FORM N-PX
ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT INVESTMENT COMPANY
INVESTMENT COMPANY ACT FILE NUMBER: 811-01352
EXACT NAME OF REGISTRANT AS SPECIFIED IN CHARTER: Fidelity Devonshire Trust
245 SUMMER STREET, BOSTON, MA 02210
(ADDRESS OF PRINCIPAL EXECUTIVE OFFICES)(ZIP CODE)
MARGARET CAREY, SECRETARY AND CHIEF LEGAL OFFICER, 245 SUMMER STREET, BOSTON, MA 02210
(NAME AND ADDRESS OF AGENT FOR SERVICE)
REGISTRANT'S TELEPHONE NUMBER, INCLUDING AREA CODE: 617-563-7000
DATE OF FISCAL YEAR END: 1/31
DATE OF REPORTING PERIOD: 07/01/2022 - 06/30/2023
SIGNATURES
PURSUANT TO THE REQUIREMENTS OF THE INVESTMENT COMPANY ACT OF 1940, THE REGISTRANT HAS DULY CAUSED THIS REPORT TO BE SIGNED ON ITS BEHALF BY THE UNDERSIGNED, THERE UNTO DULY AUTHORIZED.
Fidelity Devonshire Trust
BY: /s/STACIE M. SMITH*
STACIE M. SMITH, TREASURER
DATE: 08/10/2023 02:33:36 PM
*BY: /s/ MARK LUNDVALL
MARK LUNDVALL, VICE PRESIDENT, FIDELITY MANAGEMENT & RESEARCH COMPANY, PURSUANT TO A POWER OF ATTORNEY DATED JUNE 1, 2021 AND FILED HEREWITH.
VOTE SUMMARY REPORT
FIDELITY EQUITY-INCOME FUND
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ABBVIE INC. MEETING DATE: MAY 05, 2023 | ||||
| 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 | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| ACCENTURE PLC MEETING DATE: FEB 01, 2023 | ||||
| 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 | ||||
| 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 | Against |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| ALBERTSONS COMPANIES, INC. MEETING DATE: AUG 04, 2022 | ||||
| TICKER: ACI SECURITY ID: 013091103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vivek Sankaran | Management | For | For |
| 1b | Elect Director James Donald | Management | For | For |
| 1c | Elect Director Chan Galbato | Management | For | For |
| 1d | Elect Director Sharon Allen | Management | For | For |
| 1e | Elect Director Shant Babikian | Management | For | For |
| 1f | Elect Director Steven Davis *Withdrawn Resolution* | Management | None | None |
| 1g | Elect Director Kim Fennebresque | Management | For | For |
| 1h | Elect Director Allen Gibson | Management | For | For |
| 1i | Elect Director Hersch Klaff | Management | For | For |
| 1j | Elect Director Jay Schottenstein | Management | For | Against |
| 1k | Elect Director Alan Schumacher | Management | For | For |
| 1l | Elect Director Brian Kevin Turner | Management | For | For |
| 1m | Elect Director Mary Elizabeth West | Management | For | For |
| 1n | Elect Director Scott Wille | Management | For | For |
| 2 | Ratify Deloitte and Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALPHABET INC. MEETING DATE: JUN 02, 2023 | ||||
| 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 | For |
| 1e | Elect Director Frances H. Arnold | Management | For | For |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | Against |
| 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 | Against |
| 1k | Elect Director Robin L. Washington | Management | For | Against |
| 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 | Against |
| 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 | For |
| 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 |
| ALTRIA GROUP, INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 | Against |
| AMDOCS LIMITED MEETING DATE: JAN 27, 2023 | ||||
| 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 |
| AMEREN CORPORATION MEETING DATE: MAY 11, 2023 | ||||
| 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 FINANCIAL GROUP, INC. MEETING DATE: MAY 17, 2023 | ||||
| TICKER: AFG SECURITY ID: 025932104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carl H. Lindner, III | Management | For | For |
| 1.2 | Elect Director S. Craig Lindner | Management | For | For |
| 1.3 | Elect Director John B. Berding | Management | For | For |
| 1.4 | Elect Director James E. Evans | Management | For | For |
| 1.5 | Elect Director Terry S. Jacobs | Management | For | For |
| 1.6 | Elect Director Gregory G. Joseph | Management | For | For |
| 1.7 | Elect Director Mary Beth Martin | Management | For | For |
| 1.8 | Elect Director Amy Y. Murray | Management | For | For |
| 1.9 | Elect Director Evans N. Nwankwo | Management | For | For |
| 1.10 | Elect Director William W. Verity | Management | For | For |
| 1.11 | Elect Director John I. Von Lehman | 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 |
| AMERICAN TOWER CORPORATION MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| AMETEK, INC. MEETING DATE: MAY 04, 2023 | ||||
| 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 | ||||
| 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 |
| ANGLO AMERICAN PLC MEETING DATE: APR 26, 2023 | ||||
| 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 |
| APPLE INC. MEETING DATE: MAR 10, 2023 | ||||
| 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 | Against |
| ASTRAZENECA PLC MEETING DATE: APR 27, 2023 | ||||
| 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 |
| AT&T INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 | Against |
| 6 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| BALL CORPORATION MEETING DATE: APR 26, 2023 | ||||
| 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 | ||||
| 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 | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 | Against |
| 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 |
| BEST BUY CO., INC. MEETING DATE: JUN 14, 2023 | ||||
| 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 |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. MEETING DATE: JUN 15, 2023 | ||||
| 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 |
| BRISTOL-MYERS SQUIBB COMPANY MEETING DATE: MAY 02, 2023 | ||||
| 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 |
| BUNGE LIMITED MEETING DATE: MAY 11, 2023 | ||||
| TICKER: BG SECURITY ID: G16962105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eliane Aleixo Lustosa de Andrade | Management | For | For |
| 1b | Elect Director Sheila Bair | Management | For | For |
| 1c | Elect Director Carol Browner | Management | For | For |
| 1d | Elect Director David Fransen *Withdrawn* | Management | None | None |
| 1e | Elect Director Gregory Heckman | Management | For | For |
| 1f | Elect Director Bernardo Hees | Management | For | For |
| 1g | Elect Director Michael Kobori | Management | For | For |
| 1h | Elect Director Monica McGurk | Management | For | For |
| 1i | Elect Director Kenneth Simril | Management | For | For |
| 1j | Elect Director Henry "Jay" Winship | Management | For | For |
| 1k | Elect Director Mark Zenuk | Management | For | For |
| 2 | Advisory 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 Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| BURLINGTON STORES, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| CANADIAN NATURAL RESOURCES LIMITED MEETING DATE: MAY 04, 2023 | ||||
| TICKER: CNQ SECURITY ID: 136385101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine M. Best | Management | For | For |
| 1.2 | Elect Director M. Elizabeth Cannon | Management | For | For |
| 1.3 | Elect Director N. Murray Edwards | Management | For | For |
| 1.4 | Elect Director Christopher L. Fong | Management | For | For |
| 1.5 | Elect Director Gordon D. Giffin | Management | For | For |
| 1.6 | Elect Director Wilfred A. Gobert | Management | For | For |
| 1.7 | Elect Director Steve W. Laut | Management | For | For |
| 1.8 | Elect Director Tim S. McKay | Management | For | For |
| 1.9 | Elect Director Frank J. McKenna | Management | For | For |
| 1.10 | Elect Director David A. Tuer | Management | For | For |
| 1.11 | Elect Director Annette M. Verschuren | 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 |
| CAPITAL ONE FINANCIAL CORPORATION MEETING DATE: MAY 04, 2023 | ||||
| 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 | Against |
| CENTERPOINT ENERGY, INC. MEETING DATE: APR 21, 2023 | ||||
| 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 |
| CHUBB LIMITED MEETING DATE: MAY 17, 2023 | ||||
| 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 | For |
| 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 | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | For |
| 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 | Against |
| 15 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| CISCO SYSTEMS, INC. MEETING DATE: DEC 08, 2022 | ||||
| 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 |
| COLUMBIA SPORTSWEAR COMPANY MEETING DATE: JUN 08, 2023 | ||||
| TICKER: COLM SECURITY ID: 198516106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy P. Boyle | Management | For | For |
| 1.2 | Elect Director Stephen E. Babson | Management | For | For |
| 1.3 | Elect Director Andy D. Bryant | Management | For | For |
| 1.4 | Elect Director John W. Culver | Management | For | For |
| 1.5 | Elect Director Kevin Mansell | Management | For | For |
| 1.6 | Elect Director Ronald E. Nelson | Management | For | For |
| 1.7 | Elect Director Christiana Smith Shi | Management | For | For |
| 1.8 | Elect Director Sabrina L. Simmons | Management | For | For |
| 1.9 | Elect Director Malia H. Wasson | 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 |
| COMCAST CORPORATION MEETING DATE: JUN 07, 2023 | ||||
| TICKER: CMCSA SECURITY ID: 20030N101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | For |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | For |
| 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 | For |
| 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 | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| CONOCOPHILLIPS MEETING DATE: MAY 16, 2023 | ||||
| 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 | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| 10 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CONSTELLATION ENERGY CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 | ||||
| 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 |
| CRANE NXT CO. MEETING DATE: JUN 05, 2023 | ||||
| TICKER: CXT SECURITY ID: 224441105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Dinkins | Management | For | For |
| 1.2 | Elect Director William Grogan | Management | For | For |
| 1.3 | Elect Director Cristen Kogl | Management | For | For |
| 1.4 | Elect Director Ellen McClain | Management | For | For |
| 1.5 | Elect Director Max H. Mitchell | Management | For | For |
| 1.6 | Elect Director Aaron W. Saak | Management | For | For |
| 1.7 | Elect Director John S. Stroup | Management | For | For |
| 1.8 | Elect Director James L. L. Tullis | 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 |
| CROWN HOLDINGS, INC. MEETING DATE: APR 27, 2023 | ||||
| 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 | Against |
| DANAHER CORPORATION MEETING DATE: MAY 09, 2023 | ||||
| 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 | For |
| 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 | For |
| 1k | Elect Director John T. Schwieters | Management | For | For |
| 1l | Elect Director Alan G. Spoon | Management | For | For |
| 1m | Elect Director Raymond C. Stevens | Management | For | For |
| 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 | Against |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| DIAGEO PLC MEETING DATE: OCT 06, 2022 | ||||
| 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 |
| DICK'S SPORTING GOODS, INC. MEETING DATE: JUN 14, 2023 | ||||
| TICKER: DKS SECURITY ID: 253393102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark J. Barrenechea | Management | For | For |
| 1b | Elect Director Emanuel Chirico | Management | For | For |
| 1c | Elect Director William J. Colombo | Management | For | For |
| 1d | Elect Director Anne Fink | Management | For | For |
| 1e | Elect Director Larry Fitzgerald, Jr. | Management | For | For |
| 1f | Elect Director Lauren R. Hobart | Management | For | For |
| 1g | Elect Director Sandeep Mathrani | Management | For | For |
| 1h | Elect Director Desiree Ralls-Morrison | Management | For | For |
| 1i | Elect Director Lawrence J. Schorr | Management | For | For |
| 1j | Elect Director Edward W. Stack | Management | For | For |
| 1k | Elect Director Larry D. 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 |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| DOLLAR TREE, INC. MEETING DATE: JUN 13, 2023 | ||||
| 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 | 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 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 | ||||
| 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 | Against |
| ELI LILLY AND COMPANY MEETING DATE: MAY 01, 2023 | ||||
| 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 | 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 | Against |
| 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 | ||||
| TICKER: EPD SECURITY ID: 293792107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Omnibus Stock Plan | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| EXELON CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 |
| EXXON MOBIL CORPORATION MEETING DATE: MAY 31, 2023 | ||||
| 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 | Against |
| 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 | Against |
| 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 | Against |
| 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 |
| FIRSTENERGY CORPORATION MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| FORTIVE CORPORATION MEETING DATE: JUN 06, 2023 | ||||
| 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 | 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 |
| FREEPORT-MCMORAN, INC. MEETING DATE: JUN 06, 2023 | ||||
| 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 |
| GE HEALTHCARE TECHNOLOGIES, INC. MEETING DATE: MAY 23, 2023 | ||||
| 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 |
| GENERAL ELECTRIC COMPANY MEETING DATE: MAY 03, 2023 | ||||
| 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 |
| GILEAD SCIENCES, INC. MEETING DATE: MAY 03, 2023 | ||||
| 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 |
| H&R BLOCK, INC. MEETING DATE: NOV 04, 2022 | ||||
| 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 |
| HESS CORPORATION MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| HITACHI LTD. MEETING DATE: JUN 21, 2023 | ||||
| TICKER: 6501 SECURITY ID: J20454112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ihara, Katsumi | Management | For | For |
| 1.2 | Elect Director Ravi Venkatesan | Management | For | For |
| 1.3 | Elect Director Cynthia Carroll | Management | For | For |
| 1.4 | Elect Director Sugawara, Ikuro | Management | For | For |
| 1.5 | Elect Director Joe Harlan | Management | For | For |
| 1.6 | Elect Director Louise Pentland | Management | For | For |
| 1.7 | Elect Director Yamamoto, Takatoshi | Management | For | For |
| 1.8 | Elect Director Yoshihara, Hiroaki | Management | For | For |
| 1.9 | Elect Director Helmuth Ludwig | Management | For | For |
| 1.10 | Elect Director Kojima, Keiji | Management | For | For |
| 1.11 | Elect Director Nishiyama, Mitsuaki | Management | For | For |
| 1.12 | Elect Director Higashihara, Toshiaki | Management | For | For |
| HUNTINGTON BANCSHARES INCORPORATED MEETING DATE: APR 19, 2023 | ||||
| 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 | ||||
| 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 | Against |
| IMPERIAL OIL LIMITED MEETING DATE: MAY 02, 2023 | ||||
| TICKER: IMO SECURITY ID: 453038408 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director David W. Cornhill | Management | For | For |
| 1B | Elect Director Bradley W. Corson | Management | For | For |
| 1C | Elect Director Matthew R. Crocker | Management | For | For |
| 1D | Elect Director Sharon R. Driscoll | Management | For | For |
| 1E | Elect Director John Floren | Management | For | For |
| 1F | Elect Director Gary J. Goldberg | Management | For | For |
| 1G | Elect Director Miranda C. Hubbs | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | SP 1: Adopt an Absolute Greenhouse Gas Reduction Target | Shareholder | Against | Against |
| 4 | SP 2: Report on the Impact of the Energy Transition on Asset Retirement Obligations | Shareholder | Against | Against |
| ITT INC. MEETING DATE: MAY 10, 2023 | ||||
| TICKER: ITT SECURITY ID: 45073V108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald DeFosset, Jr. | Management | For | For |
| 1b | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1c | Elect Director Richard P. Lavin | Management | For | For |
| 1d | Elect Director Rebecca A. McDonald | Management | For | For |
| 1e | Elect Director Timothy H. Powers | Management | For | For |
| 1f | Elect Director Luca Savi | Management | For | For |
| 1g | Elect Director Cheryl L. Shavers | Management | For | For |
| 1h | Elect Director Sabrina Soussan | 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 |
| 6 | Amend Governing Documents Regarding Requirements to Call for a Special Meeting | Shareholder | Against | Against |
| JOHNSON & JOHNSON MEETING DATE: APR 27, 2023 | ||||
| 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 | Against |
| 7 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| JOHNSON CONTROLS INTERNATIONAL PLC MEETING DATE: MAR 08, 2023 | ||||
| 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 | ||||
| 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 | Against |
| 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 | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| KBR, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| KEURIG DR PEPPER INC. MEETING DATE: JUN 12, 2023 | ||||
| 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 |
| LAMAR ADVERTISING COMPANY MEETING DATE: MAY 10, 2023 | ||||
| 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 | For |
| 1.3 | Elect Director Marshall A. Loeb | Management | For | For |
| 1.4 | Elect Director Stephen P. Mumblow | Management | For | For |
| 1.5 | Elect Director Thomas V. Reifenheiser | Management | For | For |
| 1.6 | Elect Director Anna Reilly | Management | For | For |
| 1.7 | Elect Director Kevin P. Reilly, Jr. | Management | For | For |
| 1.8 | Elect Director Wendell Reilly | Management | For | For |
| 1.9 | Elect Director Elizabeth 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 | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| LINDE PLC MEETING DATE: JUL 25, 2022 | ||||
| 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 | ||||
| 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 | ||||
| TICKER: LIN SECURITY ID: G5494J111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| LOCKHEED MARTIN CORPORATION MEETING DATE: APR 27, 2023 | ||||
| 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 | Against |
| LOWE'S COMPANIES, INC. MEETING DATE: MAY 26, 2023 | ||||
| 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 |
| M&T BANK CORPORATION MEETING DATE: APR 18, 2023 | ||||
| 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 |
| MARSH & MCLENNAN COMPANIES, INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MCDONALD'S CORPORATION MEETING DATE: MAY 25, 2023 | ||||
| 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 | Against |
| 10 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 11 | Report on Animal Welfare | Shareholder | Against | Against |
| MERCK & CO., INC. MEETING DATE: MAY 23, 2023 | ||||
| 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 | Against |
| 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 | Against |
| 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| MICROSOFT CORPORATION MEETING DATE: DEC 13, 2022 | ||||
| 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 |
| MONDELEZ INTERNATIONAL, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 | For |
| NESTLE SA MEETING DATE: APR 20, 2023 | ||||
| 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 |
| NEXTERA ENERGY, INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 | Against |
| NORTHROP GRUMMAN CORPORATION MEETING DATE: MAY 17, 2023 | ||||
| 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 | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| NORTONLIFELOCK INC. MEETING DATE: SEP 13, 2022 | ||||
| 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 | Against |
| NUTRIEN LTD. MEETING DATE: MAY 10, 2023 | ||||
| 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 |
| NXP SEMICONDUCTORS N.V. MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| OPEN TEXT CORPORATION MEETING DATE: SEP 15, 2022 | ||||
| TICKER: OTEX SECURITY ID: 683715106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director P. Thomas Jenkins | Management | For | For |
| 1.2 | Elect Director Mark J. Barrenechea | Management | For | For |
| 1.3 | Elect Director Randy Fowlie | Management | For | For |
| 1.4 | Elect Director David Fraser | Management | For | For |
| 1.5 | Elect Director Gail E. Hamilton | Management | For | For |
| 1.6 | Elect Director Robert (Bob) Hau | Management | For | For |
| 1.7 | Elect Director Ann M. Powell | Management | For | For |
| 1.8 | Elect Director Stephen J. Sadler | Management | For | For |
| 1.9 | Elect Director Michael Slaunwhite | Management | For | For |
| 1.10 | Elect Director Katharine B. Stevenson | Management | For | For |
| 1.11 | Elect Director Deborah Weinstein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | Against |
| 4 | Approve Shareholder Rights Plan | Management | For | For |
| PAYCHEX, INC. MEETING DATE: OCT 13, 2022 | ||||
| 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 |
| PG&E CORPORATION MEETING DATE: MAY 18, 2023 | ||||
| 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 | For |
| 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 | ||||
| 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 | For |
| 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 | ||||
| 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 |
| PUBLIC STORAGE MEETING DATE: MAY 02, 2023 | ||||
| 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 |
| ROPER TECHNOLOGIES, INC. MEETING DATE: JUN 13, 2023 | ||||
| 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 |
| ROYALTY PHARMA PLC MEETING DATE: JUN 22, 2023 | ||||
| TICKER: RPRX SECURITY ID: G7709Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pablo Legorreta | Management | For | For |
| 1b | Elect Director Henry Fernandez | Management | For | For |
| 1c | Elect Director Bonnie Bassler | Management | For | For |
| 1d | Elect Director Errol De Souza | Management | For | For |
| 1e | Elect Director Catherine Engelbert | Management | For | For |
| 1f | Elect Director M. Germano Giuliani | Management | For | For |
| 1g | Elect Director David Hodgson | Management | For | For |
| 1h | Elect Director Ted Love | Management | For | For |
| 1i | Elect Director Gregory Norden | Management | For | For |
| 1j | Elect Director Rory Riggs | 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 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Ratify Ernst & Young as U.K. Statutory Auditors | Management | For | For |
| 7 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| SAMSUNG ELECTRONICS CO., LTD. MEETING DATE: NOV 03, 2022 | ||||
| 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 | ||||
| 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 | ||||
| TICKER: SAN SECURITY ID: F5548N101 | ||||
| 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 |
| SEAGATE TECHNOLOGY HOLDINGS PLC MEETING DATE: OCT 24, 2022 | ||||
| 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 |
| SIEMENS AG MEETING DATE: FEB 09, 2023 | ||||
| TICKER: SIE SECURITY ID: D69671218 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2021/22 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 4.25 per Share | Management | For | For |
| 3.1 | Approve Discharge of Management Board Member Roland Busch for Fiscal Year 2021/22 | Management | For | For |
| 3.2 | Approve Discharge of Management Board Member Cedrik Neike for Fiscal Year 2021/22 | Management | For | For |
| 3.3 | Approve Discharge of Management Board Member Matthias Rebellius for Fiscal Year 2021/22 | Management | For | For |
| 3.4 | Approve Discharge of Management Board Member Ralf Thomas for Fiscal Year 2021/22 | Management | For | For |
| 3.5 | Approve Discharge of Management Board Member Judith Wiese for Fiscal Year 2021/22 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Jim Snabe for Fiscal Year 2021/22 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Birgit Steinborn for Fiscal Year 2021/22 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Werner Brandt for Fiscal Year 2021/22 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Tobias Baeumler for Fiscal Year 2021/22 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal Year 2021/22 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Andrea Fehrmann for Fiscal Year 2021/22 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Bettina Haller for Fiscal Year 2021/22 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Harald Kern for Fiscal Year 2021/22 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Juergen Kerner for Fiscal Year 2021/22 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Benoit Potier for Fiscal Year 2021/22 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Hagen Reimer for Fiscal Year 2021/22 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Norbert Reithofer for Fiscal Year 2021/22 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Kasper Roersted for Fiscal Year 2021/22 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Nemat Shafik for Fiscal Year 2021/22 | Management | For | For |
| 4.15 | Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal Year 2021/22 | Management | For | For |
| 4.16 | Approve Discharge of Supervisory Board Member Michael Sigmund for Fiscal Year 2021/22 | Management | For | For |
| 4.17 | Approve Discharge of Supervisory Board Member Dorothea Simon for Fiscal Year 2021/22 | Management | For | For |
| 4.18 | Approve Discharge of Supervisory Board Member Grazia Vittadini for Fiscal Year 2021/22 | Management | For | For |
| 4.19 | Approve Discharge of Supervisory Board Member Matthias Zachert for Fiscal Year 2021/22 | Management | For | For |
| 4.20 | Approve Discharge of Supervisory Board Member Gunnar Zukunft for Fiscal Year 2021/22 | Management | For | For |
| 5 | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2022/23 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7.1 | Elect Werner Brandt to the Supervisory Board | Management | For | For |
| 7.2 | Elect Regina Dugan to the Supervisory Board | Management | For | For |
| 7.3 | Elect Keryn Lee James to the Supervisory Board | Management | For | For |
| 7.4 | Elect Martina Merz to the Supervisory Board | Management | For | For |
| 7.5 | Elect Benoit Potier to the Supervisory Board | Management | For | For |
| 7.6 | Elect Nathalie von Siemens to the Supervisory Board | Management | For | For |
| 7.7 | Elect Matthias Zachert to the Supervisory Board | Management | For | For |
| 8 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 9 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 10 | Amend Articles Re: Registration in the Share Register | Management | For | For |
| T-MOBILE US, INC. MEETING DATE: JUN 16, 2023 | ||||
| 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 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. MEETING DATE: JUN 06, 2023 | ||||
| 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 | For |
| 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 |
| TAPESTRY, INC. MEETING DATE: NOV 15, 2022 | ||||
| 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 |
| TARGET CORPORATION MEETING DATE: JUN 14, 2023 | ||||
| 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 BOEING COMPANY MEETING DATE: APR 18, 2023 | ||||
| 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 | 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 |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Climate Lobbying | Shareholder | Against | Against |
| 9 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| THE CIGNA GROUP MEETING DATE: APR 26, 2023 | ||||
| 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 COCA-COLA COMPANY MEETING DATE: APR 25, 2023 | ||||
| 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 | Against |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE HARTFORD FINANCIAL SERVICES GROUP, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 INTERPUBLIC GROUP OF COMPANIES, INC. MEETING DATE: MAY 25, 2023 | ||||
| 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 PNC FINANCIAL SERVICES GROUP, INC. MEETING DATE: APR 26, 2023 | ||||
| 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 | ||||
| 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 SOUTHERN COMPANY MEETING DATE: MAY 24, 2023 | ||||
| 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 | Against |
| 8 | Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Against |
| THE TJX COMPANIES, INC. MEETING DATE: JUN 06, 2023 | ||||
| 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 | For |
| 6 | Report on Risk from Supplier Misclassification of Supplier's Employees | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy for All Employees | Shareholder | Against | Against |
| THE TRAVELERS COMPANIES, INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 | Against |
| 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 |
| UNILEVER PLC MEETING DATE: MAY 03, 2023 | ||||
| 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 | For |
| 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 PARCEL SERVICE, INC. MEETING DATE: MAY 04, 2023 | ||||
| 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 | For |
| 1h | Elect Director William Johnson | Management | For | For |
| 1i | Elect Director Franck Moison | Management | For | For |
| 1j | Elect Director Christiana Smith Shi | Management | For | For |
| 1k | Elect Director Russell Stokes | Management | For | For |
| 1l | Elect Director Kevin Warsh | Management | For | For |
| 2 | Advisory Vote 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 | Against |
| 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 |
| UNITEDHEALTH GROUP INCORPORATED MEETING DATE: JUN 05, 2023 | ||||
| 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 |
| VALERO ENERGY CORPORATION MEETING DATE: MAY 09, 2023 | ||||
| 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 | Against |
| 6 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| VERIZON COMMUNICATIONS INC. MEETING DATE: MAY 11, 2023 | ||||
| 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 | Against |
| 8 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 9 | Require Independent Board Chair | Shareholder | Against | Against |
| VISA INC. MEETING DATE: JAN 24, 2023 | ||||
| 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 | ||||
| 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 |
| WALMART INC. MEETING DATE: MAY 31, 2023 | ||||
| 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 | For |
| 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 | Against |
| 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 | Against |
| WATSCO, INC. MEETING DATE: JUN 05, 2023 | ||||
| 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 |
| WEC ENERGY GROUP, INC. MEETING DATE: MAY 04, 2023 | ||||
| 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 | ||||
| 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 | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 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 | Against |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
VOTE SUMMARY REPORT
FIDELITY EQUITY-INCOME K6 FUND
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ABBVIE INC. MEETING DATE: MAY 05, 2023 | ||||
| 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 | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| ACCENTURE PLC MEETING DATE: FEB 01, 2023 | ||||
| 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 | ||||
| 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 | Against |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| ALBERTSONS COMPANIES, INC. MEETING DATE: AUG 04, 2022 | ||||
| TICKER: ACI SECURITY ID: 013091103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vivek Sankaran | Management | For | For |
| 1b | Elect Director James Donald | Management | For | For |
| 1c | Elect Director Chan Galbato | Management | For | For |
| 1d | Elect Director Sharon Allen | Management | For | For |
| 1e | Elect Director Shant Babikian | Management | For | For |
| 1f | Elect Director Steven Davis *Withdrawn Resolution* | Management | None | None |
| 1g | Elect Director Kim Fennebresque | Management | For | For |
| 1h | Elect Director Allen Gibson | Management | For | For |
| 1i | Elect Director Hersch Klaff | Management | For | For |
| 1j | Elect Director Jay Schottenstein | Management | For | Against |
| 1k | Elect Director Alan Schumacher | Management | For | For |
| 1l | Elect Director Brian Kevin Turner | Management | For | For |
| 1m | Elect Director Mary Elizabeth West | Management | For | For |
| 1n | Elect Director Scott Wille | Management | For | For |
| 2 | Ratify Deloitte and Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALPHABET INC. MEETING DATE: JUN 02, 2023 | ||||
| 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 | For |
| 1e | Elect Director Frances H. Arnold | Management | For | For |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | Against |
| 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 | Against |
| 1k | Elect Director Robin L. Washington | Management | For | Against |
| 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 | Against |
| 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 | For |
| 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 |
| ALTRIA GROUP, INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 | Against |
| AMDOCS LIMITED MEETING DATE: JAN 27, 2023 | ||||
| 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 |
| AMEREN CORPORATION MEETING DATE: MAY 11, 2023 | ||||
| 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 FINANCIAL GROUP, INC. MEETING DATE: MAY 17, 2023 | ||||
| TICKER: AFG SECURITY ID: 025932104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carl H. Lindner, III | Management | For | For |
| 1.2 | Elect Director S. Craig Lindner | Management | For | For |
| 1.3 | Elect Director John B. Berding | Management | For | For |
| 1.4 | Elect Director James E. Evans | Management | For | For |
| 1.5 | Elect Director Terry S. Jacobs | Management | For | For |
| 1.6 | Elect Director Gregory G. Joseph | Management | For | For |
| 1.7 | Elect Director Mary Beth Martin | Management | For | For |
| 1.8 | Elect Director Amy Y. Murray | Management | For | For |
| 1.9 | Elect Director Evans N. Nwankwo | Management | For | For |
| 1.10 | Elect Director William W. Verity | Management | For | For |
| 1.11 | Elect Director John I. Von Lehman | 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 |
| AMERICAN TOWER CORPORATION MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| AMETEK, INC. MEETING DATE: MAY 04, 2023 | ||||
| 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 | ||||
| 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 |
| ANGLO AMERICAN PLC MEETING DATE: APR 26, 2023 | ||||
| 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 |
| APPLE INC. MEETING DATE: MAR 10, 2023 | ||||
| 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 | Against |
| ASTRAZENECA PLC MEETING DATE: APR 27, 2023 | ||||
| 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 |
| AT&T INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 | Against |
| 6 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| BALL CORPORATION MEETING DATE: APR 26, 2023 | ||||
| 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 | ||||
| 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 | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 | Against |
| 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 |
| BEST BUY CO., INC. MEETING DATE: JUN 14, 2023 | ||||
| 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 |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. MEETING DATE: JUN 15, 2023 | ||||
| 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 |
| BRISTOL-MYERS SQUIBB COMPANY MEETING DATE: MAY 02, 2023 | ||||
| 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 |
| BUNGE LIMITED MEETING DATE: MAY 11, 2023 | ||||
| TICKER: BG SECURITY ID: G16962105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eliane Aleixo Lustosa de Andrade | Management | For | For |
| 1b | Elect Director Sheila Bair | Management | For | For |
| 1c | Elect Director Carol Browner | Management | For | For |
| 1d | Elect Director David Fransen *Withdrawn* | Management | None | None |
| 1e | Elect Director Gregory Heckman | Management | For | For |
| 1f | Elect Director Bernardo Hees | Management | For | For |
| 1g | Elect Director Michael Kobori | Management | For | For |
| 1h | Elect Director Monica McGurk | Management | For | For |
| 1i | Elect Director Kenneth Simril | Management | For | For |
| 1j | Elect Director Henry "Jay" Winship | Management | For | For |
| 1k | Elect Director Mark Zenuk | Management | For | For |
| 2 | Advisory 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 Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| BURLINGTON STORES, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| CANADIAN NATURAL RESOURCES LIMITED MEETING DATE: MAY 04, 2023 | ||||
| TICKER: CNQ SECURITY ID: 136385101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine M. Best | Management | For | For |
| 1.2 | Elect Director M. Elizabeth Cannon | Management | For | For |
| 1.3 | Elect Director N. Murray Edwards | Management | For | For |
| 1.4 | Elect Director Christopher L. Fong | Management | For | For |
| 1.5 | Elect Director Gordon D. Giffin | Management | For | For |
| 1.6 | Elect Director Wilfred A. Gobert | Management | For | For |
| 1.7 | Elect Director Steve W. Laut | Management | For | For |
| 1.8 | Elect Director Tim S. McKay | Management | For | For |
| 1.9 | Elect Director Frank J. McKenna | Management | For | For |
| 1.10 | Elect Director David A. Tuer | Management | For | For |
| 1.11 | Elect Director Annette M. Verschuren | 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 |
| CAPITAL ONE FINANCIAL CORPORATION MEETING DATE: MAY 04, 2023 | ||||
| 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 | Against |
| CENTERPOINT ENERGY, INC. MEETING DATE: APR 21, 2023 | ||||
| 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 |
| CHUBB LIMITED MEETING DATE: MAY 17, 2023 | ||||
| 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 | For |
| 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 | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | For |
| 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 | Against |
| 15 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| CISCO SYSTEMS, INC. MEETING DATE: DEC 08, 2022 | ||||
| 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 |
| COLUMBIA SPORTSWEAR COMPANY MEETING DATE: JUN 08, 2023 | ||||
| TICKER: COLM SECURITY ID: 198516106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy P. Boyle | Management | For | For |
| 1.2 | Elect Director Stephen E. Babson | Management | For | For |
| 1.3 | Elect Director Andy D. Bryant | Management | For | For |
| 1.4 | Elect Director John W. Culver | Management | For | For |
| 1.5 | Elect Director Kevin Mansell | Management | For | For |
| 1.6 | Elect Director Ronald E. Nelson | Management | For | For |
| 1.7 | Elect Director Christiana Smith Shi | Management | For | For |
| 1.8 | Elect Director Sabrina L. Simmons | Management | For | For |
| 1.9 | Elect Director Malia H. Wasson | 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 |
| COMCAST CORPORATION MEETING DATE: JUN 07, 2023 | ||||
| TICKER: CMCSA SECURITY ID: 20030N101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | For |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | For |
| 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 | For |
| 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 | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| CONOCOPHILLIPS MEETING DATE: MAY 16, 2023 | ||||
| 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 | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| 10 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CONSTELLATION ENERGY CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 | ||||
| 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 |
| CRANE NXT CO. MEETING DATE: JUN 05, 2023 | ||||
| TICKER: CXT SECURITY ID: 224441105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Dinkins | Management | For | For |
| 1.2 | Elect Director William Grogan | Management | For | For |
| 1.3 | Elect Director Cristen Kogl | Management | For | For |
| 1.4 | Elect Director Ellen McClain | Management | For | For |
| 1.5 | Elect Director Max H. Mitchell | Management | For | For |
| 1.6 | Elect Director Aaron W. Saak | Management | For | For |
| 1.7 | Elect Director John S. Stroup | Management | For | For |
| 1.8 | Elect Director James L. L. Tullis | 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 |
| CROWN HOLDINGS, INC. MEETING DATE: APR 27, 2023 | ||||
| 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 | Against |
| DANAHER CORPORATION MEETING DATE: MAY 09, 2023 | ||||
| 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 | For |
| 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 | For |
| 1k | Elect Director John T. Schwieters | Management | For | For |
| 1l | Elect Director Alan G. Spoon | Management | For | For |
| 1m | Elect Director Raymond C. Stevens | Management | For | For |
| 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 | Against |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| DIAGEO PLC MEETING DATE: OCT 06, 2022 | ||||
| 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 |
| DICK'S SPORTING GOODS, INC. MEETING DATE: JUN 14, 2023 | ||||
| TICKER: DKS SECURITY ID: 253393102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark J. Barrenechea | Management | For | For |
| 1b | Elect Director Emanuel Chirico | Management | For | For |
| 1c | Elect Director William J. Colombo | Management | For | For |
| 1d | Elect Director Anne Fink | Management | For | For |
| 1e | Elect Director Larry Fitzgerald, Jr. | Management | For | For |
| 1f | Elect Director Lauren R. Hobart | Management | For | For |
| 1g | Elect Director Sandeep Mathrani | Management | For | For |
| 1h | Elect Director Desiree Ralls-Morrison | Management | For | For |
| 1i | Elect Director Lawrence J. Schorr | Management | For | For |
| 1j | Elect Director Edward W. Stack | Management | For | For |
| 1k | Elect Director Larry D. 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 |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| DOLLAR TREE, INC. MEETING DATE: JUN 13, 2023 | ||||
| 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 | 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 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 | ||||
| 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 | Against |
| ELI LILLY AND COMPANY MEETING DATE: MAY 01, 2023 | ||||
| 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 | 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 | Against |
| 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 | ||||
| TICKER: EPD SECURITY ID: 293792107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Omnibus Stock Plan | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| EXELON CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 |
| EXXON MOBIL CORPORATION MEETING DATE: MAY 31, 2023 | ||||
| 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 | Against |
| 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 | Against |
| 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 | Against |
| 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 |
| FIRSTENERGY CORPORATION MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| FORTIVE CORPORATION MEETING DATE: JUN 06, 2023 | ||||
| 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 | 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 |
| FREEPORT-MCMORAN, INC. MEETING DATE: JUN 06, 2023 | ||||
| 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 |
| GE HEALTHCARE TECHNOLOGIES, INC. MEETING DATE: MAY 23, 2023 | ||||
| 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 |
| GENERAL ELECTRIC COMPANY MEETING DATE: MAY 03, 2023 | ||||
| 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 |
| GILEAD SCIENCES, INC. MEETING DATE: MAY 03, 2023 | ||||
| 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 |
| H&R BLOCK, INC. MEETING DATE: NOV 04, 2022 | ||||
| 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 |
| HESS CORPORATION MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| HITACHI LTD. MEETING DATE: JUN 21, 2023 | ||||
| TICKER: 6501 SECURITY ID: J20454112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ihara, Katsumi | Management | For | For |
| 1.2 | Elect Director Ravi Venkatesan | Management | For | For |
| 1.3 | Elect Director Cynthia Carroll | Management | For | For |
| 1.4 | Elect Director Sugawara, Ikuro | Management | For | For |
| 1.5 | Elect Director Joe Harlan | Management | For | For |
| 1.6 | Elect Director Louise Pentland | Management | For | For |
| 1.7 | Elect Director Yamamoto, Takatoshi | Management | For | For |
| 1.8 | Elect Director Yoshihara, Hiroaki | Management | For | For |
| 1.9 | Elect Director Helmuth Ludwig | Management | For | For |
| 1.10 | Elect Director Kojima, Keiji | Management | For | For |
| 1.11 | Elect Director Nishiyama, Mitsuaki | Management | For | For |
| 1.12 | Elect Director Higashihara, Toshiaki | Management | For | For |
| HUNTINGTON BANCSHARES INCORPORATED MEETING DATE: APR 19, 2023 | ||||
| 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 | ||||
| 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 | Against |
| IMPERIAL OIL LIMITED MEETING DATE: MAY 02, 2023 | ||||
| TICKER: IMO SECURITY ID: 453038408 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director David W. Cornhill | Management | For | For |
| 1B | Elect Director Bradley W. Corson | Management | For | For |
| 1C | Elect Director Matthew R. Crocker | Management | For | For |
| 1D | Elect Director Sharon R. Driscoll | Management | For | For |
| 1E | Elect Director John Floren | Management | For | For |
| 1F | Elect Director Gary J. Goldberg | Management | For | For |
| 1G | Elect Director Miranda C. Hubbs | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | SP 1: Adopt an Absolute Greenhouse Gas Reduction Target | Shareholder | Against | Against |
| 4 | SP 2: Report on the Impact of the Energy Transition on Asset Retirement Obligations | Shareholder | Against | Against |
| ITT INC. MEETING DATE: MAY 10, 2023 | ||||
| TICKER: ITT SECURITY ID: 45073V108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald DeFosset, Jr. | Management | For | For |
| 1b | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1c | Elect Director Richard P. Lavin | Management | For | For |
| 1d | Elect Director Rebecca A. McDonald | Management | For | For |
| 1e | Elect Director Timothy H. Powers | Management | For | For |
| 1f | Elect Director Luca Savi | Management | For | For |
| 1g | Elect Director Cheryl L. Shavers | Management | For | For |
| 1h | Elect Director Sabrina Soussan | 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 |
| 6 | Amend Governing Documents Regarding Requirements to Call for a Special Meeting | Shareholder | Against | Against |
| JOHNSON & JOHNSON MEETING DATE: APR 27, 2023 | ||||
| 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 | Against |
| 7 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| JOHNSON CONTROLS INTERNATIONAL PLC MEETING DATE: MAR 08, 2023 | ||||
| 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 | ||||
| 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 | Against |
| 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 | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| KBR, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| KEURIG DR PEPPER INC. MEETING DATE: JUN 12, 2023 | ||||
| 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 |
| LAMAR ADVERTISING COMPANY MEETING DATE: MAY 10, 2023 | ||||
| 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 | For |
| 1.3 | Elect Director Marshall A. Loeb | Management | For | For |
| 1.4 | Elect Director Stephen P. Mumblow | Management | For | For |
| 1.5 | Elect Director Thomas V. Reifenheiser | Management | For | For |
| 1.6 | Elect Director Anna Reilly | Management | For | For |
| 1.7 | Elect Director Kevin P. Reilly, Jr. | Management | For | For |
| 1.8 | Elect Director Wendell Reilly | Management | For | For |
| 1.9 | Elect Director Elizabeth 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 | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| LINDE PLC MEETING DATE: JUL 25, 2022 | ||||
| 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 | ||||
| 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 | ||||
| TICKER: LIN SECURITY ID: G5494J111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| LOCKHEED MARTIN CORPORATION MEETING DATE: APR 27, 2023 | ||||
| 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 | Against |
| LOWE'S COMPANIES, INC. MEETING DATE: MAY 26, 2023 | ||||
| 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 |
| M&T BANK CORPORATION MEETING DATE: APR 18, 2023 | ||||
| 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 |
| MARSH & MCLENNAN COMPANIES, INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MCDONALD'S CORPORATION MEETING DATE: MAY 25, 2023 | ||||
| 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 | Against |
| 10 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 11 | Report on Animal Welfare | Shareholder | Against | Against |
| MERCK & CO., INC. MEETING DATE: MAY 23, 2023 | ||||
| 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 | Against |
| 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 | Against |
| 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| MICROSOFT CORPORATION MEETING DATE: DEC 13, 2022 | ||||
| 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 |
| MONDELEZ INTERNATIONAL, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 | For |
| NESTLE SA MEETING DATE: APR 20, 2023 | ||||
| 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 |
| NEXTERA ENERGY, INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 | Against |
| NORTHROP GRUMMAN CORPORATION MEETING DATE: MAY 17, 2023 | ||||
| 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 | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| NORTONLIFELOCK INC. MEETING DATE: SEP 13, 2022 | ||||
| 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 | Against |
| NUTRIEN LTD. MEETING DATE: MAY 10, 2023 | ||||
| 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 |
| NXP SEMICONDUCTORS N.V. MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| OPEN TEXT CORPORATION MEETING DATE: SEP 15, 2022 | ||||
| TICKER: OTEX SECURITY ID: 683715106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director P. Thomas Jenkins | Management | For | For |
| 1.2 | Elect Director Mark J. Barrenechea | Management | For | For |
| 1.3 | Elect Director Randy Fowlie | Management | For | For |
| 1.4 | Elect Director David Fraser | Management | For | For |
| 1.5 | Elect Director Gail E. Hamilton | Management | For | For |
| 1.6 | Elect Director Robert (Bob) Hau | Management | For | For |
| 1.7 | Elect Director Ann M. Powell | Management | For | For |
| 1.8 | Elect Director Stephen J. Sadler | Management | For | For |
| 1.9 | Elect Director Michael Slaunwhite | Management | For | For |
| 1.10 | Elect Director Katharine B. Stevenson | Management | For | For |
| 1.11 | Elect Director Deborah Weinstein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | Against |
| 4 | Approve Shareholder Rights Plan | Management | For | For |
| PAYCHEX, INC. MEETING DATE: OCT 13, 2022 | ||||
| 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 |
| PG&E CORPORATION MEETING DATE: MAY 18, 2023 | ||||
| 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 | For |
| 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 | ||||
| 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 | For |
| 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 | ||||
| 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 |
| PUBLIC STORAGE MEETING DATE: MAY 02, 2023 | ||||
| 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 |
| ROPER TECHNOLOGIES, INC. MEETING DATE: JUN 13, 2023 | ||||
| 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 |
| ROYALTY PHARMA PLC MEETING DATE: JUN 22, 2023 | ||||
| TICKER: RPRX SECURITY ID: G7709Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pablo Legorreta | Management | For | For |
| 1b | Elect Director Henry Fernandez | Management | For | For |
| 1c | Elect Director Bonnie Bassler | Management | For | For |
| 1d | Elect Director Errol De Souza | Management | For | For |
| 1e | Elect Director Catherine Engelbert | Management | For | For |
| 1f | Elect Director M. Germano Giuliani | Management | For | For |
| 1g | Elect Director David Hodgson | Management | For | For |
| 1h | Elect Director Ted Love | Management | For | For |
| 1i | Elect Director Gregory Norden | Management | For | For |
| 1j | Elect Director Rory Riggs | 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 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Ratify Ernst & Young as U.K. Statutory Auditors | Management | For | For |
| 7 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| SAMSUNG ELECTRONICS CO., LTD. MEETING DATE: NOV 03, 2022 | ||||
| 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 | ||||
| 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 | ||||
| TICKER: SAN SECURITY ID: F5548N101 | ||||
| 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 |
| SEAGATE TECHNOLOGY HOLDINGS PLC MEETING DATE: OCT 24, 2022 | ||||
| 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 |
| SIEMENS AG MEETING DATE: FEB 09, 2023 | ||||
| TICKER: SIE SECURITY ID: D69671218 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2021/22 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 4.25 per Share | Management | For | For |
| 3.1 | Approve Discharge of Management Board Member Roland Busch for Fiscal Year 2021/22 | Management | For | For |
| 3.2 | Approve Discharge of Management Board Member Cedrik Neike for Fiscal Year 2021/22 | Management | For | For |
| 3.3 | Approve Discharge of Management Board Member Matthias Rebellius for Fiscal Year 2021/22 | Management | For | For |
| 3.4 | Approve Discharge of Management Board Member Ralf Thomas for Fiscal Year 2021/22 | Management | For | For |
| 3.5 | Approve Discharge of Management Board Member Judith Wiese for Fiscal Year 2021/22 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Jim Snabe for Fiscal Year 2021/22 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Birgit Steinborn for Fiscal Year 2021/22 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Werner Brandt for Fiscal Year 2021/22 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Tobias Baeumler for Fiscal Year 2021/22 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal Year 2021/22 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Andrea Fehrmann for Fiscal Year 2021/22 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Bettina Haller for Fiscal Year 2021/22 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Harald Kern for Fiscal Year 2021/22 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Juergen Kerner for Fiscal Year 2021/22 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Benoit Potier for Fiscal Year 2021/22 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Hagen Reimer for Fiscal Year 2021/22 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Norbert Reithofer for Fiscal Year 2021/22 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Kasper Roersted for Fiscal Year 2021/22 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Nemat Shafik for Fiscal Year 2021/22 | Management | For | For |
| 4.15 | Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal Year 2021/22 | Management | For | For |
| 4.16 | Approve Discharge of Supervisory Board Member Michael Sigmund for Fiscal Year 2021/22 | Management | For | For |
| 4.17 | Approve Discharge of Supervisory Board Member Dorothea Simon for Fiscal Year 2021/22 | Management | For | For |
| 4.18 | Approve Discharge of Supervisory Board Member Grazia Vittadini for Fiscal Year 2021/22 | Management | For | For |
| 4.19 | Approve Discharge of Supervisory Board Member Matthias Zachert for Fiscal Year 2021/22 | Management | For | For |
| 4.20 | Approve Discharge of Supervisory Board Member Gunnar Zukunft for Fiscal Year 2021/22 | Management | For | For |
| 5 | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2022/23 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7.1 | Elect Werner Brandt to the Supervisory Board | Management | For | For |
| 7.2 | Elect Regina Dugan to the Supervisory Board | Management | For | For |
| 7.3 | Elect Keryn Lee James to the Supervisory Board | Management | For | For |
| 7.4 | Elect Martina Merz to the Supervisory Board | Management | For | For |
| 7.5 | Elect Benoit Potier to the Supervisory Board | Management | For | For |
| 7.6 | Elect Nathalie von Siemens to the Supervisory Board | Management | For | For |
| 7.7 | Elect Matthias Zachert to the Supervisory Board | Management | For | For |
| 8 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 9 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 10 | Amend Articles Re: Registration in the Share Register | Management | For | For |
| T-MOBILE US, INC. MEETING DATE: JUN 16, 2023 | ||||
| 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 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. MEETING DATE: JUN 06, 2023 | ||||
| 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 | For |
| 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 |
| TAPESTRY, INC. MEETING DATE: NOV 15, 2022 | ||||
| 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 |
| TARGET CORPORATION MEETING DATE: JUN 14, 2023 | ||||
| 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 BOEING COMPANY MEETING DATE: APR 18, 2023 | ||||
| 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 | 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 |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Climate Lobbying | Shareholder | Against | Against |
| 9 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| THE CIGNA GROUP MEETING DATE: APR 26, 2023 | ||||
| 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 COCA-COLA COMPANY MEETING DATE: APR 25, 2023 | ||||
| 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 | Against |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE HARTFORD FINANCIAL SERVICES GROUP, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 INTERPUBLIC GROUP OF COMPANIES, INC. MEETING DATE: MAY 25, 2023 | ||||
| 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 PNC FINANCIAL SERVICES GROUP, INC. MEETING DATE: APR 26, 2023 | ||||
| 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 | ||||
| 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 SOUTHERN COMPANY MEETING DATE: MAY 24, 2023 | ||||
| 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 | Against |
| 8 | Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Against |
| THE TJX COMPANIES, INC. MEETING DATE: JUN 06, 2023 | ||||
| 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 | For |
| 6 | Report on Risk from Supplier Misclassification of Supplier's Employees | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy for All Employees | Shareholder | Against | Against |
| THE TRAVELERS COMPANIES, INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 | Against |
| 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 |
| UNILEVER PLC MEETING DATE: MAY 03, 2023 | ||||
| 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 | For |
| 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 PARCEL SERVICE, INC. MEETING DATE: MAY 04, 2023 | ||||
| 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 | For |
| 1h | Elect Director William Johnson | Management | For | For |
| 1i | Elect Director Franck Moison | Management | For | For |
| 1j | Elect Director Christiana Smith Shi | Management | For | For |
| 1k | Elect Director Russell Stokes | Management | For | For |
| 1l | Elect Director Kevin Warsh | Management | For | For |
| 2 | Advisory Vote 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 | Against |
| 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 |
| UNITEDHEALTH GROUP INCORPORATED MEETING DATE: JUN 05, 2023 | ||||
| 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 |
| VALERO ENERGY CORPORATION MEETING DATE: MAY 09, 2023 | ||||
| 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 | Against |
| 6 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| VERIZON COMMUNICATIONS INC. MEETING DATE: MAY 11, 2023 | ||||
| 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 | Against |
| 8 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 9 | Require Independent Board Chair | Shareholder | Against | Against |
| VISA INC. MEETING DATE: JAN 24, 2023 | ||||
| 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 | ||||
| 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 |
| WALMART INC. MEETING DATE: MAY 31, 2023 | ||||
| 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 | For |
| 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 | Against |
| 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 | Against |
| WATSCO, INC. MEETING DATE: JUN 05, 2023 | ||||
| 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 |
| WEC ENERGY GROUP, INC. MEETING DATE: MAY 04, 2023 | ||||
| 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 | ||||
| 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 | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 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 | Against |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
VOTE SUMMARY REPORT
FIDELITY FLEX MID CAP VALUE FUND
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| JAZZ PHARMACEUTICALS PLC MEETING DATE: JUL 28, 2022 | ||||
| TICKER: JAZZ SECURITY ID: G50871105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer E. Cook | Management | For | For |
| 1b | Elect Director Patrick G. Enright | Management | For | For |
| 1c | Elect Director Seamus Mulligan | Management | For | For |
| 1d | Elect Director Norbert G. Riedel | Management | For | For |
| 2 | Approve KPMG, Dublin 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 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 5 | Adjourn Meeting | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY MID CAP VALUE FUND
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ACUITY BRANDS, INC. MEETING DATE: JAN 25, 2023 | ||||
| TICKER: AYI SECURITY ID: 00508Y102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Neil M. Ashe | Management | For | For |
| 1b | Elect Director Marcia J. Avedon | Management | For | For |
| 1c | Elect Director W. Patrick Battle | Management | For | For |
| 1d | Elect Director Michael J. Bender | Management | For | For |
| 1e | Elect Director G. Douglas Dillard, Jr. | Management | For | For |
| 1f | Elect Director James H. Hance, Jr. | Management | For | For |
| 1g | Elect Director Maya Leibman | Management | For | For |
| 1h | Elect Director Laura G. O'Shaughnessy | Management | For | For |
| 1i | Elect Director Mark J. Sachleben | Management | For | For |
| 1j | Elect Director Mary A. Winston | 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 |
| ADAPTHEALTH CORP. MEETING DATE: JUN 21, 2023 | ||||
| TICKER: AHCO SECURITY ID: 00653Q102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard Barasch | Management | For | For |
| 1.2 | Elect Director Stephen Griggs *Withdrawn Resolution* | Management | None | None |
| 1.3 | Elect Director Gregory Belinfanti | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ADTALEM GLOBAL EDUCATION INC. MEETING DATE: NOV 09, 2022 | ||||
| TICKER: ATGE SECURITY ID: 00737L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen W. Beard | Management | For | For |
| 1b | Elect Director William W. Burke | Management | For | For |
| 1c | Elect Director Charles DeShazer | Management | For | For |
| 1d | Elect Director Mayur Gupta | Management | For | For |
| 1e | Elect Director Donna J. Hrinak | Management | For | For |
| 1f | Elect Director Georgette Kiser | Management | For | For |
| 1g | Elect Director Liam Krehbiel | Management | For | For |
| 1h | Elect Director Michael W. Malafronte | Management | For | For |
| 1i | Elect Director Sharon L. O'Keefe | Management | For | For |
| 1j | Elect Director Kenneth J. Phelan | Management | For | For |
| 1k | Elect Director Lisa W. Wardell | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALBERTSONS COMPANIES, INC. MEETING DATE: AUG 04, 2022 | ||||
| TICKER: ACI SECURITY ID: 013091103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vivek Sankaran | Management | For | For |
| 1b | Elect Director James Donald | Management | For | For |
| 1c | Elect Director Chan Galbato | Management | For | For |
| 1d | Elect Director Sharon Allen | Management | For | For |
| 1e | Elect Director Shant Babikian | Management | For | For |
| 1f | Elect Director Steven Davis *Withdrawn Resolution* | Management | None | None |
| 1g | Elect Director Kim Fennebresque | Management | For | For |
| 1h | Elect Director Allen Gibson | Management | For | For |
| 1i | Elect Director Hersch Klaff | Management | For | For |
| 1j | Elect Director Jay Schottenstein | Management | For | Against |
| 1k | Elect Director Alan Schumacher | Management | For | For |
| 1l | Elect Director Brian Kevin Turner | Management | For | For |
| 1m | Elect Director Mary Elizabeth West | Management | For | For |
| 1n | Elect Director Scott Wille | Management | For | For |
| 2 | Ratify Deloitte and Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMERICAN ELECTRIC POWER COMPANY, INC. MEETING DATE: APR 25, 2023 | ||||
| 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 |
| AMERISOURCEBERGEN CORPORATION MEETING DATE: MAR 09, 2023 | ||||
| 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 |
| APOLLO GLOBAL MANAGEMENT, INC. MEETING DATE: OCT 07, 2022 | ||||
| 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 | For |
| 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 |
| APTIV PLC MEETING DATE: APR 26, 2023 | ||||
| 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 |
| ARCONIC CORPORATION MEETING DATE: MAY 18, 2023 | ||||
| TICKER: ARNC SECURITY ID: 03966V107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Frederick A. "Fritz" Henderson | Management | For | For |
| 1b | Elect Director William F. Austen | Management | For | For |
| 1c | Elect Director Christopher L. Ayers | Management | For | For |
| 1d | Elect Director Margaret "Peg" S. Billson | Management | For | For |
| 1e | Elect Director Jacques Croisetiere | Management | For | For |
| 1f | Elect Director Elmer L. Doty | Management | For | For |
| 1g | Elect Director Carol S. Eicher | Management | For | For |
| 1h | Elect Director Ellis A. Jones | Management | For | For |
| 1i | Elect Director Timothy D. Myers | Management | For | For |
| 1j | Elect Director E. Stanley O'Neal | Management | For | For |
| 1k | Elect Director Jeffrey Stafeil | 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 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| ARES MANAGEMENT CORPORATION MEETING DATE: JUN 12, 2023 | ||||
| TICKER: ARES SECURITY ID: 03990B101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael J. Arougheti | Management | For | For |
| 1b | Elect Director Ashish Bhutani | Management | For | For |
| 1c | Elect Director Antoinette Bush | Management | For | Against |
| 1d | Elect Director R. Kipp deVeer | Management | For | For |
| 1e | Elect Director Paul G. Joubert | Management | For | Against |
| 1f | Elect Director David B. Kaplan | Management | For | For |
| 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 | For |
| 1k | Elect Director Bennett Rosenthal | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| ARTHUR J. GALLAGHER & CO. MEETING DATE: MAY 09, 2023 | ||||
| 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 |
| BIO-RAD LABORATORIES, INC. MEETING DATE: APR 25, 2023 | ||||
| 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 |
| BROOKFIELD INFRASTRUCTURE CORPORATION MEETING DATE: JUN 14, 2023 | ||||
| TICKER: BIPC SECURITY ID: 11275Q107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey Blidner | Management | For | For |
| 1.2 | Elect Director William Cox | Management | For | For |
| 1.3 | Elect Director Roslyn Kelly | Management | For | For |
| 1.4 | Elect Director John Mullen | Management | For | For |
| 1.5 | Elect Director Daniel Muniz Quintanilla | Management | For | For |
| 1.6 | Elect Director Suzanne Nimocks | Management | For | For |
| 1.7 | Elect Director Anne Schaumburg | Management | For | For |
| 1.8 | Elect Director Rajeev Vasudeva | Management | For | For |
| 2 | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| BUILDERS FIRSTSOURCE, INC. MEETING DATE: JUN 14, 2023 | ||||
| TICKER: BLDR SECURITY ID: 12008R107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul S. Levy | Management | For | Against |
| 1.2 | Elect Director Cory J. Boydston | Management | For | For |
| 1.3 | Elect Director James O'Leary | Management | For | Against |
| 1.4 | Elect Director Craig A. Steinke | 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 PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Short, Medium, and Long-Term GHG Emissions Reduction Targets | Shareholder | Against | For |
| BUNGE LIMITED MEETING DATE: MAY 11, 2023 | ||||
| TICKER: BG SECURITY ID: G16962105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eliane Aleixo Lustosa de Andrade | Management | For | For |
| 1b | Elect Director Sheila Bair | Management | For | For |
| 1c | Elect Director Carol Browner | Management | For | For |
| 1d | Elect Director David Fransen *Withdrawn* | Management | None | None |
| 1e | Elect Director Gregory Heckman | Management | For | For |
| 1f | Elect Director Bernardo Hees | Management | For | For |
| 1g | Elect Director Michael Kobori | Management | For | For |
| 1h | Elect Director Monica McGurk | Management | For | For |
| 1i | Elect Director Kenneth Simril | Management | For | For |
| 1j | Elect Director Henry "Jay" Winship | Management | For | For |
| 1k | Elect Director Mark Zenuk | Management | For | For |
| 2 | Advisory 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 Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| CACI INTERNATIONAL INC MEETING DATE: OCT 20, 2022 | ||||
| TICKER: CACI SECURITY ID: 127190304 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael A. Daniels | Management | For | For |
| 1b | Elect Director Lisa S. Disbrow | Management | For | For |
| 1c | Elect Director Susan M. Gordon | Management | For | For |
| 1d | Elect Director William L. Jews | Management | For | For |
| 1e | Elect Director Gregory G. Johnson | Management | For | For |
| 1f | Elect Director Ryan D. McCarthy | Management | For | For |
| 1g | Elect Director John S. Mengucci | Management | For | For |
| 1h | Elect Director Philip O. Nolan | Management | For | For |
| 1i | Elect Director James L. Pavitt | Management | For | For |
| 1j | Elect Director Debora A. Plunkett | Management | For | For |
| 1k | Elect Director William S. Wallace | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CARLISLE COMPANIES INCORPORATED MEETING DATE: MAY 03, 2023 | ||||
| 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 |
| CBRE GROUP, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 | Against |
| CELANESE CORPORATION MEETING DATE: APR 20, 2023 | ||||
| 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 |
| CELLNEX TELECOM SA MEETING DATE: MAY 31, 2023 | ||||
| TICKER: CLNX SECURITY ID: E2R41M104 | ||||
| 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 Treatment of Net Loss | Management | For | For |
| 4 | Approve Discharge of Board | Management | For | For |
| 5 | Approve Dividends Charged Against Reserves | Management | For | For |
| 6 | Renew Appointment of Deloitte, S.L. as Auditor | Management | For | For |
| 7.1 | Approve Annual Maximum Remuneration | Management | For | For |
| 7.2 | Amend Remuneration Policy | Management | For | For |
| 8.1 | Fix Number of Directors at 13 | Management | For | For |
| 8.2 | Reelect Concepcion del Rivero Bermejo as Director | Management | For | For |
| 8.3 | Reelect Christian Coco as Director | Management | For | For |
| 8.4 | Ratify Appointment by Co-option of Ana Garcia Fau as Director | Management | For | For |
| 8.5 | Ratify Appointment by Co-option of Jonathan Amouyal as Director | Management | For | For |
| 8.6 | Ratify Appointment by Co-option of Maria Teresa Ballester Fornes as Director | Management | For | For |
| 8.7 | Elect Oscar Fanjul Martin as Director | Management | For | For |
| 8.8 | Elect Dominique D'Hinnin as Director | Management | For | For |
| 8.9 | Elect Marco Patuano as Director | Management | For | For |
| 9 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | For |
| 10 | Authorize Increase in Capital up to 50 Percent via Issuance of Equity or Equity-Linked Securities, Excluding Preemptive Rights of up to 10 Percent | Management | For | For |
| 11 | Authorize Issuance of Convertible Bonds, Debentures, Warrants, and Other Debt Securities with Exclusion of Preemptive Rights up to 10 Percent of Capital | Management | For | For |
| 12 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| 13 | Advisory Vote on Remuneration Report | Management | For | For |
| CENOVUS ENERGY INC. MEETING DATE: APR 26, 2023 | ||||
| TICKER: CVE SECURITY ID: 15135U109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 2.1 | Elect Director Keith M. Casey | Management | For | For |
| 2.2 | Elect Director Canning K.N. Fok | Management | For | For |
| 2.3 | Elect Director Jane E. Kinney | Management | For | For |
| 2.4 | Elect Director Harold (Hal) N. Kvisle | Management | For | For |
| 2.5 | Elect Director Eva L. Kwok | Management | For | For |
| 2.6 | Elect Director Melanie A. Little | Management | For | For |
| 2.7 | Elect Director Richard J. Marcogliese | Management | For | For |
| 2.8 | Elect Director Jonathan M. McKenzie | Management | For | For |
| 2.9 | Elect Director Claude Mongeau | Management | For | For |
| 2.10 | Elect Director Alexander J. Pourbaix | Management | For | For |
| 2.11 | Elect Director Wayne E. Shaw | Management | For | For |
| 2.12 | Elect Director Frank J. Sixt | Management | For | For |
| 2.13 | Elect Director Rhonda I. Zygocki | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Report on Lobbying and Policy Advocacy with its Net Zero Goal | Shareholder | For | For |
| CENTENE CORPORATION MEETING DATE: MAY 10, 2023 | ||||
| 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 | Against |
| CHARLES RIVER LABORATORIES INTERNATIONAL, INC. MEETING DATE: MAY 09, 2023 | ||||
| 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 | Against |
| CHART INDUSTRIES, INC. MEETING DATE: MAY 25, 2023 | ||||
| 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 |
| CHESAPEAKE ENERGY CORPORATION MEETING DATE: JUN 08, 2023 | ||||
| TICKER: CHK SECURITY ID: 165167735 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Domenic J. ("Nick") Dell'Osso, Jr. | Management | For | For |
| 1b | Elect Director Timothy S. Duncan | Management | For | For |
| 1c | Elect Director Benjamin C. Duster, IV | Management | For | For |
| 1d | Elect Director Sarah A. Emerson | Management | For | For |
| 1e | Elect Director Matthew M. Gallagher | Management | For | For |
| 1f | Elect Director Brian Steck | Management | For | For |
| 1g | Elect Director Michael A. Wichterich | Management | For | For |
| 2 | Advisory Vote 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 |
| CHUBB LIMITED MEETING DATE: MAY 17, 2023 | ||||
| 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 | For |
| 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 | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | For |
| 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 | Against |
| 15 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| CITIZENS FINANCIAL GROUP INC. MEETING DATE: APR 27, 2023 | ||||
| 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 |
| CONCENTRIX CORPORATION MEETING DATE: MAR 23, 2023 | ||||
| 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 |
| CONSTELLATION BRANDS, INC. MEETING DATE: JUL 19, 2022 | ||||
| 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 | For |
| 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 | ||||
| TICKER: STZ SECURITY ID: 21036P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Charter | Management | For | Against |
| 2 | Adjourn Meeting | Management | For | Against |
| COREBRIDGE FINANCIAL, INC. MEETING DATE: JUN 20, 2023 | ||||
| TICKER: CRBG SECURITY ID: 21871X109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Adam Burk | Management | For | Against |
| 1b | Elect Director Alan Colberg | Management | For | For |
| 1c | Elect Director Lucy Fato | Management | For | Against |
| 1d | Elect Director Jonathan Gray | Management | For | Against |
| 1e | Elect Director Marilyn Hirsch | Management | For | Against |
| 1f | Elect Director Kevin Hogan | Management | For | Against |
| 1g | Elect Director Christopher Lynch | Management | For | Against |
| 1h | Elect Director Sabra Purtill | Management | For | For |
| 1i | Elect Director Elaine Rocha- Withdrawn | Management | None | None |
| 1j | Elect Director Chris Schaper | Management | For | For |
| 1k | Elect Director Amy Schioldager | Management | For | Against |
| 1l | Elect Director Patricia Walsh | Management | For | For |
| 1m | Elect Director Peter Zaffino | 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 PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CORTEVA, INC. MEETING DATE: APR 21, 2023 | ||||
| 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 |
| CROWN HOLDINGS, INC. MEETING DATE: APR 27, 2023 | ||||
| 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 | Against |
| DAVITA INC. MEETING DATE: JUN 06, 2023 | ||||
| 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 |
| DOUGLAS EMMETT, INC. MEETING DATE: MAY 24, 2023 | ||||
| TICKER: DEI SECURITY ID: 25960P109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dan A. Emmett | Management | For | For |
| 1.2 | Elect Director Jordan L. Kaplan | Management | For | For |
| 1.3 | Elect Director Kenneth M. Panzer | Management | For | For |
| 1.4 | Elect Director Leslie E. Bider | Management | For | For |
| 1.5 | Elect Director Dorene C. Dominguez | Management | For | For |
| 1.6 | Elect Director David T. Feinberg | Management | For | For |
| 1.7 | Elect Director Ray C. Leonard | Management | For | For |
| 1.8 | Elect Director Virginia A. McFerran | Management | For | For |
| 1.9 | Elect Director Thomas E. O'Hern | Management | For | For |
| 1.10 | Elect Director William E. Simon, Jr. | Management | For | For |
| 1.11 | Elect Director Shirley Wang | 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| DXC TECHNOLOGY COMPANY MEETING DATE: JUL 26, 2022 | ||||
| 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 |
| EAST WEST BANCORP, INC. MEETING DATE: MAY 23, 2023 | ||||
| TICKER: EWBC SECURITY ID: 27579R104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Manuel P. Alvarez | Management | For | For |
| 1.2 | Elect Director Molly Campbell | Management | For | For |
| 1.3 | Elect Director Archana Deskus | Management | For | For |
| 1.4 | Elect Director Serge Dumont | Management | For | For |
| 1.5 | Elect Director Rudolph I. Estrada | Management | For | For |
| 1.6 | Elect Director Paul H. Irving | Management | For | For |
| 1.7 | Elect Director Sabrina Kay | Management | For | For |
| 1.8 | Elect Director Jack C. Liu | Management | For | For |
| 1.9 | Elect Director Dominic Ng | Management | For | For |
| 1.10 | Elect Director Lester M. Sussman | Management | For | For |
| 2 | Advisory Vote 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 |
| EDISON INTERNATIONAL MEETING DATE: APR 27, 2023 | ||||
| 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 |
| ELEMENT SOLUTIONS INC MEETING DATE: JUN 06, 2023 | ||||
| TICKER: ESI SECURITY ID: 28618M106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin E. Franklin | Management | For | For |
| 1b | Elect Director Benjamin Gliklich | Management | For | For |
| 1c | Elect Director Ian G.H. Ashken | Management | For | For |
| 1d | Elect Director Elyse Napoli Filon | Management | For | For |
| 1e | Elect Director Christopher T. Fraser | Management | For | For |
| 1f | Elect Director Michael F. Goss | Management | For | For |
| 1g | Elect Director Nichelle Maynard-Elliott | Management | For | For |
| 1h | Elect Director E. Stanley O'Neal | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| EMCOR GROUP, INC. MEETING DATE: JUN 08, 2023 | ||||
| TICKER: EME SECURITY ID: 29084Q100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John W. Altmeyer | Management | For | For |
| 1b | Elect Director Anthony J. Guzzi | Management | For | For |
| 1c | Elect Director Ronald L. Johnson | Management | For | For |
| 1d | Elect Director Carol P. Lowe | Management | For | For |
| 1e | Elect Director M. Kevin McEvoy | Management | For | For |
| 1f | Elect Director William P. Reid | Management | For | For |
| 1g | Elect Director Steven B. Schwarzwaelder | Management | For | For |
| 1h | Elect Director Robin Walker-Lee | Management | For | For |
| 1i | Elect Director Rebecca Ann Weyenberg | Management | For | For |
| 2 | Advisory 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 Range for Size of the Board | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 6 | Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Claims | Management | For | For |
| 7 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| ENTERGY CORPORATION MEETING DATE: MAY 05, 2023 | ||||
| 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 |
| ESSEX PROPERTY TRUST, INC. MEETING DATE: MAY 09, 2023 | ||||
| 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 |
| EXELON CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| FIRST AMERICAN FINANCIAL CORPORATION MEETING DATE: MAY 09, 2023 | ||||
| TICKER: FAF SECURITY ID: 31847R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth D. DeGiorgio | Management | For | For |
| 1.2 | Elect Director James L. Doti | Management | For | For |
| 1.3 | Elect Director Michael D. McKee | Management | For | For |
| 1.4 | Elect Director Marsha A. Spence | Management | For | For |
| 2 | Advisory 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 |
| FLEX LTD. MEETING DATE: AUG 25, 2022 | ||||
| TICKER: FLEX SECURITY ID: Y2573F102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Revathi Advaithi | Management | For | For |
| 1b | Elect Director Michael D. Capellas | Management | For | For |
| 1c | Elect Director John D. Harris, II | Management | For | For |
| 1d | Elect Director Michael E. Hurlston | Management | For | For |
| 1e | Elect Director Erin L. McSweeney | Management | For | For |
| 1f | Elect Director Marc A. Onetto | Management | For | For |
| 1g | Elect Director Charles K. Stevens, III | Management | For | For |
| 1h | Elect Director Lay Koon Tan | Management | For | For |
| 1i | Elect Director Patrick J. Ward | Management | For | For |
| 1j | Elect Director William D. Watkins | Management | For | For |
| 2 | Approve Deloitte & Touche 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 Issuance of Shares without Preemptive Rights | Management | For | For |
| 5 | Authorize Share Repurchase Program | Management | For | For |
| FRANCHISE GROUP, INC. MEETING DATE: MAY 09, 2023 | ||||
| TICKER: FRG SECURITY ID: 35180X105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew Avril | Management | For | For |
| 1.2 | Elect Director Cynthia S. Dubin | Management | For | For |
| 1.3 | Elect Director Lisa M. Fairfax | Management | For | For |
| 1.4 | Elect Director Thomas Herskovits | Management | For | For |
| 1.5 | Elect Director Brian R. Kahn | Management | For | For |
| 1.6 | Elect Director Gary S. Rich | Management | For | For |
| 1.7 | Elect Director Nanhi Singh | 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 |
| FREEPORT-MCMORAN, INC. MEETING DATE: JUN 06, 2023 | ||||
| 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 |
| GENPACT LIMITED MEETING DATE: MAY 04, 2023 | ||||
| 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 |
| GRAPHIC PACKAGING HOLDING COMPANY MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| HALLIBURTON COMPANY MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| HESS CORPORATION MEETING DATE: MAY 17, 2023 | ||||
| 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 | ||||
| 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 |
| INTERNATIONAL PAPER COMPANY MEETING DATE: MAY 08, 2023 | ||||
| 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 | Against |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| ITT INC. MEETING DATE: MAY 10, 2023 | ||||
| TICKER: ITT SECURITY ID: 45073V108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald DeFosset, Jr. | Management | For | For |
| 1b | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1c | Elect Director Richard P. Lavin | Management | For | For |
| 1d | Elect Director Rebecca A. McDonald | Management | For | For |
| 1e | Elect Director Timothy H. Powers | Management | For | For |
| 1f | Elect Director Luca Savi | Management | For | For |
| 1g | Elect Director Cheryl L. Shavers | Management | For | For |
| 1h | Elect Director Sabrina Soussan | 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 |
| 6 | Amend Governing Documents Regarding Requirements to Call for a Special Meeting | Shareholder | Against | Against |
| JAZZ PHARMACEUTICALS PLC MEETING DATE: JUL 28, 2022 | ||||
| TICKER: JAZZ SECURITY ID: G50871105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer E. Cook | Management | For | For |
| 1b | Elect Director Patrick G. Enright | Management | For | For |
| 1c | Elect Director Seamus Mulligan | Management | For | For |
| 1d | Elect Director Norbert G. Riedel | Management | For | For |
| 2 | Approve KPMG, Dublin 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 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 5 | Adjourn Meeting | Management | For | For |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. MEETING DATE: MAY 16, 2023 | ||||
| TICKER: KNX SECURITY ID: 499049104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reid Dove | Management | For | For |
| 1b | Elect Director Michael Garnreiter | Management | For | For |
| 1c | Elect Director Louis Hobson | Management | For | For |
| 1d | Elect Director David Jackson | Management | For | For |
| 1e | Elect Director Gary Knight | Management | For | For |
| 1f | Elect Director Kevin Knight | Management | For | For |
| 1g | Elect Director Kathryn Munro | Management | For | For |
| 1h | Elect Director Jessica Powell | Management | For | For |
| 1i | Elect Director Roberta Roberts Shank | Management | For | For |
| 1j | Elect Director Robert Synowicki, Jr. | Management | For | For |
| 1k | Elect Director David Vander Ploeg | Management | For | For |
| 2 | Advisory Vote 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 | Require Independent Board Chair | Shareholder | Against | Against |
| KNOWLES CORPORATION MEETING DATE: MAY 02, 2023 | ||||
| TICKER: KN SECURITY ID: 49926D109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Keith Barnes | Management | For | For |
| 1b | Elect Director Daniel J. Crowley | Management | For | For |
| 1c | Elect Director Hermann Eul | Management | For | For |
| 1d | Elect Director Didier Hirsch | Management | For | For |
| 1e | Elect Director Ye Jane Li | Management | For | For |
| 1f | Elect Director Donald Macleod | Management | For | For |
| 1g | Elect Director Jeffrey Niew | Management | For | For |
| 1h | Elect Director Cheryl Shavers | Management | For | For |
| 1i | Elect Director Michael Wishart | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| KOHL'S CORPORATION MEETING DATE: MAY 10, 2023 | ||||
| TICKER: KSS SECURITY ID: 500255104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Bender | Management | For | For |
| 1.2 | Elect Director Peter Boneparth | Management | For | For |
| 1.3 | Elect Director Yael Cosset | Management | For | For |
| 1.4 | Elect Director Christine Day | Management | For | For |
| 1.5 | Elect Director H. Charles Floyd | Management | For | For |
| 1.6 | Elect Director Margaret L. Jenkins | Management | For | For |
| 1.7 | Elect Director Thomas A. Kingsbury | Management | For | For |
| 1.8 | Elect Director Robbin Mitchell | Management | For | For |
| 1.9 | Elect Director Jonas Prising | Management | For | For |
| 1.10 | Elect Director John E. Schlifske | Management | For | For |
| 1.11 | Elect Director Adrianne Shapira | Management | For | For |
| 2 | Advisory Vote 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 |
| LAM RESEARCH CORPORATION MEETING DATE: NOV 08, 2022 | ||||
| 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 | ||||
| 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 | For |
| 1.3 | Elect Director Marshall A. Loeb | Management | For | For |
| 1.4 | Elect Director Stephen P. Mumblow | Management | For | For |
| 1.5 | Elect Director Thomas V. Reifenheiser | Management | For | For |
| 1.6 | Elect Director Anna Reilly | Management | For | For |
| 1.7 | Elect Director Kevin P. Reilly, Jr. | Management | For | For |
| 1.8 | Elect Director Wendell Reilly | Management | For | For |
| 1.9 | Elect Director Elizabeth 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 | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| LAUREATE EDUCATION, INC. MEETING DATE: MAY 24, 2023 | ||||
| TICKER: LAUR SECURITY ID: 518613203 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew B. Cohen | Management | For | For |
| 1.2 | Elect Director Pedro del Corro | Management | For | For |
| 1.3 | Elect Director Aristides de Macedo | Management | For | For |
| 1.4 | Elect Director Kenneth W. Freeman | Management | For | For |
| 1.5 | Elect Director Barbara Mair | Management | For | For |
| 1.6 | Elect Director George Munoz | Management | For | For |
| 1.7 | Elect Director Judith Rodin | Management | For | For |
| 1.8 | Elect Director Eilif Serck-Hanssen | Management | For | For |
| 1.9 | Elect Director Ian K. Snow | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| LIBERTY ENERGY INC. MEETING DATE: APR 18, 2023 | ||||
| TICKER: LBRT SECURITY ID: 53115L104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Simon Ayat | Management | For | For |
| 1.2 | Elect Director Gale A. Norton | Management | For | For |
| 1.3 | Elect Director Cary D. Steinbeck | 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 |
| LIGHT & WONDER, INC. MEETING DATE: JUN 07, 2023 | ||||
| TICKER: LNW SECURITY ID: 80874P109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jamie R. Odell | Management | For | For |
| 1.2 | Elect Director Matthew R. Wilson | Management | For | For |
| 1.3 | Elect Director Antonia Korsanos | Management | For | For |
| 1.4 | Elect Director Hamish R. McLennan | Management | For | For |
| 1.5 | Elect Director Stephen Morro | Management | For | For |
| 1.6 | Elect Director Michael J. Regan | Management | For | For |
| 1.7 | Elect Director Virginia E. Shanks | Management | For | For |
| 1.8 | Elect Director Timothy Throsby | Management | For | For |
| 1.9 | Elect Director Maria T. Vullo | Management | For | For |
| 1.10 | Elect Director Kneeland C. Youngblood | Management | For | For |
| 2 | Advisory Vote 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 Auditor | Management | For | For |
| LITHIA MOTORS, INC. MEETING DATE: APR 20, 2023 | ||||
| TICKER: LAD SECURITY ID: 536797103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sidney B. DeBoer | Management | For | For |
| 1b | Elect Director Susan O. Cain | Management | For | For |
| 1c | Elect Director Bryan B. DeBoer | Management | For | For |
| 1d | Elect Director James E. Lentz | Management | For | For |
| 1e | Elect Director Shauna F. McIntyre | Management | For | For |
| 1f | Elect Director Louis P. Miramontes | Management | For | For |
| 1g | Elect Director Kenneth E. Roberts | Management | For | For |
| 1h | Elect Director David J. Robino | Management | For | For |
| 1i | Elect Director Stacy C. Loretz-Congdon | Management | For | For |
| 2 | Advisory Vote 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 |
| LOUISIANA-PACIFIC CORPORATION MEETING DATE: APR 28, 2023 | ||||
| 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 |
| LPL FINANCIAL HOLDINGS INC. MEETING DATE: MAY 11, 2023 | ||||
| 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 |
| M&T BANK CORPORATION MEETING DATE: APR 18, 2023 | ||||
| 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 |
| MAGNA INTERNATIONAL INC. MEETING DATE: MAY 11, 2023 | ||||
| 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 |
| MANPOWERGROUP INC. MEETING DATE: MAY 05, 2023 | ||||
| TICKER: MAN SECURITY ID: 56418H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Jean-Philippe Courtois | Management | For | For |
| 1B | Elect Director William Downe | Management | For | For |
| 1C | Elect Director John F. Ferraro | Management | For | For |
| 1D | Elect Director William P. Gipson | Management | For | For |
| 1E | Elect Director Patricia Hemingway Hall | Management | For | For |
| 1F | Elect Director Julie M. Howard | Management | For | For |
| 1G | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1H | Elect Director Muriel Penicaud | Management | For | For |
| 1I | Elect Director Jonas Prising | Management | For | For |
| 1J | Elect Director Paul Read | Management | For | For |
| 1K | Elect Director Elizabeth P. Sartain | Management | For | For |
| 1L | Elect Director Michael J. Van Handel | 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 |
| MARKEL CORPORATION MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| METLIFE, INC. MEETING DATE: JUN 20, 2023 | ||||
| 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 |
| MGM RESORTS INTERNATIONAL MEETING DATE: MAY 02, 2023 | ||||
| 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 | ||||
| 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 | ||||
| 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 |
| MOHAWK INDUSTRIES, INC. MEETING DATE: MAY 25, 2023 | ||||
| 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 | Against |
| MOLINA HEALTHCARE, INC. MEETING DATE: MAY 03, 2023 | ||||
| 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 |
| MOTOROLA SOLUTIONS, INC. MEETING DATE: MAY 16, 2023 | ||||
| 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 | For |
| 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 |
| MSC INDUSTRIAL DIRECT CO., INC. MEETING DATE: JAN 25, 2023 | ||||
| TICKER: MSM SECURITY ID: 553530106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Erik Gershwind | Management | For | For |
| 1.2 | Elect Director Louise Goeser | Management | For | For |
| 1.3 | Elect Director Mitchell Jacobson | Management | For | For |
| 1.4 | Elect Director Michael Kaufmann | Management | For | For |
| 1.5 | Elect Director Steven Paladino | Management | For | For |
| 1.6 | Elect Director Philip Peller | Management | For | For |
| 1.7 | Elect Director Rahquel Purcell | Management | For | For |
| 1.8 | Elect Director Rudina Seseri | 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 | For |
| NEXSTAR MEDIA GROUP, INC. MEETING DATE: JUN 15, 2023 | ||||
| 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 | Against |
| NEXTERA ENERGY PARTNERS, LP MEETING DATE: APR 24, 2023 | ||||
| TICKER: NEP SECURITY ID: 65341B106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan D. Austin | Management | For | For |
| 1b | Elect Director Robert J. Byrne | Management | For | For |
| 1c | Elect Director John W. Ketchum | Management | For | For |
| 1d | Elect Director Peter H. Kind | 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 |
| NMI HOLDINGS, INC. MEETING DATE: MAY 11, 2023 | ||||
| TICKER: NMIH SECURITY ID: 629209305 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bradley M. Shuster | Management | For | For |
| 1.2 | Elect Director Adam S. Pollitzer | Management | For | For |
| 1.3 | Elect Director Michael Embler | Management | For | For |
| 1.4 | Elect Director Priya Huskins | Management | For | For |
| 1.5 | Elect Director James G. Jones | Management | For | For |
| 1.6 | Elect Director Lynn S. McCreary | Management | For | For |
| 1.7 | Elect Director Michael Montgomery | Management | For | For |
| 1.8 | Elect Director Regina Muehlhauser | Management | For | For |
| 1.9 | Elect Director Steven L. Scheid | 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 |
| NUTRIEN LTD. MEETING DATE: MAY 10, 2023 | ||||
| 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 |
| O'REILLY AUTOMOTIVE, INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 | Against |
| OCCIDENTAL PETROLEUM CORPORATION MEETING DATE: MAY 05, 2023 | ||||
| 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 REPUBLIC INTERNATIONAL CORPORATION MEETING DATE: MAY 25, 2023 | ||||
| TICKER: ORI SECURITY ID: 680223104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara A. Adachi | Management | For | For |
| 1.2 | Elect Director Charles J. Kovaleski | Management | For | For |
| 1.3 | Elect Director Craig R. Smiddy | Management | For | For |
| 1.4 | Elect Director Fredricka Taubitz | 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 Limit the Liability of Certain Officers | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| OLIN CORPORATION MEETING DATE: APR 27, 2023 | ||||
| TICKER: OLN SECURITY ID: 680665205 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Beverley A. Babcock | Management | For | For |
| 1b | Elect Director C. Robert Bunch | Management | For | For |
| 1c | Elect Director Matthew S. Darnall | Management | For | For |
| 1d | Elect Director Earl L. Shipp | Management | For | For |
| 1e | Elect Director Scott M. Sutton | Management | For | For |
| 1f | Elect Director William H. Weideman | Management | For | For |
| 1g | Elect Director W. Anthony Will | Management | For | For |
| 1h | Elect Director Carol A. 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 |
| ONEMAIN HOLDINGS, INC. MEETING DATE: JUN 13, 2023 | ||||
| TICKER: OMF SECURITY ID: 68268W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Phyllis R. Caldwell | Management | For | For |
| 1.2 | Elect Director Roy A. Guthrie | 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 | Declassify the Board of Directors | Management | For | For |
| 5 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| OSHKOSH CORPORATION MEETING DATE: MAY 03, 2023 | ||||
| TICKER: OSK SECURITY ID: 688239201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith J. Allman | Management | For | For |
| 1.2 | Elect Director Douglas L. Davis | Management | For | For |
| 1.3 | Elect Director Tyrone M. Jordan | Management | For | For |
| 1.4 | Elect Director Kimberley Metcalf-Kupres | Management | For | For |
| 1.5 | Elect Director Stephen D. Newlin | Management | For | For |
| 1.6 | Elect Director Duncan J. Palmer | Management | For | For |
| 1.7 | Elect Director David G. Perkins | Management | For | For |
| 1.8 | Elect Director John C. Pfeifer | Management | For | For |
| 1.9 | Elect Director Sandra E. Rowland | Management | For | For |
| 1.10 | Elect Director John S. Shiely | 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 a Majority Vote for the Election of Directors | Shareholder | Against | Against |
| OVINTIV INC. MEETING DATE: MAY 03, 2023 | ||||
| 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 |
| PACCAR INC MEETING DATE: APR 25, 2023 | ||||
| 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 | Against |
| 6 | Report on Climate Lobbying | Shareholder | Against | For |
| PACKAGING CORPORATION OF AMERICA MEETING DATE: MAY 02, 2023 | ||||
| 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 |
| PERFORMANCE FOOD GROUP COMPANY MEETING DATE: NOV 16, 2022 | ||||
| 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 |
| PG&E CORPORATION MEETING DATE: MAY 18, 2023 | ||||
| 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 | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PROLOGIS, INC. MEETING DATE: MAY 04, 2023 | ||||
| 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 | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| PUBLIC STORAGE MEETING DATE: MAY 02, 2023 | ||||
| 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 | ||||
| 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 |
| REGAL REXNORD CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 |
| RELIANCE STEEL & ALUMINUM CO. MEETING DATE: MAY 17, 2023 | ||||
| TICKER: RS SECURITY ID: 759509102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lisa L. Baldwin | Management | For | For |
| 1b | Elect Director Karen W. Colonias | Management | For | For |
| 1c | Elect Director Frank J. Dellaquila | Management | For | For |
| 1d | Elect Director James D. Hoffman | Management | For | For |
| 1e | Elect Director Mark V. Kaminski | Management | For | For |
| 1f | Elect Director Karla R. Lewis | Management | For | For |
| 1g | Elect Director Robert A. McEvoy | Management | For | For |
| 1h | Elect Director David W. Seeger | Management | For | For |
| 1i | Elect Director Douglas W. Stotlar | 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 |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| ROYALTY PHARMA PLC MEETING DATE: JUN 22, 2023 | ||||
| TICKER: RPRX SECURITY ID: G7709Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pablo Legorreta | Management | For | For |
| 1b | Elect Director Henry Fernandez | Management | For | For |
| 1c | Elect Director Bonnie Bassler | Management | For | For |
| 1d | Elect Director Errol De Souza | Management | For | For |
| 1e | Elect Director Catherine Engelbert | Management | For | For |
| 1f | Elect Director M. Germano Giuliani | Management | For | For |
| 1g | Elect Director David Hodgson | Management | For | For |
| 1h | Elect Director Ted Love | Management | For | For |
| 1i | Elect Director Gregory Norden | Management | For | For |
| 1j | Elect Director Rory Riggs | 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 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Ratify Ernst & Young as U.K. Statutory Auditors | Management | For | For |
| 7 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| RXO, INC. MEETING DATE: MAY 23, 2023 | ||||
| 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 |
| SCIENCE APPLICATIONS INTERNATIONAL CORPORATION MEETING DATE: JUN 07, 2023 | ||||
| TICKER: SAIC SECURITY ID: 808625107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Garth N. Graham | Management | For | For |
| 1b | Elect Director Carolyn B. Handlon | Management | For | For |
| 1c | Elect Director Yvette M. Kanouff | Management | For | For |
| 1d | Elect Director Nazzic S. Keene | Management | For | For |
| 1e | Elect Director Timothy J. Mayopoulos | Management | For | For |
| 1f | Elect Director Katharina G. McFarland | Management | For | For |
| 1g | Elect Director Milford W. McGuirt | Management | For | For |
| 1h | Elect Director Donna S. Morea | Management | For | For |
| 1i | Elect Director James C. Reagan | Management | For | For |
| 1j | Elect Director Steven R. Shane | 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 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| SLM CORPORATION MEETING DATE: JUN 20, 2023 | ||||
| TICKER: SLM SECURITY ID: 78442P106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director R. Scott Blackley | Management | For | For |
| 1b | Elect Director Paul G. Child | Management | For | For |
| 1c | Elect Director Mary Carter Warren Franke | Management | For | For |
| 1d | Elect Director Marianne M. Keler | Management | For | For |
| 1e | Elect Director Mark L. Lavelle | Management | For | For |
| 1f | Elect Director Ted Manvitz | Management | For | For |
| 1g | Elect Director Jim Matheson | Management | For | For |
| 1h | Elect Director Samuel T. Ramsey | Management | For | For |
| 1i | Elect Director Vivian C. Schneck-Last | Management | For | For |
| 1j | Elect Director Robert S. Strong | Management | For | For |
| 1k | Elect Director Jonathan W. Witter | Management | For | For |
| 1l | Elect Director Kirsten O. Wolberg | Management | For | For |
| 2 | Advisory Vote 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 |
| SOUTHWESTERN ENERGY COMPANY MEETING DATE: MAY 18, 2023 | ||||
| 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 |
| SS&C TECHNOLOGIES HOLDINGS, INC. MEETING DATE: MAY 17, 2023 | ||||
| TICKER: SSNC SECURITY ID: 78467J100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Normand A. Boulanger | Management | For | For |
| 1b | Elect Director David A. Varsano | Management | For | For |
| 1c | Elect Director Michael J. Zamkow | Management | For | For |
| 2 | Advisory Vote 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 | Against |
| STANLEY BLACK & DECKER, INC. MEETING DATE: APR 21, 2023 | ||||
| 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 |
| STATE STREET CORPORATION MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| TARGA RESOURCES CORP. MEETING DATE: MAY 23, 2023 | ||||
| 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 | Against |
| TD SYNNEX CORPORATION MEETING DATE: MAR 21, 2023 | ||||
| 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 | For |
| 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 |
| TEMPUR SEALY INTERNATIONAL, INC. MEETING DATE: MAY 11, 2023 | ||||
| TICKER: TPX SECURITY ID: 88023U101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Evelyn S. Dilsaver | Management | For | For |
| 1b | Elect Director Simon John Dyer | Management | For | For |
| 1c | Elect Director Cathy R. Gates | Management | For | For |
| 1d | Elect Director John A. Heil | Management | For | For |
| 1e | Elect Director Meredith Siegfried Madden | Management | For | For |
| 1f | Elect Director Richard W. Neu | Management | For | For |
| 1g | Elect Director Scott L. Thompson | 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 |
| TENET HEALTHCARE CORPORATION MEETING DATE: MAY 25, 2023 | ||||
| TICKER: THC SECURITY ID: 88033G407 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Robert Kerrey | Management | For | For |
| 1.2 | Elect Director James L. Bierman | Management | For | For |
| 1.3 | Elect Director Richard W. Fisher | Management | For | For |
| 1.4 | Elect Director Meghan M. FitzGerald | Management | For | For |
| 1.5 | Elect Director Cecil D. Haney | Management | For | For |
| 1.6 | Elect Director Christopher S. Lynch | Management | For | For |
| 1.7 | Elect Director Richard J. Mark | Management | For | For |
| 1.8 | Elect Director Tammy Romo | Management | For | For |
| 1.9 | Elect Director Saumya Sutaria | Management | For | For |
| 1.10 | 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 Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Policies Regarding Patients' Right to Access Abortions in Emergencies | Shareholder | Against | Against |
| THE ALLSTATE CORPORATION MEETING DATE: MAY 23, 2023 | ||||
| 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 BRINK'S COMPANY MEETING DATE: MAY 05, 2023 | ||||
| TICKER: BCO SECURITY ID: 109696104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kathie J. Andrade | Management | For | For |
| 1b | Elect Director Paul G. Boynton | Management | For | For |
| 1c | Elect Director Ian D. Clough | Management | For | For |
| 1d | Elect Director Susan E. Docherty | Management | For | For |
| 1e | Elect Director Mark Eubanks | Management | For | For |
| 1f | Elect Director Michael J. Herling | Management | For | For |
| 1g | Elect Director A. Louis Parker | Management | For | For |
| 1h | Elect Director Timothy J. Tynan | Management | For | For |
| 1i | Elect Director Keith R. Wyche | Management | For | For |
| 2 | Advisory Vote 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 CARLYLE GROUP INC. MEETING DATE: MAY 30, 2023 | ||||
| TICKER: CG SECURITY ID: 14316J108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William E. Conway, Jr. | Management | For | Withhold |
| 1.2 | Elect Director Lawton W. Fitt | Management | For | Withhold |
| 1.3 | Elect Director Mark S. Ordan | Management | For | Withhold |
| 1.4 | Elect Director Anthony Welters | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Declassify the Board of Directors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 6 | Adopt Simple Majority Vote | Shareholder | For | For |
| THE HARTFORD FINANCIAL SERVICES GROUP, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 TIMKEN COMPANY MEETING DATE: MAY 05, 2023 | ||||
| TICKER: TKR SECURITY ID: 887389104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Maria A. Crowe | Management | For | For |
| 1.2 | Elect Director Elizabeth A. Harrell | Management | For | For |
| 1.3 | Elect Director Richard G. Kyle | Management | For | For |
| 1.4 | Elect Director Sarah C. Lauber | Management | For | For |
| 1.5 | Elect Director John A. Luke, Jr. | Management | For | For |
| 1.6 | Elect Director Christopher L. Mapes | Management | For | For |
| 1.7 | Elect Director James F. Palmer | Management | For | For |
| 1.8 | Elect Director Ajita G. Rajendra | Management | For | For |
| 1.9 | Elect Director Frank C. Sullivan | Management | For | For |
| 1.10 | Elect Director John M. Timken, Jr. | Management | For | For |
| 1.11 | Elect Director Ward J. Timken, 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 |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| THRYV HOLDINGS, INC. MEETING DATE: JUN 13, 2023 | ||||
| TICKER: THRY SECURITY ID: 886029206 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Slater | Management | For | Withhold |
| 1.2 | Elect Director Joseph A. Walsh | 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 |
| TRAVEL + LEISURE CO. MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| TRONOX HOLDINGS PLC MEETING DATE: MAY 03, 2023 | ||||
| TICKER: TROX SECURITY ID: G9087Q102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ilan Kaufthal | Management | For | For |
| 1b | Elect Director John Romano | Management | For | For |
| 1c | Elect Director Jean-Francois Turgeon | Management | For | For |
| 1d | Elect Director Mutlaq Al- Morished | Management | For | For |
| 1e | Elect Director Vanessa Guthrie | Management | For | For |
| 1f | Elect Director Peter B. Johnston | Management | For | For |
| 1g | Elect Director Ginger M. Jones | Management | For | For |
| 1h | Elect Director Stephen Jones | Management | For | For |
| 1i | Elect Director Moazzam Khan | Management | For | For |
| 1j | Elect Director Sipho Nkosi | 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 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Remuneration Policy | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Ratify PricewaterhouseCoopers LLP as Statutory Auditors | Management | For | For |
| 8 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 9 | Authorise Issue of Equity | Management | For | For |
| 10 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 11 | Authorize Share Repurchase Program | Management | For | For |
| TYSON FOODS, INC. MEETING DATE: FEB 09, 2023 | ||||
| TICKER: TSN SECURITY ID: 902494103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John H. Tyson | Management | For | For |
| 1b | Elect Director Les R. Baledge | Management | For | For |
| 1c | Elect Director Mike Beebe | Management | For | For |
| 1d | Elect Director Maria Claudia Borras | Management | For | For |
| 1e | Elect Director David J. Bronczek | Management | For | For |
| 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 | For |
| 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 |
| UFP INDUSTRIES, INC. MEETING DATE: APR 26, 2023 | ||||
| TICKER: UFPI SECURITY ID: 90278Q108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Benjamin J. Mclean | Management | For | For |
| 1b | Elect Director Mary Tuuk Kuras | Management | For | For |
| 1c | Elect Director Michael G. Wooldridge | 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 |
| UPBOUND GROUP, INC. MEETING DATE: JUN 06, 2023 | ||||
| TICKER: UPBD SECURITY ID: 76009N100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey Brown | Management | For | For |
| 1b | Elect Director Mitchell Fadel | Management | For | For |
| 1c | Elect Director Christopher Hetrick | Management | For | For |
| 1d | Elect Director Harold Lewis | Management | For | For |
| 1e | Elect Director Glenn Marino | Management | For | For |
| 1f | Elect Director Carol McFate | Management | For | For |
| 1g | Elect Director Jen You | 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 |
| US FOODS HOLDING CORP. MEETING DATE: MAY 18, 2023 | ||||
| TICKER: USFD SECURITY ID: 912008109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl A. Bachelder | Management | For | For |
| 1b | Elect Director James J. Barber, Jr. | Management | For | For |
| 1c | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1d | Elect Director Scott D. Ferguson | Management | For | For |
| 1e | Elect Director David E. Flitman | Management | For | For |
| 1f | Elect Director Marla Gottschalk | Management | For | For |
| 1g | Elect Director Sunil Gupta | Management | For | For |
| 1h | Elect Director Carl Andrew Pforzheimer | Management | For | For |
| 1i | Elect Director Quentin Roach | Management | For | For |
| 1j | Elect Director David M. Tehle | Management | For | For |
| 1k | Elect Director David A. Toy | Management | For | For |
| 1l | Elect Director Ann E. Ziegler | Management | For | For |
| 2 | Advisory 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 Add Federal Forum Selection Provision | Management | For | For |
| 5 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 7 | Limit Accelerated Vesting of Equity Awards Upon a Change in Control | Shareholder | Against | Against |
| VALERO ENERGY CORPORATION MEETING DATE: MAY 09, 2023 | ||||
| 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 | Against |
| 6 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| VICTORIA'S SECRET & CO. MEETING DATE: MAY 25, 2023 | ||||
| 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 |
| VONTIER CORPORATION MEETING DATE: MAY 22, 2023 | ||||
| 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 |
| VOYA FINANCIAL, INC. MEETING DATE: MAY 25, 2023 | ||||
| TICKER: VOYA SECURITY ID: 929089100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lynne Biggar | Management | For | For |
| 1b | Elect Director Stephen Bowman | Management | For | For |
| 1c | Elect Director Yvette S. Butler | Management | For | For |
| 1d | Elect Director Jane P. Chwick | Management | For | For |
| 1e | Elect Director Kathleen DeRose | Management | For | For |
| 1f | Elect Director Hikmet Ersek | Management | For | For |
| 1g | Elect Director Ruth Ann M. Gillis | Management | For | For |
| 1h | Elect Director Heather Lavallee | Management | For | For |
| 1i | Elect Director Aylwin B. Lewis | Management | For | For |
| 1j | Elect Director Rodney O. Martin, Jr. | Management | For | For |
| 1k | Elect Director Joseph V. Tripodi | Management | For | For |
| 1l | Elect Director David Zwiener | 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 |
| WALKER & DUNLOP, INC. MEETING DATE: MAY 04, 2023 | ||||
| TICKER: WD SECURITY ID: 93148P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ellen D. Levy | Management | For | For |
| 1.2 | Elect Director Michael D. Malone | Management | For | For |
| 1.3 | Elect Director John Rice | Management | For | For |
| 1.4 | Elect Director Dana L. Schmaltz | Management | For | For |
| 1.5 | Elect Director Howard W. Smith, III | Management | For | For |
| 1.6 | Elect Director William M. Walker | Management | For | For |
| 1.7 | Elect Director Michael J. Warren | Management | For | For |
| 1.8 | Elect Director Donna C. Wells | Management | For | For |
| 2 | Ratify KPMG 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 | ||||
| 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 | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WESCO INTERNATIONAL, INC. MEETING DATE: MAY 25, 2023 | ||||
| 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 |
| WESTLAKE CORPORATION MEETING DATE: MAY 11, 2023 | ||||
| TICKER: WLK SECURITY ID: 960413102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a.1 | Elect Director Catherine T. Chao | Management | For | For |
| 1a.2 | Elect Director Marius A. Haas | Management | For | For |
| 1a.3 | Elect Director Kimberly S. Lubel | Management | For | For |
| 1a.4 | Elect Director Jeffrey W. Sheets | Management | For | For |
| 1b.1 | Elect Director Carolyn C. Sabat | 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 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| 7 | Strengthen 2030 GHG Reduction Targets and Adopt Long-Term Targets Aligned with Net Zero | Shareholder | Against | Against |
| 8 | Report on Reducing Plastic Pollution of the Oceans | Shareholder | Against | Against |
| WEWORK INC. MEETING DATE: APR 24, 2023 | ||||
| TICKER: WE SECURITY ID: 96209A104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| 2 | Approve Issuance of Shares for a Private Placement | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| WEWORK INC. MEETING DATE: JUN 12, 2023 | ||||
| TICKER: WE SECURITY ID: 96209A104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sandeep Mathrani - Withdrawn | Management | None | None |
| 1b | Elect Director Alex Clavel | Management | For | For |
| 1c | Elect Director Bruce Dunlevie - Withdrawn | Management | None | None |
| 1d | Elect Director Daniel Hurwitz | Management | For | Against |
| 1e | Elect Director Veronique Laury | Management | For | Against |
| 1f | Elect Director Vikas Parekh | Management | For | For |
| 1g | Elect Director Deven Parekh | Management | For | Against |
| 1h | Elect Director Vivek Ranadive | Management | For | Against |
| 1i | Elect Director David Tolley | 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 | Approve Reverse Stock Split | Management | For | For |
| WEX INC. MEETING DATE: MAY 11, 2023 | ||||
| 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 |
| WILLSCOT MOBILE MINI HOLDINGS CORP. MEETING DATE: JUN 02, 2023 | ||||
| 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 |
| XPO, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 | For |
| ZIFF DAVIS, INC. MEETING DATE: MAY 05, 2023 | ||||
| TICKER: ZD SECURITY ID: 48123V102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vivek Shah | Management | For | For |
| 1b | Elect Director Sarah Fay | Management | For | For |
| 1c | Elect Director Trace Harris | Management | For | For |
| 1d | Elect Director W. Brian Kretzmer | Management | For | For |
| 1e | Elect Director Jonathan F. Miller | Management | For | For |
| 1f | Elect Director Scott C. 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 |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
VOTE SUMMARY REPORT
FIDELITY MID CAP VALUE K6 FUND
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ACUITY BRANDS, INC. MEETING DATE: JAN 25, 2023 | ||||
| TICKER: AYI SECURITY ID: 00508Y102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Neil M. Ashe | Management | For | For |
| 1b | Elect Director Marcia J. Avedon | Management | For | For |
| 1c | Elect Director W. Patrick Battle | Management | For | For |
| 1d | Elect Director Michael J. Bender | Management | For | For |
| 1e | Elect Director G. Douglas Dillard, Jr. | Management | For | For |
| 1f | Elect Director James H. Hance, Jr. | Management | For | For |
| 1g | Elect Director Maya Leibman | Management | For | For |
| 1h | Elect Director Laura G. O'Shaughnessy | Management | For | For |
| 1i | Elect Director Mark J. Sachleben | Management | For | For |
| 1j | Elect Director Mary A. Winston | 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 |
| ADAPTHEALTH CORP. MEETING DATE: JUN 21, 2023 | ||||
| TICKER: AHCO SECURITY ID: 00653Q102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard Barasch | Management | For | For |
| 1.2 | Elect Director Stephen Griggs *Withdrawn Resolution* | Management | None | None |
| 1.3 | Elect Director Gregory Belinfanti | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ADTALEM GLOBAL EDUCATION INC. MEETING DATE: NOV 09, 2022 | ||||
| TICKER: ATGE SECURITY ID: 00737L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen W. Beard | Management | For | For |
| 1b | Elect Director William W. Burke | Management | For | For |
| 1c | Elect Director Charles DeShazer | Management | For | For |
| 1d | Elect Director Mayur Gupta | Management | For | For |
| 1e | Elect Director Donna J. Hrinak | Management | For | For |
| 1f | Elect Director Georgette Kiser | Management | For | For |
| 1g | Elect Director Liam Krehbiel | Management | For | For |
| 1h | Elect Director Michael W. Malafronte | Management | For | For |
| 1i | Elect Director Sharon L. O'Keefe | Management | For | For |
| 1j | Elect Director Kenneth J. Phelan | Management | For | For |
| 1k | Elect Director Lisa W. Wardell | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALBERTSONS COMPANIES, INC. MEETING DATE: AUG 04, 2022 | ||||
| TICKER: ACI SECURITY ID: 013091103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vivek Sankaran | Management | For | For |
| 1b | Elect Director James Donald | Management | For | For |
| 1c | Elect Director Chan Galbato | Management | For | For |
| 1d | Elect Director Sharon Allen | Management | For | For |
| 1e | Elect Director Shant Babikian | Management | For | For |
| 1f | Elect Director Steven Davis *Withdrawn Resolution* | Management | None | None |
| 1g | Elect Director Kim Fennebresque | Management | For | For |
| 1h | Elect Director Allen Gibson | Management | For | For |
| 1i | Elect Director Hersch Klaff | Management | For | For |
| 1j | Elect Director Jay Schottenstein | Management | For | Against |
| 1k | Elect Director Alan Schumacher | Management | For | For |
| 1l | Elect Director Brian Kevin Turner | Management | For | For |
| 1m | Elect Director Mary Elizabeth West | Management | For | For |
| 1n | Elect Director Scott Wille | Management | For | For |
| 2 | Ratify Deloitte and Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMERICAN ELECTRIC POWER COMPANY, INC. MEETING DATE: APR 25, 2023 | ||||
| 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 |
| AMERISOURCEBERGEN CORPORATION MEETING DATE: MAR 09, 2023 | ||||
| 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 |
| APOLLO GLOBAL MANAGEMENT, INC. MEETING DATE: OCT 07, 2022 | ||||
| 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 | For |
| 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 |
| APTIV PLC MEETING DATE: APR 26, 2023 | ||||
| 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 |
| ARCONIC CORPORATION MEETING DATE: MAY 18, 2023 | ||||
| TICKER: ARNC SECURITY ID: 03966V107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Frederick A. "Fritz" Henderson | Management | For | For |
| 1b | Elect Director William F. Austen | Management | For | For |
| 1c | Elect Director Christopher L. Ayers | Management | For | For |
| 1d | Elect Director Margaret "Peg" S. Billson | Management | For | For |
| 1e | Elect Director Jacques Croisetiere | Management | For | For |
| 1f | Elect Director Elmer L. Doty | Management | For | For |
| 1g | Elect Director Carol S. Eicher | Management | For | For |
| 1h | Elect Director Ellis A. Jones | Management | For | For |
| 1i | Elect Director Timothy D. Myers | Management | For | For |
| 1j | Elect Director E. Stanley O'Neal | Management | For | For |
| 1k | Elect Director Jeffrey Stafeil | 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 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| ARES MANAGEMENT CORPORATION MEETING DATE: JUN 12, 2023 | ||||
| TICKER: ARES SECURITY ID: 03990B101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael J. Arougheti | Management | For | For |
| 1b | Elect Director Ashish Bhutani | Management | For | For |
| 1c | Elect Director Antoinette Bush | Management | For | Against |
| 1d | Elect Director R. Kipp deVeer | Management | For | For |
| 1e | Elect Director Paul G. Joubert | Management | For | Against |
| 1f | Elect Director David B. Kaplan | Management | For | For |
| 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 | For |
| 1k | Elect Director Bennett Rosenthal | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| ARTHUR J. GALLAGHER & CO. MEETING DATE: MAY 09, 2023 | ||||
| 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 |
| BIO-RAD LABORATORIES, INC. MEETING DATE: APR 25, 2023 | ||||
| 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 |
| BROOKFIELD INFRASTRUCTURE CORPORATION MEETING DATE: JUN 14, 2023 | ||||
| TICKER: BIPC SECURITY ID: 11275Q107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey Blidner | Management | For | For |
| 1.2 | Elect Director William Cox | Management | For | For |
| 1.3 | Elect Director Roslyn Kelly | Management | For | For |
| 1.4 | Elect Director John Mullen | Management | For | For |
| 1.5 | Elect Director Daniel Muniz Quintanilla | Management | For | For |
| 1.6 | Elect Director Suzanne Nimocks | Management | For | For |
| 1.7 | Elect Director Anne Schaumburg | Management | For | For |
| 1.8 | Elect Director Rajeev Vasudeva | Management | For | For |
| 2 | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| BUILDERS FIRSTSOURCE, INC. MEETING DATE: JUN 14, 2023 | ||||
| TICKER: BLDR SECURITY ID: 12008R107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul S. Levy | Management | For | Against |
| 1.2 | Elect Director Cory J. Boydston | Management | For | For |
| 1.3 | Elect Director James O'Leary | Management | For | Against |
| 1.4 | Elect Director Craig A. Steinke | 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 PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Short, Medium, and Long-Term GHG Emissions Reduction Targets | Shareholder | Against | For |
| BUNGE LIMITED MEETING DATE: MAY 11, 2023 | ||||
| TICKER: BG SECURITY ID: G16962105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eliane Aleixo Lustosa de Andrade | Management | For | For |
| 1b | Elect Director Sheila Bair | Management | For | For |
| 1c | Elect Director Carol Browner | Management | For | For |
| 1d | Elect Director David Fransen *Withdrawn* | Management | None | None |
| 1e | Elect Director Gregory Heckman | Management | For | For |
| 1f | Elect Director Bernardo Hees | Management | For | For |
| 1g | Elect Director Michael Kobori | Management | For | For |
| 1h | Elect Director Monica McGurk | Management | For | For |
| 1i | Elect Director Kenneth Simril | Management | For | For |
| 1j | Elect Director Henry "Jay" Winship | Management | For | For |
| 1k | Elect Director Mark Zenuk | Management | For | For |
| 2 | Advisory 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 Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| CACI INTERNATIONAL INC MEETING DATE: OCT 20, 2022 | ||||
| TICKER: CACI SECURITY ID: 127190304 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael A. Daniels | Management | For | For |
| 1b | Elect Director Lisa S. Disbrow | Management | For | For |
| 1c | Elect Director Susan M. Gordon | Management | For | For |
| 1d | Elect Director William L. Jews | Management | For | For |
| 1e | Elect Director Gregory G. Johnson | Management | For | For |
| 1f | Elect Director Ryan D. McCarthy | Management | For | For |
| 1g | Elect Director John S. Mengucci | Management | For | For |
| 1h | Elect Director Philip O. Nolan | Management | For | For |
| 1i | Elect Director James L. Pavitt | Management | For | For |
| 1j | Elect Director Debora A. Plunkett | Management | For | For |
| 1k | Elect Director William S. Wallace | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CARLISLE COMPANIES INCORPORATED MEETING DATE: MAY 03, 2023 | ||||
| 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 |
| CBRE GROUP, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 | Against |
| CELANESE CORPORATION MEETING DATE: APR 20, 2023 | ||||
| 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 |
| CELLNEX TELECOM SA MEETING DATE: MAY 31, 2023 | ||||
| TICKER: CLNX SECURITY ID: E2R41M104 | ||||
| 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 Treatment of Net Loss | Management | For | For |
| 4 | Approve Discharge of Board | Management | For | For |
| 5 | Approve Dividends Charged Against Reserves | Management | For | For |
| 6 | Renew Appointment of Deloitte, S.L. as Auditor | Management | For | For |
| 7.1 | Approve Annual Maximum Remuneration | Management | For | For |
| 7.2 | Amend Remuneration Policy | Management | For | For |
| 8.1 | Fix Number of Directors at 13 | Management | For | For |
| 8.2 | Reelect Concepcion del Rivero Bermejo as Director | Management | For | For |
| 8.3 | Reelect Christian Coco as Director | Management | For | For |
| 8.4 | Ratify Appointment by Co-option of Ana Garcia Fau as Director | Management | For | For |
| 8.5 | Ratify Appointment by Co-option of Jonathan Amouyal as Director | Management | For | For |
| 8.6 | Ratify Appointment by Co-option of Maria Teresa Ballester Fornes as Director | Management | For | For |
| 8.7 | Elect Oscar Fanjul Martin as Director | Management | For | For |
| 8.8 | Elect Dominique D'Hinnin as Director | Management | For | For |
| 8.9 | Elect Marco Patuano as Director | Management | For | For |
| 9 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | For |
| 10 | Authorize Increase in Capital up to 50 Percent via Issuance of Equity or Equity-Linked Securities, Excluding Preemptive Rights of up to 10 Percent | Management | For | For |
| 11 | Authorize Issuance of Convertible Bonds, Debentures, Warrants, and Other Debt Securities with Exclusion of Preemptive Rights up to 10 Percent of Capital | Management | For | For |
| 12 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| 13 | Advisory Vote on Remuneration Report | Management | For | For |
| CENOVUS ENERGY INC. MEETING DATE: APR 26, 2023 | ||||
| TICKER: CVE SECURITY ID: 15135U109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 2.1 | Elect Director Keith M. Casey | Management | For | For |
| 2.2 | Elect Director Canning K.N. Fok | Management | For | For |
| 2.3 | Elect Director Jane E. Kinney | Management | For | For |
| 2.4 | Elect Director Harold (Hal) N. Kvisle | Management | For | For |
| 2.5 | Elect Director Eva L. Kwok | Management | For | For |
| 2.6 | Elect Director Melanie A. Little | Management | For | For |
| 2.7 | Elect Director Richard J. Marcogliese | Management | For | For |
| 2.8 | Elect Director Jonathan M. McKenzie | Management | For | For |
| 2.9 | Elect Director Claude Mongeau | Management | For | For |
| 2.10 | Elect Director Alexander J. Pourbaix | Management | For | For |
| 2.11 | Elect Director Wayne E. Shaw | Management | For | For |
| 2.12 | Elect Director Frank J. Sixt | Management | For | For |
| 2.13 | Elect Director Rhonda I. Zygocki | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Report on Lobbying and Policy Advocacy with its Net Zero Goal | Shareholder | For | For |
| CENTENE CORPORATION MEETING DATE: MAY 10, 2023 | ||||
| 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 | Against |
| CHARLES RIVER LABORATORIES INTERNATIONAL, INC. MEETING DATE: MAY 09, 2023 | ||||
| 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 | Against |
| CHART INDUSTRIES, INC. MEETING DATE: MAY 25, 2023 | ||||
| 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 |
| CHESAPEAKE ENERGY CORPORATION MEETING DATE: JUN 08, 2023 | ||||
| TICKER: CHK SECURITY ID: 165167735 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Domenic J. ("Nick") Dell'Osso, Jr. | Management | For | For |
| 1b | Elect Director Timothy S. Duncan | Management | For | For |
| 1c | Elect Director Benjamin C. Duster, IV | Management | For | For |
| 1d | Elect Director Sarah A. Emerson | Management | For | For |
| 1e | Elect Director Matthew M. Gallagher | Management | For | For |
| 1f | Elect Director Brian Steck | Management | For | For |
| 1g | Elect Director Michael A. Wichterich | Management | For | For |
| 2 | Advisory Vote 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 |
| CHUBB LIMITED MEETING DATE: MAY 17, 2023 | ||||
| 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 | For |
| 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 | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | For |
| 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 | Against |
| 15 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| CITIZENS FINANCIAL GROUP INC. MEETING DATE: APR 27, 2023 | ||||
| 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 |
| CONCENTRIX CORPORATION MEETING DATE: MAR 23, 2023 | ||||
| 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 |
| CONSTELLATION BRANDS, INC. MEETING DATE: JUL 19, 2022 | ||||
| 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 | For |
| 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 | ||||
| TICKER: STZ SECURITY ID: 21036P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Charter | Management | For | Against |
| 2 | Adjourn Meeting | Management | For | Against |
| COREBRIDGE FINANCIAL, INC. MEETING DATE: JUN 20, 2023 | ||||
| TICKER: CRBG SECURITY ID: 21871X109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Adam Burk | Management | For | Against |
| 1b | Elect Director Alan Colberg | Management | For | For |
| 1c | Elect Director Lucy Fato | Management | For | Against |
| 1d | Elect Director Jonathan Gray | Management | For | Against |
| 1e | Elect Director Marilyn Hirsch | Management | For | Against |
| 1f | Elect Director Kevin Hogan | Management | For | Against |
| 1g | Elect Director Christopher Lynch | Management | For | Against |
| 1h | Elect Director Sabra Purtill | Management | For | For |
| 1i | Elect Director Elaine Rocha- Withdrawn | Management | None | None |
| 1j | Elect Director Chris Schaper | Management | For | For |
| 1k | Elect Director Amy Schioldager | Management | For | Against |
| 1l | Elect Director Patricia Walsh | Management | For | For |
| 1m | Elect Director Peter Zaffino | 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 PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CORTEVA, INC. MEETING DATE: APR 21, 2023 | ||||
| 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 |
| CROWN HOLDINGS, INC. MEETING DATE: APR 27, 2023 | ||||
| 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 | Against |
| DAVITA INC. MEETING DATE: JUN 06, 2023 | ||||
| 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 |
| DOUGLAS EMMETT, INC. MEETING DATE: MAY 24, 2023 | ||||
| TICKER: DEI SECURITY ID: 25960P109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dan A. Emmett | Management | For | For |
| 1.2 | Elect Director Jordan L. Kaplan | Management | For | For |
| 1.3 | Elect Director Kenneth M. Panzer | Management | For | For |
| 1.4 | Elect Director Leslie E. Bider | Management | For | For |
| 1.5 | Elect Director Dorene C. Dominguez | Management | For | For |
| 1.6 | Elect Director David T. Feinberg | Management | For | For |
| 1.7 | Elect Director Ray C. Leonard | Management | For | For |
| 1.8 | Elect Director Virginia A. McFerran | Management | For | For |
| 1.9 | Elect Director Thomas E. O'Hern | Management | For | For |
| 1.10 | Elect Director William E. Simon, Jr. | Management | For | For |
| 1.11 | Elect Director Shirley Wang | 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| DXC TECHNOLOGY COMPANY MEETING DATE: JUL 26, 2022 | ||||
| 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 |
| EAST WEST BANCORP, INC. MEETING DATE: MAY 23, 2023 | ||||
| TICKER: EWBC SECURITY ID: 27579R104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Manuel P. Alvarez | Management | For | For |
| 1.2 | Elect Director Molly Campbell | Management | For | For |
| 1.3 | Elect Director Archana Deskus | Management | For | For |
| 1.4 | Elect Director Serge Dumont | Management | For | For |
| 1.5 | Elect Director Rudolph I. Estrada | Management | For | For |
| 1.6 | Elect Director Paul H. Irving | Management | For | For |
| 1.7 | Elect Director Sabrina Kay | Management | For | For |
| 1.8 | Elect Director Jack C. Liu | Management | For | For |
| 1.9 | Elect Director Dominic Ng | Management | For | For |
| 1.10 | Elect Director Lester M. Sussman | Management | For | For |
| 2 | Advisory Vote 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 |
| EDISON INTERNATIONAL MEETING DATE: APR 27, 2023 | ||||
| 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 |
| ELEMENT SOLUTIONS INC MEETING DATE: JUN 06, 2023 | ||||
| TICKER: ESI SECURITY ID: 28618M106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin E. Franklin | Management | For | For |
| 1b | Elect Director Benjamin Gliklich | Management | For | For |
| 1c | Elect Director Ian G.H. Ashken | Management | For | For |
| 1d | Elect Director Elyse Napoli Filon | Management | For | For |
| 1e | Elect Director Christopher T. Fraser | Management | For | For |
| 1f | Elect Director Michael F. Goss | Management | For | For |
| 1g | Elect Director Nichelle Maynard-Elliott | Management | For | For |
| 1h | Elect Director E. Stanley O'Neal | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| EMCOR GROUP, INC. MEETING DATE: JUN 08, 2023 | ||||
| TICKER: EME SECURITY ID: 29084Q100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John W. Altmeyer | Management | For | For |
| 1b | Elect Director Anthony J. Guzzi | Management | For | For |
| 1c | Elect Director Ronald L. Johnson | Management | For | For |
| 1d | Elect Director Carol P. Lowe | Management | For | For |
| 1e | Elect Director M. Kevin McEvoy | Management | For | For |
| 1f | Elect Director William P. Reid | Management | For | For |
| 1g | Elect Director Steven B. Schwarzwaelder | Management | For | For |
| 1h | Elect Director Robin Walker-Lee | Management | For | For |
| 1i | Elect Director Rebecca Ann Weyenberg | Management | For | For |
| 2 | Advisory 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 Range for Size of the Board | Management | For | For |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 6 | Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Claims | Management | For | For |
| 7 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| ENTERGY CORPORATION MEETING DATE: MAY 05, 2023 | ||||
| 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 |
| ESSEX PROPERTY TRUST, INC. MEETING DATE: MAY 09, 2023 | ||||
| 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 |
| EXELON CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| FIRST AMERICAN FINANCIAL CORPORATION MEETING DATE: MAY 09, 2023 | ||||
| TICKER: FAF SECURITY ID: 31847R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth D. DeGiorgio | Management | For | For |
| 1.2 | Elect Director James L. Doti | Management | For | For |
| 1.3 | Elect Director Michael D. McKee | Management | For | For |
| 1.4 | Elect Director Marsha A. Spence | Management | For | For |
| 2 | Advisory 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 |
| FLEX LTD. MEETING DATE: AUG 25, 2022 | ||||
| TICKER: FLEX SECURITY ID: Y2573F102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Revathi Advaithi | Management | For | For |
| 1b | Elect Director Michael D. Capellas | Management | For | For |
| 1c | Elect Director John D. Harris, II | Management | For | For |
| 1d | Elect Director Michael E. Hurlston | Management | For | For |
| 1e | Elect Director Erin L. McSweeney | Management | For | For |
| 1f | Elect Director Marc A. Onetto | Management | For | For |
| 1g | Elect Director Charles K. Stevens, III | Management | For | For |
| 1h | Elect Director Lay Koon Tan | Management | For | For |
| 1i | Elect Director Patrick J. Ward | Management | For | For |
| 1j | Elect Director William D. Watkins | Management | For | For |
| 2 | Approve Deloitte & Touche 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 Issuance of Shares without Preemptive Rights | Management | For | For |
| 5 | Authorize Share Repurchase Program | Management | For | For |
| FRANCHISE GROUP, INC. MEETING DATE: MAY 09, 2023 | ||||
| TICKER: FRG SECURITY ID: 35180X105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew Avril | Management | For | For |
| 1.2 | Elect Director Cynthia S. Dubin | Management | For | For |
| 1.3 | Elect Director Lisa M. Fairfax | Management | For | For |
| 1.4 | Elect Director Thomas Herskovits | Management | For | For |
| 1.5 | Elect Director Brian R. Kahn | Management | For | For |
| 1.6 | Elect Director Gary S. Rich | Management | For | For |
| 1.7 | Elect Director Nanhi Singh | 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 |
| FREEPORT-MCMORAN, INC. MEETING DATE: JUN 06, 2023 | ||||
| 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 |
| GENPACT LIMITED MEETING DATE: MAY 04, 2023 | ||||
| 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 |
| GRAPHIC PACKAGING HOLDING COMPANY MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| HALLIBURTON COMPANY MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| HESS CORPORATION MEETING DATE: MAY 17, 2023 | ||||
| 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 | ||||
| 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 |
| INTERNATIONAL PAPER COMPANY MEETING DATE: MAY 08, 2023 | ||||
| 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 | Against |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| ITT INC. MEETING DATE: MAY 10, 2023 | ||||
| TICKER: ITT SECURITY ID: 45073V108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald DeFosset, Jr. | Management | For | For |
| 1b | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1c | Elect Director Richard P. Lavin | Management | For | For |
| 1d | Elect Director Rebecca A. McDonald | Management | For | For |
| 1e | Elect Director Timothy H. Powers | Management | For | For |
| 1f | Elect Director Luca Savi | Management | For | For |
| 1g | Elect Director Cheryl L. Shavers | Management | For | For |
| 1h | Elect Director Sabrina Soussan | 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 |
| 6 | Amend Governing Documents Regarding Requirements to Call for a Special Meeting | Shareholder | Against | Against |
| JAZZ PHARMACEUTICALS PLC MEETING DATE: JUL 28, 2022 | ||||
| TICKER: JAZZ SECURITY ID: G50871105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer E. Cook | Management | For | For |
| 1b | Elect Director Patrick G. Enright | Management | For | For |
| 1c | Elect Director Seamus Mulligan | Management | For | For |
| 1d | Elect Director Norbert G. Riedel | Management | For | For |
| 2 | Approve KPMG, Dublin 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 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 5 | Adjourn Meeting | Management | For | For |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. MEETING DATE: MAY 16, 2023 | ||||
| TICKER: KNX SECURITY ID: 499049104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reid Dove | Management | For | For |
| 1b | Elect Director Michael Garnreiter | Management | For | For |
| 1c | Elect Director Louis Hobson | Management | For | For |
| 1d | Elect Director David Jackson | Management | For | For |
| 1e | Elect Director Gary Knight | Management | For | For |
| 1f | Elect Director Kevin Knight | Management | For | For |
| 1g | Elect Director Kathryn Munro | Management | For | For |
| 1h | Elect Director Jessica Powell | Management | For | For |
| 1i | Elect Director Roberta Roberts Shank | Management | For | For |
| 1j | Elect Director Robert Synowicki, Jr. | Management | For | For |
| 1k | Elect Director David Vander Ploeg | Management | For | For |
| 2 | Advisory Vote 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 | Require Independent Board Chair | Shareholder | Against | Against |
| KNOWLES CORPORATION MEETING DATE: MAY 02, 2023 | ||||
| TICKER: KN SECURITY ID: 49926D109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Keith Barnes | Management | For | For |
| 1b | Elect Director Daniel J. Crowley | Management | For | For |
| 1c | Elect Director Hermann Eul | Management | For | For |
| 1d | Elect Director Didier Hirsch | Management | For | For |
| 1e | Elect Director Ye Jane Li | Management | For | For |
| 1f | Elect Director Donald Macleod | Management | For | For |
| 1g | Elect Director Jeffrey Niew | Management | For | For |
| 1h | Elect Director Cheryl Shavers | Management | For | For |
| 1i | Elect Director Michael Wishart | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| KOHL'S CORPORATION MEETING DATE: MAY 10, 2023 | ||||
| TICKER: KSS SECURITY ID: 500255104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Bender | Management | For | For |
| 1.2 | Elect Director Peter Boneparth | Management | For | For |
| 1.3 | Elect Director Yael Cosset | Management | For | For |
| 1.4 | Elect Director Christine Day | Management | For | For |
| 1.5 | Elect Director H. Charles Floyd | Management | For | For |
| 1.6 | Elect Director Margaret L. Jenkins | Management | For | For |
| 1.7 | Elect Director Thomas A. Kingsbury | Management | For | For |
| 1.8 | Elect Director Robbin Mitchell | Management | For | For |
| 1.9 | Elect Director Jonas Prising | Management | For | For |
| 1.10 | Elect Director John E. Schlifske | Management | For | For |
| 1.11 | Elect Director Adrianne Shapira | Management | For | For |
| 2 | Advisory Vote 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 |
| LAM RESEARCH CORPORATION MEETING DATE: NOV 08, 2022 | ||||
| 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 | ||||
| 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 | For |
| 1.3 | Elect Director Marshall A. Loeb | Management | For | For |
| 1.4 | Elect Director Stephen P. Mumblow | Management | For | For |
| 1.5 | Elect Director Thomas V. Reifenheiser | Management | For | For |
| 1.6 | Elect Director Anna Reilly | Management | For | For |
| 1.7 | Elect Director Kevin P. Reilly, Jr. | Management | For | For |
| 1.8 | Elect Director Wendell Reilly | Management | For | For |
| 1.9 | Elect Director Elizabeth 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 | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| LAUREATE EDUCATION, INC. MEETING DATE: MAY 24, 2023 | ||||
| TICKER: LAUR SECURITY ID: 518613203 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew B. Cohen | Management | For | For |
| 1.2 | Elect Director Pedro del Corro | Management | For | For |
| 1.3 | Elect Director Aristides de Macedo | Management | For | For |
| 1.4 | Elect Director Kenneth W. Freeman | Management | For | For |
| 1.5 | Elect Director Barbara Mair | Management | For | For |
| 1.6 | Elect Director George Munoz | Management | For | For |
| 1.7 | Elect Director Judith Rodin | Management | For | For |
| 1.8 | Elect Director Eilif Serck-Hanssen | Management | For | For |
| 1.9 | Elect Director Ian K. Snow | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| LIBERTY ENERGY INC. MEETING DATE: APR 18, 2023 | ||||
| TICKER: LBRT SECURITY ID: 53115L104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Simon Ayat | Management | For | For |
| 1.2 | Elect Director Gale A. Norton | Management | For | For |
| 1.3 | Elect Director Cary D. Steinbeck | 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 |
| LIGHT & WONDER, INC. MEETING DATE: JUN 07, 2023 | ||||
| TICKER: LNW SECURITY ID: 80874P109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jamie R. Odell | Management | For | For |
| 1.2 | Elect Director Matthew R. Wilson | Management | For | For |
| 1.3 | Elect Director Antonia Korsanos | Management | For | For |
| 1.4 | Elect Director Hamish R. McLennan | Management | For | For |
| 1.5 | Elect Director Stephen Morro | Management | For | For |
| 1.6 | Elect Director Michael J. Regan | Management | For | For |
| 1.7 | Elect Director Virginia E. Shanks | Management | For | For |
| 1.8 | Elect Director Timothy Throsby | Management | For | For |
| 1.9 | Elect Director Maria T. Vullo | Management | For | For |
| 1.10 | Elect Director Kneeland C. Youngblood | Management | For | For |
| 2 | Advisory Vote 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 Auditor | Management | For | For |
| LITHIA MOTORS, INC. MEETING DATE: APR 20, 2023 | ||||
| TICKER: LAD SECURITY ID: 536797103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sidney B. DeBoer | Management | For | For |
| 1b | Elect Director Susan O. Cain | Management | For | For |
| 1c | Elect Director Bryan B. DeBoer | Management | For | For |
| 1d | Elect Director James E. Lentz | Management | For | For |
| 1e | Elect Director Shauna F. McIntyre | Management | For | For |
| 1f | Elect Director Louis P. Miramontes | Management | For | For |
| 1g | Elect Director Kenneth E. Roberts | Management | For | For |
| 1h | Elect Director David J. Robino | Management | For | For |
| 1i | Elect Director Stacy C. Loretz-Congdon | Management | For | For |
| 2 | Advisory Vote 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 |
| LOUISIANA-PACIFIC CORPORATION MEETING DATE: APR 28, 2023 | ||||
| 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 |
| LPL FINANCIAL HOLDINGS INC. MEETING DATE: MAY 11, 2023 | ||||
| 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 |
| M&T BANK CORPORATION MEETING DATE: APR 18, 2023 | ||||
| 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 |
| MAGNA INTERNATIONAL INC. MEETING DATE: MAY 11, 2023 | ||||
| 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 |
| MANPOWERGROUP INC. MEETING DATE: MAY 05, 2023 | ||||
| TICKER: MAN SECURITY ID: 56418H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Jean-Philippe Courtois | Management | For | For |
| 1B | Elect Director William Downe | Management | For | For |
| 1C | Elect Director John F. Ferraro | Management | For | For |
| 1D | Elect Director William P. Gipson | Management | For | For |
| 1E | Elect Director Patricia Hemingway Hall | Management | For | For |
| 1F | Elect Director Julie M. Howard | Management | For | For |
| 1G | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1H | Elect Director Muriel Penicaud | Management | For | For |
| 1I | Elect Director Jonas Prising | Management | For | For |
| 1J | Elect Director Paul Read | Management | For | For |
| 1K | Elect Director Elizabeth P. Sartain | Management | For | For |
| 1L | Elect Director Michael J. Van Handel | 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 |
| MARKEL CORPORATION MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| METLIFE, INC. MEETING DATE: JUN 20, 2023 | ||||
| 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 |
| MGM RESORTS INTERNATIONAL MEETING DATE: MAY 02, 2023 | ||||
| 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 | ||||
| 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 | ||||
| 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 |
| MOHAWK INDUSTRIES, INC. MEETING DATE: MAY 25, 2023 | ||||
| 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 | Against |
| MOLINA HEALTHCARE, INC. MEETING DATE: MAY 03, 2023 | ||||
| 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 |
| MOTOROLA SOLUTIONS, INC. MEETING DATE: MAY 16, 2023 | ||||
| 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 | For |
| 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 |
| MSC INDUSTRIAL DIRECT CO., INC. MEETING DATE: JAN 25, 2023 | ||||
| TICKER: MSM SECURITY ID: 553530106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Erik Gershwind | Management | For | For |
| 1.2 | Elect Director Louise Goeser | Management | For | For |
| 1.3 | Elect Director Mitchell Jacobson | Management | For | For |
| 1.4 | Elect Director Michael Kaufmann | Management | For | For |
| 1.5 | Elect Director Steven Paladino | Management | For | For |
| 1.6 | Elect Director Philip Peller | Management | For | For |
| 1.7 | Elect Director Rahquel Purcell | Management | For | For |
| 1.8 | Elect Director Rudina Seseri | 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 | For |
| NEXSTAR MEDIA GROUP, INC. MEETING DATE: JUN 15, 2023 | ||||
| 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 | Against |
| NEXTERA ENERGY PARTNERS, LP MEETING DATE: APR 24, 2023 | ||||
| TICKER: NEP SECURITY ID: 65341B106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan D. Austin | Management | For | For |
| 1b | Elect Director Robert J. Byrne | Management | For | For |
| 1c | Elect Director John W. Ketchum | Management | For | For |
| 1d | Elect Director Peter H. Kind | 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 |
| NMI HOLDINGS, INC. MEETING DATE: MAY 11, 2023 | ||||
| TICKER: NMIH SECURITY ID: 629209305 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bradley M. Shuster | Management | For | For |
| 1.2 | Elect Director Adam S. Pollitzer | Management | For | For |
| 1.3 | Elect Director Michael Embler | Management | For | For |
| 1.4 | Elect Director Priya Huskins | Management | For | For |
| 1.5 | Elect Director James G. Jones | Management | For | For |
| 1.6 | Elect Director Lynn S. McCreary | Management | For | For |
| 1.7 | Elect Director Michael Montgomery | Management | For | For |
| 1.8 | Elect Director Regina Muehlhauser | Management | For | For |
| 1.9 | Elect Director Steven L. Scheid | 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 |
| NUTRIEN LTD. MEETING DATE: MAY 10, 2023 | ||||
| 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 |
| O'REILLY AUTOMOTIVE, INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 | Against |
| OCCIDENTAL PETROLEUM CORPORATION MEETING DATE: MAY 05, 2023 | ||||
| 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 REPUBLIC INTERNATIONAL CORPORATION MEETING DATE: MAY 25, 2023 | ||||
| TICKER: ORI SECURITY ID: 680223104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara A. Adachi | Management | For | For |
| 1.2 | Elect Director Charles J. Kovaleski | Management | For | For |
| 1.3 | Elect Director Craig R. Smiddy | Management | For | For |
| 1.4 | Elect Director Fredricka Taubitz | 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 Limit the Liability of Certain Officers | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| OLIN CORPORATION MEETING DATE: APR 27, 2023 | ||||
| TICKER: OLN SECURITY ID: 680665205 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Beverley A. Babcock | Management | For | For |
| 1b | Elect Director C. Robert Bunch | Management | For | For |
| 1c | Elect Director Matthew S. Darnall | Management | For | For |
| 1d | Elect Director Earl L. Shipp | Management | For | For |
| 1e | Elect Director Scott M. Sutton | Management | For | For |
| 1f | Elect Director William H. Weideman | Management | For | For |
| 1g | Elect Director W. Anthony Will | Management | For | For |
| 1h | Elect Director Carol A. 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 |
| ONEMAIN HOLDINGS, INC. MEETING DATE: JUN 13, 2023 | ||||
| TICKER: OMF SECURITY ID: 68268W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Phyllis R. Caldwell | Management | For | For |
| 1.2 | Elect Director Roy A. Guthrie | 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 | Declassify the Board of Directors | Management | For | For |
| 5 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| OSHKOSH CORPORATION MEETING DATE: MAY 03, 2023 | ||||
| TICKER: OSK SECURITY ID: 688239201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith J. Allman | Management | For | For |
| 1.2 | Elect Director Douglas L. Davis | Management | For | For |
| 1.3 | Elect Director Tyrone M. Jordan | Management | For | For |
| 1.4 | Elect Director Kimberley Metcalf-Kupres | Management | For | For |
| 1.5 | Elect Director Stephen D. Newlin | Management | For | For |
| 1.6 | Elect Director Duncan J. Palmer | Management | For | For |
| 1.7 | Elect Director David G. Perkins | Management | For | For |
| 1.8 | Elect Director John C. Pfeifer | Management | For | For |
| 1.9 | Elect Director Sandra E. Rowland | Management | For | For |
| 1.10 | Elect Director John S. Shiely | 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 a Majority Vote for the Election of Directors | Shareholder | Against | Against |
| OVINTIV INC. MEETING DATE: MAY 03, 2023 | ||||
| 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 |
| PACCAR INC MEETING DATE: APR 25, 2023 | ||||
| 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 | Against |
| 6 | Report on Climate Lobbying | Shareholder | Against | For |
| PACKAGING CORPORATION OF AMERICA MEETING DATE: MAY 02, 2023 | ||||
| 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 |
| PERFORMANCE FOOD GROUP COMPANY MEETING DATE: NOV 16, 2022 | ||||
| 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 |
| PG&E CORPORATION MEETING DATE: MAY 18, 2023 | ||||
| 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 | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PROLOGIS, INC. MEETING DATE: MAY 04, 2023 | ||||
| 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 | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| PUBLIC STORAGE MEETING DATE: MAY 02, 2023 | ||||
| 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 | ||||
| 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 |
| REGAL REXNORD CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 |
| RELIANCE STEEL & ALUMINUM CO. MEETING DATE: MAY 17, 2023 | ||||
| TICKER: RS SECURITY ID: 759509102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lisa L. Baldwin | Management | For | For |
| 1b | Elect Director Karen W. Colonias | Management | For | For |
| 1c | Elect Director Frank J. Dellaquila | Management | For | For |
| 1d | Elect Director James D. Hoffman | Management | For | For |
| 1e | Elect Director Mark V. Kaminski | Management | For | For |
| 1f | Elect Director Karla R. Lewis | Management | For | For |
| 1g | Elect Director Robert A. McEvoy | Management | For | For |
| 1h | Elect Director David W. Seeger | Management | For | For |
| 1i | Elect Director Douglas W. Stotlar | 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 |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| ROYALTY PHARMA PLC MEETING DATE: JUN 22, 2023 | ||||
| TICKER: RPRX SECURITY ID: G7709Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pablo Legorreta | Management | For | For |
| 1b | Elect Director Henry Fernandez | Management | For | For |
| 1c | Elect Director Bonnie Bassler | Management | For | For |
| 1d | Elect Director Errol De Souza | Management | For | For |
| 1e | Elect Director Catherine Engelbert | Management | For | For |
| 1f | Elect Director M. Germano Giuliani | Management | For | For |
| 1g | Elect Director David Hodgson | Management | For | For |
| 1h | Elect Director Ted Love | Management | For | For |
| 1i | Elect Director Gregory Norden | Management | For | For |
| 1j | Elect Director Rory Riggs | 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 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Ratify Ernst & Young as U.K. Statutory Auditors | Management | For | For |
| 7 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| RXO, INC. MEETING DATE: MAY 23, 2023 | ||||
| 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 |
| SCIENCE APPLICATIONS INTERNATIONAL CORPORATION MEETING DATE: JUN 07, 2023 | ||||
| TICKER: SAIC SECURITY ID: 808625107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Garth N. Graham | Management | For | For |
| 1b | Elect Director Carolyn B. Handlon | Management | For | For |
| 1c | Elect Director Yvette M. Kanouff | Management | For | For |
| 1d | Elect Director Nazzic S. Keene | Management | For | For |
| 1e | Elect Director Timothy J. Mayopoulos | Management | For | For |
| 1f | Elect Director Katharina G. McFarland | Management | For | For |
| 1g | Elect Director Milford W. McGuirt | Management | For | For |
| 1h | Elect Director Donna S. Morea | Management | For | For |
| 1i | Elect Director James C. Reagan | Management | For | For |
| 1j | Elect Director Steven R. Shane | 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 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| SLM CORPORATION MEETING DATE: JUN 20, 2023 | ||||
| TICKER: SLM SECURITY ID: 78442P106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director R. Scott Blackley | Management | For | For |
| 1b | Elect Director Paul G. Child | Management | For | For |
| 1c | Elect Director Mary Carter Warren Franke | Management | For | For |
| 1d | Elect Director Marianne M. Keler | Management | For | For |
| 1e | Elect Director Mark L. Lavelle | Management | For | For |
| 1f | Elect Director Ted Manvitz | Management | For | For |
| 1g | Elect Director Jim Matheson | Management | For | For |
| 1h | Elect Director Samuel T. Ramsey | Management | For | For |
| 1i | Elect Director Vivian C. Schneck-Last | Management | For | For |
| 1j | Elect Director Robert S. Strong | Management | For | For |
| 1k | Elect Director Jonathan W. Witter | Management | For | For |
| 1l | Elect Director Kirsten O. Wolberg | Management | For | For |
| 2 | Advisory Vote 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 |
| SOUTHWESTERN ENERGY COMPANY MEETING DATE: MAY 18, 2023 | ||||
| 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 |
| SS&C TECHNOLOGIES HOLDINGS, INC. MEETING DATE: MAY 17, 2023 | ||||
| TICKER: SSNC SECURITY ID: 78467J100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Normand A. Boulanger | Management | For | For |
| 1b | Elect Director David A. Varsano | Management | For | For |
| 1c | Elect Director Michael J. Zamkow | Management | For | For |
| 2 | Advisory Vote 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 | Against |
| STANLEY BLACK & DECKER, INC. MEETING DATE: APR 21, 2023 | ||||
| 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 |
| STATE STREET CORPORATION MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| TARGA RESOURCES CORP. MEETING DATE: MAY 23, 2023 | ||||
| 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 | Against |
| TD SYNNEX CORPORATION MEETING DATE: MAR 21, 2023 | ||||
| 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 | For |
| 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 |
| TEMPUR SEALY INTERNATIONAL, INC. MEETING DATE: MAY 11, 2023 | ||||
| TICKER: TPX SECURITY ID: 88023U101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Evelyn S. Dilsaver | Management | For | For |
| 1b | Elect Director Simon John Dyer | Management | For | For |
| 1c | Elect Director Cathy R. Gates | Management | For | For |
| 1d | Elect Director John A. Heil | Management | For | For |
| 1e | Elect Director Meredith Siegfried Madden | Management | For | For |
| 1f | Elect Director Richard W. Neu | Management | For | For |
| 1g | Elect Director Scott L. Thompson | 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 |
| TENET HEALTHCARE CORPORATION MEETING DATE: MAY 25, 2023 | ||||
| TICKER: THC SECURITY ID: 88033G407 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Robert Kerrey | Management | For | For |
| 1.2 | Elect Director James L. Bierman | Management | For | For |
| 1.3 | Elect Director Richard W. Fisher | Management | For | For |
| 1.4 | Elect Director Meghan M. FitzGerald | Management | For | For |
| 1.5 | Elect Director Cecil D. Haney | Management | For | For |
| 1.6 | Elect Director Christopher S. Lynch | Management | For | For |
| 1.7 | Elect Director Richard J. Mark | Management | For | For |
| 1.8 | Elect Director Tammy Romo | Management | For | For |
| 1.9 | Elect Director Saumya Sutaria | Management | For | For |
| 1.10 | 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 Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Policies Regarding Patients' Right to Access Abortions in Emergencies | Shareholder | Against | Against |
| THE ALLSTATE CORPORATION MEETING DATE: MAY 23, 2023 | ||||
| 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 BRINK'S COMPANY MEETING DATE: MAY 05, 2023 | ||||
| TICKER: BCO SECURITY ID: 109696104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kathie J. Andrade | Management | For | For |
| 1b | Elect Director Paul G. Boynton | Management | For | For |
| 1c | Elect Director Ian D. Clough | Management | For | For |
| 1d | Elect Director Susan E. Docherty | Management | For | For |
| 1e | Elect Director Mark Eubanks | Management | For | For |
| 1f | Elect Director Michael J. Herling | Management | For | For |
| 1g | Elect Director A. Louis Parker | Management | For | For |
| 1h | Elect Director Timothy J. Tynan | Management | For | For |
| 1i | Elect Director Keith R. Wyche | Management | For | For |
| 2 | Advisory Vote 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 CARLYLE GROUP INC. MEETING DATE: MAY 30, 2023 | ||||
| TICKER: CG SECURITY ID: 14316J108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William E. Conway, Jr. | Management | For | Withhold |
| 1.2 | Elect Director Lawton W. Fitt | Management | For | Withhold |
| 1.3 | Elect Director Mark S. Ordan | Management | For | Withhold |
| 1.4 | Elect Director Anthony Welters | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Declassify the Board of Directors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 6 | Adopt Simple Majority Vote | Shareholder | For | For |
| THE HARTFORD FINANCIAL SERVICES GROUP, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 TIMKEN COMPANY MEETING DATE: MAY 05, 2023 | ||||
| TICKER: TKR SECURITY ID: 887389104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Maria A. Crowe | Management | For | For |
| 1.2 | Elect Director Elizabeth A. Harrell | Management | For | For |
| 1.3 | Elect Director Richard G. Kyle | Management | For | For |
| 1.4 | Elect Director Sarah C. Lauber | Management | For | For |
| 1.5 | Elect Director John A. Luke, Jr. | Management | For | For |
| 1.6 | Elect Director Christopher L. Mapes | Management | For | For |
| 1.7 | Elect Director James F. Palmer | Management | For | For |
| 1.8 | Elect Director Ajita G. Rajendra | Management | For | For |
| 1.9 | Elect Director Frank C. Sullivan | Management | For | For |
| 1.10 | Elect Director John M. Timken, Jr. | Management | For | For |
| 1.11 | Elect Director Ward J. Timken, 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 |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| THRYV HOLDINGS, INC. MEETING DATE: JUN 13, 2023 | ||||
| TICKER: THRY SECURITY ID: 886029206 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Slater | Management | For | Withhold |
| 1.2 | Elect Director Joseph A. Walsh | 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 |
| TRAVEL + LEISURE CO. MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| TRONOX HOLDINGS PLC MEETING DATE: MAY 03, 2023 | ||||
| TICKER: TROX SECURITY ID: G9087Q102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ilan Kaufthal | Management | For | For |
| 1b | Elect Director John Romano | Management | For | For |
| 1c | Elect Director Jean-Francois Turgeon | Management | For | For |
| 1d | Elect Director Mutlaq Al- Morished | Management | For | For |
| 1e | Elect Director Vanessa Guthrie | Management | For | For |
| 1f | Elect Director Peter B. Johnston | Management | For | For |
| 1g | Elect Director Ginger M. Jones | Management | For | For |
| 1h | Elect Director Stephen Jones | Management | For | For |
| 1i | Elect Director Moazzam Khan | Management | For | For |
| 1j | Elect Director Sipho Nkosi | 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 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Remuneration Policy | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Ratify PricewaterhouseCoopers LLP as Statutory Auditors | Management | For | For |
| 8 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 9 | Authorise Issue of Equity | Management | For | For |
| 10 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 11 | Authorize Share Repurchase Program | Management | For | For |
| TYSON FOODS, INC. MEETING DATE: FEB 09, 2023 | ||||
| TICKER: TSN SECURITY ID: 902494103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John H. Tyson | Management | For | For |
| 1b | Elect Director Les R. Baledge | Management | For | For |
| 1c | Elect Director Mike Beebe | Management | For | For |
| 1d | Elect Director Maria Claudia Borras | Management | For | For |
| 1e | Elect Director David J. Bronczek | Management | For | For |
| 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 | For |
| 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 |
| UFP INDUSTRIES, INC. MEETING DATE: APR 26, 2023 | ||||
| TICKER: UFPI SECURITY ID: 90278Q108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Benjamin J. Mclean | Management | For | For |
| 1b | Elect Director Mary Tuuk Kuras | Management | For | For |
| 1c | Elect Director Michael G. Wooldridge | 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 |
| UPBOUND GROUP, INC. MEETING DATE: JUN 06, 2023 | ||||
| TICKER: UPBD SECURITY ID: 76009N100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey Brown | Management | For | For |
| 1b | Elect Director Mitchell Fadel | Management | For | For |
| 1c | Elect Director Christopher Hetrick | Management | For | For |
| 1d | Elect Director Harold Lewis | Management | For | For |
| 1e | Elect Director Glenn Marino | Management | For | For |
| 1f | Elect Director Carol McFate | Management | For | For |
| 1g | Elect Director Jen You | 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 |
| US FOODS HOLDING CORP. MEETING DATE: MAY 18, 2023 | ||||
| TICKER: USFD SECURITY ID: 912008109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl A. Bachelder | Management | For | For |
| 1b | Elect Director James J. Barber, Jr. | Management | For | For |
| 1c | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1d | Elect Director Scott D. Ferguson | Management | For | For |
| 1e | Elect Director David E. Flitman | Management | For | For |
| 1f | Elect Director Marla Gottschalk | Management | For | For |
| 1g | Elect Director Sunil Gupta | Management | For | For |
| 1h | Elect Director Carl Andrew Pforzheimer | Management | For | For |
| 1i | Elect Director Quentin Roach | Management | For | For |
| 1j | Elect Director David M. Tehle | Management | For | For |
| 1k | Elect Director David A. Toy | Management | For | For |
| 1l | Elect Director Ann E. Ziegler | Management | For | For |
| 2 | Advisory 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 Add Federal Forum Selection Provision | Management | For | For |
| 5 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 7 | Limit Accelerated Vesting of Equity Awards Upon a Change in Control | Shareholder | Against | Against |
| VALERO ENERGY CORPORATION MEETING DATE: MAY 09, 2023 | ||||
| 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 | Against |
| 6 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| VICTORIA'S SECRET & CO. MEETING DATE: MAY 25, 2023 | ||||
| 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 |
| VONTIER CORPORATION MEETING DATE: MAY 22, 2023 | ||||
| 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 |
| VOYA FINANCIAL, INC. MEETING DATE: MAY 25, 2023 | ||||
| TICKER: VOYA SECURITY ID: 929089100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lynne Biggar | Management | For | For |
| 1b | Elect Director Stephen Bowman | Management | For | For |
| 1c | Elect Director Yvette S. Butler | Management | For | For |
| 1d | Elect Director Jane P. Chwick | Management | For | For |
| 1e | Elect Director Kathleen DeRose | Management | For | For |
| 1f | Elect Director Hikmet Ersek | Management | For | For |
| 1g | Elect Director Ruth Ann M. Gillis | Management | For | For |
| 1h | Elect Director Heather Lavallee | Management | For | For |
| 1i | Elect Director Aylwin B. Lewis | Management | For | For |
| 1j | Elect Director Rodney O. Martin, Jr. | Management | For | For |
| 1k | Elect Director Joseph V. Tripodi | Management | For | For |
| 1l | Elect Director David Zwiener | 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 |
| WALKER & DUNLOP, INC. MEETING DATE: MAY 04, 2023 | ||||
| TICKER: WD SECURITY ID: 93148P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ellen D. Levy | Management | For | For |
| 1.2 | Elect Director Michael D. Malone | Management | For | For |
| 1.3 | Elect Director John Rice | Management | For | For |
| 1.4 | Elect Director Dana L. Schmaltz | Management | For | For |
| 1.5 | Elect Director Howard W. Smith, III | Management | For | For |
| 1.6 | Elect Director William M. Walker | Management | For | For |
| 1.7 | Elect Director Michael J. Warren | Management | For | For |
| 1.8 | Elect Director Donna C. Wells | Management | For | For |
| 2 | Ratify KPMG 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 | ||||
| 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 | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WESCO INTERNATIONAL, INC. MEETING DATE: MAY 25, 2023 | ||||
| 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 |
| WESTLAKE CORPORATION MEETING DATE: MAY 11, 2023 | ||||
| TICKER: WLK SECURITY ID: 960413102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a.1 | Elect Director Catherine T. Chao | Management | For | For |
| 1a.2 | Elect Director Marius A. Haas | Management | For | For |
| 1a.3 | Elect Director Kimberly S. Lubel | Management | For | For |
| 1a.4 | Elect Director Jeffrey W. Sheets | Management | For | For |
| 1b.1 | Elect Director Carolyn C. Sabat | 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 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| 7 | Strengthen 2030 GHG Reduction Targets and Adopt Long-Term Targets Aligned with Net Zero | Shareholder | Against | Against |
| 8 | Report on Reducing Plastic Pollution of the Oceans | Shareholder | Against | Against |
| WEWORK INC. MEETING DATE: APR 24, 2023 | ||||
| TICKER: WE SECURITY ID: 96209A104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| 2 | Approve Issuance of Shares for a Private Placement | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| WEWORK INC. MEETING DATE: JUN 12, 2023 | ||||
| TICKER: WE SECURITY ID: 96209A104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sandeep Mathrani - Withdrawn | Management | None | None |
| 1b | Elect Director Alex Clavel | Management | For | For |
| 1c | Elect Director Bruce Dunlevie - Withdrawn | Management | None | None |
| 1d | Elect Director Daniel Hurwitz | Management | For | Against |
| 1e | Elect Director Veronique Laury | Management | For | Against |
| 1f | Elect Director Vikas Parekh | Management | For | For |
| 1g | Elect Director Deven Parekh | Management | For | Against |
| 1h | Elect Director Vivek Ranadive | Management | For | Against |
| 1i | Elect Director David Tolley | 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 | Approve Reverse Stock Split | Management | For | For |
| WEX INC. MEETING DATE: MAY 11, 2023 | ||||
| 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 |
| WILLSCOT MOBILE MINI HOLDINGS CORP. MEETING DATE: JUN 02, 2023 | ||||
| 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 |
| XPO, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 | For |
| ZIFF DAVIS, INC. MEETING DATE: MAY 05, 2023 | ||||
| TICKER: ZD SECURITY ID: 48123V102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vivek Shah | Management | For | For |
| 1b | Elect Director Sarah Fay | Management | For | For |
| 1c | Elect Director Trace Harris | Management | For | For |
| 1d | Elect Director W. Brian Kretzmer | Management | For | For |
| 1e | Elect Director Jonathan F. Miller | Management | For | For |
| 1f | Elect Director Scott C. 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 |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
VOTE SUMMARY REPORT
FIDELITY SERIES ALL-SECTOR EQUITY FUND
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ABBOTT LABORATORIES MEETING DATE: APR 28, 2023 | ||||
| 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 |
| ACCENTURE PLC MEETING DATE: FEB 01, 2023 | ||||
| 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 | ||||
| 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 | Against |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| ADVANCED MICRO DEVICES, INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 |
| AGILON HEALTH, INC. MEETING DATE: MAY 24, 2023 | ||||
| TICKER: AGL SECURITY ID: 00857U107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ron Williams | Management | For | For |
| 1b | Elect Director Derek L. Strum | Management | For | For |
| 1c | Elect Director Diana L. McKenzie | Management | For | For |
| 1d | Elect Director Karen McLoughlin | 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 |
| AIR PRODUCTS AND CHEMICALS, INC. MEETING DATE: JAN 26, 2023 | ||||
| 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 |
| ALBERTSONS COMPANIES, INC. MEETING DATE: AUG 04, 2022 | ||||
| TICKER: ACI SECURITY ID: 013091103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vivek Sankaran | Management | For | For |
| 1b | Elect Director James Donald | Management | For | For |
| 1c | Elect Director Chan Galbato | Management | For | For |
| 1d | Elect Director Sharon Allen | Management | For | For |
| 1e | Elect Director Shant Babikian | Management | For | For |
| 1f | Elect Director Steven Davis *Withdrawn Resolution* | Management | None | None |
| 1g | Elect Director Kim Fennebresque | Management | For | For |
| 1h | Elect Director Allen Gibson | Management | For | For |
| 1i | Elect Director Hersch Klaff | Management | For | For |
| 1j | Elect Director Jay Schottenstein | Management | For | Against |
| 1k | Elect Director Alan Schumacher | Management | For | For |
| 1l | Elect Director Brian Kevin Turner | Management | For | For |
| 1m | Elect Director Mary Elizabeth West | Management | For | For |
| 1n | Elect Director Scott Wille | Management | For | For |
| 2 | Ratify Deloitte and Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALCOA CORPORATION MEETING DATE: MAY 05, 2023 | ||||
| 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 | Against |
| ALPHABET INC. MEETING DATE: JUN 02, 2023 | ||||
| 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 | For |
| 1e | Elect Director Frances H. Arnold | Management | For | For |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | Against |
| 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 | Against |
| 1k | Elect Director Robin L. Washington | Management | For | Against |
| 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 | Against |
| 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 | For |
| 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 |
| ALTICE USA, INC. MEETING DATE: JUN 14, 2023 | ||||
| TICKER: ATUS SECURITY ID: 02156K103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alexandre Fonseca | Management | For | For |
| 1b | Elect Director Patrick Drahi | Management | For | For |
| 1c | Elect Director David Drahi | Management | For | For |
| 1d | Elect Director Dexter Goei | Management | For | For |
| 1e | Elect Director Mark Mullen | Management | For | Against |
| 1f | Elect Director Dennis Okhuijsen | Management | For | For |
| 1g | Elect Director Susan Schnabel | Management | For | Against |
| 1h | Elect Director Charles Stewart | Management | For | Against |
| 1i | Elect Director Raymond Svider | Management | For | Against |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| AMAZON.COM, INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 | 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 | 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 | For |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | Against |
| AMDOCS LIMITED MEETING DATE: JAN 27, 2023 | ||||
| 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 EXPRESS COMPANY MEETING DATE: MAY 02, 2023 | ||||
| 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 | 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 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | For |
| AMERICAN TOWER CORPORATION MEETING DATE: MAY 24, 2023 | ||||
| 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 | ||||
| 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 | Against |
| AMERISOURCEBERGEN CORPORATION MEETING DATE: MAR 09, 2023 | ||||
| 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 | ||||
| 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 |
| ANGI INC. MEETING DATE: JUN 20, 2023 | ||||
| TICKER: ANGI SECURITY ID: 00183L102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Angela R. Hicks Bowman | Management | For | For |
| 1.2 | Elect Director Thomas R. Evans | Management | For | For |
| 1.3 | Elect Director Alesia J. Haas | Management | For | For |
| 1.4 | Elect Director Christopher Halpin | Management | For | For |
| 1.5 | Elect Director Kendall Handler | Management | For | For |
| 1.6 | Elect Director Sandra Buchanan Hurse | Management | For | For |
| 1.7 | Elect Director Joseph Levin | Management | For | For |
| 1.8 | Elect Director Jeremy Philips | Management | For | For |
| 1.9 | Elect Director Glenn H. Schiffman | Management | For | For |
| 1.10 | Elect Director Mark Stein | Management | For | For |
| 1.11 | Elect Director Suzy Welch | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ANTERO RESOURCES CORPORATION MEETING DATE: JUN 06, 2023 | ||||
| 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 | Withhold |
| 1.3 | Elect Director Brenda R. Schroer | Management | For | Withhold |
| 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 Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| APPLE INC. MEETING DATE: MAR 10, 2023 | ||||
| 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 | Against |
| APPLIED MATERIALS, INC. MEETING DATE: MAR 09, 2023 | ||||
| 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 | Against |
| 6 | Improve Executive Compensation Program and Policy | Shareholder | Against | Against |
| APTARGROUP, INC. MEETING DATE: MAY 03, 2023 | ||||
| TICKER: ATR SECURITY ID: 038336103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George L. Fotiades | Management | For | For |
| 1b | Elect Director Candace Matthews | Management | For | For |
| 1c | Elect Director B. Craig Owens | Management | For | For |
| 1d | Elect Director Julie Xing | Management | For | For |
| 2 | Advisory 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 |
| APTIV PLC MEETING DATE: APR 26, 2023 | ||||
| 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 |
| ARAMARK MEETING DATE: FEB 03, 2023 | ||||
| TICKER: ARMK SECURITY ID: 03852U106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan M. Cameron | Management | For | For |
| 1b | Elect Director Greg Creed | Management | For | For |
| 1c | Elect Director Bridgette P. Heller | Management | For | For |
| 1d | Elect Director Paul C. Hilal | Management | For | For |
| 1e | Elect Director Kenneth M. Keverian | Management | For | For |
| 1f | Elect Director Karen M. King | Management | For | For |
| 1g | Elect Director Patricia E. Lopez | Management | For | For |
| 1h | Elect Director Stephen I. Sadove | Management | For | For |
| 1i | Elect Director Kevin G. Wills | Management | For | For |
| 1j | Elect Director Arthur B. Winkleblack | Management | For | For |
| 1k | Elect Director John J. Zillmer | 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 | Against |
| ARCH CAPITAL GROUP LTD. MEETING DATE: MAY 04, 2023 | ||||
| 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 |
| ARTHUR J. GALLAGHER & CO. MEETING DATE: MAY 09, 2023 | ||||
| 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 |
| ASHLAND INC. MEETING DATE: JAN 24, 2023 | ||||
| TICKER: ASH SECURITY ID: 044186104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven D. Bishop | Management | For | For |
| 1.2 | Elect Director Brendan M. Cummins | Management | For | For |
| 1.3 | Elect Director Suzan F. Harrison | Management | For | For |
| 1.4 | Elect Director Jay V. Ihlenfeld | Management | For | For |
| 1.5 | Elect Director Wetteny Joseph | Management | For | For |
| 1.6 | Elect Director Susan L. Main | Management | For | For |
| 1.7 | Elect Director Guillermo Novo | Management | For | For |
| 1.8 | Elect Director Jerome A. Peribere | Management | For | For |
| 1.9 | Elect Director Janice J. Teal | 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 |
| AT&T INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 | Against |
| 6 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| BANK OF AMERICA CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 | Against |
| 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 |
| BIOGEN INC. MEETING DATE: JUN 26, 2023 | ||||
| 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 | Against |
| 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 | Against |
| 1g | Elect Director Richard C. Mulligan- Withdrawn | Management | None | None |
| 1h | Elect Director Eric K. Rowinsky | Management | For | Against |
| 1i | Elect Director Stephen A. Sherwin | Management | For | Against |
| 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 | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Elect Director Susan K. Langer | Management | For | Against |
| BLACK KNIGHT, INC. MEETING DATE: SEP 21, 2022 | ||||
| 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 | For |
| 3 | Adjourn Meeting | Management | For | For |
| BLACKROCK, INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| BLOCK, INC. MEETING DATE: JUN 13, 2023 | ||||
| TICKER: SQ SECURITY ID: 852234103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roelof Botha | Management | For | For |
| 1.2 | Elect Director Amy Brooks | Management | For | For |
| 1.3 | Elect Director Shawn Carter | Management | For | For |
| 1.4 | Elect Director James McKelvey | 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 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| BOOKING HOLDINGS INC. MEETING DATE: JUN 06, 2023 | ||||
| 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 |
| BOSTON SCIENTIFIC CORPORATION MEETING DATE: MAY 04, 2023 | ||||
| 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 | ||||
| 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 |
| CAESARS ENTERTAINMENT, INC. MEETING DATE: JUN 13, 2023 | ||||
| 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 | Withhold |
| 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 | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 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 | Against |
| CAPITAL ONE FINANCIAL CORPORATION MEETING DATE: MAY 04, 2023 | ||||
| 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 | Against |
| CAPRI HOLDINGS LIMITED MEETING DATE: AUG 03, 2022 | ||||
| TICKER: CPRI SECURITY ID: G1890L107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Judy Gibbons | Management | For | For |
| 1b | Elect Director Jane Thompson | 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 |
| CATERPILLAR INC. MEETING DATE: JUN 14, 2023 | ||||
| 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 | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 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 | ||||
| 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 |
| CELANESE CORPORATION MEETING DATE: APR 20, 2023 | ||||
| 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 |
| CELSIUS HOLDINGS, INC. MEETING DATE: JUN 01, 2023 | ||||
| TICKER: CELH SECURITY ID: 15118V207 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John Fieldly | Management | For | For |
| 1.2 | Elect Director Nicholas Castaldo | Management | For | For |
| 1.3 | Elect Director Caroline Levy | Management | For | For |
| 1.4 | Elect Director Hal Kravitz | Management | For | For |
| 1.5 | Elect Director Alexandre Ruberti | Management | For | For |
| 1.6 | Elect Director Cheryl S. Miller | Management | For | For |
| 1.7 | Elect Director Damon DeSantis | Management | For | For |
| 1.8 | Elect Director Joyce Russell | Management | For | For |
| 1.9 | Elect Director James Lee | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| CF INDUSTRIES HOLDINGS, INC. MEETING DATE: MAY 03, 2023 | ||||
| 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 | Against |
| CHARTER COMMUNICATIONS, INC. MEETING DATE: APR 25, 2023 | ||||
| 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 | Against |
| 1d | Elect Director Gregory B. Maffei | Management | For | For |
| 1e | Elect Director John D. Markley, Jr. | Management | For | Against |
| 1f | Elect Director David C. Merritt | Management | For | For |
| 1g | Elect Director James E. Meyer | Management | For | Against |
| 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 | Against |
| 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 | Against |
| 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 |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CHIPOTLE MEXICAN GRILL, INC. MEETING DATE: MAY 25, 2023 | ||||
| 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 |
| CHUBB LIMITED MEETING DATE: MAY 17, 2023 | ||||
| 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 | For |
| 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 | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | For |
| 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 | Against |
| 15 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| CINEMARK HOLDINGS, INC. MEETING DATE: MAY 18, 2023 | ||||
| TICKER: CNK SECURITY ID: 17243V102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy Loewe | Management | For | For |
| 1.2 | Elect Director Steven Rosenberg | Management | For | For |
| 1.3 | Elect Director Enrique Senior | Management | For | For |
| 1.4 | Elect Director Nina Vaca | 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 |
| CITIGROUP INC. MEETING DATE: APR 25, 2023 | ||||
| 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 | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Report on Respecting Indigenous Peoples' Rights | Shareholder | Against | Against |
| 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 | ||||
| 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 |
| COMCAST CORPORATION MEETING DATE: JUN 07, 2023 | ||||
| TICKER: CMCSA SECURITY ID: 20030N101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | For |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | For |
| 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 | For |
| 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 | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| COMERICA INCORPORATED MEETING DATE: APR 25, 2023 | ||||
| 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 |
| CONSTELLATION BRANDS, INC. MEETING DATE: JUL 19, 2022 | ||||
| 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 | For |
| 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 | ||||
| TICKER: STZ SECURITY ID: 21036P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Charter | Management | For | Against |
| 2 | Adjourn Meeting | Management | For | Against |
| CONSTELLATION ENERGY CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 |
| CORNING INCORPORATED MEETING DATE: APR 27, 2023 | ||||
| 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 |
| CORPORATE OFFICE PROPERTIES TRUST MEETING DATE: MAY 11, 2023 | ||||
| TICKER: OFC SECURITY ID: 22002T108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas F. Brady | Management | For | For |
| 1b | Elect Director Stephen E. Budorick | Management | For | For |
| 1c | Elect Director Robert L. Denton, Sr. | Management | For | For |
| 1d | Elect Director Philip L. Hawkins | Management | For | For |
| 1e | Elect Director Steven D. Kesler | Management | For | For |
| 1f | Elect Director Letitia A. Long | Management | For | For |
| 1g | Elect Director Essye B. Miller | Management | For | For |
| 1h | Elect Director Raymond L. Owens | Management | For | For |
| 1i | Elect Director C. Taylor Pickett | Management | For | For |
| 1j | Elect Director Lisa G. Trimberger | 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 PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CORTEVA, INC. MEETING DATE: APR 21, 2023 | ||||
| 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 | ||||
| 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 |
| CROCS, INC. MEETING DATE: JUN 20, 2023 | ||||
| TICKER: CROX SECURITY ID: 227046109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas J. Smach | Management | For | For |
| 1.2 | Elect Director Beth J. Kaplan | 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 |
| CROWN CASTLE INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 | ||||
| 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 | Against |
| CSX CORPORATION MEETING DATE: MAY 10, 2023 | ||||
| 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 |
| CUBESMART MEETING DATE: MAY 16, 2023 | ||||
| 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 |
| CUSHMAN & WAKEFIELD PLC MEETING DATE: SEP 21, 2022 | ||||
| TICKER: CWK SECURITY ID: G2717B108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve the Repurchase Authorization, Form of Share Repurchase Contracts and Repurchase Counterparties | Management | For | For |
| CUSHMAN & WAKEFIELD PLC MEETING DATE: MAY 11, 2023 | ||||
| TICKER: CWK SECURITY ID: G2717B108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brett White | Management | For | For |
| 1.2 | Elect Director Jodie McLean | Management | For | For |
| 1.3 | Elect Director Billie Williamson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Ratify KPMG LLP as UK Statutory Auditor | Management | For | For |
| 4 | Authorize Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Approve Director Compensation Report | Management | For | For |
| 7 | Approve Director Compensation Policy | Management | For | For |
| 8 | Approve the Directors' Authority to Allot Shares | Management | For | For |
| 9 | Approve the Disapplication of Statutory Pre-Emption Rights | Management | For | For |
| D.R. HORTON, INC. MEETING DATE: JAN 18, 2023 | ||||
| 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 |
| DATADOG, INC. MEETING DATE: JUN 08, 2023 | ||||
| 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 | For |
| 1c | Elect Director Shardul Shah | 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 |
| DEERE & COMPANY MEETING DATE: FEB 22, 2023 | ||||
| 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 | Against |
| DELL TECHNOLOGIES INC. MEETING DATE: JUN 20, 2023 | ||||
| TICKER: DELL SECURITY ID: 24703L202 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael S. Dell | Management | For | For |
| 1.2 | Elect Director David W. Dorman | Management | For | For |
| 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 | 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 |
| DELTA AIR LINES, INC. MEETING DATE: JUN 15, 2023 | ||||
| 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 | Against |
| 6 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | Against |
| DISH NETWORK CORPORATION MEETING DATE: APR 28, 2023 | ||||
| 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 | For |
| 1.7 | Elect Director Charles W. Ergen | Management | For | For |
| 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 | ||||
| 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 | Against |
| DOLLAR TREE, INC. MEETING DATE: JUN 13, 2023 | ||||
| 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 | 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 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 | ||||
| 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 | Against |
| DOVER CORPORATION MEETING DATE: MAY 05, 2023 | ||||
| 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 | For |
| 1d | Elect Director Michael F. Johnston | Management | For | For |
| 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 |
| DRAFTKINGS, INC. MEETING DATE: MAY 15, 2023 | ||||
| TICKER: DKNG SECURITY ID: 26142V105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jason D. Robins | Management | For | For |
| 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 | For |
| 1.6 | Elect Director Jocelyn Moore | Management | For | For |
| 1.7 | Elect Director Ryan R. Moore | Management | For | Withhold |
| 1.8 | Elect Director Valerie Mosley | Management | For | For |
| 1.9 | Elect Director Steven J. Murray | Management | For | Withhold |
| 1.10 | Elect Director Marni M. Walden | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| DUPONT DE NEMOURS, INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| ECOLAB INC. MEETING DATE: MAY 04, 2023 | ||||
| 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 | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| EDISON INTERNATIONAL MEETING DATE: APR 27, 2023 | ||||
| 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 |
| ELI LILLY AND COMPANY MEETING DATE: MAY 01, 2023 | ||||
| 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 | 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 | Against |
| 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 | ||||
| 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 | ||||
| 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 |
| EPAM SYSTEMS, INC. MEETING DATE: JUN 02, 2023 | ||||
| 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 |
| EQUINIX, INC. MEETING DATE: MAY 25, 2023 | ||||
| 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 | ||||
| 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 | For |
| 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 |
| ESSEX PROPERTY TRUST, INC. MEETING DATE: MAY 09, 2023 | ||||
| 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 |
| EXELON CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 |
| EXPRO GROUP HOLDINGS N.V. MEETING DATE: MAY 24, 2023 | ||||
| TICKER: XPRO SECURITY ID: N3144W105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael C. Kearney | Management | For | For |
| 1b | Elect Director Michael Jardon | Management | For | For |
| 1c | Elect Director Eitan Arbeter | Management | For | For |
| 1d | Elect Director Robert W. Drummond | Management | For | For |
| 1e | Elect Director Alan Schrager | Management | For | For |
| 1f | Elect Director Lisa L. Troe | Management | For | For |
| 1g | Elect Director Brian Truelove | Management | For | For |
| 1h | Elect Director Frances M. Vallejo | Management | For | For |
| 1i | Elect Director Eileen G. Whelley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 4 | Approve Discharge of Board Members | Management | For | For |
| 5 | Ratify Deloitte Accountants B.V. as Auditors | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 7 | Authorize Share Repurchase Program | Management | For | For |
| 8 | Approve the Issuance of Up to 20 Percent of the Company's Issued Capital | Management | For | For |
| 9 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| EXXON MOBIL CORPORATION MEETING DATE: MAY 31, 2023 | ||||
| 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 | Against |
| 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 | Against |
| 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 | Against |
| 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 |
| FEDEX CORPORATION MEETING DATE: SEP 19, 2022 | ||||
| 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 | Against |
| 6 | Report on Alignment Between Company Values and Electioneering Contributions | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Racism in Corporate Culture | Shareholder | Against | Against |
| 9 | Report on Climate Lobbying | Shareholder | Against | Against |
| FIRST SOLAR, INC. MEETING DATE: MAY 09, 2023 | ||||
| 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 | ||||
| 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 |
| FLEETCOR TECHNOLOGIES, INC. MEETING DATE: JUN 09, 2023 | ||||
| TICKER: FLT SECURITY ID: 339041105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven T. Stull | Management | For | For |
| 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 | For |
| 1f | Elect Director Rahul Gupta | Management | For | For |
| 1g | Elect Director Thomas M. Hagerty | Management | For | For |
| 1h | Elect Director Archie L. Jones, Jr. | Management | For | For |
| 1i | Elect Director Hala G. Moddelmog | Management | For | For |
| 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 | 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 |
| FLEX LTD. MEETING DATE: AUG 25, 2022 | ||||
| TICKER: FLEX SECURITY ID: Y2573F102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Revathi Advaithi | Management | For | For |
| 1b | Elect Director Michael D. Capellas | Management | For | For |
| 1c | Elect Director John D. Harris, II | Management | For | For |
| 1d | Elect Director Michael E. Hurlston | Management | For | For |
| 1e | Elect Director Erin L. McSweeney | Management | For | For |
| 1f | Elect Director Marc A. Onetto | Management | For | For |
| 1g | Elect Director Charles K. Stevens, III | Management | For | For |
| 1h | Elect Director Lay Koon Tan | Management | For | For |
| 1i | Elect Director Patrick J. Ward | Management | For | For |
| 1j | Elect Director William D. Watkins | Management | For | For |
| 2 | Approve Deloitte & Touche 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 Issuance of Shares without Preemptive Rights | Management | For | For |
| 5 | Authorize Share Repurchase Program | Management | For | For |
| FORTIVE CORPORATION MEETING DATE: JUN 06, 2023 | ||||
| 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 | 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 |
| FREEPORT-MCMORAN, INC. MEETING DATE: JUN 06, 2023 | ||||
| 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 |
| FRESHPET, INC. MEETING DATE: OCT 03, 2022 | ||||
| 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 |
| GAN SYSTEMS, INC. MEETING DATE: APR 18, 2023 | ||||
| TICKER: SECURITY ID: IDH042000 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Private Company Resolution: Approve Plan of Arrangement | Management | For | For |
| GAN SYSTEMS, INC. MEETING DATE: APR 18, 2023 | ||||
| TICKER: SECURITY ID: IDH044000 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Private Company Resolution: Approve Plan of Arrangement | Management | For | For |
| GAN SYSTEMS, INC. MEETING DATE: APR 18, 2023 | ||||
| TICKER: SECURITY ID: IDH060000 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Private Company Resolution: Approve Plan of Arrangement | Management | For | For |
| GENERAL ELECTRIC COMPANY MEETING DATE: MAY 03, 2023 | ||||
| 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 |
| GILEAD SCIENCES, INC. MEETING DATE: MAY 03, 2023 | ||||
| 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 |
| GLOBE LIFE INC. MEETING DATE: APR 27, 2023 | ||||
| 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 |
| HESS CORPORATION MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| HONEYWELL INTERNATIONAL INC. MEETING DATE: MAY 19, 2023 | ||||
| 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 | Against |
| 6 | Issue Environmental Justice Report | Shareholder | Against | Against |
| HOST HOTELS & RESORTS, INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 | ||||
| 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 | Against |
| HP INC. MEETING DATE: APR 24, 2023 | ||||
| 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 | Against |
| HUBBELL INCORPORATED MEETING DATE: MAY 02, 2023 | ||||
| TICKER: HUBB SECURITY ID: 443510607 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gerben W. Bakker | Management | For | For |
| 1.2 | Elect Director Carlos M. Cardoso | Management | For | For |
| 1.3 | Elect Director Anthony J. Guzzi | Management | For | For |
| 1.4 | Elect Director Rhett A. Hernandez | Management | For | For |
| 1.5 | Elect Director Neal J. Keating | Management | For | For |
| 1.6 | Elect Director Bonnie C. Lind | Management | For | For |
| 1.7 | Elect Director John F. Malloy | Management | For | For |
| 1.8 | Elect Director Jennifer M. Pollino | Management | For | For |
| 1.9 | Elect Director John G. Russell | Management | For | For |
| 2 | Advisory Vote 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 |
| HUMANA INC. MEETING DATE: APR 20, 2023 | ||||
| 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 |
| IAC INC. MEETING DATE: JUN 15, 2023 | ||||
| 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 | For |
| 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 | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| INGERSOLL RAND INC. MEETING DATE: JUN 15, 2023 | ||||
| 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 |
| INTERCONTINENTAL EXCHANGE, INC. MEETING DATE: MAY 19, 2023 | ||||
| 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 FLAVORS & FRAGRANCES INC. MEETING DATE: MAY 03, 2023 | ||||
| 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 |
| INTUIT INC. MEETING DATE: JAN 19, 2023 | ||||
| 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 | ||||
| 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 |
| INVITATION HOMES, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 | ||||
| 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 | Against |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| JABIL INC. MEETING DATE: JAN 26, 2023 | ||||
| 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 |
| JONES LANG LASALLE INCORPORATED MEETING DATE: MAY 25, 2023 | ||||
| TICKER: JLL SECURITY ID: 48020Q107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hugo Bague | Management | For | For |
| 1b | Elect Director Matthew Carter, Jr. | Management | For | For |
| 1c | Elect Director Tina Ju | Management | For | For |
| 1d | Elect Director Bridget Macaskill | Management | For | For |
| 1e | Elect Director Deborah H. McAneny | Management | For | For |
| 1f | Elect Director Siddharth (Bobby) N. Mehta | Management | For | For |
| 1g | Elect Director Moses Ojeisekhoba | Management | For | For |
| 1h | Elect Director Jeetendra (Jeetu) I. Patel | Management | For | For |
| 1i | Elect Director Ann Marie Petach | Management | For | For |
| 1j | Elect Director Larry Quinlan | Management | For | For |
| 1k | Elect Director Efrain Rivera | Management | For | For |
| 1l | Elect Director Christian Ulbrich | Management | For | For |
| 2 | Advisory 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 |
| JPMORGAN CHASE & CO. MEETING DATE: MAY 16, 2023 | ||||
| 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 | Against |
| 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 | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| KEURIG DR PEPPER INC. MEETING DATE: JUN 12, 2023 | ||||
| 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 |
| LAMB WESTON HOLDINGS, INC. MEETING DATE: SEP 29, 2022 | ||||
| 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 |
| LIBERTY BROADBAND CORPORATION MEETING DATE: JUN 06, 2023 | ||||
| TICKER: LBRDK SECURITY ID: 530307107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John C. Malone | Management | For | Withhold |
| 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 |
| LIFE STORAGE, INC. MEETING DATE: MAY 18, 2023 | ||||
| TICKER: LSI SECURITY ID: 53223X107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark G. Barberio | Management | For | For |
| 1b | Elect Director Joseph V. Saffire | Management | For | For |
| 1c | Elect Director Stephen R. Rusmisel | Management | For | For |
| 1d | Elect Director Arthur L. Havener, Jr. | Management | For | For |
| 1e | Elect Director Dana Hamilton | Management | For | For |
| 1f | Elect Director Edward J. Pettinella | Management | For | For |
| 1g | Elect Director David L. Rogers | Management | For | For |
| 1h | Elect Director Susan Harnett | 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 |
| LINDE PLC MEETING DATE: JUL 25, 2022 | ||||
| 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 | ||||
| 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 | ||||
| TICKER: LIN SECURITY ID: G5494J111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| LOCKHEED MARTIN CORPORATION MEETING DATE: APR 27, 2023 | ||||
| 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 | Against |
| LYONDELLBASELL INDUSTRIES N.V. MEETING DATE: MAY 19, 2023 | ||||
| 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 | ||||
| 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 |
| MARRIOTT INTERNATIONAL, INC. MEETING DATE: MAY 12, 2023 | ||||
| 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 | Against |
| MARSH & MCLENNAN COMPANIES, INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 | For |
| 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 | ||||
| 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 |
| MARVELL TECHNOLOGY, INC. MEETING DATE: JUN 16, 2023 | ||||
| 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 |
| MASIMO CORPORATION MEETING DATE: JUN 26, 2023 | ||||
| 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 | Against |
| 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 |
| MCDONALD'S CORPORATION MEETING DATE: MAY 25, 2023 | ||||
| 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 | Against |
| 10 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 11 | Report on Animal Welfare | Shareholder | Against | Against |
| MERCK & CO., INC. MEETING DATE: MAY 23, 2023 | ||||
| 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 | Against |
| 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 | Against |
| 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 | ||||
| TICKER: META SECURITY ID: 30303M102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peggy Alford | Management | For | For |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | For |
| 1.3 | Elect Director Andrew W. Houston | Management | For | For |
| 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 | For |
| 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 | For |
| 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 |
| MGIC INVESTMENT CORPORATION MEETING DATE: APR 27, 2023 | ||||
| TICKER: MTG SECURITY ID: 552848103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Analisa M. Allen | Management | For | For |
| 1.2 | Elect Director Daniel A. Arrigoni | Management | For | For |
| 1.3 | Elect Director C. Edward Chaplin | Management | For | For |
| 1.4 | Elect Director Curt S. Culver | Management | For | For |
| 1.5 | Elect Director Jay C. Hartzell | Management | For | For |
| 1.6 | Elect Director Timothy A. Holt | Management | For | For |
| 1.7 | Elect Director Jodeen A. Kozlak | Management | For | For |
| 1.8 | Elect Director Michael E. Lehman | Management | For | For |
| 1.9 | Elect Director Teresita M. Lowman | Management | For | For |
| 1.10 | Elect Director Timothy J. Mattke | Management | For | For |
| 1.11 | Elect Director Sheryl L. Sculley | Management | For | For |
| 1.12 | Elect Director Mark M. Zandi | Management | For | For |
| 2 | Advisory Vote 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 |
| MICROCHIP TECHNOLOGY INCORPORATED MEETING DATE: AUG 23, 2022 | ||||
| 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 | ||||
| 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 | ||||
| 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 |
| MONDELEZ INTERNATIONAL, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 | For |
| MONGODB, INC. MEETING DATE: JUN 27, 2023 | ||||
| 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 |
| MONSTER BEVERAGE CORPORATION MEETING DATE: JUN 22, 2023 | ||||
| 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 | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| NERDWALLET, INC. MEETING DATE: MAY 24, 2023 | ||||
| TICKER: NRDS SECURITY ID: 64082B102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tim Chen | Management | For | For |
| 1.2 | Elect Director Jennifer E. Ceran | Management | For | For |
| 1.3 | Elect Director Lynne M. Laube | Management | For | For |
| 1.4 | Elect Director Kenneth T. McBride | Management | For | For |
| 1.5 | Elect Director Maurice Taylor | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| NETFLIX, INC. MEETING DATE: JUN 01, 2023 | ||||
| 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 |
| NEXTERA ENERGY, INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 | Against |
| NIELSEN HOLDINGS PLC MEETING DATE: SEP 01, 2022 | ||||
| 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 | ||||
| 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 | ||||
| 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 |
| NISOURCE INC. MEETING DATE: MAY 23, 2023 | ||||
| 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 | Against |
| NORTHROP GRUMMAN CORPORATION MEETING DATE: MAY 17, 2023 | ||||
| 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 | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| NVIDIA CORPORATION MEETING DATE: JUN 22, 2023 | ||||
| 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 |
| NXP SEMICONDUCTORS N.V. MEETING DATE: MAY 24, 2023 | ||||
| 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 | ||||
| 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 | Against |
| OLAPLEX HOLDINGS, INC. MEETING DATE: JUN 22, 2023 | ||||
| TICKER: OLPX SECURITY ID: 679369108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janet Gurwitch | Management | For | For |
| 1.2 | Elect Director Martha (Marti) Morfitt | Management | For | For |
| 1.3 | Elect Director David Mussafer | Management | For | For |
| 1.4 | Elect Director Emily White | 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 |
| OLD DOMINION FREIGHT LINE, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| OLIN CORPORATION MEETING DATE: APR 27, 2023 | ||||
| TICKER: OLN SECURITY ID: 680665205 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Beverley A. Babcock | Management | For | For |
| 1b | Elect Director C. Robert Bunch | Management | For | For |
| 1c | Elect Director Matthew S. Darnall | Management | For | For |
| 1d | Elect Director Earl L. Shipp | Management | For | For |
| 1e | Elect Director Scott M. Sutton | Management | For | For |
| 1f | Elect Director William H. Weideman | Management | For | For |
| 1g | Elect Director W. Anthony Will | Management | For | For |
| 1h | Elect Director Carol A. 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 |
| ON SEMICONDUCTOR CORPORATION MEETING DATE: MAY 18, 2023 | ||||
| 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 |
| OPTION CARE HEALTH, INC. MEETING DATE: MAY 17, 2023 | ||||
| TICKER: OPCH SECURITY ID: 68404L201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Arlotta | Management | For | Withhold |
| 1.2 | Elect Director Elizabeth Q. Betten | Management | For | Withhold |
| 1.3 | Elect Director Elizabeth D. Bierbower | Management | For | Withhold |
| 1.4 | Elect Director Natasha Deckmann | Management | For | Withhold |
| 1.5 | Elect Director David W. Golding | Management | For | Withhold |
| 1.6 | Elect Director Harry M. Jansen Kraemer, Jr. | Management | For | Withhold |
| 1.7 | Elect Director R. Carter Pate | Management | For | Withhold |
| 1.8 | Elect Director John C. Rademacher | Management | For | Withhold |
| 1.9 | Elect Director Nitin Sahney | Management | For | Withhold |
| 1.10 | Elect Director Timothy P. Sullivan | Management | For | Withhold |
| 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 |
| PALO ALTO NETWORKS, INC. MEETING DATE: DEC 13, 2022 | ||||
| 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 | Against |
| PARKER-HANNIFIN CORPORATION MEETING DATE: OCT 26, 2022 | ||||
| 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 | ||||
| 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 | ||||
| TICKER: PAYC SECURITY ID: 70432V102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sharen J. Turney | Management | For | For |
| 1.2 | Elect Director J.C. Watts, Jr. | 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 | 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 | Against |
| PAYPAL HOLDINGS, INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| PEPSICO, INC. MEETING DATE: MAY 03, 2023 | ||||
| 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 |
| PG&E CORPORATION MEETING DATE: MAY 18, 2023 | ||||
| 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 | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PHILLIPS 66 MEETING DATE: MAY 10, 2023 | ||||
| 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 |
| PLANET FITNESS, INC. MEETING DATE: MAY 01, 2023 | ||||
| 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 | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PPL CORPORATION MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| PROLOGIS, INC. MEETING DATE: SEP 28, 2022 | ||||
| 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 | ||||
| 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 | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED MEETING DATE: APR 18, 2023 | ||||
| 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 |
| RALPH LAUREN CORPORATION MEETING DATE: AUG 04, 2022 | ||||
| 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 |
| RAYTHEON TECHNOLOGIES CORPORATION MEETING DATE: MAY 02, 2023 | ||||
| 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 | Against |
| 8 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| REGENERON PHARMACEUTICALS, INC. MEETING DATE: JUN 09, 2023 | ||||
| TICKER: REGN SECURITY ID: 75886F107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph L. Goldstein | Management | For | For |
| 1b | Elect Director Christine A. Poon | Management | For | For |
| 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 |
| REINSURANCE GROUP OF AMERICA, INCORPORATED MEETING DATE: MAY 24, 2023 | ||||
| TICKER: RGA SECURITY ID: 759351604 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pina Albo | Management | For | For |
| 1b | Elect Director Tony Cheng | Management | For | For |
| 1c | Elect Director John J. Gauthier | Management | For | For |
| 1d | Elect Director Patricia L. Guinn | Management | For | For |
| 1e | Elect Director Anna Manning | Management | For | For |
| 1f | Elect Director Hazel M. McNeilage | Management | For | For |
| 1g | Elect Director George Nichols, III | Management | For | For |
| 1h | Elect Director Stephen O'Hearn | Management | For | For |
| 1i | Elect Director Shundrawn Thomas | Management | For | For |
| 1j | Elect Director Khanh T. Tran | Management | For | For |
| 1k | Elect Director Steven C. Van Wyk | 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 |
| RELIANCE STEEL & ALUMINUM CO. MEETING DATE: MAY 17, 2023 | ||||
| TICKER: RS SECURITY ID: 759509102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lisa L. Baldwin | Management | For | For |
| 1b | Elect Director Karen W. Colonias | Management | For | For |
| 1c | Elect Director Frank J. Dellaquila | Management | For | For |
| 1d | Elect Director James D. Hoffman | Management | For | For |
| 1e | Elect Director Mark V. Kaminski | Management | For | For |
| 1f | Elect Director Karla R. Lewis | Management | For | For |
| 1g | Elect Director Robert A. McEvoy | Management | For | For |
| 1h | Elect Director David W. Seeger | Management | For | For |
| 1i | Elect Director Douglas W. Stotlar | 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 |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| RESMED INC. MEETING DATE: NOV 16, 2022 | ||||
| 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 | ||||
| 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 | ||||
| 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 |
| ROYALTY PHARMA PLC MEETING DATE: JUN 22, 2023 | ||||
| TICKER: RPRX SECURITY ID: G7709Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pablo Legorreta | Management | For | For |
| 1b | Elect Director Henry Fernandez | Management | For | For |
| 1c | Elect Director Bonnie Bassler | Management | For | For |
| 1d | Elect Director Errol De Souza | Management | For | For |
| 1e | Elect Director Catherine Engelbert | Management | For | For |
| 1f | Elect Director M. Germano Giuliani | Management | For | For |
| 1g | Elect Director David Hodgson | Management | For | For |
| 1h | Elect Director Ted Love | Management | For | For |
| 1i | Elect Director Gregory Norden | Management | For | For |
| 1j | Elect Director Rory Riggs | 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 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Ratify Ernst & Young as U.K. Statutory Auditors | Management | For | For |
| 7 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| SALESFORCE, INC. MEETING DATE: JUN 08, 2023 | ||||
| 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 | ||||
| TICKER: SRPT SECURITY ID: 803607100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard J. Barry | Management | For | Against |
| 1.2 | Elect Director M. Kathleen Behrens | Management | For | Against |
| 1.3 | Elect Director Stephen L. Mayo | Management | For | Against |
| 1.4 | Elect Director Claude Nicaise | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 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 |
| SCHLUMBERGER N.V. MEETING DATE: APR 05, 2023 | ||||
| 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 |
| SEMPRA ENERGY MEETING DATE: MAY 12, 2023 | ||||
| TICKER: SRE SECURITY ID: 816851109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andres Conesa | Management | For | Against |
| 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 | Against |
| 1g | Elect Director Cynthia L. Walker | Management | For | For |
| 1h | Elect Director Cynthia J. Warner | Management | For | Against |
| 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 | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | Against |
| 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 |
| SIGNET JEWELERS LIMITED MEETING DATE: JUN 16, 2023 | ||||
| TICKER: SIG SECURITY ID: G81276100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director H. Todd Stitzer | Management | For | For |
| 1b | Elect Director Virginia "Gina" C. Drosos | Management | For | For |
| 1c | Elect Director Andre V. Branch | Management | For | For |
| 1d | Elect Director R. Mark Graf | Management | For | For |
| 1e | Elect Director Zackery A. Hicks | Management | For | For |
| 1f | Elect Director Sharon L. McCollam | Management | For | For |
| 1g | Elect Director Helen McCluskey | Management | For | For |
| 1h | Elect Director Nancy A. Reardon | Management | For | For |
| 1i | Elect Director Jonathan Seiffer | Management | For | For |
| 1j | Elect Director Brian Tilzer | Management | For | For |
| 1k | Elect Director Eugenia Ulasewicz | Management | For | For |
| 1l | Elect Director Donta L. Wilson | Management | For | For |
| 2 | Approve KPMG 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 |
| SIMON PROPERTY GROUP, INC. MEETING DATE: MAY 04, 2023 | ||||
| TICKER: SPG SECURITY ID: 828806109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Glyn F. Aeppel | Management | For | For |
| 1B | Elect Director Larry C. Glasscock | Management | For | For |
| 1C | Elect Director Allan Hubbard | Management | For | Against |
| 1D | Elect Director Reuben S. Leibowitz | Management | For | Against |
| 1E | Elect Director Randall J. Lewis | Management | For | For |
| 1F | Elect Director Gary M. Rodkin | Management | For | For |
| 1G | Elect Director Peggy Fang Roe | Management | For | For |
| 1H | Elect Director Stefan M. Selig | Management | For | Against |
| 1I | Elect Director Daniel C. Smith | Management | For | Against |
| 1J | Elect Director Marta R. Stewart | 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 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SNOWFLAKE INC. MEETING DATE: JUL 07, 2022 | ||||
| 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 | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SOVOS BRANDS, INC. MEETING DATE: JUN 07, 2023 | ||||
| TICKER: SOVO SECURITY ID: 84612U107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Roberts | Management | For | For |
| 1b | Elect Director Vijayanthimala (Mala) Singh | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SPOTIFY TECHNOLOGY SA MEETING DATE: MAR 29, 2023 | ||||
| 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 | For |
| 4c | Elect Shishir Samir Mehrotra as A Director | Management | For | For |
| 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 | Against |
| STARBUCKS CORPORATION MEETING DATE: MAR 23, 2023 | ||||
| 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 | ||||
| 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 |
| STEPSTONE GROUP, INC. MEETING DATE: SEP 14, 2022 | ||||
| TICKER: STEP SECURITY ID: 85914M107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jose A. Fernandez | Management | For | For |
| 1.2 | Elect Director Thomas Keck | Management | For | For |
| 1.3 | Elect Director Michael I. McCabe | Management | For | For |
| 1.4 | Elect Director Steven R. Mitchell | 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 |
| STRYKER CORPORATION MEETING DATE: MAY 10, 2023 | ||||
| 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 |
| SURGERY PARTNERS, INC. MEETING DATE: JUN 01, 2023 | ||||
| TICKER: SGRY SECURITY ID: 86881A100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Patricia A. Maryland | Management | For | For |
| 1.2 | Elect Director T. Devin O'Reilly | Management | For | For |
| 1.3 | Elect Director Brent Turner | Management | For | For |
| 2 | Advisory Vote 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 |
| SWEETGREEN, INC. MEETING DATE: JUN 15, 2023 | ||||
| TICKER: SG SECURITY ID: 87043Q108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Neil Blumenthal | Management | For | For |
| 1.2 | Elect Director Julie Bornstein | Management | For | For |
| 1.3 | Elect Director Cliff Burrows | Management | For | For |
| 1.4 | Elect Director Nicolas Jammet | Management | For | For |
| 1.5 | Elect Director Valerie Jarrett | Management | For | For |
| 1.6 | Elect Director Youngme Moon | Management | For | For |
| 1.7 | Elect Director Jonathan Neman | Management | For | For |
| 1.8 | Elect Director Nathaniel Ru | Management | For | For |
| 1.9 | Elect Director Bradley Singer | 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 |
| SYSCO CORPORATION MEETING DATE: NOV 18, 2022 | ||||
| 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 | For |
| 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 | For |
| 6 | Report on Efforts to Reduce Plastic Use | Shareholder | None | For |
| T-MOBILE US, INC. MEETING DATE: JUN 16, 2023 | ||||
| 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 | ||||
| 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 | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TAPESTRY, INC. MEETING DATE: NOV 15, 2022 | ||||
| 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 |
| TARGET CORPORATION MEETING DATE: JUN 14, 2023 | ||||
| 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: AUG 04, 2022 | ||||
| TICKER: TSLA SECURITY ID: 88160R101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ira Ehrenpreis | Management | For | For |
| 1.2 | Elect Director Kathleen Wilson-Thompson | Management | For | For |
| 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 | Against |
| 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 | For |
| 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 | ||||
| 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 | For |
| 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 BANK OF NEW YORK MELLON CORPORATION MEETING DATE: APR 12, 2023 | ||||
| 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 | ||||
| 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 | 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 |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Climate Lobbying | Shareholder | Against | Against |
| 9 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| THE BOSTON BEER COMPANY, INC. MEETING DATE: MAY 17, 2023 | ||||
| TICKER: SAM SECURITY ID: 100557107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Meghan V. Joyce | Management | For | For |
| 1.2 | Elect Director Michael Spillane | Management | For | For |
| 1.3 | Elect Director Jean-Michel Valette | Management | For | For |
| 2 | 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 CHEMOURS COMPANY MEETING DATE: APR 26, 2023 | ||||
| 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 COCA-COLA COMPANY MEETING DATE: APR 25, 2023 | ||||
| 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 | Against |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE DUCKHORN PORTFOLIO, INC. MEETING DATE: JAN 20, 2023 | ||||
| TICKER: NAPA SECURITY ID: 26414D106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Melanie Cox | Management | For | For |
| 1b | Elect Director Adriel Lares | Management | For | For |
| 1c | Elect Director James O'Hara | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Amend Restated Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| THE ESTEE LAUDER COMPANIES INC. MEETING DATE: NOV 18, 2022 | ||||
| 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 HARTFORD FINANCIAL SERVICES GROUP, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 | ||||
| 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 | For |
| 1.5 | Elect Director Mary Kay Haben | Management | For | For |
| 1.6 | Elect Director James C. Katzman | Management | For | For |
| 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 | For |
| 1.10 | Elect Director Anthony J. Palmer | Management | For | For |
| 1.11 | Elect Director Juan R. Perez | 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 Human Rights Impacts of Living Wage & Income Position Statement | Shareholder | Against | Against |
| THE HOME DEPOT, INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 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 | ||||
| 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 | ||||
| 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 | ||||
| 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 SOUTHERN COMPANY MEETING DATE: MAY 24, 2023 | ||||
| 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 | Against |
| 8 | Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Against |
| THE TJX COMPANIES, INC. MEETING DATE: JUN 06, 2023 | ||||
| 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 | For |
| 6 | Report on Risk from Supplier Misclassification of Supplier's Employees | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy for All Employees | Shareholder | Against | Against |
| THE TRAVELERS COMPANIES, INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 | Against |
| 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 | ||||
| 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 | Against |
| THERMO FISHER SCIENTIFIC INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| TRANE TECHNOLOGIES PLC MEETING DATE: JUN 01, 2023 | ||||
| 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 | Against |
| 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 |
| TREEHOUSE FOODS, INC. MEETING DATE: APR 27, 2023 | ||||
| TICKER: THS SECURITY ID: 89469A104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott D. Ostfeld | Management | For | For |
| 1b | Elect Director Jean E. Spence | Management | For | For |
| 2 | Advisory Vote 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 | Declassify the Board of Directors | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| TRONOX HOLDINGS PLC MEETING DATE: MAY 03, 2023 | ||||
| TICKER: TROX SECURITY ID: G9087Q102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ilan Kaufthal | Management | For | For |
| 1b | Elect Director John Romano | Management | For | For |
| 1c | Elect Director Jean-Francois Turgeon | Management | For | For |
| 1d | Elect Director Mutlaq Al- Morished | Management | For | For |
| 1e | Elect Director Vanessa Guthrie | Management | For | For |
| 1f | Elect Director Peter B. Johnston | Management | For | For |
| 1g | Elect Director Ginger M. Jones | Management | For | For |
| 1h | Elect Director Stephen Jones | Management | For | For |
| 1i | Elect Director Moazzam Khan | Management | For | For |
| 1j | Elect Director Sipho Nkosi | 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 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Remuneration Policy | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Ratify PricewaterhouseCoopers LLP as Statutory Auditors | Management | For | For |
| 8 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 9 | Authorise Issue of Equity | Management | For | For |
| 10 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 11 | Authorize Share Repurchase Program | Management | For | For |
| TWITTER, INC. MEETING DATE: SEP 13, 2022 | ||||
| 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 |
| U.S. BANCORP MEETING DATE: APR 18, 2023 | ||||
| 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 |
| UBER TECHNOLOGIES, INC. MEETING DATE: MAY 08, 2023 | ||||
| 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 |
| ULTA BEAUTY, INC. MEETING DATE: JUN 01, 2023 | ||||
| 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 |
| UNITED PARCEL SERVICE, INC. MEETING DATE: MAY 04, 2023 | ||||
| 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 | For |
| 1h | Elect Director William Johnson | Management | For | For |
| 1i | Elect Director Franck Moison | Management | For | For |
| 1j | Elect Director Christiana Smith Shi | Management | For | For |
| 1k | Elect Director Russell Stokes | Management | For | For |
| 1l | Elect Director Kevin Warsh | Management | For | For |
| 2 | Advisory Vote 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 | Against |
| 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 |
| UNITEDHEALTH GROUP INCORPORATED MEETING DATE: JUN 05, 2023 | ||||
| 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 |
| UNUM GROUP MEETING DATE: MAY 25, 2023 | ||||
| TICKER: UNM SECURITY ID: 91529Y106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Theodore H. Bunting, Jr. | Management | For | For |
| 1b | Elect Director Susan L. Cross | Management | For | For |
| 1c | Elect Director Susan D. DeVore | Management | For | For |
| 1d | Elect Director Joseph J. Echevarria | Management | For | For |
| 1e | Elect Director Cynthia L. Egan | Management | For | For |
| 1f | Elect Director Kevin T. Kabat | Management | For | For |
| 1g | Elect Director Timothy F. Keaney | Management | For | For |
| 1h | Elect Director Gale V. King | Management | For | For |
| 1i | Elect Director Gloria C. Larson | Management | For | For |
| 1j | Elect Director Richard P. McKenney | Management | For | For |
| 1k | Elect Director Ronald P. O'Hanley | Management | For | For |
| 2 | Advisory Vote 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 |
| VALERO ENERGY CORPORATION MEETING DATE: MAY 09, 2023 | ||||
| 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 | Against |
| 6 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| VEEVA SYSTEMS INC. MEETING DATE: JUN 21, 2023 | ||||
| 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 |
| VENTAS INC. MEETING DATE: MAY 16, 2023 | ||||
| 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 |
| VERTEX PHARMACEUTICALS INCORPORATED MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| VICTORIA'S SECRET & CO. MEETING DATE: MAY 25, 2023 | ||||
| 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 |
| VIRTU FINANCIAL, INC. MEETING DATE: JUN 13, 2023 | ||||
| TICKER: VIRT SECURITY ID: 928254101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas A. Cifu | Management | For | Withhold |
| 1.2 | Elect Director Joseph J. Grano, Jr. | Management | For | Withhold |
| 1.3 | Elect Director Joanne M. Minieri | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| VISA INC. MEETING DATE: JAN 24, 2023 | ||||
| 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 | ||||
| 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 | ||||
| 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 | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| VOYA FINANCIAL, INC. MEETING DATE: MAY 25, 2023 | ||||
| TICKER: VOYA SECURITY ID: 929089100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lynne Biggar | Management | For | For |
| 1b | Elect Director Stephen Bowman | Management | For | For |
| 1c | Elect Director Yvette S. Butler | Management | For | For |
| 1d | Elect Director Jane P. Chwick | Management | For | For |
| 1e | Elect Director Kathleen DeRose | Management | For | For |
| 1f | Elect Director Hikmet Ersek | Management | For | For |
| 1g | Elect Director Ruth Ann M. Gillis | Management | For | For |
| 1h | Elect Director Heather Lavallee | Management | For | For |
| 1i | Elect Director Aylwin B. Lewis | Management | For | For |
| 1j | Elect Director Rodney O. Martin, Jr. | Management | For | For |
| 1k | Elect Director Joseph V. Tripodi | Management | For | For |
| 1l | Elect Director David Zwiener | 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 |
| VULCAN MATERIALS COMPANY MEETING DATE: MAY 12, 2023 | ||||
| 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 |
| WALMART INC. MEETING DATE: MAY 31, 2023 | ||||
| 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 | For |
| 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 | Against |
| 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 | Against |
| WARBY PARKER INC. MEETING DATE: JUN 08, 2023 | ||||
| TICKER: WRBY SECURITY ID: 93403J106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David (Dave) Gilboa | Management | For | For |
| 1.2 | Elect Director Youngme Moon | Management | For | For |
| 1.3 | Elect Director Ronald Williams | 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 |
| WARNER BROS. DISCOVERY, INC. MEETING DATE: MAY 08, 2023 | ||||
| TICKER: WBD SECURITY ID: 934423104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Li Haslett Chen | Management | For | Withhold |
| 1.2 | Elect Director Kenneth W. Lowe | Management | For | Withhold |
| 1.3 | Elect Director Paula A. Price | Management | For | Withhold |
| 1.4 | Elect Director David M. Zaslav | Management | For | Withhold |
| 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 |
| WEATHERFORD INTERNATIONAL PLC MEETING DATE: JUN 15, 2023 | ||||
| TICKER: WFRD SECURITY ID: G48833118 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Benjamin C. Duster, IV | Management | For | For |
| 1b | Elect Director Neal P. Goldman | Management | For | For |
| 1c | Elect Director Jacqueline C. Mutschler | Management | For | For |
| 1d | Elect Director Girishchandra K. Saligram | Management | For | For |
| 1e | Elect Director Charles M. Sledge | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors and Authorise Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WELLS FARGO & COMPANY MEETING DATE: APR 25, 2023 | ||||
| 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 | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 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 | Against |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| WELLTOWER INC. MEETING DATE: MAY 23, 2023 | ||||
| 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 | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WESTLAKE CORPORATION MEETING DATE: MAY 11, 2023 | ||||
| TICKER: WLK SECURITY ID: 960413102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a.1 | Elect Director Catherine T. Chao | Management | For | For |
| 1a.2 | Elect Director Marius A. Haas | Management | For | For |
| 1a.3 | Elect Director Kimberly S. Lubel | Management | For | For |
| 1a.4 | Elect Director Jeffrey W. Sheets | Management | For | For |
| 1b.1 | Elect Director Carolyn C. Sabat | 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 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| 7 | Strengthen 2030 GHG Reduction Targets and Adopt Long-Term Targets Aligned with Net Zero | Shareholder | Against | Against |
| 8 | Report on Reducing Plastic Pollution of the Oceans | Shareholder | Against | Against |
| WINGSTOP INC. MEETING DATE: MAY 17, 2023 | ||||
| TICKER: WING SECURITY ID: 974155103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lynn Crump-Caine | Management | For | For |
| 1.2 | Elect Director Wesley S. McDonald | Management | For | For |
| 1.3 | Elect Director Anna (Ania) 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 |
| WORKDAY, INC. MEETING DATE: JUN 22, 2023 | ||||
| TICKER: WDAY SECURITY ID: 98138H101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christa Davies | Management | For | For |
| 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 | 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 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 | ||||
| TICKER: WWE SECURITY ID: 98156Q108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vincent K. Mcmahon | Management | For | For |
| 1.2 | Elect Director Nick Khan | Management | For | For |
| 1.3 | Elect Director Paul "Triple H" Levesque | Management | For | For |
| 1.4 | Elect Director George A. Barrios | Management | For | For |
| 1.5 | Elect Director Steve Koonin | Management | For | For |
| 1.6 | Elect Director Michelle R. McKenna | Management | For | For |
| 1.7 | Elect Director Steve Pamon | Management | For | For |
| 1.8 | Elect Director Michelle D. Wilson | 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 |
| YETI HOLDINGS, INC. MEETING DATE: MAY 04, 2023 | ||||
| TICKER: YETI SECURITY ID: 98585X104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mary Lou Kelley | Management | For | For |
| 1.2 | Elect Director Dustan E. McCoy | Management | For | For |
| 1.3 | Elect Director Robert K. Shearer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ZOOMINFO TECHNOLOGIES INC. MEETING DATE: MAY 17, 2023 | ||||
| TICKER: ZI SECURITY ID: 98980F104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Todd Crockett | Management | For | For |
| 1.2 | Elect Director Patrick McCarter | Management | For | For |
| 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 |
VOTE SUMMARY REPORT
FIDELITY SERIES STOCK SELECTOR LARGE CAP VALUE FUND
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| 3M COMPANY MEETING DATE: MAY 09, 2023 | ||||
| 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 |
| ABBOTT LABORATORIES MEETING DATE: APR 28, 2023 | ||||
| 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 |
| ACTIVISION BLIZZARD, INC. MEETING DATE: JUN 21, 2023 | ||||
| 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 | Against |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| ADOBE INC. MEETING DATE: APR 20, 2023 | ||||
| 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 | ||||
| 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 | For |
| 1e | Elect Director Frances H. Arnold | Management | For | For |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | Against |
| 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 | Against |
| 1k | Elect Director Robin L. Washington | Management | For | Against |
| 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 | Against |
| 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 | For |
| 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 |
| ALTRIA GROUP, INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 | Against |
| AMDOCS LIMITED MEETING DATE: JAN 27, 2023 | ||||
| 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 | ||||
| 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 |
| AMERISOURCEBERGEN CORPORATION MEETING DATE: MAR 09, 2023 | ||||
| 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 |
| ARCHER-DANIELS-MIDLAND COMPANY MEETING DATE: MAY 04, 2023 | ||||
| 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 |
| ARTHUR J. GALLAGHER & CO. MEETING DATE: MAY 09, 2023 | ||||
| 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 |
| AXALTA COATING SYSTEMS LTD. MEETING DATE: JUN 07, 2023 | ||||
| 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 |
| BANK OF AMERICA CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 | Against |
| 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 |
| BECTON, DICKINSON AND COMPANY MEETING DATE: JAN 24, 2023 | ||||
| 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 |
| BERKSHIRE HATHAWAY INC. MEETING DATE: MAY 06, 2023 | ||||
| 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 | For |
| 1.7 | Elect Director Kenneth I. Chenault | Management | For | For |
| 1.8 | Elect Director Christopher C. Davis | Management | For | For |
| 1.9 | Elect Director Susan L. Decker | Management | For | For |
| 1.10 | Elect Director Charlotte Guyman | Management | For | For |
| 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 | For |
| 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 | Against |
| 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 | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| BLACK KNIGHT, INC. MEETING DATE: SEP 21, 2022 | ||||
| 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 | For |
| 3 | Adjourn Meeting | Management | For | For |
| BLACKROCK, INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| BLOCK, INC. MEETING DATE: JUN 13, 2023 | ||||
| TICKER: SQ SECURITY ID: 852234103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roelof Botha | Management | For | For |
| 1.2 | Elect Director Amy Brooks | Management | For | For |
| 1.3 | Elect Director Shawn Carter | Management | For | For |
| 1.4 | Elect Director James McKelvey | 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 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| BNP PARIBAS SA MEETING DATE: MAY 16, 2023 | ||||
| TICKER: BNP SECURITY ID: F1058Q238 | ||||
| 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 3.90 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions | Management | For | For |
| 5 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 6 | Reelect Jean Lemierre as Director | Management | For | For |
| 7 | Reelect Jacques Aschenbroich as Director | Management | For | For |
| 8 | Reelect Monique Cohen as Director | Management | For | For |
| 9 | Reelect Daniela Schwarzer as Director | 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 and Vice-CEOs | Management | For | For |
| 13 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 14 | Approve Compensation of Jean Lemierre, Chairman of the Board | Management | For | For |
| 15 | Approve Compensation of Jean-Laurent Bonnafe, CEO | Management | For | For |
| 16 | Approve Compensation of Yann Gerardin, Vice-CEO | Management | For | For |
| 17 | Approve Compensation of Thierry Laborde, Vice-CEO | Management | For | For |
| 18 | Approve the Overall Envelope of Compensation of Certain Senior Management, Responsible Officers and the Risk-takers | Management | For | For |
| 19 | Approve Issuance of Super-Subordinated Contigent Convertible Bonds without Preemptive Rights for Private Placements, up to 10 Percent of Issued Capital | Management | For | For |
| 20 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 21 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 22 | Amend Article 14 of Bylaws Re: Age Limit of Chairman of the Board | Management | For | For |
| 23 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| BOSTON SCIENTIFIC CORPORATION MEETING DATE: MAY 04, 2023 | ||||
| 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 | ||||
| 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 |
| C.H. ROBINSON WORLDWIDE, INC. MEETING DATE: MAY 04, 2023 | ||||
| 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 |
| CANADIAN NATURAL RESOURCES LIMITED MEETING DATE: MAY 04, 2023 | ||||
| TICKER: CNQ SECURITY ID: 136385101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine M. Best | Management | For | For |
| 1.2 | Elect Director M. Elizabeth Cannon | Management | For | For |
| 1.3 | Elect Director N. Murray Edwards | Management | For | For |
| 1.4 | Elect Director Christopher L. Fong | Management | For | For |
| 1.5 | Elect Director Gordon D. Giffin | Management | For | For |
| 1.6 | Elect Director Wilfred A. Gobert | Management | For | For |
| 1.7 | Elect Director Steve W. Laut | Management | For | For |
| 1.8 | Elect Director Tim S. McKay | Management | For | For |
| 1.9 | Elect Director Frank J. McKenna | Management | For | For |
| 1.10 | Elect Director David A. Tuer | Management | For | For |
| 1.11 | Elect Director Annette M. Verschuren | 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 |
| CAPITAL ONE FINANCIAL CORPORATION MEETING DATE: MAY 04, 2023 | ||||
| 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 | Against |
| CBOE GLOBAL MARKETS, INC. MEETING DATE: MAY 11, 2023 | ||||
| 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 |
| CENOVUS ENERGY INC. MEETING DATE: APR 26, 2023 | ||||
| TICKER: CVE SECURITY ID: 15135U109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 2.1 | Elect Director Keith M. Casey | Management | For | For |
| 2.2 | Elect Director Canning K.N. Fok | Management | For | For |
| 2.3 | Elect Director Jane E. Kinney | Management | For | For |
| 2.4 | Elect Director Harold (Hal) N. Kvisle | Management | For | For |
| 2.5 | Elect Director Eva L. Kwok | Management | For | For |
| 2.6 | Elect Director Melanie A. Little | Management | For | For |
| 2.7 | Elect Director Richard J. Marcogliese | Management | For | For |
| 2.8 | Elect Director Jonathan M. McKenzie | Management | For | For |
| 2.9 | Elect Director Claude Mongeau | Management | For | For |
| 2.10 | Elect Director Alexander J. Pourbaix | Management | For | For |
| 2.11 | Elect Director Wayne E. Shaw | Management | For | For |
| 2.12 | Elect Director Frank J. Sixt | Management | For | For |
| 2.13 | Elect Director Rhonda I. Zygocki | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Report on Lobbying and Policy Advocacy with its Net Zero Goal | Shareholder | For | For |
| CENTENE CORPORATION MEETING DATE: SEP 27, 2022 | ||||
| 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 | ||||
| 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 | Against |
| CHECK POINT SOFTWARE TECHNOLOGIES LTD. MEETING DATE: AUG 30, 2022 | ||||
| TICKER: CHKP SECURITY ID: M22465104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Reelect Gil Shwed as Director | Management | For | For |
| 1b | Reelect Jerry Ungerman as Director | Management | For | For |
| 1c | Elect Tzipi Ozer-Armon as Director | Management | For | For |
| 1d | Reelect Tal Shavit as Director | Management | For | For |
| 1e | Reelect Shai Weiss as Director | Management | For | For |
| 2 | Ratify Appoint of Kost, Forer, Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration and Discuss Financial Statements and the Report of the Board | Management | For | For |
| 3 | Approve Compensation of Gil Shwed, CEO | Management | For | For |
| 4 | Readopt Compensation Policy for the Directors and Officers of the Company | 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 |
| CHUBB LIMITED MEETING DATE: MAY 17, 2023 | ||||
| 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 | For |
| 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 | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | For |
| 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 | Against |
| 15 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| CISCO SYSTEMS, INC. MEETING DATE: DEC 08, 2022 | ||||
| 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 | ||||
| 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 | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Report on Respecting Indigenous Peoples' Rights | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| COMCAST CORPORATION MEETING DATE: JUN 07, 2023 | ||||
| TICKER: CMCSA SECURITY ID: 20030N101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | For |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | For |
| 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 | For |
| 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 | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| COMERICA INCORPORATED MEETING DATE: APR 25, 2023 | ||||
| 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 |
| CONCENTRIX CORPORATION MEETING DATE: MAR 23, 2023 | ||||
| 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 |
| CONSTELLATION BRANDS, INC. MEETING DATE: JUL 19, 2022 | ||||
| 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 | For |
| 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 | ||||
| TICKER: STZ SECURITY ID: 21036P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Charter | Management | For | Against |
| 2 | Adjourn Meeting | Management | For | Against |
| CONSTELLATION ENERGY CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 |
| CROWN HOLDINGS, INC. MEETING DATE: APR 27, 2023 | ||||
| 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 | Against |
| CUSHMAN & WAKEFIELD PLC MEETING DATE: SEP 21, 2022 | ||||
| TICKER: CWK SECURITY ID: G2717B108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve the Repurchase Authorization, Form of Share Repurchase Contracts and Repurchase Counterparties | Management | For | For |
| CUSHMAN & WAKEFIELD PLC MEETING DATE: MAY 11, 2023 | ||||
| TICKER: CWK SECURITY ID: G2717B108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brett White | Management | For | For |
| 1.2 | Elect Director Jodie McLean | Management | For | For |
| 1.3 | Elect Director Billie Williamson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Ratify KPMG LLP as UK Statutory Auditor | Management | For | For |
| 4 | Authorize Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Approve Director Compensation Report | Management | For | For |
| 7 | Approve Director Compensation Policy | Management | For | For |
| 8 | Approve the Directors' Authority to Allot Shares | Management | For | For |
| 9 | Approve the Disapplication of Statutory Pre-Emption Rights | Management | For | For |
| CVS HEALTH CORPORATION MEETING DATE: MAY 18, 2023 | ||||
| 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 | Against |
| 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 | For |
| 9 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| DANAHER CORPORATION MEETING DATE: MAY 09, 2023 | ||||
| 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 | For |
| 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 | For |
| 1k | Elect Director John T. Schwieters | Management | For | For |
| 1l | Elect Director Alan G. Spoon | Management | For | For |
| 1m | Elect Director Raymond C. Stevens | Management | For | For |
| 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 | Against |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| DEUTSCHE TELEKOM AG MEETING DATE: APR 05, 2023 | ||||
| TICKER: DTE SECURITY ID: D2035M136 | ||||
| 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 0.70 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 Deloitte 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 |
| 6.1 | Elect Harald Krueger to the Supervisory Board | Management | For | For |
| 6.2 | Elect Reinhard Ploss to the Supervisory Board | Management | For | For |
| 6.3 | Elect Margret Suckale to the Supervisory Board | Management | For | For |
| 7 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 8 | Approve Remuneration Report | Management | For | For |
| DICK'S SPORTING GOODS, INC. MEETING DATE: JUN 14, 2023 | ||||
| TICKER: DKS SECURITY ID: 253393102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark J. Barrenechea | Management | For | For |
| 1b | Elect Director Emanuel Chirico | Management | For | For |
| 1c | Elect Director William J. Colombo | Management | For | For |
| 1d | Elect Director Anne Fink | Management | For | For |
| 1e | Elect Director Larry Fitzgerald, Jr. | Management | For | For |
| 1f | Elect Director Lauren R. Hobart | Management | For | For |
| 1g | Elect Director Sandeep Mathrani | Management | For | For |
| 1h | Elect Director Desiree Ralls-Morrison | Management | For | For |
| 1i | Elect Director Lawrence J. Schorr | Management | For | For |
| 1j | Elect Director Edward W. Stack | Management | For | For |
| 1k | Elect Director Larry D. 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 |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| DOLLAR TREE, INC. MEETING DATE: JUN 13, 2023 | ||||
| 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 | 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 Economic and Social Risks of Compensation and Workforce Practices and Any Impact on Diversified Shareholders | Shareholder | Against | Against |
| DROPBOX, INC. MEETING DATE: MAY 18, 2023 | ||||
| TICKER: DBX SECURITY ID: 26210C104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew W. Houston | Management | For | For |
| 1.2 | Elect Director Donald W. Blair | Management | For | For |
| 1.3 | Elect Director Lisa Campbell | Management | For | For |
| 1.4 | Elect Director Paul E. Jacobs | Management | For | For |
| 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 |
| EASTMAN CHEMICAL COMPANY MEETING DATE: MAY 04, 2023 | ||||
| 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 |
| EDISON INTERNATIONAL MEETING DATE: APR 27, 2023 | ||||
| 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 |
| ELI LILLY AND COMPANY MEETING DATE: MAY 01, 2023 | ||||
| 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 | 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 | Against |
| 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 |
| ENTERGY CORPORATION MEETING DATE: MAY 05, 2023 | ||||
| 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 |
| EQUITY LIFESTYLE PROPERTIES, INC. MEETING DATE: APR 25, 2023 | ||||
| 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 | For |
| 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 |
| ESSEX PROPERTY TRUST, INC. MEETING DATE: MAY 09, 2023 | ||||
| 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 |
| EXXON MOBIL CORPORATION MEETING DATE: MAY 31, 2023 | ||||
| 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 | Against |
| 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 | Against |
| 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 | Against |
| 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 |
| FEDEX CORPORATION MEETING DATE: SEP 19, 2022 | ||||
| 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 | Against |
| 6 | Report on Alignment Between Company Values and Electioneering Contributions | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Racism in Corporate Culture | Shareholder | Against | Against |
| 9 | Report on Climate Lobbying | Shareholder | Against | Against |
| FLEETCOR TECHNOLOGIES, INC. MEETING DATE: JUN 09, 2023 | ||||
| TICKER: FLT SECURITY ID: 339041105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven T. Stull | Management | For | For |
| 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 | For |
| 1f | Elect Director Rahul Gupta | Management | For | For |
| 1g | Elect Director Thomas M. Hagerty | Management | For | For |
| 1h | Elect Director Archie L. Jones, Jr. | Management | For | For |
| 1i | Elect Director Hala G. Moddelmog | Management | For | For |
| 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 | 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 |
| FLOWSERVE CORPORATION MEETING DATE: MAY 25, 2023 | ||||
| TICKER: FLS SECURITY ID: 34354P105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director R. Scott Rowe | Management | For | For |
| 1b | Elect Director Sujeet Chand | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director Gayla J. Delly | Management | For | For |
| 1e | Elect Director John R. Friedery | Management | For | For |
| 1f | Elect Director John L. Garrison | Management | For | For |
| 1g | Elect Director Michael C. McMurray | Management | For | For |
| 1h | Elect Director Thomas B. Okray | Management | For | For |
| 1i | Elect Director David E. Roberts | Management | For | For |
| 1j | Elect Director Kenneth I. Siegel | Management | For | For |
| 1k | Elect Director Carlyn R. Taylor | Management | For | For |
| 2 | Advisory Vote 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 Right to Call Special Meeting | Shareholder | Against | Against |
| FLUOR CORPORATION MEETING DATE: MAY 03, 2023 | ||||
| TICKER: FLR SECURITY ID: 343412102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Alan M. Bennett | Management | For | For |
| 1B | Elect Director Rosemary T. Berkery | Management | For | For |
| 1C | Elect Director David E. Constable | Management | For | For |
| 1D | Elect Director H. Paulett Eberhart | Management | For | For |
| 1E | Elect Director James T. Hackett | Management | For | For |
| 1F | Elect Director Thomas C. Leppert | Management | For | For |
| 1G | Elect Director Teri P. McClure | Management | For | For |
| 1H | Elect Director Armando J. Olivera | Management | For | For |
| 1I | Elect Director Matthew K. Rose | Management | For | For |
| 2 | Advisory Vote 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 |
| FREEPORT-MCMORAN, INC. MEETING DATE: JUN 06, 2023 | ||||
| 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 |
| FRESHPET, INC. MEETING DATE: OCT 03, 2022 | ||||
| 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 |
| GENERAL ELECTRIC COMPANY MEETING DATE: MAY 03, 2023 | ||||
| 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 MOTORS COMPANY MEETING DATE: JUN 20, 2023 | ||||
| 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 | Against |
| 7 | Report on Setting Sustainable Sourcing Targets | Shareholder | Against | Against |
| GLENCORE PLC MEETING DATE: MAY 26, 2023 | ||||
| TICKER: GLEN SECURITY ID: G39420107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Reduction of Capital Contribution Reserves | Management | For | For |
| 3 | Re-elect Kalidas Madhavpeddi as Director | Management | For | For |
| 4 | Re-elect Gary Nagle as Director | Management | For | For |
| 5 | Re-elect Peter Coates as Director | Management | For | For |
| 6 | Re-elect Martin Gilbert as Director | Management | For | For |
| 7 | Re-elect Gill Marcus as Director | Management | For | For |
| 8 | Re-elect Cynthia Carroll as Director | Management | For | For |
| 9 | Re-elect David Wormsley as Director | Management | For | For |
| 10 | Elect Liz Hewitt as Director | Management | For | For |
| 11 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 12 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 13 | Approve 2022 Climate Report | Management | For | For |
| 14 | Approve Remuneration Report | Management | For | For |
| 15 | Authorise Issue of Equity | Management | For | For |
| 16 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 18 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 19 | Resolution in Respect of the Next Climate Action Transition Plan | Shareholder | Against | Against |
| GLOBAL PAYMENTS INC. MEETING DATE: APR 27, 2023 | ||||
| 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 | Against |
| GLOBE LIFE INC. MEETING DATE: APR 27, 2023 | ||||
| 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 |
| GODADDY INC. MEETING DATE: JUN 07, 2023 | ||||
| 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 |
| HESS CORPORATION MEETING DATE: MAY 17, 2023 | ||||
| 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 | ||||
| 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 |
| HOST HOTELS & RESORTS, INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 |
| INVITATION HOMES, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| JOHNSON & JOHNSON MEETING DATE: APR 27, 2023 | ||||
| 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 | Against |
| 7 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| JPMORGAN CHASE & CO. MEETING DATE: MAY 16, 2023 | ||||
| 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 | Against |
| 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 | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| KEURIG DR PEPPER INC. MEETING DATE: JUN 12, 2023 | ||||
| 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 |
| LOWE'S COMPANIES, INC. MEETING DATE: MAY 26, 2023 | ||||
| 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 |
| MANPOWERGROUP INC. MEETING DATE: MAY 05, 2023 | ||||
| TICKER: MAN SECURITY ID: 56418H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Jean-Philippe Courtois | Management | For | For |
| 1B | Elect Director William Downe | Management | For | For |
| 1C | Elect Director John F. Ferraro | Management | For | For |
| 1D | Elect Director William P. Gipson | Management | For | For |
| 1E | Elect Director Patricia Hemingway Hall | Management | For | For |
| 1F | Elect Director Julie M. Howard | Management | For | For |
| 1G | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1H | Elect Director Muriel Penicaud | Management | For | For |
| 1I | Elect Director Jonas Prising | Management | For | For |
| 1J | Elect Director Paul Read | Management | For | For |
| 1K | Elect Director Elizabeth P. Sartain | Management | For | For |
| 1L | Elect Director Michael J. Van Handel | 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 |
| MCDONALD'S CORPORATION MEETING DATE: MAY 25, 2023 | ||||
| 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 | Against |
| 10 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 11 | Report on Animal Welfare | Shareholder | Against | Against |
| MCKESSON CORPORATION MEETING DATE: JUL 22, 2022 | ||||
| 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 | Against |
| 7 | Adopt Policy on 10b5-1 Plans | Shareholder | Against | Against |
| MERCK & CO., INC. MEETING DATE: MAY 23, 2023 | ||||
| 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 | Against |
| 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 | Against |
| 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 | ||||
| TICKER: META SECURITY ID: 30303M102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peggy Alford | Management | For | For |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | For |
| 1.3 | Elect Director Andrew W. Houston | Management | For | For |
| 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 | For |
| 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 | For |
| 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 |
| MICROCHIP TECHNOLOGY INCORPORATED MEETING DATE: AUG 23, 2022 | ||||
| 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 |
| MID-AMERICA APARTMENT COMMUNITIES, INC. MEETING DATE: MAY 16, 2023 | ||||
| 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 |
| MOLINA HEALTHCARE, INC. MEETING DATE: MAY 03, 2023 | ||||
| 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 |
| MONDELEZ INTERNATIONAL, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 | For |
| NIELSEN HOLDINGS PLC MEETING DATE: SEP 01, 2022 | ||||
| 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 | ||||
| TICKER: NLSN SECURITY ID: G6518L111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| NORTHROP GRUMMAN CORPORATION MEETING DATE: MAY 17, 2023 | ||||
| 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 | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| O-I GLASS, INC. MEETING DATE: MAY 09, 2023 | ||||
| TICKER: OI SECURITY ID: 67098H104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Chapin | Management | For | For |
| 1b | Elect Director David V. Clark, II | Management | For | For |
| 1c | Elect Director Gordon J. Hardie | Management | For | For |
| 1d | Elect Director John Humphrey | Management | For | For |
| 1e | Elect Director Andres A. Lopez | Management | For | For |
| 1f | Elect Director Alan J. Murray | Management | For | For |
| 1g | Elect Director Hari N. Nair | Management | For | For |
| 1h | Elect Director Catherine I. Slater | Management | For | For |
| 1i | Elect Director John H. Walker | Management | For | For |
| 1j | Elect Director Carol A. Williams | 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 | One Year | One Year |
| OLIN CORPORATION MEETING DATE: APR 27, 2023 | ||||
| TICKER: OLN SECURITY ID: 680665205 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Beverley A. Babcock | Management | For | For |
| 1b | Elect Director C. Robert Bunch | Management | For | For |
| 1c | Elect Director Matthew S. Darnall | Management | For | For |
| 1d | Elect Director Earl L. Shipp | Management | For | For |
| 1e | Elect Director Scott M. Sutton | Management | For | For |
| 1f | Elect Director William H. Weideman | Management | For | For |
| 1g | Elect Director W. Anthony Will | Management | For | For |
| 1h | Elect Director Carol A. 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 |
| OMNICOMGROUP INC. MEETING DATE: MAY 02, 2023 | ||||
| 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 |
| PFIZER INC. MEETING DATE: APR 27, 2023 | ||||
| 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 | Against |
| 9 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| PG&E CORPORATION MEETING DATE: MAY 18, 2023 | ||||
| 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 | For |
| 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 | ||||
| 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 | For |
| 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 |
| PROLOGIS, INC. MEETING DATE: SEP 28, 2022 | ||||
| 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 | ||||
| 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 | For |
| 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 | ||||
| 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 | Against |
| 8 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| RXO, INC. MEETING DATE: MAY 23, 2023 | ||||
| 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 |
| SALESFORCE, INC. MEETING DATE: JUN 08, 2023 | ||||
| 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 | ||||
| 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 |
| SEMPRA ENERGY MEETING DATE: MAY 12, 2023 | ||||
| TICKER: SRE SECURITY ID: 816851109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andres Conesa | Management | For | Against |
| 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 | Against |
| 1g | Elect Director Cynthia L. Walker | Management | For | For |
| 1h | Elect Director Cynthia J. Warner | Management | For | Against |
| 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 | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | Against |
| 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 |
| SENSATA TECHNOLOGIES HOLDING PLC MEETING DATE: MAY 25, 2023 | ||||
| TICKER: ST SECURITY ID: G8060N102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew C. Teich | Management | For | For |
| 1b | Elect Director Jeffrey J. Cote | Management | For | For |
| 1c | Elect Director John P. Absmeier | Management | For | For |
| 1d | Elect Director Daniel L. Black | Management | For | For |
| 1e | Elect Director Lorraine A. Bolsinger | Management | For | For |
| 1f | Elect Director Constance E. Skidmore | Management | For | For |
| 1g | Elect Director Steven A. Sonnenberg | Management | For | For |
| 1h | Elect Director Martha N. Sullivan | Management | For | For |
| 1i | Elect Director Stephen M. Zide | 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 | Approve Director Compensation Report | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as U.K. Statutory Auditor | Management | For | For |
| 6 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 7 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 8 | Authorize Directed Share Repurchase Program | Management | For | For |
| 9 | Authorize Issue of Equity | Management | For | For |
| 10 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| 11 | Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans | Management | For | For |
| 12 | Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans without Pre-emptive Rights | Management | For | For |
| SS&C TECHNOLOGIES HOLDINGS, INC. MEETING DATE: MAY 17, 2023 | ||||
| TICKER: SSNC SECURITY ID: 78467J100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Normand A. Boulanger | Management | For | For |
| 1b | Elect Director David A. Varsano | Management | For | For |
| 1c | Elect Director Michael J. Zamkow | Management | For | For |
| 2 | Advisory Vote 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 | Against |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. MEETING DATE: JUN 06, 2023 | ||||
| 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 | For |
| 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 |
| TEMPUR SEALY INTERNATIONAL, INC. MEETING DATE: MAY 11, 2023 | ||||
| TICKER: TPX SECURITY ID: 88023U101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Evelyn S. Dilsaver | Management | For | For |
| 1b | Elect Director Simon John Dyer | Management | For | For |
| 1c | Elect Director Cathy R. Gates | Management | For | For |
| 1d | Elect Director John A. Heil | Management | For | For |
| 1e | Elect Director Meredith Siegfried Madden | Management | For | For |
| 1f | Elect Director Richard W. Neu | Management | For | For |
| 1g | Elect Director Scott L. Thompson | 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 |
| THE AES CORPORATION MEETING DATE: APR 20, 2023 | ||||
| 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 BANK OF NEW YORK MELLON CORPORATION MEETING DATE: APR 12, 2023 | ||||
| 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 | ||||
| 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 | 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 |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Climate Lobbying | Shareholder | Against | Against |
| 9 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| THE CHEMOURS COMPANY MEETING DATE: APR 26, 2023 | ||||
| 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 | ||||
| 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 COCA-COLA COMPANY MEETING DATE: APR 25, 2023 | ||||
| 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 | Against |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE HARTFORD FINANCIAL SERVICES GROUP, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 PNC FINANCIAL SERVICES GROUP, INC. MEETING DATE: APR 26, 2023 | ||||
| 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 | ||||
| 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 | ||||
| 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 SOUTHERN COMPANY MEETING DATE: MAY 24, 2023 | ||||
| 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 | Against |
| 8 | Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Against |
| THE TIMKEN COMPANY MEETING DATE: MAY 05, 2023 | ||||
| TICKER: TKR SECURITY ID: 887389104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Maria A. Crowe | Management | For | For |
| 1.2 | Elect Director Elizabeth A. Harrell | Management | For | For |
| 1.3 | Elect Director Richard G. Kyle | Management | For | For |
| 1.4 | Elect Director Sarah C. Lauber | Management | For | For |
| 1.5 | Elect Director John A. Luke, Jr. | Management | For | For |
| 1.6 | Elect Director Christopher L. Mapes | Management | For | For |
| 1.7 | Elect Director James F. Palmer | Management | For | For |
| 1.8 | Elect Director Ajita G. Rajendra | Management | For | For |
| 1.9 | Elect Director Frank C. Sullivan | Management | For | For |
| 1.10 | Elect Director John M. Timken, Jr. | Management | For | For |
| 1.11 | Elect Director Ward J. Timken, 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 |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| THE TRAVELERS COMPANIES, INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 | Against |
| 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 |
| THERMO FISHER SCIENTIFIC INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| U.S. BANCORP MEETING DATE: APR 18, 2023 | ||||
| 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 |
| UNITEDHEALTH GROUP INCORPORATED MEETING DATE: JUN 05, 2023 | ||||
| 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 |
| US FOODS HOLDING CORP. MEETING DATE: MAY 18, 2023 | ||||
| TICKER: USFD SECURITY ID: 912008109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl A. Bachelder | Management | For | For |
| 1b | Elect Director James J. Barber, Jr. | Management | For | For |
| 1c | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1d | Elect Director Scott D. Ferguson | Management | For | For |
| 1e | Elect Director David E. Flitman | Management | For | For |
| 1f | Elect Director Marla Gottschalk | Management | For | For |
| 1g | Elect Director Sunil Gupta | Management | For | For |
| 1h | Elect Director Carl Andrew Pforzheimer | Management | For | For |
| 1i | Elect Director Quentin Roach | Management | For | For |
| 1j | Elect Director David M. Tehle | Management | For | For |
| 1k | Elect Director David A. Toy | Management | For | For |
| 1l | Elect Director Ann E. Ziegler | Management | For | For |
| 2 | Advisory 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 Add Federal Forum Selection Provision | Management | For | For |
| 5 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 7 | Limit Accelerated Vesting of Equity Awards Upon a Change in Control | Shareholder | Against | Against |
| VALERO ENERGY CORPORATION MEETING DATE: MAY 09, 2023 | ||||
| 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 | Against |
| 6 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| VERIZON COMMUNICATIONS INC. MEETING DATE: MAY 11, 2023 | ||||
| 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 | Against |
| 8 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 9 | Require Independent Board Chair | Shareholder | Against | Against |
| VISTRA CORP. MEETING DATE: MAY 02, 2023 | ||||
| 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 |
| VONTIER CORPORATION MEETING DATE: MAY 22, 2023 | ||||
| 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 |
| WALMART INC. MEETING DATE: MAY 31, 2023 | ||||
| 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 | For |
| 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 | Against |
| 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 | Against |
| WELLS FARGO & COMPANY MEETING DATE: APR 25, 2023 | ||||
| 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 | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 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 | Against |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| WELLTOWER INC. MEETING DATE: MAY 23, 2023 | ||||
| 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 | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WESTLAKE CORPORATION MEETING DATE: MAY 11, 2023 | ||||
| TICKER: WLK SECURITY ID: 960413102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a.1 | Elect Director Catherine T. Chao | Management | For | For |
| 1a.2 | Elect Director Marius A. Haas | Management | For | For |
| 1a.3 | Elect Director Kimberly S. Lubel | Management | For | For |
| 1a.4 | Elect Director Jeffrey W. Sheets | Management | For | For |
| 1b.1 | Elect Director Carolyn C. Sabat | 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 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| 7 | Strengthen 2030 GHG Reduction Targets and Adopt Long-Term Targets Aligned with Net Zero | Shareholder | Against | Against |
| 8 | Report on Reducing Plastic Pollution of the Oceans | Shareholder | Against | Against |
| WILLIAMS-SONOMA, INC. MEETING DATE: MAY 31, 2023 | ||||
| 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 |
| XPO, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 | For |
VOTE SUMMARY REPORT
FIDELITY SERIES VALUE DISCOVERY FUND
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ACTIVISION BLIZZARD, INC. MEETING DATE: JUN 21, 2023 | ||||
| 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 | Against |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| AFFILIATED MANAGERS GROUP, INC. MEETING DATE: MAY 25, 2023 | ||||
| TICKER: AMG SECURITY ID: 008252108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Karen L. Alvingham | Management | For | For |
| 1b | Elect Director Tracy A. Atkinson | Management | For | For |
| 1c | Elect Director Dwight D. Churchill | Management | For | For |
| 1d | Elect Director Jay C. Horgen | Management | For | For |
| 1e | Elect Director Reuben Jeffery, III | Management | For | For |
| 1f | Elect Director Felix V. Matos Rodriguez | Management | For | For |
| 1g | Elect Director Tracy P. Palandjian | Management | For | For |
| 1h | Elect Director David C. Ryan | Management | For | For |
| 2 | Advisory Vote 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 |
| AIRBUS SE MEETING DATE: APR 19, 2023 | ||||
| TICKER: AIR SECURITY ID: N0280G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.1 | Discussion on Company's Corporate Governance Structure | Management | None | None |
| 2.2 | Receive Report on Business and Financial Statements | Management | None | None |
| 2.3 | Receive Explanation on Company's Dividend Policy | Management | None | None |
| 3.1 | Receive Board Report | Management | None | None |
| 3.2 | Discussion on Leading the Journey Towards Clean Aerospace | Management | None | None |
| 3.3 | Discuss Potential Long-Term Strategic and Technological Partnership with Evidian and Acquisition of a Minority Stake in Evidian | Management | None | None |
| 4.1 | Adopt Financial Statements | Management | For | For |
| 4.2 | Approve Allocation of Income | Management | For | For |
| 4.3 | Approve Discharge of Non-Executive Directors | Management | For | For |
| 4.4 | Approve Discharge of Executive Directors | Management | For | For |
| 4.5 | Ratify Ernst & Young Accountants LLP as Auditors | Management | For | For |
| 4.6 | Approve Implementation of Remuneration Policy | Management | For | For |
| 4.7 | Reelect Ralph D. Crosby, Jr. as Non-Executive Director | Management | For | For |
| 4.8 | Reelect Mark Dunkerley as Non-Executive Director | Management | For | For |
| 4.9 | Reelect Stephan Gemkow as Non-Executive Director | Management | For | For |
| 4.10 | Elect Antony Wood as Non-Executive Director | Management | For | For |
| 4.11 | Grant Board Authority to Issue Shares and Exclude Preemptive Rights for the Purpose of Employee Share Ownership Plans and Share-Related Long-Term Incentive Plans | Management | For | For |
| 4.12 | Grant Board Authority to Issue Shares and Exclude Preemptive Rights for the Purpose of Company Funding | Management | For | For |
| 4.13 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 4.14 | Approve Cancellation of Repurchased Shares | Management | For | For |
| 5 | Close Meeting | Management | None | None |
| ALPHABET INC. MEETING DATE: JUN 02, 2023 | ||||
| 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 | For |
| 1e | Elect Director Frances H. Arnold | Management | For | For |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | Against |
| 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 | Against |
| 1k | Elect Director Robin L. Washington | Management | For | Against |
| 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 | Against |
| 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 | For |
| 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 |
| AMDOCS LIMITED MEETING DATE: JAN 27, 2023 | ||||
| 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 |
| ANTERO RESOURCES CORPORATION MEETING DATE: JUN 06, 2023 | ||||
| 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 | Withhold |
| 1.3 | Elect Director Brenda R. Schroer | Management | For | Withhold |
| 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 Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| ASPEN TECHNOLOGY, INC. MEETING DATE: DEC 15, 2022 | ||||
| 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 | For |
| 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 |
| ASTRAZENECA PLC MEETING DATE: APR 27, 2023 | ||||
| TICKER: AZN SECURITY ID: 046353108 | ||||
| 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 |
| BANK OF AMERICA CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 | Against |
| 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 |
| BAXTER INTERNATIONAL INC. MEETING DATE: MAY 02, 2023 | ||||
| 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 | Against |
| BERKSHIRE HATHAWAY INC. MEETING DATE: MAY 06, 2023 | ||||
| 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 | For |
| 1.7 | Elect Director Kenneth I. Chenault | Management | For | For |
| 1.8 | Elect Director Christopher C. Davis | Management | For | For |
| 1.9 | Elect Director Susan L. Decker | Management | For | For |
| 1.10 | Elect Director Charlotte Guyman | Management | For | For |
| 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 | For |
| 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 | Against |
| 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 | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| BLACKROCK, INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 | ||||
| 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 |
| CAPGEMINI SE MEETING DATE: MAY 16, 2023 | ||||
| TICKER: CAP SECURITY ID: F4973Q101 | ||||
| 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 |
| CBRE GROUP, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 | Against |
| CENTENE CORPORATION MEETING DATE: SEP 27, 2022 | ||||
| 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 | ||||
| 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 | Against |
| CHUBB LIMITED MEETING DATE: MAY 17, 2023 | ||||
| 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 | For |
| 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 | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | For |
| 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 | Against |
| 15 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| CISCO SYSTEMS, INC. MEETING DATE: DEC 08, 2022 | ||||
| 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 |
| COCA-COLA EUROPACIFIC PARTNERS PLC MEETING DATE: MAY 24, 2023 | ||||
| TICKER: CCEP SECURITY ID: G25839104 | ||||
| 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 | Against |
| 4 | Elect Mary Harris as Director | Management | For | Against |
| 5 | Elect Nicolas Mirzayantz as Director | Management | For | For |
| 6 | Elect Nancy Quan as Director | Management | For | For |
| 7 | Re-elect Manolo Arroyo as Director | Management | For | Against |
| 8 | Re-elect John Bryant as Director | Management | For | Against |
| 9 | Re-elect Jose Ignacio Comenge as Director | Management | For | Against |
| 10 | Re-elect Damian Gammell as Director | Management | For | For |
| 11 | Re-elect Nathalie Gaveau as Director | Management | For | For |
| 12 | Re-elect Alvaro Gomez-Trenor Aguilar as Director | Management | For | For |
| 13 | Re-elect Thomas Johnson as Director | Management | For | Against |
| 14 | Re-elect Dagmar Kollmann as Director | Management | For | For |
| 15 | Re-elect Alfonso Libano Daurella as Director | Management | For | For |
| 16 | Re-elect Mark Price as Director | Management | For | For |
| 17 | Re-elect Mario Rotllant Sola as Director | Management | For | For |
| 18 | Re-elect Dessi Temperley as Director | Management | For | For |
| 19 | Re-elect Garry Watts as Director | Management | For | For |
| 20 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 21 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 22 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 23 | Authorise Issue of Equity | Management | For | For |
| 24 | Approve Waiver of Rule 9 of the Takeover Code | Management | For | For |
| 25 | Approve Long Term Incentive Plan | 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 | Authorise Off-Market Purchase of Ordinary Shares | Management | For | For |
| 30 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION MEETING DATE: JUN 06, 2023 | ||||
| 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 |
| COMCAST CORPORATION MEETING DATE: JUN 07, 2023 | ||||
| TICKER: CMCSA SECURITY ID: 20030N101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | For |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | For |
| 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 | For |
| 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 | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| CONOCOPHILLIPS MEETING DATE: MAY 16, 2023 | ||||
| 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 | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| 10 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CONSTELLATION ENERGY CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 |
| CRANE NXT CO. MEETING DATE: JUN 05, 2023 | ||||
| TICKER: CXT SECURITY ID: 224441105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael Dinkins | Management | For | For |
| 1.2 | Elect Director William Grogan | Management | For | For |
| 1.3 | Elect Director Cristen Kogl | Management | For | For |
| 1.4 | Elect Director Ellen McClain | Management | For | For |
| 1.5 | Elect Director Max H. Mitchell | Management | For | For |
| 1.6 | Elect Director Aaron W. Saak | Management | For | For |
| 1.7 | Elect Director John S. Stroup | Management | For | For |
| 1.8 | Elect Director James L. L. Tullis | 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 |
| CULLEN/FROST BANKERS, INC. MEETING DATE: APR 26, 2023 | ||||
| TICKER: CFR SECURITY ID: 229899109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carlos Alvarez | Management | For | For |
| 1.2 | Elect Director Chris M. Avery | Management | For | For |
| 1.3 | Elect Director Anthony R. 'Tony' Chase | Management | For | For |
| 1.4 | Elect Director Cynthia J. Comparin | Management | For | For |
| 1.5 | Elect Director Samuel G. Dawson | Management | For | For |
| 1.6 | Elect Director Crawford H. Edwards | Management | For | For |
| 1.7 | Elect Director Patrick B. Frost | Management | For | For |
| 1.8 | Elect Director Phillip D. Green | Management | For | For |
| 1.9 | Elect Director David J. Haemisegger | Management | For | For |
| 1.10 | Elect Director Charles W. Matthews | Management | For | For |
| 1.11 | Elect Director Joseph A. Pierce | Management | For | For |
| 1.12 | Elect Director Linda B. Rutherford | Management | For | For |
| 1.13 | Elect Director Jack Willome | Management | For | For |
| 2 | Advisory Vote 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 |
| DEUTSCHE POST AG MEETING DATE: MAY 04, 2023 | ||||
| TICKER: DPW SECURITY ID: D19225107 | ||||
| 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 1.85 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 | Elect Katrin Suder to the Supervisory Board | Management | For | For |
| 5.2 | Reelect Mario Daberkow to the Supervisory Board | 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 | Approve Remuneration Report | Management | For | For |
| 9.1 | Amend Article Re: Location of Annual Meeting | Management | For | For |
| 9.2 | Approve Virtual-Only Shareholder Meetings Until 2025 | 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 |
| DOLLAR GENERAL CORPORATION MEETING DATE: MAY 31, 2023 | ||||
| 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 | Against |
| DOMINION ENERGY, INC. MEETING DATE: MAY 10, 2023 | ||||
| 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 | Against |
| DUKE ENERGY CORPORATION MEETING DATE: MAY 04, 2023 | ||||
| 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 |
| DUPONT DE NEMOURS, INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| DYNAGAS LNG PARTNERS LP MEETING DATE: NOV 30, 2022 | ||||
| TICKER: DLNG SECURITY ID: Y2188B108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Alexios Rodopoulos | Management | For | Withhold |
| 2 | Ratify Ernst & Young (Hellas) Certified Auditors Accountants S.A. as Auditors | Management | For | For |
| EATON CORPORATION PLC MEETING DATE: APR 26, 2023 | ||||
| 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 | ||||
| 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 | For |
| 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 | Against |
| EDISON INTERNATIONAL MEETING DATE: APR 27, 2023 | ||||
| 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 |
| ELEVANCE HEALTH, INC. MEETING DATE: MAY 10, 2023 | ||||
| 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 | Against |
| 6 | Annually Report Third Party Political Contributions | Shareholder | Against | Against |
| EQUINOR ASA MEETING DATE: MAY 10, 2023 | ||||
| TICKER: EQNR SECURITY ID: 29446M102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Registration of Attending Shareholders and Proxies | Management | None | None |
| 3 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 4 | Approve Notice of Meeting and Agenda | Management | For | Did Not Vote |
| 5 | Designate Inspector(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 6 | Accept Financial Statements and Statutory Reports; Approve Allocation of Income and Dividends of USD 0.30 Per Share, Approve Extraordinary Dividends of USD 0.60 Per Share | Management | For | Did Not Vote |
| 7 | Authorize Board to Distribute Dividends | Management | For | Did Not Vote |
| 8 | Ban Use of Fiberglass Rotor Blades in All New Wind Farms, Commit to Buy into Existing Hydropower Projects, and Conduct Research on Other Energy Sources Such as Thorium | Shareholder | Against | Did Not Vote |
| 9 | Identify and Manage Climate-Related Risks and Possibilities, and Integrate Them into Company's Strategy | Shareholder | Against | Did Not Vote |
| 10 | Stop All Exploration and Drilling by 2025 and Provide Financial and Technical Assistance For Repair and Development of Ukraine's Energy Infrastructure | Shareholder | Against | Did Not Vote |
| 11 | Develop Procedure to Improve Response to Shareholder Proposals | Shareholder | Against | Did Not Vote |
| 12 | End All Plans for Activities in Barents Sea, Adjust Up Investment in Renewables/Low Carbon Solution to 50 Percent by 2025, Implement CCS for Melkoya, and Invest in Rebuilding of Ukraine | Shareholder | Against | Did Not Vote |
| 13 | Stop All Exploration and Test Drilling for Oil & Gas, Become a Leading Producer of Renewable Energy, Stop Plans for Electrification of Melkoya, and Present a Plan Enabling Norway to Become Net-Zero By 2050 | Shareholder | Against | Did Not Vote |
| 14 | Include Global Warming in Company's Further Strategy, Stop All Exploration For More Oil & Gas, Phase Out All Production and Sale of Oil & Gas, Multiply Investment in Renewable Energy and CCS, and Become Climate-Friendly Company | Shareholder | Against | Did Not Vote |
| 15 | Approve Company's Corporate Governance Statement | Management | For | Did Not Vote |
| 16.1 | Approve Remuneration Policy And Other Terms of Employment For Executive Management | Management | For | Did Not Vote |
| 16.2 | Approve Remuneration Statement | Management | For | Did Not Vote |
| 17 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 18 | Approve Remuneration of Directors in the Amount of NOK 143,700 for Chairman, NOK 75,800 for Deputy Chairman and NOK 53,250 for Other Directors; Approve Remuneration for Deputy Directors | Management | For | Did Not Vote |
| 19 | Approve Remuneration of Nominating Committee | Management | For | Did Not Vote |
| 20 | Authorize Share Repurchase Program in Connection With Employee Remuneration Programs | Management | For | Did Not Vote |
| 21 | Approve NOK 431 Million Reduction in Share Capital via Share Cancellation | Management | For | Did Not Vote |
| 22 | Authorize Share Repurchase Program and Cancellation of Repurchased Shares | Management | For | Did Not Vote |
| EVERGY, INC. MEETING DATE: MAY 02, 2023 | ||||
| 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 |
| EXELON CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 |
| EXXON MOBIL CORPORATION MEETING DATE: MAY 31, 2023 | ||||
| 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 | Against |
| 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 | Against |
| 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 | Against |
| 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 |
| H&R BLOCK, INC. MEETING DATE: NOV 04, 2022 | ||||
| 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 |
| HALEON PLC MEETING DATE: APR 20, 2023 | ||||
| TICKER: HLN SECURITY ID: G4232K100 | ||||
| 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 Final Dividend | Management | For | For |
| 5 | Elect Sir Dave Lewis as Director | Management | For | For |
| 6 | Elect Brian McNamara as Director | Management | For | For |
| 7 | Elect Tobias Hestler as Director | Management | For | For |
| 8 | Elect Vindi Banga as Director | Management | For | For |
| 9 | Elect Marie-Anne Aymerich as Director | Management | For | For |
| 10 | Elect Tracy Clarke as Director | Management | For | For |
| 11 | Elect Dame Vivienne Cox as Director | Management | For | For |
| 12 | Elect Asmita Dubey as Director | Management | For | For |
| 13 | Elect Deirdre Mahlan as Director | Management | For | For |
| 14 | Elect David Denton as Director | Management | For | For |
| 15 | Elect Bryan Supran as Director | Management | For | For |
| 16 | Appoint KPMG LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit & Risk 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 the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 23 | Approve Performance Share Plan | Management | For | For |
| 24 | Approve Share Value Plan | Management | For | For |
| 25 | Approve Deferred Annual Bonus Plan | Management | For | For |
| 26 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 27 | Authorise Off-Market Purchase of Ordinary Shares from Pfizer | Management | For | For |
| 28 | Authorise Off-Market Purchase of Ordinary Shares from GSK Shareholders | Management | For | For |
| 29 | Approve Waiver of Rule 9 of the Takeover Code | Management | For | For |
| HUMANA INC. MEETING DATE: APR 20, 2023 | ||||
| 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 |
| INVESCO LTD. MEETING DATE: MAY 25, 2023 | ||||
| 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 |
| ITT INC. MEETING DATE: MAY 10, 2023 | ||||
| TICKER: ITT SECURITY ID: 45073V108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald DeFosset, Jr. | Management | For | For |
| 1b | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1c | Elect Director Richard P. Lavin | Management | For | For |
| 1d | Elect Director Rebecca A. McDonald | Management | For | For |
| 1e | Elect Director Timothy H. Powers | Management | For | For |
| 1f | Elect Director Luca Savi | Management | For | For |
| 1g | Elect Director Cheryl L. Shavers | Management | For | For |
| 1h | Elect Director Sabrina Soussan | 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 |
| 6 | Amend Governing Documents Regarding Requirements to Call for a Special Meeting | Shareholder | Against | Against |
| JPMORGAN CHASE & CO. MEETING DATE: MAY 16, 2023 | ||||
| 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 | Against |
| 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 | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| L3HARRIS TECHNOLOGIES, INC. MEETING DATE: APR 21, 2023 | ||||
| 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 | Against |
| LOCKHEED MARTIN CORPORATION MEETING DATE: APR 27, 2023 | ||||
| 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 | Against |
| LUNDIN MINING CORPORATION MEETING DATE: MAY 11, 2023 | ||||
| TICKER: LUN SECURITY ID: 550372106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Donald K. Charter | Management | For | For |
| 1B | Elect Director C. Ashley Heppenstall | Management | For | For |
| 1C | Elect Director Juliana L. Lam | Management | For | For |
| 1D | Elect Director Adam I. Lundin | Management | For | For |
| 1E | Elect Director Dale C. Peniuk | Management | For | For |
| 1F | Elect Director Maria Olivia Recart | Management | For | For |
| 1G | Elect Director Peter T. Rockandel | Management | For | For |
| 1H | Elect Director Natasha N.D.Vaz | 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 |
| M&T BANK CORPORATION MEETING DATE: APR 18, 2023 | ||||
| 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 |
| MAXIMUS, INC. MEETING DATE: MAR 14, 2023 | ||||
| TICKER: MMS SECURITY ID: 577933104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anne K. Altman | Management | For | For |
| 1b | Elect Director Bruce L. Caswell | Management | For | For |
| 1c | Elect Director John J. Haley | Management | For | For |
| 1d | Elect Director Jan D. Madsen | Management | For | For |
| 1e | Elect Director Richard A. Montoni | Management | For | For |
| 1f | Elect Director Gayathri Rajan | Management | For | For |
| 1g | Elect Director Raymond B. Ruddy | Management | For | For |
| 1h | Elect Director Michael J. Warren | 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 |
| MONDELEZ INTERNATIONAL, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 | For |
| NEWMONT CORPORATION MEETING DATE: APR 26, 2023 | ||||
| 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 |
| NEXTERA ENERGY, INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 | Against |
| NORTHERN TRUST CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 | ||||
| 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 | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| NORTONLIFELOCK INC. MEETING DATE: SEP 13, 2022 | ||||
| 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 | Against |
| OCCIDENTAL PETROLEUM CORPORATION MEETING DATE: MAY 05, 2023 | ||||
| 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 |
| OPEN TEXT CORPORATION MEETING DATE: SEP 15, 2022 | ||||
| TICKER: OTEX SECURITY ID: 683715106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director P. Thomas Jenkins | Management | For | For |
| 1.2 | Elect Director Mark J. Barrenechea | Management | For | For |
| 1.3 | Elect Director Randy Fowlie | Management | For | For |
| 1.4 | Elect Director David Fraser | Management | For | For |
| 1.5 | Elect Director Gail E. Hamilton | Management | For | For |
| 1.6 | Elect Director Robert (Bob) Hau | Management | For | For |
| 1.7 | Elect Director Ann M. Powell | Management | For | For |
| 1.8 | Elect Director Stephen J. Sadler | Management | For | For |
| 1.9 | Elect Director Michael Slaunwhite | Management | For | For |
| 1.10 | Elect Director Katharine B. Stevenson | Management | For | For |
| 1.11 | Elect Director Deborah Weinstein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | Against |
| 4 | Approve Shareholder Rights Plan | Management | For | For |
| OSHKOSH CORPORATION MEETING DATE: MAY 03, 2023 | ||||
| TICKER: OSK SECURITY ID: 688239201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith J. Allman | Management | For | For |
| 1.2 | Elect Director Douglas L. Davis | Management | For | For |
| 1.3 | Elect Director Tyrone M. Jordan | Management | For | For |
| 1.4 | Elect Director Kimberley Metcalf-Kupres | Management | For | For |
| 1.5 | Elect Director Stephen D. Newlin | Management | For | For |
| 1.6 | Elect Director Duncan J. Palmer | Management | For | For |
| 1.7 | Elect Director David G. Perkins | Management | For | For |
| 1.8 | Elect Director John C. Pfeifer | Management | For | For |
| 1.9 | Elect Director Sandra E. Rowland | Management | For | For |
| 1.10 | Elect Director John S. Shiely | 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 a Majority Vote for the Election of Directors | Shareholder | Against | Against |
| OVINTIV INC. MEETING DATE: MAY 03, 2023 | ||||
| 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 |
| PAREX RESOURCES INC. MEETING DATE: MAY 11, 2023 | ||||
| TICKER: PXT SECURITY ID: 69946Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Nine | Management | For | For |
| 2.1 | Elect Director Lynn Azar | Management | For | For |
| 2.2 | Elect Director Lisa Colnett | Management | For | For |
| 2.3 | Elect Director Sigmund Cornelius | Management | For | For |
| 2.4 | Elect Director Robert Engbloom | Management | For | For |
| 2.5 | Elect Director Wayne Foo | Management | For | For |
| 2.6 | Elect Director G.R. (Bob) MacDougall | Management | For | For |
| 2.7 | Elect Director Glenn McNamara | Management | For | For |
| 2.8 | Elect Director Imad Mohsen | Management | For | For |
| 2.9 | Elect Director Carmen Sylvain | Management | For | For |
| 3 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Re-approve Stock Option Plan | Management | For | For |
| 5 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| PENTAIR PLC MEETING DATE: MAY 09, 2023 | ||||
| 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 |
| PG&E CORPORATION MEETING DATE: MAY 18, 2023 | ||||
| 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 | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PORTLAND GENERAL ELECTRIC COMPANY MEETING DATE: APR 21, 2023 | ||||
| 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 |
| RECKITT BENCKISER GROUP PLC MEETING DATE: MAY 03, 2023 | ||||
| TICKER: RKT SECURITY ID: G74079107 | ||||
| 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 Andrew Bonfield as Director | Management | For | For |
| 5 | Re-elect Olivier Bohuon as Director | Management | For | For |
| 6 | Re-elect Jeff Carr as Director | Management | For | For |
| 7 | Re-elect Margherita Della Valle as Director | Management | For | For |
| 8 | Re-elect Nicandro Durante as Director | Management | For | For |
| 9 | Re-elect Mary Harris as Director | Management | For | For |
| 10 | Re-elect Mehmood Khan as Director | Management | For | For |
| 11 | Re-elect Pam Kirby as Director | Management | For | For |
| 12 | Re-elect Chris Sinclair as Director | Management | For | For |
| 13 | Re-elect Elane Stock as Director | Management | For | For |
| 14 | Re-elect Alan Stewart as Director | Management | For | For |
| 15 | Elect Jeremy Darroch as Director | Management | For | For |
| 16 | Elect Tamara Ingram as Director | Management | For | For |
| 17 | Reappoint KPMG 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 |
| REGAL REXNORD CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 |
| REGENERON PHARMACEUTICALS, INC. MEETING DATE: JUN 09, 2023 | ||||
| TICKER: REGN SECURITY ID: 75886F107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph L. Goldstein | Management | For | For |
| 1b | Elect Director Christine A. Poon | Management | For | For |
| 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 |
| ROSS STORES, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| SANOFI MEETING DATE: MAY 25, 2023 | ||||
| TICKER: SAN SECURITY ID: 80105N105 | ||||
| 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 |
| SIEMENS AG MEETING DATE: FEB 09, 2023 | ||||
| TICKER: SIE SECURITY ID: D69671218 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2021/22 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 4.25 per Share | Management | For | For |
| 3.1 | Approve Discharge of Management Board Member Roland Busch for Fiscal Year 2021/22 | Management | For | For |
| 3.2 | Approve Discharge of Management Board Member Cedrik Neike for Fiscal Year 2021/22 | Management | For | For |
| 3.3 | Approve Discharge of Management Board Member Matthias Rebellius for Fiscal Year 2021/22 | Management | For | For |
| 3.4 | Approve Discharge of Management Board Member Ralf Thomas for Fiscal Year 2021/22 | Management | For | For |
| 3.5 | Approve Discharge of Management Board Member Judith Wiese for Fiscal Year 2021/22 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Jim Snabe for Fiscal Year 2021/22 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Birgit Steinborn for Fiscal Year 2021/22 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Werner Brandt for Fiscal Year 2021/22 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Tobias Baeumler for Fiscal Year 2021/22 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal Year 2021/22 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Andrea Fehrmann for Fiscal Year 2021/22 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Bettina Haller for Fiscal Year 2021/22 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Harald Kern for Fiscal Year 2021/22 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Juergen Kerner for Fiscal Year 2021/22 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Benoit Potier for Fiscal Year 2021/22 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Hagen Reimer for Fiscal Year 2021/22 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Norbert Reithofer for Fiscal Year 2021/22 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Kasper Roersted for Fiscal Year 2021/22 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Nemat Shafik for Fiscal Year 2021/22 | Management | For | For |
| 4.15 | Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal Year 2021/22 | Management | For | For |
| 4.16 | Approve Discharge of Supervisory Board Member Michael Sigmund for Fiscal Year 2021/22 | Management | For | For |
| 4.17 | Approve Discharge of Supervisory Board Member Dorothea Simon for Fiscal Year 2021/22 | Management | For | For |
| 4.18 | Approve Discharge of Supervisory Board Member Grazia Vittadini for Fiscal Year 2021/22 | Management | For | For |
| 4.19 | Approve Discharge of Supervisory Board Member Matthias Zachert for Fiscal Year 2021/22 | Management | For | For |
| 4.20 | Approve Discharge of Supervisory Board Member Gunnar Zukunft for Fiscal Year 2021/22 | Management | For | For |
| 5 | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2022/23 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7.1 | Elect Werner Brandt to the Supervisory Board | Management | For | For |
| 7.2 | Elect Regina Dugan to the Supervisory Board | Management | For | For |
| 7.3 | Elect Keryn Lee James to the Supervisory Board | Management | For | For |
| 7.4 | Elect Martina Merz to the Supervisory Board | Management | For | For |
| 7.5 | Elect Benoit Potier to the Supervisory Board | Management | For | For |
| 7.6 | Elect Nathalie von Siemens to the Supervisory Board | Management | For | For |
| 7.7 | Elect Matthias Zachert to the Supervisory Board | Management | For | For |
| 8 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 9 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 10 | Amend Articles Re: Registration in the Share Register | Management | For | For |
| SPECTRUM BRANDS HOLDINGS, INC. MEETING DATE: AUG 09, 2022 | ||||
| TICKER: SPB SECURITY ID: 84790A105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sherianne James | Management | For | For |
| 1.2 | Elect Director Leslie L. Campbell | Management | For | For |
| 1.3 | Elect Director Joan Chow | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TE CONNECTIVITY LTD. MEETING DATE: MAR 15, 2023 | ||||
| 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 |
| THE AES CORPORATION MEETING DATE: APR 20, 2023 | ||||
| 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 | ||||
| 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 | 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 |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Climate Lobbying | Shareholder | Against | Against |
| 9 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| THE CIGNA GROUP MEETING DATE: APR 26, 2023 | ||||
| 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 | ||||
| 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 PNC FINANCIAL SERVICES GROUP, INC. MEETING DATE: APR 26, 2023 | ||||
| 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 | ||||
| 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 SCOTTS MIRACLE-GRO COMPANY MEETING DATE: JAN 23, 2023 | ||||
| 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 SOUTHERN COMPANY MEETING DATE: MAY 24, 2023 | ||||
| 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 | Against |
| 8 | Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Against |
| THE TRAVELERS COMPANIES, INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 | Against |
| 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 |
| TYSON FOODS, INC. MEETING DATE: FEB 09, 2023 | ||||
| TICKER: TSN SECURITY ID: 902494103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John H. Tyson | Management | For | For |
| 1b | Elect Director Les R. Baledge | Management | For | For |
| 1c | Elect Director Mike Beebe | Management | For | For |
| 1d | Elect Director Maria Claudia Borras | Management | For | For |
| 1e | Elect Director David J. Bronczek | Management | For | For |
| 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 | For |
| 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 |
| UNILEVER PLC MEETING DATE: MAY 03, 2023 | ||||
| TICKER: ULVR SECURITY ID: 904767704 | ||||
| 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 | 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 |
| UNITEDHEALTH GROUP INCORPORATED MEETING DATE: JUN 05, 2023 | ||||
| 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 |
| US FOODS HOLDING CORP. MEETING DATE: MAY 18, 2023 | ||||
| TICKER: USFD SECURITY ID: 912008109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl A. Bachelder | Management | For | For |
| 1b | Elect Director James J. Barber, Jr. | Management | For | For |
| 1c | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1d | Elect Director Scott D. Ferguson | Management | For | For |
| 1e | Elect Director David E. Flitman | Management | For | For |
| 1f | Elect Director Marla Gottschalk | Management | For | For |
| 1g | Elect Director Sunil Gupta | Management | For | For |
| 1h | Elect Director Carl Andrew Pforzheimer | Management | For | For |
| 1i | Elect Director Quentin Roach | Management | For | For |
| 1j | Elect Director David M. Tehle | Management | For | For |
| 1k | Elect Director David A. Toy | Management | For | For |
| 1l | Elect Director Ann E. Ziegler | Management | For | For |
| 2 | Advisory 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 Add Federal Forum Selection Provision | Management | For | For |
| 5 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 7 | Limit Accelerated Vesting of Equity Awards Upon a Change in Control | Shareholder | Against | Against |
| VERTEX PHARMACEUTICALS INCORPORATED MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| WELLS FARGO & COMPANY MEETING DATE: APR 25, 2023 | ||||
| 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 | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 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 | Against |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY MEETING DATE: MAY 17, 2023 | ||||
| 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 |
VOTE SUMMARY REPORT
FIDELITY STOCK SELECTOR LARGE CAP VALUE FUND
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| 3M COMPANY MEETING DATE: MAY 09, 2023 | ||||
| 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 |
| ABBOTT LABORATORIES MEETING DATE: APR 28, 2023 | ||||
| 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 |
| ACTIVISION BLIZZARD, INC. MEETING DATE: JUN 21, 2023 | ||||
| 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 | Against |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| ADOBE INC. MEETING DATE: APR 20, 2023 | ||||
| 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 | ||||
| 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 | For |
| 1e | Elect Director Frances H. Arnold | Management | For | For |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | Against |
| 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 | Against |
| 1k | Elect Director Robin L. Washington | Management | For | Against |
| 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 | Against |
| 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 | For |
| 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 |
| ALTRIA GROUP, INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 | Against |
| AMDOCS LIMITED MEETING DATE: JAN 27, 2023 | ||||
| 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 | ||||
| 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 |
| AMERISOURCEBERGEN CORPORATION MEETING DATE: MAR 09, 2023 | ||||
| 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 |
| ARCHER-DANIELS-MIDLAND COMPANY MEETING DATE: MAY 04, 2023 | ||||
| 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 |
| ARTHUR J. GALLAGHER & CO. MEETING DATE: MAY 09, 2023 | ||||
| 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 |
| AXALTA COATING SYSTEMS LTD. MEETING DATE: JUN 07, 2023 | ||||
| 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 |
| BANK OF AMERICA CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 | 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 | Require Independent Board Chair | Shareholder | Against | Against |
| 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 | Against |
| 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 |
| BECTON, DICKINSON AND COMPANY MEETING DATE: JAN 24, 2023 | ||||
| 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 |
| BERKSHIRE HATHAWAY INC. MEETING DATE: MAY 06, 2023 | ||||
| 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 | For |
| 1.7 | Elect Director Kenneth I. Chenault | Management | For | For |
| 1.8 | Elect Director Christopher C. Davis | Management | For | For |
| 1.9 | Elect Director Susan L. Decker | Management | For | For |
| 1.10 | Elect Director Charlotte Guyman | Management | For | For |
| 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 | For |
| 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 | Against |
| 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 | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| BLACK KNIGHT, INC. MEETING DATE: SEP 21, 2022 | ||||
| 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 | For |
| 3 | Adjourn Meeting | Management | For | For |
| BLACKROCK, INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| BLOCK, INC. MEETING DATE: JUN 13, 2023 | ||||
| TICKER: SQ SECURITY ID: 852234103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roelof Botha | Management | For | For |
| 1.2 | Elect Director Amy Brooks | Management | For | For |
| 1.3 | Elect Director Shawn Carter | Management | For | For |
| 1.4 | Elect Director James McKelvey | 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 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| BNP PARIBAS SA MEETING DATE: MAY 16, 2023 | ||||
| TICKER: BNP SECURITY ID: F1058Q238 | ||||
| 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 3.90 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions | Management | For | For |
| 5 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 6 | Reelect Jean Lemierre as Director | Management | For | For |
| 7 | Reelect Jacques Aschenbroich as Director | Management | For | For |
| 8 | Reelect Monique Cohen as Director | Management | For | For |
| 9 | Reelect Daniela Schwarzer as Director | 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 and Vice-CEOs | Management | For | For |
| 13 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 14 | Approve Compensation of Jean Lemierre, Chairman of the Board | Management | For | For |
| 15 | Approve Compensation of Jean-Laurent Bonnafe, CEO | Management | For | For |
| 16 | Approve Compensation of Yann Gerardin, Vice-CEO | Management | For | For |
| 17 | Approve Compensation of Thierry Laborde, Vice-CEO | Management | For | For |
| 18 | Approve the Overall Envelope of Compensation of Certain Senior Management, Responsible Officers and the Risk-takers | Management | For | For |
| 19 | Approve Issuance of Super-Subordinated Contigent Convertible Bonds without Preemptive Rights for Private Placements, up to 10 Percent of Issued Capital | Management | For | For |
| 20 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 21 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 22 | Amend Article 14 of Bylaws Re: Age Limit of Chairman of the Board | Management | For | For |
| 23 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| BOSTON SCIENTIFIC CORPORATION MEETING DATE: MAY 04, 2023 | ||||
| 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 | ||||
| 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 |
| C.H. ROBINSON WORLDWIDE, INC. MEETING DATE: MAY 04, 2023 | ||||
| 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 |
| CANADIAN NATURAL RESOURCES LIMITED MEETING DATE: MAY 04, 2023 | ||||
| TICKER: CNQ SECURITY ID: 136385101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine M. Best | Management | For | For |
| 1.2 | Elect Director M. Elizabeth Cannon | Management | For | For |
| 1.3 | Elect Director N. Murray Edwards | Management | For | For |
| 1.4 | Elect Director Christopher L. Fong | Management | For | For |
| 1.5 | Elect Director Gordon D. Giffin | Management | For | For |
| 1.6 | Elect Director Wilfred A. Gobert | Management | For | For |
| 1.7 | Elect Director Steve W. Laut | Management | For | For |
| 1.8 | Elect Director Tim S. McKay | Management | For | For |
| 1.9 | Elect Director Frank J. McKenna | Management | For | For |
| 1.10 | Elect Director David A. Tuer | Management | For | For |
| 1.11 | Elect Director Annette M. Verschuren | 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 |
| CAPITAL ONE FINANCIAL CORPORATION MEETING DATE: MAY 04, 2023 | ||||
| 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 | Against |
| CBOE GLOBAL MARKETS, INC. MEETING DATE: MAY 11, 2023 | ||||
| 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 |
| CENOVUS ENERGY INC. MEETING DATE: APR 26, 2023 | ||||
| TICKER: CVE SECURITY ID: 15135U109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 2.1 | Elect Director Keith M. Casey | Management | For | For |
| 2.2 | Elect Director Canning K.N. Fok | Management | For | For |
| 2.3 | Elect Director Jane E. Kinney | Management | For | For |
| 2.4 | Elect Director Harold (Hal) N. Kvisle | Management | For | For |
| 2.5 | Elect Director Eva L. Kwok | Management | For | For |
| 2.6 | Elect Director Melanie A. Little | Management | For | For |
| 2.7 | Elect Director Richard J. Marcogliese | Management | For | For |
| 2.8 | Elect Director Jonathan M. McKenzie | Management | For | For |
| 2.9 | Elect Director Claude Mongeau | Management | For | For |
| 2.10 | Elect Director Alexander J. Pourbaix | Management | For | For |
| 2.11 | Elect Director Wayne E. Shaw | Management | For | For |
| 2.12 | Elect Director Frank J. Sixt | Management | For | For |
| 2.13 | Elect Director Rhonda I. Zygocki | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Report on Lobbying and Policy Advocacy with its Net Zero Goal | Shareholder | For | For |
| CENTENE CORPORATION MEETING DATE: SEP 27, 2022 | ||||
| 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 | ||||
| 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 | Against |
| CHECK POINT SOFTWARE TECHNOLOGIES LTD. MEETING DATE: AUG 30, 2022 | ||||
| TICKER: CHKP SECURITY ID: M22465104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Reelect Gil Shwed as Director | Management | For | For |
| 1b | Reelect Jerry Ungerman as Director | Management | For | For |
| 1c | Elect Tzipi Ozer-Armon as Director | Management | For | For |
| 1d | Reelect Tal Shavit as Director | Management | For | For |
| 1e | Reelect Shai Weiss as Director | Management | For | For |
| 2 | Ratify Appoint of Kost, Forer, Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration and Discuss Financial Statements and the Report of the Board | Management | For | For |
| 3 | Approve Compensation of Gil Shwed, CEO | Management | For | For |
| 4 | Readopt Compensation Policy for the Directors and Officers of the Company | 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 |
| CHUBB LIMITED MEETING DATE: MAY 17, 2023 | ||||
| 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 | For |
| 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 | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | For |
| 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 | Against |
| 15 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| CISCO SYSTEMS, INC. MEETING DATE: DEC 08, 2022 | ||||
| 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 | ||||
| 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 | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Report on Respecting Indigenous Peoples' Rights | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| COMCAST CORPORATION MEETING DATE: JUN 07, 2023 | ||||
| TICKER: CMCSA SECURITY ID: 20030N101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | For |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | For |
| 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 | For |
| 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 | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| COMERICA INCORPORATED MEETING DATE: APR 25, 2023 | ||||
| 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 |
| CONCENTRIX CORPORATION MEETING DATE: MAR 23, 2023 | ||||
| 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 |
| CONSTELLATION BRANDS, INC. MEETING DATE: JUL 19, 2022 | ||||
| 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 | For |
| 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 | ||||
| TICKER: STZ SECURITY ID: 21036P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Charter | Management | For | Against |
| 2 | Adjourn Meeting | Management | For | Against |
| CONSTELLATION ENERGY CORPORATION MEETING DATE: APR 25, 2023 | ||||
| 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 |
| CROWN HOLDINGS, INC. MEETING DATE: APR 27, 2023 | ||||
| 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 | Against |
| CUSHMAN & WAKEFIELD PLC MEETING DATE: SEP 21, 2022 | ||||
| TICKER: CWK SECURITY ID: G2717B108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve the Repurchase Authorization, Form of Share Repurchase Contracts and Repurchase Counterparties | Management | For | For |
| CUSHMAN & WAKEFIELD PLC MEETING DATE: MAY 11, 2023 | ||||
| TICKER: CWK SECURITY ID: G2717B108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brett White | Management | For | For |
| 1.2 | Elect Director Jodie McLean | Management | For | For |
| 1.3 | Elect Director Billie Williamson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Ratify KPMG LLP as UK Statutory Auditor | Management | For | For |
| 4 | Authorize Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Approve Director Compensation Report | Management | For | For |
| 7 | Approve Director Compensation Policy | Management | For | For |
| 8 | Approve the Directors' Authority to Allot Shares | Management | For | For |
| 9 | Approve the Disapplication of Statutory Pre-Emption Rights | Management | For | For |
| CVS HEALTH CORPORATION MEETING DATE: MAY 18, 2023 | ||||
| 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 | Against |
| 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 | For |
| 9 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| DANAHER CORPORATION MEETING DATE: MAY 09, 2023 | ||||
| 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 | For |
| 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 | For |
| 1k | Elect Director John T. Schwieters | Management | For | For |
| 1l | Elect Director Alan G. Spoon | Management | For | For |
| 1m | Elect Director Raymond C. Stevens | Management | For | For |
| 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 | Against |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| DEUTSCHE TELEKOM AG MEETING DATE: APR 05, 2023 | ||||
| TICKER: DTE SECURITY ID: D2035M136 | ||||
| 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 0.70 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 Deloitte 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 |
| 6.1 | Elect Harald Krueger to the Supervisory Board | Management | For | For |
| 6.2 | Elect Reinhard Ploss to the Supervisory Board | Management | For | For |
| 6.3 | Elect Margret Suckale to the Supervisory Board | Management | For | For |
| 7 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 8 | Approve Remuneration Report | Management | For | For |
| DICK'S SPORTING GOODS, INC. MEETING DATE: JUN 14, 2023 | ||||
| TICKER: DKS SECURITY ID: 253393102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark J. Barrenechea | Management | For | For |
| 1b | Elect Director Emanuel Chirico | Management | For | For |
| 1c | Elect Director William J. Colombo | Management | For | For |
| 1d | Elect Director Anne Fink | Management | For | For |
| 1e | Elect Director Larry Fitzgerald, Jr. | Management | For | For |
| 1f | Elect Director Lauren R. Hobart | Management | For | For |
| 1g | Elect Director Sandeep Mathrani | Management | For | For |
| 1h | Elect Director Desiree Ralls-Morrison | Management | For | For |
| 1i | Elect Director Lawrence J. Schorr | Management | For | For |
| 1j | Elect Director Edward W. Stack | Management | For | For |
| 1k | Elect Director Larry D. 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 |
| 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| DOLLAR TREE, INC. MEETING DATE: JUN 13, 2023 | ||||
| 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 | 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 Economic and Social Risks of Compensation and Workforce Practices and Any Impact on Diversified Shareholders | Shareholder | Against | Against |
| DROPBOX, INC. MEETING DATE: MAY 18, 2023 | ||||
| TICKER: DBX SECURITY ID: 26210C104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew W. Houston | Management | For | For |
| 1.2 | Elect Director Donald W. Blair | Management | For | For |
| 1.3 | Elect Director Lisa Campbell | Management | For | For |
| 1.4 | Elect Director Paul E. Jacobs | Management | For | For |
| 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 |
| EASTMAN CHEMICAL COMPANY MEETING DATE: MAY 04, 2023 | ||||
| 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 |
| EDISON INTERNATIONAL MEETING DATE: APR 27, 2023 | ||||
| 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 |
| ELI LILLY AND COMPANY MEETING DATE: MAY 01, 2023 | ||||
| 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 | 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 | Against |
| 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 |
| ENTERGY CORPORATION MEETING DATE: MAY 05, 2023 | ||||
| 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 |
| EQUITY LIFESTYLE PROPERTIES, INC. MEETING DATE: APR 25, 2023 | ||||
| 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 | For |
| 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 |
| ESSEX PROPERTY TRUST, INC. MEETING DATE: MAY 09, 2023 | ||||
| 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 |
| EXXON MOBIL CORPORATION MEETING DATE: MAY 31, 2023 | ||||
| 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 | Against |
| 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 | Against |
| 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 | Against |
| 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 |
| FEDEX CORPORATION MEETING DATE: SEP 19, 2022 | ||||
| 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 | Against |
| 6 | Report on Alignment Between Company Values and Electioneering Contributions | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Racism in Corporate Culture | Shareholder | Against | Against |
| 9 | Report on Climate Lobbying | Shareholder | Against | Against |
| FIRST HORIZON CORPORATION MEETING DATE: APR 25, 2023 | ||||
| TICKER: FHN SECURITY ID: 320517105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Harry V. Barton, Jr. | Management | For | For |
| 1.2 | Elect Director John N. Casbon | Management | For | For |
| 1.3 | Elect Director John C. Compton | Management | For | For |
| 1.4 | Elect Director Wendy P. Davidson | Management | For | For |
| 1.5 | Elect Director William H. Fenstermaker | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director J. Michael Kemp, Sr. | Management | For | For |
| 1.8 | Elect Director Rick E. Maples | Management | For | For |
| 1.9 | Elect Director Vicki R. Palmer | Management | For | For |
| 1.10 | Elect Director Colin V. Reed | Management | For | For |
| 1.11 | Elect Director E. Stewart Shea, III | Management | For | For |
| 1.12 | Elect Director Cecelia D. Stewart | Management | For | For |
| 1.13 | Elect Director Rosa Sugranes | Management | For | For |
| 1.14 | Elect Director R. Eugene 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 |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| FLEETCOR TECHNOLOGIES, INC. MEETING DATE: JUN 09, 2023 | ||||
| TICKER: FLT SECURITY ID: 339041105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven T. Stull | Management | For | For |
| 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 | For |
| 1f | Elect Director Rahul Gupta | Management | For | For |
| 1g | Elect Director Thomas M. Hagerty | Management | For | For |
| 1h | Elect Director Archie L. Jones, Jr. | Management | For | For |
| 1i | Elect Director Hala G. Moddelmog | Management | For | For |
| 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 | 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 |
| FLOWSERVE CORPORATION MEETING DATE: MAY 25, 2023 | ||||
| TICKER: FLS SECURITY ID: 34354P105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director R. Scott Rowe | Management | For | For |
| 1b | Elect Director Sujeet Chand | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director Gayla J. Delly | Management | For | For |
| 1e | Elect Director John R. Friedery | Management | For | For |
| 1f | Elect Director John L. Garrison | Management | For | For |
| 1g | Elect Director Michael C. McMurray | Management | For | For |
| 1h | Elect Director Thomas B. Okray | Management | For | For |
| 1i | Elect Director David E. Roberts | Management | For | For |
| 1j | Elect Director Kenneth I. Siegel | Management | For | For |
| 1k | Elect Director Carlyn R. Taylor | Management | For | For |
| 2 | Advisory Vote 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 Right to Call Special Meeting | Shareholder | Against | Against |
| FLUOR CORPORATION MEETING DATE: MAY 03, 2023 | ||||
| TICKER: FLR SECURITY ID: 343412102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Alan M. Bennett | Management | For | For |
| 1B | Elect Director Rosemary T. Berkery | Management | For | For |
| 1C | Elect Director David E. Constable | Management | For | For |
| 1D | Elect Director H. Paulett Eberhart | Management | For | For |
| 1E | Elect Director James T. Hackett | Management | For | For |
| 1F | Elect Director Thomas C. Leppert | Management | For | For |
| 1G | Elect Director Teri P. McClure | Management | For | For |
| 1H | Elect Director Armando J. Olivera | Management | For | For |
| 1I | Elect Director Matthew K. Rose | Management | For | For |
| 2 | Advisory Vote 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 |
| FREEPORT-MCMORAN, INC. MEETING DATE: JUN 06, 2023 | ||||
| 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 |
| FRESHPET, INC. MEETING DATE: OCT 03, 2022 | ||||
| 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 |
| GENERAL ELECTRIC COMPANY MEETING DATE: MAY 03, 2023 | ||||
| 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 MOTORS COMPANY MEETING DATE: JUN 20, 2023 | ||||
| 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 | Against |
| 7 | Report on Setting Sustainable Sourcing Targets | Shareholder | Against | Against |
| GLENCORE PLC MEETING DATE: MAY 26, 2023 | ||||
| TICKER: GLEN SECURITY ID: G39420107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Reduction of Capital Contribution Reserves | Management | For | For |
| 3 | Re-elect Kalidas Madhavpeddi as Director | Management | For | For |
| 4 | Re-elect Gary Nagle as Director | Management | For | For |
| 5 | Re-elect Peter Coates as Director | Management | For | For |
| 6 | Re-elect Martin Gilbert as Director | Management | For | For |
| 7 | Re-elect Gill Marcus as Director | Management | For | For |
| 8 | Re-elect Cynthia Carroll as Director | Management | For | For |
| 9 | Re-elect David Wormsley as Director | Management | For | For |
| 10 | Elect Liz Hewitt as Director | Management | For | For |
| 11 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 12 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 13 | Approve 2022 Climate Report | Management | For | For |
| 14 | Approve Remuneration Report | Management | For | For |
| 15 | Authorise Issue of Equity | Management | For | For |
| 16 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 18 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 19 | Resolution in Respect of the Next Climate Action Transition Plan | Shareholder | Against | Against |
| GLOBAL PAYMENTS INC. MEETING DATE: APR 27, 2023 | ||||
| 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 | Against |
| GLOBE LIFE INC. MEETING DATE: APR 27, 2023 | ||||
| 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 |
| GODADDY INC. MEETING DATE: JUN 07, 2023 | ||||
| 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 |
| HESS CORPORATION MEETING DATE: MAY 17, 2023 | ||||
| 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 | ||||
| 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 |
| HOST HOTELS & RESORTS, INC. MEETING DATE: MAY 18, 2023 | ||||
| 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 |
| INVITATION HOMES, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 |
| JOHNSON & JOHNSON MEETING DATE: APR 27, 2023 | ||||
| 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 | Against |
| 7 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| JPMORGAN CHASE & CO. MEETING DATE: MAY 16, 2023 | ||||
| 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 | Against |
| 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 | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| KEURIG DR PEPPER INC. MEETING DATE: JUN 12, 2023 | ||||
| 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 |
| LOWE'S COMPANIES, INC. MEETING DATE: MAY 26, 2023 | ||||
| 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 |
| MANPOWERGROUP INC. MEETING DATE: MAY 05, 2023 | ||||
| TICKER: MAN SECURITY ID: 56418H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Jean-Philippe Courtois | Management | For | For |
| 1B | Elect Director William Downe | Management | For | For |
| 1C | Elect Director John F. Ferraro | Management | For | For |
| 1D | Elect Director William P. Gipson | Management | For | For |
| 1E | Elect Director Patricia Hemingway Hall | Management | For | For |
| 1F | Elect Director Julie M. Howard | Management | For | For |
| 1G | Elect Director Ulice Payne, Jr. | Management | For | For |
| 1H | Elect Director Muriel Penicaud | Management | For | For |
| 1I | Elect Director Jonas Prising | Management | For | For |
| 1J | Elect Director Paul Read | Management | For | For |
| 1K | Elect Director Elizabeth P. Sartain | Management | For | For |
| 1L | Elect Director Michael J. Van Handel | 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 |
| MCDONALD'S CORPORATION MEETING DATE: MAY 25, 2023 | ||||
| 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 | Against |
| 10 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 11 | Report on Animal Welfare | Shareholder | Against | Against |
| MCKESSON CORPORATION MEETING DATE: JUL 22, 2022 | ||||
| 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 | Against |
| 7 | Adopt Policy on 10b5-1 Plans | Shareholder | Against | Against |
| MERCK & CO., INC. MEETING DATE: MAY 23, 2023 | ||||
| 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 | Against |
| 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 | Against |
| 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 | ||||
| TICKER: META SECURITY ID: 30303M102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peggy Alford | Management | For | For |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | For |
| 1.3 | Elect Director Andrew W. Houston | Management | For | For |
| 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 | For |
| 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 | For |
| 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 |
| MICROCHIP TECHNOLOGY INCORPORATED MEETING DATE: AUG 23, 2022 | ||||
| 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 |
| MID-AMERICA APARTMENT COMMUNITIES, INC. MEETING DATE: MAY 16, 2023 | ||||
| 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 |
| MOLINA HEALTHCARE, INC. MEETING DATE: MAY 03, 2023 | ||||
| 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 |
| MONDELEZ INTERNATIONAL, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 | For |
| NIELSEN HOLDINGS PLC MEETING DATE: SEP 01, 2022 | ||||
| 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 | ||||
| TICKER: NLSN SECURITY ID: G6518L111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| NORTHROP GRUMMAN CORPORATION MEETING DATE: MAY 17, 2023 | ||||
| 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 | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| O-I GLASS, INC. MEETING DATE: MAY 09, 2023 | ||||
| TICKER: OI SECURITY ID: 67098H104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Chapin | Management | For | For |
| 1b | Elect Director David V. Clark, II | Management | For | For |
| 1c | Elect Director Gordon J. Hardie | Management | For | For |
| 1d | Elect Director John Humphrey | Management | For | For |
| 1e | Elect Director Andres A. Lopez | Management | For | For |
| 1f | Elect Director Alan J. Murray | Management | For | For |
| 1g | Elect Director Hari N. Nair | Management | For | For |
| 1h | Elect Director Catherine I. Slater | Management | For | For |
| 1i | Elect Director John H. Walker | Management | For | For |
| 1j | Elect Director Carol A. Williams | 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 | One Year | One Year |
| OLIN CORPORATION MEETING DATE: APR 27, 2023 | ||||
| TICKER: OLN SECURITY ID: 680665205 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Beverley A. Babcock | Management | For | For |
| 1b | Elect Director C. Robert Bunch | Management | For | For |
| 1c | Elect Director Matthew S. Darnall | Management | For | For |
| 1d | Elect Director Earl L. Shipp | Management | For | For |
| 1e | Elect Director Scott M. Sutton | Management | For | For |
| 1f | Elect Director William H. Weideman | Management | For | For |
| 1g | Elect Director W. Anthony Will | Management | For | For |
| 1h | Elect Director Carol A. 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 |
| OMNICOMGROUP INC. MEETING DATE: MAY 02, 2023 | ||||
| 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 |
| PFIZER INC. MEETING DATE: APR 27, 2023 | ||||
| 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 | Against |
| 9 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| PG&E CORPORATION MEETING DATE: MAY 18, 2023 | ||||
| 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 | For |
| 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 | ||||
| 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 | For |
| 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 |
| PROLOGIS, INC. MEETING DATE: SEP 28, 2022 | ||||
| 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 | ||||
| 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 | For |
| 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 | ||||
| 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 | Against |
| 8 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| RXO, INC. MEETING DATE: MAY 23, 2023 | ||||
| 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 |
| SALESFORCE, INC. MEETING DATE: JUN 08, 2023 | ||||
| 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 | ||||
| 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 |
| SEMPRA ENERGY MEETING DATE: MAY 12, 2023 | ||||
| TICKER: SRE SECURITY ID: 816851109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andres Conesa | Management | For | Against |
| 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 | Against |
| 1g | Elect Director Cynthia L. Walker | Management | For | For |
| 1h | Elect Director Cynthia J. Warner | Management | For | Against |
| 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 | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | Against |
| 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 |
| SENSATA TECHNOLOGIES HOLDING PLC MEETING DATE: MAY 25, 2023 | ||||
| TICKER: ST SECURITY ID: G8060N102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew C. Teich | Management | For | For |
| 1b | Elect Director Jeffrey J. Cote | Management | For | For |
| 1c | Elect Director John P. Absmeier | Management | For | For |
| 1d | Elect Director Daniel L. Black | Management | For | For |
| 1e | Elect Director Lorraine A. Bolsinger | Management | For | For |
| 1f | Elect Director Constance E. Skidmore | Management | For | For |
| 1g | Elect Director Steven A. Sonnenberg | Management | For | For |
| 1h | Elect Director Martha N. Sullivan | Management | For | For |
| 1i | Elect Director Stephen M. Zide | 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 | Approve Director Compensation Report | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as U.K. Statutory Auditor | Management | For | For |
| 6 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 7 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 8 | Authorize Directed Share Repurchase Program | Management | For | For |
| 9 | Authorize Issue of Equity | Management | For | For |
| 10 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| 11 | Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans | Management | For | For |
| 12 | Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans without Pre-emptive Rights | Management | For | For |
| SS&C TECHNOLOGIES HOLDINGS, INC. MEETING DATE: MAY 17, 2023 | ||||
| TICKER: SSNC SECURITY ID: 78467J100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Normand A. Boulanger | Management | For | For |
| 1b | Elect Director David A. Varsano | Management | For | For |
| 1c | Elect Director Michael J. Zamkow | Management | For | For |
| 2 | Advisory Vote 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 | Against |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. MEETING DATE: JUN 06, 2023 | ||||
| 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 | For |
| 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 |
| TEMPUR SEALY INTERNATIONAL, INC. MEETING DATE: MAY 11, 2023 | ||||
| TICKER: TPX SECURITY ID: 88023U101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Evelyn S. Dilsaver | Management | For | For |
| 1b | Elect Director Simon John Dyer | Management | For | For |
| 1c | Elect Director Cathy R. Gates | Management | For | For |
| 1d | Elect Director John A. Heil | Management | For | For |
| 1e | Elect Director Meredith Siegfried Madden | Management | For | For |
| 1f | Elect Director Richard W. Neu | Management | For | For |
| 1g | Elect Director Scott L. Thompson | 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 |
| THE AES CORPORATION MEETING DATE: APR 20, 2023 | ||||
| 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 BANK OF NEW YORK MELLON CORPORATION MEETING DATE: APR 12, 2023 | ||||
| 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 | ||||
| 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 | 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 |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Climate Lobbying | Shareholder | Against | Against |
| 9 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| THE CHEMOURS COMPANY MEETING DATE: APR 26, 2023 | ||||
| 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 | ||||
| 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 COCA-COLA COMPANY MEETING DATE: APR 25, 2023 | ||||
| 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 | Against |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE HARTFORD FINANCIAL SERVICES GROUP, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 PNC FINANCIAL SERVICES GROUP, INC. MEETING DATE: APR 26, 2023 | ||||
| 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 | ||||
| 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 | ||||
| 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 SOUTHERN COMPANY MEETING DATE: MAY 24, 2023 | ||||
| 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 | Against |
| 8 | Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Against |
| THE TIMKEN COMPANY MEETING DATE: MAY 05, 2023 | ||||
| TICKER: TKR SECURITY ID: 887389104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Maria A. Crowe | Management | For | For |
| 1.2 | Elect Director Elizabeth A. Harrell | Management | For | For |
| 1.3 | Elect Director Richard G. Kyle | Management | For | For |
| 1.4 | Elect Director Sarah C. Lauber | Management | For | For |
| 1.5 | Elect Director John A. Luke, Jr. | Management | For | For |
| 1.6 | Elect Director Christopher L. Mapes | Management | For | For |
| 1.7 | Elect Director James F. Palmer | Management | For | For |
| 1.8 | Elect Director Ajita G. Rajendra | Management | For | For |
| 1.9 | Elect Director Frank C. Sullivan | Management | For | For |
| 1.10 | Elect Director John M. Timken, Jr. | Management | For | For |
| 1.11 | Elect Director Ward J. Timken, 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 |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| THE TRAVELERS COMPANIES, INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 | Against |
| 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 |
| THERMO FISHER SCIENTIFIC INC. MEETING DATE: MAY 24, 2023 | ||||
| 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 |
| U.S. BANCORP MEETING DATE: APR 18, 2023 | ||||
| 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 |
| UNITEDHEALTH GROUP INCORPORATED MEETING DATE: JUN 05, 2023 | ||||
| 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 |
| US FOODS HOLDING CORP. MEETING DATE: MAY 18, 2023 | ||||
| TICKER: USFD SECURITY ID: 912008109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl A. Bachelder | Management | For | For |
| 1b | Elect Director James J. Barber, Jr. | Management | For | For |
| 1c | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1d | Elect Director Scott D. Ferguson | Management | For | For |
| 1e | Elect Director David E. Flitman | Management | For | For |
| 1f | Elect Director Marla Gottschalk | Management | For | For |
| 1g | Elect Director Sunil Gupta | Management | For | For |
| 1h | Elect Director Carl Andrew Pforzheimer | Management | For | For |
| 1i | Elect Director Quentin Roach | Management | For | For |
| 1j | Elect Director David M. Tehle | Management | For | For |
| 1k | Elect Director David A. Toy | Management | For | For |
| 1l | Elect Director Ann E. Ziegler | Management | For | For |
| 2 | Advisory 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 Add Federal Forum Selection Provision | Management | For | For |
| 5 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 7 | Limit Accelerated Vesting of Equity Awards Upon a Change in Control | Shareholder | Against | Against |
| VALERO ENERGY CORPORATION MEETING DATE: MAY 09, 2023 | ||||
| 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 | Against |
| 6 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| VERIZON COMMUNICATIONS INC. MEETING DATE: MAY 11, 2023 | ||||
| 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 | Against |
| 8 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 9 | Require Independent Board Chair | Shareholder | Against | Against |
| VISTRA CORP. MEETING DATE: MAY 02, 2023 | ||||
| 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 |
| VONTIER CORPORATION MEETING DATE: MAY 22, 2023 | ||||
| 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 |
| WALMART INC. MEETING DATE: MAY 31, 2023 | ||||
| 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 | For |
| 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 | Against |
| 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 | Against |
| WELLS FARGO & COMPANY MEETING DATE: APR 25, 2023 | ||||
| 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 | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 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 | Against |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| WELLTOWER INC. MEETING DATE: MAY 23, 2023 | ||||
| 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 | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WESTLAKE CORPORATION MEETING DATE: MAY 11, 2023 | ||||
| TICKER: WLK SECURITY ID: 960413102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a.1 | Elect Director Catherine T. Chao | Management | For | For |
| 1a.2 | Elect Director Marius A. Haas | Management | For | For |
| 1a.3 | Elect Director Kimberly S. Lubel | Management | For | For |
| 1a.4 | Elect Director Jeffrey W. Sheets | Management | For | For |
| 1b.1 | Elect Director Carolyn C. Sabat | 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 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| 7 | Strengthen 2030 GHG Reduction Targets and Adopt Long-Term Targets Aligned with Net Zero | Shareholder | Against | Against |
| 8 | Report on Reducing Plastic Pollution of the Oceans | Shareholder | Against | Against |
| WILLIAMS-SONOMA, INC. MEETING DATE: MAY 31, 2023 | ||||
| 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 |
| XPO, INC. MEETING DATE: MAY 17, 2023 | ||||
| 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 | For |
POWER OF ATTORNEY
I, the undersigned Treasurer of the following investment companies:
| Fidelity Advisor Series I Fidelity Advisor Series VII Fidelity Advisor Series VIII Fidelity Beacon Street Trust Fidelity Capital Trust Fidelity Central Investment Portfolios LLC Fidelity Commonwealth Trust Fidelity Commonwealth Trust II Fidelity Concord Street Trust Fidelity Congress Street Fund Fidelity Contrafund Fidelity Covington Trust Fidelity Destiny Portfolios Fidelity Devonshire Trust Fidelity Exchange Fund Fidelity Financial Trust | Fidelity Hanover Street Trust Fidelity Hastings Street Trust Fidelity Investment Trust Fidelity Magellan Fund Fidelity Mt. Vernon Street Trust Fidelity Puritan Trust Fidelity Securities Fund Fidelity Select Portfolios Fidelity Summer Street Trust Fidelity Trend Fund Variable Insurance Products Fund Variable Insurance Products Fund II Variable Insurance Products Fund III Variable Insurance Products Fund IV |
in addition to any other investment company for which Fidelity Management & Research Company or an affiliate acts as investment adviser and for which the undersigned individual serves as Treasurer (collectively, the "Funds"), hereby constitute and appoint Mark Lundvall and Lisa Goulemas my true and lawful attorney-in-fact, each of them singly, with full power of substitution, and with full power to sign for me and in my name in the appropriate capacity, all Reports of the Proxy Voting Records of the Funds on Form N-PX under the Investment Company Act of 1940, as amended (the "Act"), or any successor thereto, and any supplements or other instruments in connection therewith, and generally do all such things in my name and behalf in connection therewith as said attorney-in-fact deems necessary or appropriate to cause such Form to be completed and filed in accordance with the Act and all related requirements of the Securities and Exchange Commission. I hereby ratify and confirm all that said attorney-in-fact or his substitute may do or cause to be done by virtue hereof. This power of attorney is effective for all documents filed on or after June 1, 2021.
WITNESS my hand on this 1st day of June 2021.
/s/Stacie M. Smith
Stacie M. Smith
Treasurer
