Fernandez | Management | For | For |
| 1c | Elect Director Barbara J. Beck | Management | For | For |
| 1d | Elect Director William F. Dawson, Jr. | Management | For | For |
| 1e | Elect Director Laura Flanagan | Management | For | For |
| 1f | Elect Director Matthew C. Flanigan | Management | For | For |
| 1g | Elect Director Kimberly S. Grant | Management | For | For |
| 1h | Elect Director Jeffrey M. Overly | Management | For | For |
| 1i | Elect Director David V. Singer | Management | For | For |
| 1j | Elect Director Randall N. Spratt | Management | For | For |
| 1k | Elect Director Warren M. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PETCO HEALTH AND WELLNESS COMPANY, INC. Meeting Date: JUN 22, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WOOF Security ID: 71601V105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gary Briggs | Management | For | Withhold |
| 1.2 | Elect Director Nishad Chande | Management | For | Withhold |
| 1.3 | Elect Director Mary Sullivan | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | Against |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PIEDMONT LITHIUM, INC. Meeting Date: JUN 13, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PLL Security ID: 72016P105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeff Armstrong | Management | For | For |
| 1b | Elect Director Christina Alvord | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Stock Option Plan Grants to Keith Phillips | Management | For | Against |
| 5 | Approve Grant of Restricted Stock Units to Keith Phillips | Management | For | Against |
| 6 | Approve Grant of Performance Stock Units to Keith Phillips | Management | For | Against |
| 7 | Approve Grant of Restricted Stock Units to Jeff Armstrong | Management | For | For |
| 8 | Approve Grant of Restricted Stock Units to Christina Alvord | Management | For | For |
| 9 | Approve Grant of Restricted Stock Units to Jorge Beristain | Management | For | For |
| 10 | Approve Grant of Restricted Stock Units to Michael Bless | Management | For | For |
| 11 | Approve Grant of Restricted Stock Units to Claude Demby | Management | For | For |
| PMV PHARMACEUTICALS, INC. Meeting Date: JUN 08, 2023 Record Date: APR 12, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PMVP Security ID: 69353Y103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard Heyman | Management | For | Withhold |
| 1.2 | Elect Director David H. Mack | Management | For | For |
| 1.3 | Elect Director Laurie Stelzer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| POPULAR, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BPOP Security ID: 733174700 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ignacio Alvarez | Management | For | For |
| 1b | Elect Director Joaquin E. Bacardi, III | Management | For | For |
| 1c | Elect Director Alejandro M. Ballester | Management | For | For |
| 1d | Elect Director Robert Carrady | Management | For | For |
| 1e | Elect Director Richard L. Carrion | Management | For | For |
| 1f | Elect Director Betty DeVita | Management | For | For |
| 1g | Elect Director John W. Diercksen | Management | For | For |
| 1h | Elect Director Maria Luisa Ferre Rangel | Management | For | For |
| 1i | Elect Director C. Kim Goodwin | Management | For | For |
| 1j | Elect Director Jose R. Rodriguez | Management | For | For |
| 1k | Elect Director Alejandro M. Sanchez | Management | For | For |
| 1l | Elect Director Myrna M. Soto | Management | For | For |
| 1m | Elect Director Carlos A. Unanue | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PORTILLO'S, INC. Meeting Date: JUN 27, 2023 Record Date: MAY 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PTLO Security ID: 73642K106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Osanloo | Management | For | For |
| 1.2 | Elect Director Ann Bordelon | Management | For | For |
| 1.3 | Elect Director Paulette Dodson | Management | For | For |
| 1.4 | Elect Director Noah Glass | Management | For | For |
| 1.5 | Elect Director Gerard J. Hart | Management | For | For |
| 1.6 | Elect Director Richard K. Lubin | Management | For | For |
| 1.7 | Elect Director Joshua A. Lutzker | Management | For | For |
| 1.8 | Elect Director Michael A. Miles Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PORTLAND GENERAL ELECTRIC COMPANY Meeting Date: APR 21, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: POR Security ID: 736508847 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dawn Farrell | Management | For | For |
| 1b | Elect Director Mark Ganz | Management | For | For |
| 1c | Elect Director Marie Oh Huber | Management | For | For |
| 1d | Elect Director Kathryn Jackson | Management | For | For |
| 1e | Elect Director Michael Lewis | Management | For | For |
| 1f | Elect Director Michael Millegan | Management | For | For |
| 1g | Elect Director Lee Pelton | Management | For | For |
| 1h | Elect Director Patricia Salas Pineda | Management | For | For |
| 1i | Elect Director Maria Pope | Management | For | For |
| 1j | Elect Director James Torgerson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PRIMERICA, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PRI Security ID: 74164M108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John A. Addison, Jr. | Management | For | For |
| 1b | Elect Director Joel M. Babbit | Management | For | For |
| 1c | Elect Director Amber L. Cottle | Management | For | For |
| 1d | Elect Director Gary L. Crittenden | Management | For | For |
| 1e | Elect Director Cynthia N. Day | Management | For | For |
| 1f | Elect Director Sanjeev Dheer | Management | For | For |
| 1g | Elect Director Beatriz R. Perez | Management | For | For |
| 1h | Elect Director D. Richard Williams | Management | For | For |
| 1i | Elect Director Glenn J. Williams | Management | For | For |
| 1j | Elect Director Barbara A. Yastine | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| PRIVIA HEALTH GROUP, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PRVA Security ID: 74276R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shawn Morris *Withdrawn Resolution* | Management | None | None |
| 1.2 | Elect Director Jeff Bernstein | Management | For | Withhold |
| 1.3 | Elect Director Nancy Cocozza | Management | For | For |
| 1.4 | Elect Director David King | Management | For | Withhold |
| 1.5 | Elect Director Thomas McCarthy *Withdrawn Resolution* | Management | None | None |
| 1.6 | Elect Director Will Sherrill *Withdrawn Resolution* | Management | None | None |
| 1.7 | Elect Director Bill Sullivan *Withdrawn Resolution* | Management | None | None |
| 1.8 | Elect Director Patricia Maryland *Withdrawn Resolution* | Management | None | None |
| 1.9 | Elect Director Jaewon Ryu *Withdrawn Resolution* | Management | None | None |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PROGRESS SOFTWARE CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PRGS Security ID: 743312100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul T. Dacier | Management | For | For |
| 1.2 | Elect Director John R. Egan | Management | For | For |
| 1.3 | Elect Director Rainer Gawlick | Management | For | For |
| 1.4 | Elect Director Yogesh Gupta | Management | For | For |
| 1.5 | Elect Director Charles F. Kane | Management | For | For |
| 1.6 | Elect Director Samskriti (Sam) Y. King | Management | For | For |
| 1.7 | Elect Director David A. Krall | Management | For | For |
| 1.8 | Elect Director Angela T. Tucci | Management | For | For |
| 1.9 | Elect Director Vivian Vitale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PROMETHEUS BIOSCIENCES, INC. Meeting Date: JUN 15, 2023 Record Date: MAY 15, 2023 Meeting Type: SPECIAL | ||||
| Ticker: RXDX Security ID: 74349U108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| PROVIDENT FINANCIAL SERVICES, INC. Meeting Date: FEB 01, 2023 Record Date: DEC 16, 2022 Meeting Type: SPECIAL | ||||
| Ticker: PFS Security ID: 74386T105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| PROVIDENT FINANCIAL SERVICES, INC. Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFS Security ID: 74386T105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Terence Gallagher | Management | For | For |
| 1.2 | Elect Director Edward J. Leppert | Management | For | For |
| 1.3 | Elect Director Nadine Leslie | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| REGAL REXNORD CORPORATION Meeting Date: APR 25, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RRX Security ID: 758750103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan A. Bertsch | Management | For | For |
| 1b | Elect Director Stephen M. Burt | Management | For | For |
| 1c | Elect Director Anesa T. Chaibi | Management | For | For |
| 1d | Elect Director Theodore D. Crandall | Management | For | For |
| 1e | Elect Director Michael P. Doss | Management | For | For |
| 1f | Elect Director Michael F. Hilton | Management | For | For |
| 1g | Elect Director Louis V. Pinkham | Management | For | For |
| 1h | Elect Director Rakesh Sachdev | Management | For | For |
| 1i | Elect Director Curtis W. Stoelting | Management | For | For |
| 1j | Elect Director Robin A. Walker-Lee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 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 |
| 1.1 | Elect Director Robert L. Antin | Management | For | For |
| 1.2 | Elect Director Michael S. Frankel | Management | For | For |
| 1.3 | Elect Director Diana J. Ingram | Management | For | For |
| 1.4 | Elect Director Angela L. Kleiman | Management | For | For |
| 1.5 | Elect Director Debra L. Morris | Management | For | For |
| 1.6 | Elect Director Tyler H. Rose | Management | For | For |
| 1.7 | Elect Director Howard Schwimmer | Management | For | For |
| 1.8 | Elect Director Richard Ziman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SALLY BEAUTY HOLDINGS, INC. Meeting Date: JAN 26, 2023 Record Date: NOV 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SBH Security ID: 79546E104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rachel R. Bishop | Management | For | For |
| 1.2 | Elect Director Jeffrey Boyer | Management | For | For |
| 1.3 | Elect Director Diana S. Ferguson | Management | For | For |
| 1.4 | Elect Director Dorlisa K. Flur | Management | For | For |
| 1.5 | Elect Director James M. Head | Management | For | For |
| 1.6 | Elect Director Linda Heasley | Management | For | For |
| 1.7 | Elect Director Lawrence "Chip" P. Molloy | Management | For | For |
| 1.8 | Elect Director Erin Nealy Cox | Management | For | For |
| 1.9 | Elect Director Denise Paulonis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| SANDY SPRING BANCORP, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SASR Security ID: 800363103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark E. Friis | Management | For | For |
| 1.2 | Elect Director Brian J. Lemek | Management | For | For |
| 1.3 | Elect Director Pamela A. Little | Management | For | For |
| 1.4 | Elect Director Craig A. Ruppert | Management | For | For |
| 1.5 | Elect Director Kenneth C. Cook | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SEAGEN INC. Meeting Date: MAY 30, 2023 Record Date: APR 17, 2023 Meeting Type: SPECIAL | ||||
| Ticker: SGEN Security ID: 81181C104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| SEAGEN INC. Meeting Date: MAY 31, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SGEN Security ID: 81181C104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Gryska | Management | For | For |
| 1b | Elect Director John A. Orwin | Management | For | For |
| 1c | Elect Director Alpna H. Seth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SIGNIFY HEALTH, INC. Meeting Date: OCT 31, 2022 Record Date: SEP 26, 2022 Meeting Type: SPECIAL | ||||
| Ticker: SGFY Security ID: 82671G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| SITIME CORPORATION Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SITM Security ID: 82982T106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Torsten G. Kreindl | Management | For | Withhold |
| 1.2 | Elect Director Akira Takata | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| SOPHIA GENETICS SA Meeting Date: JUN 26, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: SOPH Security ID: H82027105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Discharge of Board and Senior Management | Management | For | For |
| 3 | Approve Treatment of Net Loss | Management | For | For |
| 4.1 | Reelect Troy Cox as Director and Board Chair | Management | For | For |
| 4.2 | Reelect Jurgi Camblong as Director | Management | For | For |
| 4.3 | Reelect Tomer Berkovitz as Director | Management | For | For |
| 4.4 | Reelect Jean-Michel Cossery as Director | Management | For | For |
| 4.5 | Reelect Kathy Hibbs as Director | Management | For | For |
| 4.6 | Reelect Didier Hirsch as Director | Management | For | For |
| 4.7 | Reelect Vincent Ossipow as Director | Management | For | For |
| 4.8 | Elect Lila Tretikov as Director | Management | For | For |
| 5.1 | Reappoint Jean-Michel Cossery as Member of the Compensation Committee | Management | For | For |
| 5.2 | Reappoint Kathy Hibbs as Member of the Compensation Committee | Management | For | For |
| 5.3 | Reappoint Vincent Ossipow as Member of the Compensation Committee | Management | For | For |
| 6 | Designate PHC Notaires as Independent Proxy | Management | For | For |
| 7 | Ratify PricewaterhouseCoopers AG as Auditors | Management | For | For |
| 8.1 | Approve Remuneration of Directors in the Amount of USD 1.9 Million | Management | For | Against |
| 8.2 | Approve Fixed Remuneration of Executive Committee in the Amount of USD 2.5 Million | Management | For | For |
| 8.3 | Approve Variable Remuneration of Executive Committee in the Amount of USD 12 Million | Management | For | Against |
| 9.1 | Change Location of Registered Office to Rolle, Canton of Vaud | Management | For | For |
| 9.2 | Approve Creation of Capital Band within the Upper Limit of CHF 5 Million and the Lower Limit of CHF 3.3 Million with or without Exclusion of Preemptive Rights | Management | For | Against |
| 9.3 | Approve Creation of CHF 740,000 Pool of Conditional Capital for Employee Equity Participation; Amend Articles Re: Conditional Capital for Bonds or Similar Debt Instruments | Management | For | Against |
| 9.4 | Approve Virtual-Only or Hybrid Shareholder Meetings | Management | For | For |
| 9.5 | Amend Articles Re: Place of Jurisdiction | Management | For | Against |
| 9.6 | Amend Articles of Association | Management | For | For |
| 9.7 | Amend Articles of Association | Management | For | For |
| 10 | Transact Other Business (Voting) | Management | For | Against |
| SOUTHWEST GAS HOLDINGS, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SWX Security ID: 844895102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Director E. Renae Conley | Management | For | For |
| 1.2 | Elect Director Andrew W. Evans | Management | For | For |
| 1.3 | Elect Director Karen S. Haller | Management | For | For |
| 1.4 | Elect Director Jane Lewis-raymond | Management | For | For |
| 1.5 | Elect Director Henry P. Linginfelter | Management | For | For |
| 1.6 | Elect Director Anne L. Mariucci | Management | For | For |
| 1.7 | Elect Director Carlos A. Ruisanchez | Management | For | For |
| 1.8 | Elect Director Ruby Sharma | Management | For | For |
| 1.9 | Elect Director Andrew J. Teno | Management | For | For |
| 1.10 | Elect Director A. Randall Thoman | Management | For | For |
| 1.11 | Elect Director Leslie T. Thornton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SPROUT SOCIAL, INC. Meeting Date: MAY 22, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SPT Security ID: 85209W109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Barris | Management | For | For |
| 1b | Elect Director Raina Moskowitz | Management | For | For |
| 1c | Elect Director Karen Walker | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| STAAR SURGICAL COMPANY Meeting Date: JUN 15, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL | ||||
| Ticker: STAA Security ID: 852312305 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen C. Farrell | Management | For | For |
| 1.2 | Elect Director Thomas G. Frinzi | Management | For | For |
| 1.3 | Elect Director Gilbert H. Kliman | Management | For | For |
| 1.4 | Elect Director Aimee S. Weisner | Management | For | For |
| 1.5 | Elect Director Elizabeth Yeu | Management | For | For |
| 1.6 | Elect Director K. Peony Yu | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| STIFEL FINANCIAL CORP. Meeting Date: JUN 07, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SF Security ID: 860630102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Adam T. Berlew | Management | For | For |
| 1.2 | Elect Director Maryam Brown | Management | For | For |
| 1.3 | Elect Director Michael W. Brown | Management | For | For |
| 1.4 | Elect Director Lisa Carnoy | Management | For | For |
| 1.5 | Elect Director Robert E. Grady | Management | For | For |
| 1.6 | Elect Director James P. Kavanaugh | Management | For | For |
| 1.7 | Elect Director Ronald J. Kruszewski | Management | For | For |
| 1.8 | Elect Director Daniel J. Ludeman | Management | For | For |
| 1.9 | Elect Director Maura A. Markus | Management | For | For |
| 1.10 | Elect Director David A. Peacock | Management | For | For |
| 1.11 | Elect Director Thomas W. Weisel | Management | For | For |
| 1.12 | Elect Director Michael J. Zimmerman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 4 | Amend Certificate of Incorporation to Provide for the Exculpation of Officers | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Other Business | Management | For | Against |
| STONEX GROUP INC. Meeting Date: MAR 01, 2023 Record Date: JAN 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SNEX Security ID: 861896108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Annabelle G. Bexiga | Management | For | For |
| 1.2 | Elect Director Scott J. Branch | Management | For | For |
| 1.3 | Elect Director Diane L. Cooper | Management | For | For |
| 1.4 | Elect Director John M. Fowler | Management | For | For |
| 1.5 | Elect Director Steven Kass | Management | For | For |
| 1.6 | Elect Director Sean M. O'Connor | Management | For | For |
| 1.7 | Elect Director Eric Parthemore | Management | For | For |
| 1.8 | Elect Director John Radziwill | Management | For | For |
| 1.9 | Elect Director Dhamu R. Thamodaran | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SUMMIT MATERIALS, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SUM Security ID: 86614U100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph S. Cantie | Management | For | For |
| 1.2 | Elect Director Anne M. Cooney | Management | For | For |
| 1.3 | Elect Director John R. Murphy | Management | For | For |
| 1.4 | Elect Director Anne P. Noonan | Management | For | For |
| 1.5 | Elect Director Tamla D. Oates-Forney | Management | For | For |
| 1.6 | Elect Director Steven H. Wunning | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| SUN COUNTRY AIRLINES HOLDINGS, INC. Meeting Date: JUN 14, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SNCY Security ID: 866683105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marion Blakey | Management | For | For |
| 1.2 | Elect Director Patrick O'Keeffe | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| SWITCH, INC. Meeting Date: AUG 04, 2022 Record Date: JUN 15, 2022 Meeting Type: SPECIAL | ||||
| Ticker: SWCH Security ID: 87105L104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| TAYLOR MORRISON HOME CORPORATION Meeting Date: MAY 25, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TMHC Security ID: 87724P106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Lane | Management | For | For |
| 1b | Elect Director William H. Lyon | Management | For | For |
| 1c | Elect Director Anne L. Mariucci | Management | For | For |
| 1d | Elect Director David C. Merritt | Management | For | For |
| 1e | Elect Director Andrea (Andi) Owen | Management | For | For |
| 1f | Elect Director Sheryl D. Palmer | Management | For | For |
| 1g | Elect Director Denise F. Warren | Management | For | For |
| 1h | Elect Director Christopher Yip | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| TD SYNNEX CORPORATION Meeting Date: MAR 21, 2023 Record Date: JAN 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SNX Security ID: 87162W100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dennis Polk | Management | For | For |
| 1.2 | Elect Director Robert Kalsow-Ramos | Management | For | For |
| 1.3 | Elect Director Ann Vezina | Management | For | For |
| 1.4 | Elect Director Richard Hume | Management | For | For |
| 1.5 | Elect Director Fred Breidenbach | Management | For | For |
| 1.6 | Elect Director Hau Lee | Management | For | For |
| 1.7 | Elect Director Matthew Miau | Management | For | Withhold |
| 1.8 | Elect Director Nayaki Nayyar | Management | For | For |
| 1.9 | Elect Director Matthew Nord | Management | For | For |
| 1.10 | Elect Director Merline Saintil | Management | For | For |
| 1.11 | Elect Director Duane E. Zitzner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| TEEKAY TANKERS LTD. Meeting Date: JUN 06, 2023 Record Date: APR 12, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TNK Security ID: Y8565N300 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth Hvid | Management | For | Withhold |
| 1.2 | Elect Director Sai W. Chu | Management | For | For |
| 1.3 | Elect Director Richard T. du Moulin | Management | For | Withhold |
| 1.4 | Elect Director David Schellenberg | Management | For | For |
| 1.5 | Elect Director Peter Antturi | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| THE BANCORP, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TBBK Security ID: 05969A105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James J McEntee, III | Management | For | For |
| 1.2 | Elect Director Michael J. Bradley | Management | For | For |
| 1.3 | Elect Director Matthew N. Cohn | Management | For | For |
| 1.4 | Elect Director Cheryl D. Creuzot | Management | For | For |
| 1.5 | Elect Director John M. Eggemeyer | Management | For | For |
| 1.6 | Elect Director Hersh Kozlov | Management | For | For |
| 1.7 | Elect Director Damian M. Kozlowski | Management | For | For |
| 1.8 | Elect Director William H. Lamb | Management | For | For |
| 1.9 | Elect Director Daniela A. Mielke | Management | For | For |
| 1.10 | Elect Director Stephanie B. Mudick | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| THE HANOVER INSURANCE GROUP, INC. Meeting Date: MAY 09, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: THG Security ID: 410867105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Francisco A. Aristeguieta | Management | For | For |
| 1.2 | Elect Director Jane D. Carlin | Management | For | For |
| 1.3 | Elect Director Elizabeth A. Ward | Management | For | For |
| 2 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| TITAN MACHINERY INC. Meeting Date: JUN 05, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TITN Security ID: 88830R101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tony Christianson | Management | For | For |
| 1.2 | Elect Director Christine Hamilton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| TREX COMPANY, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TREX Security ID: 89531P105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jay M. Gratz | Management | For | For |
| 1.2 | Elect Director Ronald W. Kaplan | Management | For | For |
| 1.3 | Elect Director Gerald Volas | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| UNITED COMMUNITY BANKS, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: UCBI Security ID: 90984P303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer M. Bazante | Management | For | For |
| 1.2 | Elect Director George B. Bell | Management | For | For |
| 1.3 | Elect Director James P. Clements | Management | For | For |
| 1.4 | Elect Director Kenneth L. Daniels | Management | For | For |
| 1.5 | Elect Director Lance F. Drummond | Management | For | For |
| 1.6 | Elect Director H. Lynn Harton | Management | For | For |
| 1.7 | Elect Director Jennifer K. Mann | Management | For | For |
| 1.8 | Elect Director Thomas A. Richlovsky | Management | For | For |
| 1.9 | Elect Director David C. Shaver | Management | For | For |
| 1.10 | Elect Director Tim R. Wallis | Management | For | For |
| 1.11 | Elect Director David H. Wilkins | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| VAIL RESORTS, INC. Meeting Date: DEC 07, 2022 Record Date: OCT 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MTN Security ID: 91879Q109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Robert A. Katz | Management | For | For |
| 1c | Elect Director Kirsten A. Lynch | Management | For | For |
| 1d | Elect Director Nadia Rawlinson | Management | For | For |
| 1e | Elect Director John T. Redmond | Management | For | For |
| 1f | Elect Director Michele Romanow | Management | For | For |
| 1g | Elect Director Hilary A. Schneider | Management | For | For |
| 1h | Elect Director D. Bruce Sewell | Management | For | For |
| 1i | Elect Director John F. Sorte | Management | For | For |
| 1j | Elect Director Peter A. Vaughn | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VISHAY INTERTECHNOLOGY, INC. Meeting Date: MAY 23, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VSH Security ID: 928298108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joel Smejkal | Management | For | For |
| 1.2 | Elect Director Michael J. Cody | Management | For | Withhold |
| 1.3 | Elect Director Abraham Ludomirski | Management | For | Withhold |
| 1.4 | Elect Director Raanan Zilberman | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | Against |
| VISTEON CORPORATION Meeting Date: JUN 08, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VC Security ID: 92839U206 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James J. Barrese | Management | For | For |
| 1b | Elect Director Naomi M. Bergman | Management | For | For |
| 1c | Elect Director Jeffrey D. Jones | Management | For | For |
| 1d | Elect Director Bunsei Kure | Management | For | For |
| 1e | Elect Director Sachin S. Lawande | Management | For | For |
| 1f | Elect Director Joanne M. Maguire | Management | For | For |
| 1g | Elect Director Robert J. Manzo | Management | For | For |
| 1h | Elect Director Francis M. Scricco | Management | For | For |
| 1i | Elect Director David L. Treadwell | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VITAL FARMS, INC. Meeting Date: JUN 07, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VITL Security ID: 92847W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew O'Hayer | Management | For | Withhold |
| 1.2 | Elect Director Russell Diez-Canseco | Management | For | Withhold |
| 1.3 | Elect Director Kelly J. Kennedy | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| WEBSTER FINANCIAL CORPORATION Meeting Date: APR 26, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WBS Security ID: 947890109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John R. Ciulla | Management | For | For |
| 1b | Elect Director Jack L. Kopnisky | Management | For | For |
| 1c | Elect Director William L. Atwell | Management | For | For |
| 1d | Elect Director John P. Cahill | Management | For | For |
| 1e | Elect Director E. Carol Hayles | Management | For | For |
| 1f | Elect Director Linda H. Ianieri | Management | For | For |
| 1g | Elect Director Mona Aboelnaga Kanaan | Management | For | For |
| 1h | Elect Director James J. Landy | Management | For | For |
| 1i | Elect Director Maureen B. Mitchell | Management | For | For |
| 1j | Elect Director Laurence C. Morse | Management | For | For |
| 1k | Elect Director Karen R. Osar | Management | For | For |
| 1l | Elect Director Richard O'Toole | Management | For | For |
| 1m | Elect Director Mark Pettie | Management | For | For |
| 1n | Elect Director Lauren C. States | Management | For | For |
| 1o | Elect Director William E. Whiston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Ratify KPMG LLP as Auditors | Management | For | 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 Director John J. Engel | Management | For | For |
| 1.2 | Elect Director Anne M. Cooney | Management | For | For |
| 1.3 | Elect Director Matthew J. Espe | Management | For | For |
| 1.4 | Elect Director Bobby J. Griffin | Management | For | For |
| 1.5 | Elect Director Sundaram "Naga" Nagarajan | Management | For | For |
| 1.6 | Elect Director Steven A. Raymund | Management | For | For |
| 1.7 | Elect Director James L. Singleton | Management | For | For |
| 1.8 | Elect Director Easwaran Sundaram | Management | For | For |
| 1.9 | Elect Director Laura K. Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| WORLD FUEL SERVICES CORPORATION Meeting Date: JUN 15, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: INT Security ID: 981475106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Change Company Name to World Kinect Corporation | Management | For | For |
| 2.1 | Elect Director Michael J. Kasbar | Management | For | For |
| 2.2 | Elect Director Ken Bakshi | Management | For | For |
| 2.3 | Elect Director Jorge L. Benitez | Management | For | For |
| 2.4 | Elect Director Sharda Cherwoo | Management | For | For |
| 2.5 | Elect Director Richard A. Kassar | Management | For | For |
| 2.6 | Elect Director John L. Manley | Management | For | For |
| 2.7 | Elect Director Stephen K. Roddenberry | Management | For | For |
| 2.8 | Elect Director Jill B. Smart | Management | For | For |
| 2.9 | Elect Director Paul H. Stebbins | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| WORLD WRESTLING ENTERTAINMENT, INC. Meeting Date: MAY 31, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WWE Security ID: 98156Q108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vincent K. Mcmahon | Management | For | Withhold |
| 1.2 | Elect Director Nick Khan | Management | For | Withhold |
| 1.3 | Elect Director Paul "Triple H" Levesque | Management | For | Withhold |
| 1.4 | Elect Director George A. Barrios | Management | For | Withhold |
| 1.5 | Elect Director Steve Koonin | Management | For | Withhold |
| 1.6 | Elect Director Michelle R. McKenna | Management | For | For |
| 1.7 | Elect Director Steve Pamon | Management | For | Withhold |
| 1.8 | Elect Director Michelle D. Wilson | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ZURN ELKAY WATER SOLUTIONS CORPORATION Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ZWS Security ID: 98983L108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas D. Christopoul | Management | For | For |
| 1.2 | Elect Director Emma M. McTague | Management | For | For |
| 1.3 | Elect Director Peggy N. Troy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
U.S. LargeCap Buffer April Account
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
U.S. LargeCap Buffer January Account
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
U.S. LargeCap Buffer July Account
| SPDR SERIES TRUST Meeting Date: SEP 15, 2022 Record Date: JUL 20, 2022 Meeting Type: SPECIAL | ||||
| Ticker: Security ID: 78464A854 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Clare S. Richer | Management | For | For |
| 1.2 | Elect Director Sandra G. Sponem | Management | For | For |
| 1.3 | Elect Director Kristi L. Rowsell | Management | For | For |
| 1.4 | Elect Director Gunjan Chauhan | Management | For | For |
| 1.5 | Elect Director Carolyn M. Clancy | Management | For | For |
U.S. Largecap Buffer October Account
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
END NPX REPORT
| Principal Variable Contracts Funds, Inc. | |||||
| (Registrant) | |||||
| By: | /s/ Kamal Bhatia | ||||
| Kamal Bhatia | |||||
| President and Chief Executive Officer | |||||
| Date: | August 31, 2023 | ||||
