American Funds Fundamental Investors (ANCFX)
Filed: 28 Aug 23, 12:25pm
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM N-PX
Annual Report of Proxy Voting Record of
Registered Management Investment Company
Investment Company Act File Number: 811-00032
American Funds Fundamental Investors
(Exact Name of Registrant as Specified in Charter)
6455 Irvine Center Drive
Irvine, California 92618
(Address of Principal Executive Offices)
Registrant's telephone number, including area code: (213) 486-9200
Date of fiscal year end: December 31
Date of reporting period: July 1, 2022 - June 30, 2023
Julie E. Lawton
American Funds Fundamental Investors
333 South Hope Street
Los Angeles, California 90071
(Name and Address of Agent for Service)
FORM N-PX
ICA File Number: 811-00032
Registrant Name: American Funds Fundamental Investors
Reporting Period: 07/01/2022 - 06/30/2023
American Funds Fundamental Investors
| ABB LTD. Meeting Date: SEP 07, 2022 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: ABBN Security ID: H0010V101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Spin-Off of Accelleron Industries AG | Management | For | For |
| 2 | Transact Other Business (Voting) | Management | For | Against |
| ABB LTD. Meeting Date: MAR 23, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: ABBN Security ID: H0010V101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report (Non-Binding) | Management | For | For |
| 3 | Approve Discharge of Board and Senior Management | Management | For | For |
| 4 | Approve Allocation of Income and Dividends of CHF 0.84 per Share | Management | For | For |
| 5.1 | Amend Articles Re: Shares and Share Register | Management | For | For |
| 5.2 | Amend Articles Re: Restriction on Registration | Management | For | For |
| 5.3 | Amend Articles Re: General Meeting | Management | For | For |
| 5.4 | Approve Virtual-Only Shareholder Meetings | Management | For | Against |
| 5.5 | Amend Articles Re: Board of Directors and Compensation | Management | For | For |
| 6 | Approve Creation of Capital Band within the Upper Limit of CHF 259.3 Million and the Lower Limit of CHF 212.2 Million with or without Exclusion of Preemptive Rights | Management | For | For |
| 7.1 | Approve Remuneration of Directors in the Amount of CHF 4.4 Million | Management | For | For |
| 7.2 | Approve Remuneration of Executive Committee in the Amount of CHF 43.9 Million | Management | For | For |
| 8.1 | Reelect Gunnar Brock as Director | Management | For | For |
| 8.2 | Reelect David Constable as Director | Management | For | For |
| 8.3 | Reelect Frederico Curado as Director | Management | For | For |
| 8.4 | Reelect Lars Foerberg as Director | Management | For | For |
| 8.5 | Elect Denise Johnson as Director | Management | For | For |
| 8.6 | Reelect Jennifer Xin-Zhe Li as Director | Management | For | For |
| 8.7 | Reelect Geraldine Matchett as Director | Management | For | For |
| 8.8 | Reelect David Meline as Director | Management | For | For |
| 8.9 | Reelect Jacob Wallenberg as Director | Management | For | For |
| 8.10 | Reelect Peter Voser as Director and Board Chair | Management | For | For |
| 9.1 | Reappoint David Constable as Member of the Compensation Committee | Management | For | For |
| 9.2 | Reappoint Frederico Curado as Member of the Compensation Committee | Management | For | For |
| 9.3 | Reappoint Jennifer Xin-Zhe Li as Member of the Compensation Committee | Management | For | For |
| 10 | Designate Zehnder Bolliger & Partner as Independent Proxy | Management | For | For |
| 11 | Ratify KPMG AG as Auditors | Management | For | For |
| 12 | Transact Other Business (Voting) | Management | For | Against |
| ABBOTT LABORATORIES Meeting Date: APR 28, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ABT Security ID: 002824100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Claire Babineaux-Fontenot | Management | For | For |
| 1.3 | Elect Director Sally E. Blount | Management | For | For |
| 1.4 | Elect Director Robert B. Ford | Management | For | For |
| 1.5 | Elect Director Paola Gonzalez | Management | For | For |
| 1.6 | Elect Director Michelle A. Kumbier | Management | For | For |
| 1.7 | Elect Director Darren W. McDew | Management | For | For |
| 1.8 | Elect Director Nancy McKinstry | Management | For | Against |
| 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 | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Against |
| ABBVIE INC. Meeting Date: MAY 05, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ABBV Security ID: 00287Y109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Melody B. Meyer | Management | For | For |
| 1.3 | Elect Director Frederick H. Waddell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| ACTIVISION BLIZZARD, INC. Meeting Date: JUN 21, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ATVI Security ID: 00507V109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reveta Bowers | Management | For | For |
| 1b | Elect Director Kerry Carr | Management | For | For |
| 1c | Elect Director Robert Corti | Management | For | For |
| 1d | Elect Director Brian Kelly | Management | For | For |
| 1e | Elect Director Robert Kotick | Management | For | For |
| 1f | Elect Director Barry Meyer | Management | For | For |
| 1g | Elect Director Robert Morgado | Management | For | For |
| 1h | Elect Director Peter Nolan | Management | For | For |
| 1i | Elect Director Dawn Ostroff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| ADIDAS AG Meeting Date: MAY 11, 2023 Record Date: MAY 04, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ADS Security ID: D0066B185 | ||||
| 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 | Approve Remuneration Report | Management | For | For |
| 6 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | Against |
| 7 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 8 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| 9 | Authorize Use of Financial Derivatives when Repurchasing Shares | Management | For | For |
| ADIENT PLC Meeting Date: MAR 07, 2023 Record Date: JAN 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ADNT Security ID: G0084W101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Julie L. Bushman | Management | For | For |
| 1b | Elect Director Peter H. Carlin | Management | For | For |
| 1c | Elect Director Douglas G. Del Grosso | Management | For | For |
| 1d | Elect Director Ricky T. 'Rick' Dillon | Management | For | For |
| 1e | Elect Director Richard Goodman | Management | For | For |
| 1f | Elect Director Jose M. Gutierrez | Management | For | For |
| 1g | Elect Director Frederick A. 'Fritz' Henderson | Management | For | For |
| 1h | Elect Director Barb J. Samardzich | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Authorise Issue of Equity | Management | For | For |
| 6 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| ADOBE INC. Meeting Date: APR 20, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ADBE Security ID: 00724F101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Brett Biggs | Management | For | For |
| 1c | Elect Director Melanie Boulden | Management | For | For |
| 1d | Elect Director Frank Calderoni | Management | For | For |
| 1e | Elect Director Laura Desmond | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Spencer Neumann | Management | For | For |
| 1h | Elect Director Kathleen Oberg | Management | For | For |
| 1i | Elect Director Dheeraj Pandey | Management | For | For |
| 1j | Elect Director David Ricks | Management | For | For |
| 1k | Elect Director Daniel Rosensweig | Management | For | For |
| 1l | Elect Director John Warnock | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| ADVANCED MICRO DEVICES, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMD Security ID: 007903107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nora M. Denzel | Management | For | For |
| 1b | Elect Director Mark Durcan | Management | For | For |
| 1c | Elect Director Michael P. Gregoire | Management | For | For |
| 1d | Elect Director Joseph A. Householder | Management | For | For |
| 1e | Elect Director John W. Marren | Management | For | For |
| 1f | Elect Director Jon A. Olson | Management | For | For |
| 1g | Elect Director Lisa T. Su | Management | For | For |
| 1h | Elect Director Abhi Y. Talwalkar | Management | For | Against |
| 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 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AGL Security ID: 00857U107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ron Williams | Management | For | 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 | Against |
| AIA GROUP LIMITED Meeting Date: MAY 18, 2023 Record Date: MAY 12, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 1299 Security ID: Y002A1105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Elect Edmund Sze-Wing Tse as Director | Management | For | For |
| 4 | Elect Jack Chak-Kwong So as Director | Management | For | For |
| 5 | Elect Lawrence Juen-Yee Lau as Director | Management | For | For |
| 6 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7A | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| 7B | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 8 | Approve Increase in Rate of Directors' Fees | Management | For | For |
| 9 | Amend Share Option Scheme | Management | For | For |
| 10 | Amend Restricted Share Unit Scheme | Management | For | For |
| 11 | Amend Employee Share Purchase Plan | Management | For | For |
| 12 | Amend Agency Share Purchase Plan | Management | For | For |
| AIRBUS SE Meeting Date: APR 19, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AIR Security ID: N0280G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 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 |
| ALBEMARLE CORPORATION Meeting Date: MAY 02, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ALB Security ID: 012653101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Lauren Brlas | Management | For | For |
| 1b | Elect Director Ralf H. Cramer | Management | For | For |
| 1c | Elect Director J. Kent Masters, Jr. | Management | For | For |
| 1d | Elect Director Glenda J. Minor | Management | For | For |
| 1e | Elect Director James J. O'Brien | Management | For | For |
| 1f | Elect Director Diarmuid B. O'Connell | Management | For | For |
| 1g | Elect Director Dean L. Seavers | Management | For | For |
| 1h | Elect Director Gerald A. Steiner | Management | For | For |
| 1i | Elect Director Holly A. Van Deursen | Management | For | For |
| 1j | Elect Director Alejandro D. Wolff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Non-Employee Director Restricted Stock Plan | Management | For | For |
| ALIGN TECHNOLOGY, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ALGN Security ID: 016255101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin J. Dallas | Management | For | For |
| 1.2 | Elect Director Joseph M. Hogan | Management | For | For |
| 1.3 | Elect Director Joseph Lacob | Management | For | For |
| 1.4 | Elect Director C. Raymond Larkin, Jr. | Management | For | For |
| 1.5 | Elect Director George J. Morrow | Management | For | For |
| 1.6 | Elect Director Anne M. Myong | Management | For | For |
| 1.7 | Elect Director Andrea L. Saia | Management | For | For |
| 1.8 | Elect Director Susan E. Siegel | Management | For | For |
| 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALNYLAM PHARMACEUTICALS, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ALNY Security ID: 02043Q107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael W. Bonney | Management | For | For |
| 1b | Elect Director Yvonne L. Greenstreet | Management | For | For |
| 1c | Elect Director Phillip A. Sharp | Management | For | For |
| 1d | Elect Director Elliott Sigal | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALPHABET INC. Meeting Date: JUN 02, 2023 Record Date: APR 04, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GOOGL Security ID: 02079K305 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | 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 | For |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | For |
| 1k | Elect Director Robin L. Washington | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | 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 | Against |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | Against |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | Against |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| ALTRIA GROUP, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MO Security ID: 02209S103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ian L.T. Clarke | Management | For | For |
| 1b | Elect Director Marjorie M. Connelly | Management | For | For |
| 1c | Elect Director R. Matt Davis | Management | For | For |
| 1d | Elect Director William F. Gifford, Jr. | Management | For | For |
| 1e | Elect Director Jacinto J. Hernandez | Management | For | For |
| 1f | Elect Director Debra J. Kelly-Ennis | Management | For | For |
| 1g | Elect Director Kathryn B. McQuade | Management | For | For |
| 1h | Elect Director George Munoz | Management | For | For |
| 1i | Elect Director Nabil Y. Sakkab | Management | For | For |
| 1j | Elect Director Virginia E. Shanks | Management | For | For |
| 1k | Elect Director Ellen R. Strahlman | Management | For | For |
| 1l | Elect Director M. Max Yzaguirre | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 6 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| AMADEUS IT GROUP SA Meeting Date: JUN 20, 2023 Record Date: JUN 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMS Security ID: E04648114 | ||||
| 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 | Advisory Vote on Remuneration Report | Management | For | For |
| 4 | Approve Allocation of Income and Dividends | Management | For | For |
| 5 | Approve Discharge of Board | Management | For | For |
| 6.1 | Elect Frits Dirk van Paasschen as Director | Management | For | For |
| 6.2 | Reelect William Connelly as Director | Management | For | For |
| 6.3 | Reelect Luis Maroto Camino as Director | Management | For | For |
| 6.4 | Reelect Pilar Garcia Ceballos-Zuniga as Director | Management | For | For |
| 6.5 | Reelect Stephan Gemkow as Director | Management | For | For |
| 6.6 | Reelect Peter Kuerpick as Director | Management | For | For |
| 6.7 | Reelect Xiaoqun Clever as Director | Management | For | For |
| 7 | Approve Remuneration of Directors | Management | For | For |
| 8 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| AMAZON.COM, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMZN Security ID: 023135106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | For |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1g | Elect Director Judith A. McGrath | Management | For | For |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | Against |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | Against |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | Against |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | Against |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | For |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | Against |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | For |
| AMAZON.COM, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMZN Security ID: ��023135106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | For |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1g | Elect Director Judith A. McGrath | Management | For | For |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | Against |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | Against |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | Against |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | Against |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | Against |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | Against |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | Against |
| AMETEK, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AME Security ID: 031100100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Amato | Management | For | For |
| 1b | Elect Director Anthony J. Conti | Management | For | For |
| 1c | Elect Director Gretchen W. McClain | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ANHEUSER-BUSCH INBEV SA/NV Meeting Date: APR 26, 2023 Record Date: APR 12, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: ABI Security ID: B639CJ108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| A.1 | Amend Articles Re: Composition Rules for the Board of Directors | Management | For | For |
| B.2 | Receive Directors' Reports (Non-Voting) | Management | None | None |
| B.3 | Receive Auditors' Reports (Non-Voting) | Management | None | None |
| B.4 | Receive Consolidated Financial Statements and Statutory Reports (Non-Voting) | Management | None | None |
| B.5 | Approve Financial Statements, Allocation of Income and Dividends of EUR 0.75 per Share | Management | For | For |
| B.6 | Approve Discharge of Directors | Management | For | For |
| B.7 | Approve Discharge of Auditors | Management | For | For |
| B.8.a | Elect Aradhana Sarin as Independent Director | Management | For | For |
| B.8.b | Elect Dirk Van de Put as Independent Director | Management | For | For |
| B.8.c | Elect Lynne Biggar as Independent Director | Management | For | For |
| B.8.d | Reelect Sabine Chalmers as Director | Management | For | Against |
| B.8.e | Reelect Claudio Garcia as Director | Management | For | Against |
| B.8.f | Elect Heloisa Sicupira as Director | Management | For | Against |
| B.8.g | Reelect Martin J. Barrington as Restricted Share Director | Management | For | Against |
| B.8.h | Reelect Alejandro Santo Domingo as Restricted Share Director | Management | For | Against |
| B.8.i | Elect Salvatore Mancuso as Restricted Share Director | Management | For | Against |
| B.9 | Approve Remuneration Report | Management | For | Against |
| C.10 | Authorize Implementation of Approved Resolutions and Filing of Required Documents/Formalities at Trade Registry | Management | For | For |
| AON PLC Meeting Date: JUN 16, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AON Security ID: G0403H108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lester B. Knight | Management | For | For |
| 1.2 | Elect Director Gregory C. Case | Management | For | For |
| 1.3 | Elect Director Jin-Yong Cai | Management | For | For |
| 1.4 | Elect Director Jeffrey C. Campbell | Management | For | For |
| 1.5 | Elect Director Fulvio Conti | Management | For | For |
| 1.6 | Elect Director Cheryl A. Francis | Management | For | For |
| 1.7 | Elect Director Adriana Karaboutis | Management | For | For |
| 1.8 | Elect Director Richard C. Notebaert | Management | For | For |
| 1.9 | Elect Director Gloria Santona | Management | For | For |
| 1.10 | Elect Director Sarah E. Smith | Management | For | For |
| 1.11 | Elect Director Byron O. Spruell | Management | For | For |
| 1.12 | Elect Director Carolyn Y. Woo | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Ratify Ernst & Young Chartered Accountants as Statutory Auditor | Management | For | For |
| 6 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 7 | Amend Omnibus Plan | Management | For | For |
| APOLLO GLOBAL MANAGEMENT, INC. Meeting Date: OCT 07, 2022 Record Date: AUG 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: APO Security ID: 03769M106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marc A. Beilinson | Management | For | For |
| 1.2 | Elect Director James R. Belardi | Management | For | For |
| 1.3 | Elect Director Jessica Bibliowicz | Management | For | For |
| 1.4 | Elect Director Walter (Jay) Clayton, III | Management | For | For |
| 1.5 | Elect Director Michael Ducey | Management | For | For |
| 1.6 | Elect Director Richard Emerson | Management | For | 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 |
| APPLE INC. Meeting Date: MAR 10, 2023 Record Date: JAN 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AAPL Security ID: 037833100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| APPLE INC. Meeting Date: MAR 10, 2023 Record Date: JAN 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AAPL Security ID: 037833100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| APPLIED MATERIALS, INC. Meeting Date: MAR 09, 2023 Record Date: JAN 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AMAT Security ID: 038222105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rani Borkar | Management | For | For |
| 1b | Elect Director Judy Bruner | Management | For | For |
| 1c | Elect Director Xun (Eric) Chen | Management | For | For |
| 1d | Elect Director Aart J. de Geus | Management | For | For |
| 1e | Elect Director Gary E. Dickerson | Management | For | For |
| 1f | Elect Director Thomas J. Iannotti | Management | For | For |
| 1g | Elect Director Alexander A. Karsner | Management | For | For |
| 1h | Elect Director Kevin P. March | Management | For | For |
| 1i | Elect Director Yvonne McGill | Management | For | For |
| 1j | Elect Director Scott A. McGregor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Improve Executive Compensation Program and Policy | Shareholder | Against | Against |
| ARCH CAPITAL GROUP LTD. Meeting Date: MAY 04, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ACGL Security ID: G0450A105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Francis Ebong | Management | For | For |
| 1b | Elect Director Eileen Mallesch | Management | For | For |
| 1c | Elect Director Louis J. Paglia | Management | For | For |
| 1d | Elect Director Brian S. Posner | Management | For | For |
| 1e | Elect Director John D. Vollaro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6a | Elect Director Matthew Dragonetti as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6b | Elect Director Seamus Fearon as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6c | Elect Director H. Beau Franklin as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6d | Elect Director Jerome Halgan as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6e | Elect Director James Haney as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6f | Elect Director Chris Hovey as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6g | Elect Director Pierre Jal as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6h | Elect Director Francois Morin as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6i | Elect Director David J. Mulholland as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6j | Elect Director Chiara Nannini as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6k | Elect Director Maamoun Rajeh as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| 6l | Elect Director Christine Todd as Designated Company Director of Non-U.S. Subsidiaries | Management | For | For |
| ARCHER-DANIELS-MIDLAND COMPANY Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ADM Security ID: 039483102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael S. Burke | Management | For | For |
| 1b | Elect Director Theodore Colbert | Management | For | For |
| 1c | Elect Director James C. Collins, Jr. | Management | For | For |
| 1d | Elect Director Terrell K. Crews | Management | For | For |
| 1e | Elect Director Ellen de Brabander | Management | For | For |
| 1f | Elect Director Suzan F. Harrison | Management | For | For |
| 1g | Elect Director Juan R. Luciano | Management | For | For |
| 1h | Elect Director Patrick J. Moore | Management | For | For |
| 1i | Elect Director Debra A. Sandler | Management | For | For |
| 1j | Elect Director Lei Z. Schlitz | Management | For | For |
| 1k | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| ARES MANAGEMENT CORPORATION Meeting Date: JUN 12, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ARES Security ID: 03990B101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael J. Arougheti | Management | For | For |
| 1b | Elect Director Ashish Bhutani | Management | For | For |
| 1c | Elect Director Antoinette Bush | Management | For | For |
| 1d | Elect Director R. Kipp deVeer | Management | For | For |
| 1e | Elect Director Paul G. Joubert | Management | For | For |
| 1f | Elect Director David B. Kaplan | Management | For | For |
| 1g | Elect Director Michael Lynton | Management | For | For |
| 1h | Elect Director Eileen Naughton | Management | For | For |
| 1i | Elect Director Judy D. Olian | Management | For | For |
| 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 |
| ARISTA NETWORKS, INC. Meeting Date: JUN 14, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ANET Security ID: 040413106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lewis Chew | Management | For | For |
| 1.2 | Elect Director Douglas Merritt *Withdrawn Resolution* | Management | None | None |
| 1.3 | Elect Director Mark B. Templeton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ARTHUR J. GALLAGHER & CO. Meeting Date: MAY 09, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AJG Security ID: 363576109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sherry S. Barrat | Management | For | For |
| 1b | Elect Director William L. Bax | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director D. John Coldman | Management | For | For |
| 1e | Elect Director J. Patrick Gallagher, Jr. | Management | For | For |
| 1f | Elect Director David S. Johnson | Management | For | For |
| 1g | Elect Director Christopher C. Miskel | Management | For | For |
| 1h | Elect Director Ralph J. Nicoletti | Management | For | For |
| 1i | Elect Director Norman L. Rosenthal | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Management | For | For |
| ASML HOLDING NV Meeting Date: APR 26, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ASML Security ID: N07059202 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Discuss the Company's Business, Financial Situation and Sustainability | Management | None | None |
| 3a | Approve Remuneration Report | Management | For | For |
| 3b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3c | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 3d | Approve Dividends | Management | For | For |
| 4a | Approve Discharge of Management Board | Management | For | For |
| 4b | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Approve Number of Shares for Management Board | Management | For | For |
| 6a | Amend Remuneration Policy for the Supervisory Board | Management | For | For |
| 6b | Amend Remuneration of the Members of the Supervisory Board | Management | For | For |
| 7 | Receive Information on the Composition of the Management Board and Announce Intention to Appoint W.R. Allan to Management Board | Management | None | None |
| 8 | Elect N.S. Andersen to Supervisory Board | Management | For | For |
| 8b | Elect J.P. de Kreij to Supervisory Board | Management | For | For |
| 8c | Discuss Composition of the Supervisory Board | Management | None | None |
| 9 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 10a | Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition | Management | For | For |
| 10b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 11 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 12 | Authorize Cancellation of Repurchased Shares | Management | For | For |
| 13 | Other Business (Non-Voting) | Management | None | None |
| 14 | Close Meeting | Management | None | None |
| ASML HOLDING NV Meeting Date: APR 26, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ASML Security ID: N07059210 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Discuss the Company's Business, Financial Situation and Sustainability | Management | None | None |
| 3a | Approve Remuneration Report | Management | For | For |
| 3b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3c | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 3d | Approve Dividends | Management | For | For |
| 4a | Approve Discharge of Management Board | Management | For | For |
| 4b | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Approve Number of Shares for Management Board | Management | For | For |
| 6a | Amend Remuneration Policy for the Supervisory Board | Management | For | For |
| 6b | Amend Remuneration of the Members of the Supervisory Board | Management | For | For |
| 7 | Receive Information on the Composition of the Management Board and Announce Intention to Appoint W.R. Allan to Management Board | Management | None | None |
| 8a | Elect N.S. Andersen to Supervisory Board | Management | For | For |
| 8b | Elect J.P. de Kreij to Supervisory Board | Management | For | For |
| 8c | Discuss Composition of the Supervisory Board | Management | None | None |
| 9 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 10a | Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition | Management | For | For |
| 10b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 11 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 12 | Authorize Cancellation of Repurchased Shares | Management | For | For |
| 13 | Other Business (Non-Voting) | Management | None | None |
| 14 | Close Meeting | Management | None | None |
| ASTRAZENECA PLC Meeting Date: APR 27, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AZN Security ID: G0593M107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividends | Management | For | For |
| 3 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 5a | Re-elect Michel Demare as Director | Management | For | For |
| 5b | Re-elect Pascal Soriot as Director | Management | For | For |
| 5c | Re-elect Aradhana Sarin as Director | Management | For | For |
| 5d | Re-elect Philip Broadley as Director | Management | For | For |
| 5e | Re-elect Euan Ashley as Director | Management | For | For |
| 5f | Re-elect Deborah DiSanzo as Director | Management | For | For |
| 5g | Re-elect Diana Layfield as Director | Management | For | For |
| 5h | Re-elect Sheri McCoy as Director | Management | For | For |
| 5i | Re-elect Tony Mok as Director | Management | For | For |
| 5j | Re-elect Nazneen Rahman as Director | Management | For | For |
| 5k | Re-elect Andreas Rummelt as Director | Management | For | For |
| 5l | Re-elect Marcus Wallenberg as Director | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 8 | Authorise Issue of Equity | Management | For | For |
| 9 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 10 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 11 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 12 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 13 | Adopt New Articles of Association | Management | For | For |
| ASTRAZENECA PLC Meeting Date: APR 27, 2023 Record Date: APR 04, 2023 Meeting Type: ANNUAL | ||||
| 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 |
| AXON ENTERPRISE, INC. Meeting Date: MAY 31, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AXON Security ID: 05464C101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Adriane Brown | Management | For | For |
| 1B | Elect Director Michael Garnreiter | Management | For | For |
| 1C | Elect Director Mark W. Kroll | Management | For | For |
| 1D | Elect Director Matthew R. McBrady | Management | For | For |
| 1E | Elect Director Hadi Partovi | Management | For | For |
| 1F | Elect Director Graham Smith | Management | For | For |
| 1G | Elect Director Patrick W. Smith | Management | For | For |
| 1H | Elect Director Jeri Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 5 | Approve Stock Option Grants to Patrick W. Smith | Management | For | Against |
| 6 | Discontinue the Development and Plans for Sale of a Remotely-operated, Non-lethal TASER Drone System | Shareholder | Against | Against |
| B&M EUROPEAN VALUE RETAIL SA Meeting Date: JUL 28, 2022 Record Date: JUL 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BME Security ID: L1175H106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Board Reports on the Consolidated and Unconsolidated Annual Accounts and Financial Statements | Management | For | For |
| 2 | Receive Consolidated and Unconsolidated Annual Accounts and Financial Statements, and Auditors' Reports Thereon | Management | For | For |
| 3 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 4 | Approve Unconsolidated Annual Accounts and Financial Statements | Management | For | For |
| 5 | Approve Allocation of Income | Management | For | For |
| 6 | Approve Dividends | Management | For | For |
| 7 | Approve Remuneration Report | Management | For | For |
| 8 | Approve Discharge of Directors | Management | For | For |
| 9 | Re-elect Peter Bamford as Director | Management | For | For |
| 10 | Re-elect Simon Arora as Director | Management | For | For |
| 11 | Re-elect Alejandro Russo as Director | Management | For | For |
| 12 | Re-elect Ron McMillan as Director | Management | For | For |
| 13 | Re-elect Tiffany Hall as Director | Management | For | For |
| 14 | Re-elect Carolyn Bradley as Director | Management | For | For |
| 15 | Elect Paula MacKenzie as Director | Management | For | For |
| 16 | Approve Discharge of Auditors | Management | For | For |
| 17 | Reappoint KPMG Luxembourg as Auditors | Management | For | For |
| 18 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | 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 |
| B&M EUROPEAN VALUE RETAIL SA Meeting Date: OCT 31, 2022 Record Date: OCT 17, 2022 Meeting Type: ORDINARY SHAREHOLDERS | ||||
| Ticker: BME Security ID: L1175H106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Oliver Tant as Director | Management | For | For |
| 2 | Elect Mike Schmidt as Director | Management | For | For |
| BAKER HUGHES COMPANY Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BKR Security ID: 05722G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W. Geoffrey Beattie | Management | For | For |
| 1.2 | Elect Director Gregory D. Brenneman | Management | For | For |
| 1.3 | Elect Director Cynthia B. Carroll | Management | For | For |
| 1.4 | Elect Director Nelda J. Connors | Management | For | For |
| 1.5 | Elect Director Michael R. Dumais | Management | For | For |
| 1.6 | Elect Director Lynn L. Elsenhans | Management | For | For |
| 1.7 | Elect Director John G. Rice | Management | For | For |
| 1.8 | Elect Director Lorenzo Simonelli | Management | For | For |
| 1.9 | Elect Director Mohsen Sohi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BANK OF AMERICA CORPORATION Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BAC Security ID: 060505104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1c | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1d | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1e | Elect Director Arnold W. Donald | Management | For | For |
| 1f | Elect Director Linda P. Hudson | Management | For | For |
| 1g | Elect Director Monica C. Lozano | Management | For | For |
| 1h | Elect Director Brian T. Moynihan | Management | For | For |
| 1i | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1j | Elect Director Denise L. Ramos | Management | For | For |
| 1k | Elect Director Clayton S. Rose | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 1m | Elect Director Thomas D. Woods | Management | For | For |
| 1n | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | 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 |
| BARRICK GOLD CORPORATION Meeting Date: MAY 02, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ABX Security ID: 067901108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark Bristow | Management | For | For |
| 1.2 | Elect Director Helen Cai | Management | For | Withhold |
| 1.3 | Elect Director Gustavo A. Cisneros | Management | For | Withhold |
| 1.4 | Elect Director Christopher L. Coleman | Management | For | Withhold |
| 1.5 | Elect Director Isela Costantini | Management | For | For |
| 1.6 | Elect Director J. Michael Evans | Management | For | For |
| 1.7 | Elect Director Brian L. Greenspun | Management | For | Withhold |
| 1.8 | Elect Director J. Brett Harvey | Management | For | Withhold |
| 1.9 | Elect Director Anne Kabagambe | Management | For | For |
| 1.10 | Elect Director Andrew J. Quinn | Management | For | For |
| 1.11 | Elect Director Loreto Silva | Management | For | For |
| 1.12 | Elect Director John L. Thornton | 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 |
| BEIGENE, LTD. Meeting Date: JUN 15, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 6160 Security ID: 07725L102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Margaret Dugan | Management | For | For |
| 2 | Elect Director John V. Oyler | Management | For | For |
| 3 | Elect Director Alessandro Riva | Management | For | For |
| 4 | Ratify Ernst & Young LLP, Ernst & Young and Ernst & Young Hua Ming LLP as Auditors | Management | For | For |
| 5 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 6 | Authorize the Board of Directors to Issue, Allot, or Deal with Unissued Ordinary Shares and/or American Depositary Shares | Management | For | For |
| 7 | Authorize Share Repurchase Program | Management | For | For |
| 8 | Approve Connected Person Placing Authorization I | Management | For | Against |
| 9 | Approve Connected Person Placing Authorization II | Management | For | Against |
| 10 | Approve Direct Purchase Option | Management | For | Against |
| 11 | Approve Grant of Restricted Shares Unit to John V. Oyler | Management | For | For |
| 12 | Approve Grant of Restricted Shares Unit to Xiaodong Wang | Management | For | For |
| 13 | Approve Grant of Restricted Shares Unit to Other Non-Executive and Independent Non-Executive Directors | Management | For | For |
| 14 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 15 | Amend Memorandum and Articles of Association | Management | For | For |
| 16 | Adjourn Meeting | Management | For | For |
| BLACKROCK, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BLK Security ID: 09247X101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bader M. Alsaad | Management | For | For |
| 1b | Elect Director Pamela Daley | Management | For | For |
| 1c | Elect Director Laurence D. Fink | Management | For | For |
| 1d | Elect Director William E. Ford | Management | For | For |
| 1e | Elect Director Fabrizio Freda | Management | For | For |
| 1f | Elect Director Murry S. Gerber | Management | For | For |
| 1g | Elect Director Margaret "Peggy" L. Johnson | Management | For | For |
| 1h | Elect Director Robert S. Kapito | Management | For | For |
| 1i | Elect Director Cheryl D. Mills | Management | For | For |
| 1j | Elect Director Gordon M. Nixon | Management | For | For |
| 1k | Elect Director Kristin C. Peck | Management | For | For |
| 1l | Elect Director Charles H. Robbins | Management | For | For |
| 1m | Elect Director Marco Antonio Slim Domit | Management | For | For |
| 1n | Elect Director Hans E. Vestberg | Management | For | For |
| 1o | Elect Director Susan L. Wagner | Management | For | For |
| 1p | Elect Director Mark Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Report on Ability to Engineer Decarbonization in the Real Economy | Shareholder | Against | Against |
| 7 | Report on Societal Impacts of Aerospace & Defense Industry ETF | Shareholder | Against | Against |
| BLOCK, INC. Meeting Date: JUN 13, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL | ||||
| 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 |
| BLUE OWL CAPITAL, INC. Meeting Date: JUN 09, 2023 Record Date: APR 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: OWL Security ID: 09581B103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Claudia Holz | Management | For | For |
| 1b | Elect Director Marc S. Lipschultz | Management | For | For |
| 1c | Elect Director Michael D. Rees | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| BOOKING HOLDINGS INC. Meeting Date: JUN 06, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BKNG Security ID: 09857L108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn D. Fogel | Management | For | For |
| 1.2 | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1.3 | Elect Director Wei Hopeman | Management | For | For |
| 1.4 | Elect Director Robert J. Mylod, Jr. | Management | For | For |
| 1.5 | Elect Director Charles H. Noski | Management | For | For |
| 1.6 | Elect Director Larry Quinlan | Management | For | For |
| 1.7 | Elect Director Nicholas J. Read | Management | For | For |
| 1.8 | Elect Director Thomas E. Rothman | Management | For | For |
| 1.9 | Elect Director Sumit Singh | Management | For | For |
| 1.10 | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1.11 | Elect Director Vanessa A. Wittman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| BRISTOL-MYERS SQUIBB COMPANY Meeting Date: MAY 02, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BMY Security ID: 110122108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Deepak L. Bhatt | Management | For | For |
| 1C | Elect Director Giovanni Caforio | Management | For | For |
| 1D | Elect Director Julia A. Haller | Management | For | For |
| 1E | Elect Director Manuel Hidalgo Medina | Management | For | For |
| 1F | Elect Director Paula A. Price | Management | For | For |
| 1G | Elect Director Derica W. Rice | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Gerald L. Storch | Management | For | For |
| 1J | Elect Director Karen H. Vousden | Management | For | For |
| 1K | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| BRITISH AMERICAN TOBACCO PLC Meeting Date: APR 19, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BATS Security ID: G1510J102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 4 | Authorise Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 5 | Re-elect Luc Jobin as Director | Management | For | For |
| 6 | Re-elect Jack Bowles as Director | Management | For | For |
| 7 | Re-elect Tadeu Marroco as Director | Management | For | For |
| 8 | Re-elect Kandy Anand as Director | Management | For | For |
| 9 | Re-elect Sue Farr as Director | Management | For | For |
| 10 | Re-elect Karen Guerra as Director | Management | For | For |
| 11 | Re-elect Holly Keller Koeppel as Director | Management | For | For |
| 12 | Re-elect Dimitri Panayotopoulos as Director | Management | For | For |
| 13 | Re-elect Darrell Thomas as Director | Management | For | For |
| 14 | Elect Veronique Laury as Director | Management | For | For |
| 15 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 16 | Authorise Issue of Equity | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 18 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 19 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 20 | Adopt New Articles of Association | Management | For | For |
| BRITISH AMERICAN TOBACCO PLC Meeting Date: APR 19, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BATS Security ID: 110448107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 4 | Authorise Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 5 | Re-elect Luc Jobin as Director | Management | For | For |
| 6 | Re-elect Jack Bowles as Director | Management | For | For |
| 7 | Re-elect Tadeu Marroco as Director | Management | For | For |
| 8 | Re-elect Kandy Anand as Director | Management | For | For |
| 9 | Re-elect Sue Farr as Director | Management | For | For |
| 10 | Re-elect Karen Guerra as Director | Management | For | For |
| 11 | Re-elect Holly Keller Koeppel as Director | Management | For | For |
| 12 | Re-elect Dimitri Panayotopoulos as Director | Management | For | For |
| 13 | Re-elect Darrell Thomas as Director | Management | For | For |
| 14 | Elect Veronique Laury as Director | Management | For | For |
| 15 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 16 | Authorise Issue of Equity | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 18 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 19 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 20 | Adopt New Articles of Association | Management | For | For |
| BROADCOM INC. Meeting Date: APR 03, 2023 Record Date: FEB 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AVGO Security ID: 11135F101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Diane M. Bryant | Management | For | For |
| 1b | Elect Director Gayla J. Delly | Management | For | For |
| 1c | Elect Director Raul J. Fernandez | Management | For | For |
| 1d | Elect Director Eddy W. Hartenstein | Management | For | Against |
| 1e | Elect Director Check Kian Low | Management | For | For |
| 1f | Elect Director Justine F. Page | Management | For | For |
| 1g | Elect Director Henry Samueli | Management | For | For |
| 1h | Elect Director Hock E. Tan | Management | For | For |
| 1i | Elect Director Harry L. You | Management | For | Against |
| 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 | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BROADCOM INC. Meeting Date: APR 03, 2023 Record Date: FEB 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AVGO Security ID: 11135F101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Diane M. Bryant | Management | For | For |
| 1b | Elect Director Gayla J. Delly | Management | For | For |
| 1c | Elect Director Raul J. Fernandez | Management | For | For |
| 1d | Elect Director Eddy W. Hartenstein | Management | For | For |
| 1e | Elect Director Check Kian Low | Management | For | For |
| 1f | Elect Director Justine F. Page | Management | For | For |
| 1g | Elect Director Henry Samueli | Management | For | For |
| 1h | Elect Director Hock E. Tan | Management | For | For |
| 1i | Elect Director Harry L. You | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | 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 |
| BROOKFIELD ASSET MANAGEMENT INC. Meeting Date: NOV 09, 2022 Record Date: OCT 03, 2022 Meeting Type: SPECIAL | ||||
| Ticker: BAM.A Security ID: 112585104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Division of the Corporation into Two Publicly Traded Companies and the Distribution of its Asset Management Business Ownership | Management | For | For |
| 2 | Approve MSOP Resolution | Management | For | For |
| 3 | Approve NQMSOP Resolution | Management | For | For |
| 4 | Approve Manager Escrowed Stock Plan Resolution | Management | For | For |
| BROOKFIELD ASSET MANAGEMENT LTD. Meeting Date: JUN 09, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: BAM Security ID: 113004105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marcel R. Coutu | Management | For | For |
| 1.2 | Elect Director Olivia (Liv) Garfield | Management | For | For |
| 1.3 | Elect Director Nili Gilbert | Management | For | For |
| 1.4 | Elect Director Allison Kirkby | Management | For | Withhold |
| 1.5 | Elect Director Diana Noble | Management | For | For |
| 1.6 | Elect Director Satish Rai | Management | For | For |
| 2 | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Amend Escrowed Stock Plan | Management | For | For |
| BROOKFIELD ASSET MANAGEMENT LTD. Meeting Date: JUN 09, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: BAM Security ID: 113004105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marcel R. Coutu | Management | For | For |
| 1.2 | Elect Director Olivia (Liv) Garfield | Management | For | For |
| 1.3 | Elect Director Nili Gilbert | Management | For | For |
| 1.4 | Elect Director Allison Kirkby | Management | For | For |
| 1.5 | Elect Director Diana Noble | Management | For | For |
| 1.6 | Elect Director Satish Rai | Management | For | For |
| 2 | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Amend Escrowed Stock Plan | Management | For | For |
| BROOKFIELD CORPORATION Meeting Date: JUN 09, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: BN Security ID: 11271J107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Decrease in Size of Board from Sixteen to Fourteen | Management | For | For |
| 2.1 | Elect Director M. Elyse Allan | Management | For | For |
| 2.2 | Elect Director Angela F. Braly | Management | For | For |
| 2.3 | Elect Director Janice Fukakusa | Management | For | For |
| 2.4 | Elect Director Maureen Kempston Darkes | Management | For | For |
| 2.5 | Elect Director Frank J. McKenna | Management | For | For |
| 2.6 | Elect Director Hutham S. Olayan | Management | For | For |
| 2.7 | Elect Director Diana L. Taylor | Management | For | For |
| 3 | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 5 | Amend Escrowed Stock Plan | Management | For | For |
| 6 | Approve BNRE Restricted Stock Plan | Management | For | For |
| 7 | SP: Report on Tax Transparency | Shareholder | Against | Against |
| BT GROUP PLC Meeting Date: JUL 14, 2022 Record Date: JUL 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BT.A Security ID: G16612106 | ||||
| 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 Adam Crozier as Director | Management | For | For |
| 5 | Re-elect Philip Jansen as Director | Management | For | For |
| 6 | Re-elect Simon Lowth as Director | Management | For | For |
| 7 | Re-elect Adel Al-Saleh as Director | Management | For | For |
| 8 | Re-elect Sir Ian Cheshire as Director | Management | For | For |
| 9 | Re-elect Iain Conn as Director | Management | For | For |
| 10 | Re-elect Isabel Hudson as Director | Management | For | For |
| 11 | Re-elect Matthew Key as Director | Management | For | For |
| 12 | Re-elect Allison Kirkby as Director | Management | For | For |
| 13 | Re-elect Sara Weller as Director | Management | For | For |
| 14 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 15 | Authorise the Audit & Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 16 | Authorise Issue of Equity | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 21 | Authorise UK Political Donations | Management | For | For |
| BUNGE LIMITED Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| 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 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BURL Security ID: 122017106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ted English | Management | For | For |
| 1b | Elect Director Jordan Hitch | Management | For | For |
| 1c | Elect Director Mary Ann Tocio | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CAESARS ENTERTAINMENT, INC. Meeting Date: JUN 13, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CZR Security ID: 12769G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gary L. Carano | Management | For | For |
| 1.2 | Elect Director Bonnie S. Biumi | Management | For | For |
| 1.3 | Elect Director Jan Jones Blackhurst | Management | For | For |
| 1.4 | Elect Director Frank J. Fahrenkopf | Management | For | For |
| 1.5 | Elect Director Don R. Kornstein | Management | For | For |
| 1.6 | Elect Director Courtney R. Mather | Management | For | For |
| 1.7 | Elect Director Michael E. Pegram | Management | For | For |
| 1.8 | Elect Director Thomas R. Reeg | Management | For | For |
| 1.9 | Elect Director David P. Tomick | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | 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 | Against |
| 6 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | Against |
| CANADIAN IMPERIAL BANK OF COMMERCE Meeting Date: APR 04, 2023 Record Date: FEB 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CM Security ID: 136069101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ammar Aljoundi | Management | For | For |
| 1b | Elect Director Charles J. G. Brindamour | Management | For | For |
| 1c | Elect Director Nanci E. Caldwell | Management | For | For |
| 1d | Elect Director Michelle L. Collins | Management | For | For |
| 1e | Elect Director Luc Desjardins | Management | For | For |
| 1f | Elect Director Victor G. Dodig | Management | For | For |
| 1g | Elect Director Kevin J. Kelly | Management | For | For |
| 1h | Elect Director Christine E. Larsen | Management | For | For |
| 1i | Elect Director Mary Lou Maher | Management | For | For |
| 1j | Elect Director William F. Morneau | Management | For | For |
| 1k | Elect Director Katharine B. Stevenson | Management | For | For |
| 1l | Elect Director Martine Turcotte | Management | For | For |
| 1m | Elect Director Barry L. Zubrow | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | SP 1: Disclose the CEO Compensation to Median Worker Pay Ratio on an Annual Basis | Shareholder | Against | Against |
| 5 | SP 2: Advisory Vote on Environmental Policies | Shareholder | Against | Against |
| 6 | SP 3: Invest in and Finance the Canadian Oil and Gas Sector | Shareholder | Against | Against |
| CANADIAN NATURAL RESOURCES LIMITED Meeting Date: MAY 04, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| 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 |
| CAPGEMINI SE Meeting Date: MAY 16, 2023 Record Date: MAY 12, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| 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 |
| CAPITAL ONE FINANCIAL CORPORATION Meeting Date: MAY 04, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: COF Security ID: 14040H105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard D. Fairbank | Management | For | For |
| 1b | Elect Director Ime Archibong | Management | For | For |
| 1c | Elect Director Christine Detrick | Management | For | For |
| 1d | Elect Director Ann Fritz Hackett | Management | For | For |
| 1e | Elect Director Peter Thomas Killalea | Management | For | For |
| 1f | Elect Director Cornelis "Eli" Leenaars | Management | For | For |
| 1g | Elect Director Francois Locoh-Donou | Management | For | For |
| 1h | Elect Director Peter E. Raskind | Management | For | For |
| 1i | Elect Director Eileen Serra | Management | For | For |
| 1j | Elect Director Mayo A. Shattuck, III | Management | For | For |
| 1k | Elect Director Bradford H. Warner | Management | For | For |
| 1l | Elect Director Craig Anthony Williams | Management | For | For |
| 2 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 7 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 8 | Report on Board Oversight of Risks Related to Discrimination | Shareholder | Against | Against |
| 9 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | Against |
| CARL ZEISS MEDITEC AG Meeting Date: MAR 22, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AFX Security ID: D14895102 | ||||
| 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 1.10 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2021/22 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2021/22 | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2022/23 | Management | For | For |
| 6.1 | Approve Virtual-Only Shareholder Meetings Until 2028 | Management | For | Against |
| 6.2 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 7.1 | Amend Articles Re: Management Board Composition | Management | For | For |
| 7.2 | Amend Articles Re: Supervisory Board Composition | Management | For | For |
| 7.3 | Amend Articles Re: Supervisory Board Chair | Management | For | For |
| 7.4 | Amend Articles Re: Supervisory Board Meetings | Management | For | For |
| 7.5 | Amend Articles Re: Supervisory Board Resolutions | Management | For | For |
| 7.6 | Amend Articles Re: Supervisory Board Committees | Management | For | For |
| 8.1 | Elect Karl Lamprecht to the Supervisory Board | Management | For | For |
| 8.2 | Elect Tania von der Goltz to the Supervisory Board | Management | For | For |
| 8.3 | Elect Christian Mueller to the Supervisory Board | Management | For | For |
| 8.4 | Elect Peter Kameritsch to the Supervisory Board | Management | For | For |
| 8.5 | Elect Isabel De Paoli to the Supervisory Board | Management | For | For |
| 8.6 | Elect Torsten Reitze to the Supervisory Board | Management | For | For |
| 9 | Approve Remuneration Policy | Management | For | Against |
| 10 | Approve Remuneration Report | Shareholder | For | For |
| CARRIER GLOBAL CORPORATION Meeting Date: APR 20, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CARR Security ID: 14448C104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean-Pierre Garnier | Management | For | For |
| 1b | Elect Director David L. Gitlin | Management | For | For |
| 1c | Elect Director John J. Greisch | Management | For | For |
| 1d | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1e | Elect Director Michael M. McNamara | Management | For | For |
| 1f | Elect Director Susan N. Story | Management | For | For |
| 1g | Elect Director Michael A. Todman | Management | For | For |
| 1h | Elect Director Virginia M. Wilson | Management | For | For |
| 1i | Elect Director Beth A. Wozniak | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | Against |
| CATERPILLAR INC. Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CAT Security ID: 149123101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kelly A. Ayotte | Management | For | For |
| 1.2 | Elect Director David L. Calhoun | Management | For | For |
| 1.3 | Elect Director Daniel M. Dickinson | Management | For | For |
| 1.4 | Elect Director James C. Fish, Jr. | Management | For | For |
| 1.5 | Elect Director Gerald Johnson | Management | For | For |
| 1.6 | Elect Director David W. MacLennan | Management | For | For |
| 1.7 | Elect Director Judith F. Marks | Management | For | For |
| 1.8 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.9 | Elect Director Susan C. Schwab | Management | For | For |
| 1.10 | Elect Director D. James Umpleby, III | Management | For | For |
| 1.11 | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Lobbying | Shareholder | Against | 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 |
| CDW CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CDW Security ID: 12514G108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Virginia C. Addicott | Management | For | For |
| 1b | Elect Director James A. Bell | Management | For | For |
| 1c | Elect Director Lynda M. Clarizio | Management | For | For |
| 1d | Elect Director Anthony R. Foxx | Management | For | For |
| 1e | Elect Director Marc E. Jones | Management | For | For |
| 1f | Elect Director Christine A. Leahy | Management | For | For |
| 1g | Elect Director Sanjay Mehrotra | Management | For | For |
| 1h | Elect Director David W. Nelms | Management | For | For |
| 1i | Elect Director Joseph R. Swedish | Management | For | For |
| 1j | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| CENOVUS ENERGY INC. Meeting Date: APR 26, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| 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 Record Date: AUG 10, 2022 Meeting Type: SPECIAL | ||||
| Ticker: CNC Security ID: 15135B101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Provide Right to Call Special Meeting | Management | For | For |
| 3 | Provide Right to Act by Written Consent | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| CENTENE CORPORATION Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CNC Security ID: 15135B101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jessica L. Blume | Management | For | For |
| 1b | Elect Director Kenneth A. Burdick | Management | For | For |
| 1c | Elect Director Christopher J. Coughlin | Management | For | For |
| 1d | Elect Director H. James Dallas | Management | For | For |
| 1e | Elect Director Wayne S. DeVeydt | Management | For | For |
| 1f | Elect Director Frederick H. Eppinger | Management | For | For |
| 1g | Elect Director Monte E. Ford | Management | For | For |
| 1h | Elect Director Sarah M. London | Management | For | For |
| 1i | Elect Director Lori J. Robinson | Management | For | For |
| 1j | Elect Director Theodore R. Samuels | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Report on Maternal Morbidity Reduction Metrics in Executive Compensation | Shareholder | Against | Against |
| CENTERPOINT ENERGY, INC. Meeting Date: APR 21, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CNP Security ID: 15189T107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wendy Montoya Cloonan | Management | For | For |
| 1b | Elect Director Earl M. Cummings | Management | For | For |
| 1c | Elect Director Christopher H. Franklin | Management | For | For |
| 1d | Elect Director David J. Lesar | Management | For | For |
| 1e | Elect Director Raquelle W. Lewis | Management | For | For |
| 1f | Elect Director Martin H. Nesbitt | Management | For | For |
| 1g | Elect Director Theodore F. Pound | Management | For | For |
| 1h | Elect Director Phillip R. Smith | Management | For | For |
| 1i | Elect Director Barry T. Smitherman | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Scope 3 Emissions and Setting Scope 3 Emission Targets | Shareholder | Against | Against |
| CERIDIAN HCM HOLDING INC. Meeting Date: APR 28, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CDAY Security ID: 15677J108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brent B. Bickett | Management | For | For |
| 1.2 | Elect Director Ronald F. Clarke | Management | For | For |
| 1.3 | Elect Director Ganesh B. Rao | Management | For | For |
| 1.4 | Elect Director Leagh E. Turner | Management | For | For |
| 1.5 | Elect Director Deborah A. Farrington | Management | For | For |
| 1.6 | Elect Director Thomas M. Hagerty | Management | For | For |
| 1.7 | Elect Director Linda P. Mantia | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| CHARTER COMMUNICATIONS, INC. Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHTR Security ID: 16119P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Lance Conn | Management | For | For |
| 1b | Elect Director Kim C. Goodman | Management | For | For |
| 1c | Elect Director Craig A. Jacobson | Management | For | For |
| 1d | Elect Director Gregory B. Maffei | Management | For | For |
| 1e | Elect Director John D. Markley, Jr. | Management | For | For |
| 1f | Elect Director David C. Merritt | Management | For | For |
| 1g | Elect Director James E. Meyer | Management | For | For |
| 1h | Elect Director Steven A. Miron | Management | For | For |
| 1i | Elect Director Balan Nair | Management | For | For |
| 1j | Elect Director Michael A. Newhouse | Management | For | For |
| 1k | Elect Director Mauricio Ramos | Management | For | For |
| 1l | Elect Director Thomas M. Rutledge | Management | For | For |
| 1m | Elect Director Eric L. Zinterhofer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CHESAPEAKE ENERGY CORPORATION Meeting Date: JUN 08, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHK Security ID: 165167735 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | 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 |
| CHEVRON CORPORATION Meeting Date: MAY 31, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CVX Security ID: 166764100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Marillyn A. Hewson | Management | For | For |
| 1f | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1g | Elect Director Charles W. Moorman | Management | For | For |
| 1h | Elect Director Dambisa F. Moyo | Management | For | For |
| 1i | Elect Director Debra Reed-Klages | Management | For | For |
| 1j | Elect Director D. James Umpleby, III | Management | For | For |
| 1k | Elect Director Cynthia J. Warner | Management | For | For |
| 1l | Elect Director Michael K. (Mike) Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Rescind Scope 3 GHG Reduction Proposal | Shareholder | Against | Against |
| 6 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 7 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 8 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 9 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 10 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Require Independent Board Chair | Shareholder | Against | For |
| CHINA MERCHANTS BANK CO., LTD. Meeting Date: JUN 27, 2023 Record Date: JUN 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 3968 Security ID: Y14896115 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Work Report of the Board of Directors | Management | For | For |
| 2 | Approve Work Report of the Board of Supervisors | Management | For | For |
| 3 | Approve Annual Report | Management | For | For |
| 4 | Approve Audited Financial Statements | Management | For | For |
| 5 | Approve Profit Appropriation Plan | Management | For | For |
| 6 | Approve Deloitte Touche Tohmatsu Certified Public Accountants LLP (Special General Partnership) as Domestic Auditor and Deloitte Touche Tohmatsu as Overseas Auditor and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Approve Related Party Transaction Report | Management | For | For |
| 8 | Approve Capital Management Plan | Management | For | For |
| 9 | Elect Huang Jian as Director | Management | For | For |
| 10 | Elect Zhu Jiangtao as Director | Management | For | For |
| CHIPOTLE MEXICAN GRILL, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CMG Security ID: 169656105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Albert S. Baldocchi | Management | For | For |
| 1.2 | Elect Director Matthew A. Carey | Management | For | For |
| 1.3 | Elect Director Gregg L. Engles | Management | For | For |
| 1.4 | Elect Director Patricia Fili-Krushel | Management | For | For |
| 1.5 | Elect Director Mauricio Gutierrez | Management | For | For |
| 1.6 | Elect Director Robin Hickenlooper | Management | For | For |
| 1.7 | Elect Director Scott Maw | Management | For | For |
| 1.8 | Elect Director Brian Niccol | Management | For | For |
| 1.9 | Elect Director Mary Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 6 | Adopt Policy to Not Interfere with Freedom of Association Rights | Shareholder | Against | Against |
| CHUBB LIMITED Meeting Date: MAY 17, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CB Security ID: H1467J104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2.1 | Allocate Disposable Profit | Management | For | For |
| 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | For | For |
| 3 | Approve Discharge of Board of Directors | Management | For | For |
| 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | For | For |
| 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | For | For |
| 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | For |
| 5.1 | Elect Director Evan G. Greenberg | Management | For | For |
| 5.2 | Elect Director Michael P. Connors | Management | For | 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 |
| CHURCH & DWIGHT CO., INC. Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CHD Security ID: 171340102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bradlen S. Cashaw | Management | For | For |
| 1b | Elect Director Matthew T. Farrell | Management | For | For |
| 1c | Elect Director Bradley C. Irwin | Management | For | For |
| 1d | Elect Director Penry W. Price | Management | For | For |
| 1e | Elect Director Susan G. Saideman | Management | For | For |
| 1f | Elect Director Ravichandra K. Saligram | Management | For | For |
| 1g | Elect Director Robert K. Shearer | Management | For | For |
| 1h | Elect Director Janet S. Vergis | Management | For | For |
| 1i | Elect Director Arthur B. Winkleblack | Management | For | For |
| 1j | Elect Director Laurie J. Yoler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| CISCO SYSTEMS, INC. Meeting Date: DEC 08, 2022 Record Date: OCT 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CSCO Security ID: 17275R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director John D. Harris, II | Management | For | For |
| 1f | Elect Director Kristina M. Johnson | Management | For | For |
| 1g | Elect Director Roderick C. McGeary | Management | For | For |
| 1h | Elect Director Sarah Rae Murphy | Management | For | For |
| 1i | Elect Director Charles H. Robbins | Management | For | For |
| 1j | Elect Director Brenton L. Saunders | Management | For | For |
| 1k | Elect Director Lisa T. Su | Management | For | For |
| 1l | Elect Director Marianna Tessel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 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 |
| CITIZENS FINANCIAL GROUP INC. Meeting Date: APR 27, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CFG Security ID: 174610105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Bruce Van Saun | Management | For | For |
| 1.2 | Elect Director Lee Alexander | Management | For | For |
| 1.3 | Elect Director Christine M. Cumming | Management | For | For |
| 1.4 | Elect Director Kevin Cummings | Management | For | For |
| 1.5 | Elect Director William P. Hankowsky | Management | For | For |
| 1.6 | Elect Director Edward J. Kelly, III | Management | For | For |
| 1.7 | Elect Director Robert G. Leary | Management | For | For |
| 1.8 | Elect Director Terrance J. Lillis | Management | For | For |
| 1.9 | Elect Director Michele N. Siekerka | Management | For | For |
| 1.10 | Elect Director Shivan Subramaniam | Management | For | For |
| 1.11 | Elect Director Christopher J. Swift | Management | For | For |
| 1.12 | Elect Director Wendy A. Watson | Management | For | For |
| 1.13 | Elect Director Marita Zuraitis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CME GROUP INC. Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CME Security ID: 12572Q105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence A. Duffy | Management | For | For |
| 1b | Elect Director Kathryn Benesh | Management | For | For |
| 1c | Elect Director Timothy S. Bitsberger | Management | For | For |
| 1d | Elect Director Charles P. Carey | Management | For | For |
| 1e | Elect Director Bryan T. Durkin | Management | For | For |
| 1f | Elect Director Harold Ford, Jr. | Management | For | For |
| 1g | Elect Director Martin J. Gepsman | Management | For | Against |
| 1h | Elect Director Larry G. Gerdes | Management | For | Against |
| 1i | Elect Director Daniel R. Glickman | Management | For | Against |
| 1j | Elect Director Daniel G. Kaye | Management | For | For |
| 1k | Elect Director Phyllis M. Lockett | Management | For | Against |
| 1l | Elect Director Deborah J. Lucas | Management | For | For |
| 1m | Elect Director Terry L. Savage | Management | For | Against |
| 1n | Elect Director Rahael Seifu | Management | For | For |
| 1o | Elect Director William R. Shepard | Management | For | For |
| 1p | Elect Director Howard J. Siegel | Management | For | Against |
| 1q | Elect Director Dennis A. Suskind | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CMS ENERGY CORPORATION Meeting Date: MAY 05, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CMS Security ID: 125896100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jon E. Barfield | Management | For | For |
| 1b | Elect Director Deborah H. Butler | Management | For | For |
| 1c | Elect Director Kurt L. Darrow | Management | For | For |
| 1d | Elect Director William D. Harvey | Management | For | For |
| 1e | Elect Director Garrick J. Rochow | Management | For | For |
| 1f | Elect Director John G. Russell | Management | For | For |
| 1g | Elect Director Suzanne F. Shank | Management | For | For |
| 1h | Elect Director Myrna M. Soto | Management | For | For |
| 1i | Elect Director John G. Sznewajs | Management | For | For |
| 1j | Elect Director Ronald J. Tanski | Management | For | For |
| 1k | Elect Director Laura H. Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| COMCAST CORPORATION Meeting Date: JUN 07, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CMCSA Security ID: 20030N101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | For |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | Withhold |
| 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 | Against |
| 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 |
| COMCAST CORPORATION Meeting Date: JUN 07, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CMCSA Security ID: 20030N101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | 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 |
| COMPAGNIE FINANCIERE RICHEMONT SA Meeting Date: SEP 07, 2022 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: CFR Security ID: H25662182 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Income and Ordinary Dividends of CHF 2.25 per Registered A Share and CHF 0.225 per Registered B Share and a Special Dividend of CHF 1.00 per Registered A Share and CHF 0.10 per Registered B Share | Management | For | For |
| 3 | Approve Discharge of Board and Senior Management | Management | For | For |
| 4.1 | Elect Francesco Trapani as Representative of Category A Registered Shares | Shareholder | Against | Against |
| 4.2 | Elect Wendy Luhabe as Representative of Category A Registered Shares | Management | For | Against |
| 5.1 | Reelect Johann Rupert as Director and Board Chair | Management | For | For |
| 5.2 | Reelect Josua Malherbe as Director | Management | For | For |
| 5.3 | Reelect Nikesh Arora as Director | Management | For | For |
| 5.4 | Reelect Clay Brendish as Director | Management | For | For |
| 5.5 | Reelect Jean-Blaise Eckert as Director | Management | For | For |
| 5.6 | Reelect Burkhart Grund as Director | Management | For | For |
| 5.7 | Reelect Keyu Jin as Director | Management | For | For |
| 5.8 | Reelect Jerome Lambert as Director | Management | For | For |
| 5.9 | Reelect Wendy Luhabe as Director | Management | For | For |
| 5.10 | Reelect Jeff Moss as Director | Management | For | For |
| 5.11 | Reelect Vesna Nevistic as Director | Management | For | For |
| 5.12 | Reelect Guillaume Pictet as Director | Management | For | For |
| 5.13 | Reelect Maria Ramos as Director | Management | For | For |
| 5.14 | Reelect Anton Rupert as Director | Management | For | For |
| 5.15 | Reelect Patrick Thomas as Director | Management | For | For |
| 5.16 | Reelect Jasmine Whitbread as Director | Management | For | For |
| 5.17 | Elect Francesco Trapani as Director | Shareholder | Against | Against |
| 6.1 | Reappoint Clay Brendish as Member of the Compensation Committee | Management | For | For |
| 6.2 | Reappoint Keyu Jin as Member of the Compensation Committee | Management | For | For |
| 6.3 | Reappoint Guillaume Pictet as Member of the Compensation Committee | Management | For | For |
| 6.4 | Reappoint Maria Ramos as Member of the Compensation Committee | Management | For | For |
| 7 | Ratify PricewaterhouseCoopers SA as Auditors | Management | For | For |
| 8 | Designate Etude Gampert Demierre Moreno as Independent Proxy | Management | For | For |
| 9.1 | Approve Remuneration of Directors in the Amount of CHF 7.7 Million | Management | For | For |
| 9.2 | Approve Fixed Remuneration of Executive Committee in the Amount of CHF 5.4 Million | Management | For | For |
| 9.3 | Approve Variable Remuneration of Executive Committee in the Amount of CHF 27.7 Million | Management | For | Against |
| 10 | Approve Increase in Size of Board to Six Members | Shareholder | Against | Against |
| 11 | Amend Articles Re: Representatives of Holders of Category A and B Registered Shares | Shareholder | Against | Against |
| 12 | Transact Other Business (Voting) | Management | For | Against |
| CONAGRA BRANDS, INC. Meeting Date: SEP 21, 2022 Record Date: AUG 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CAG Security ID: 205887102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anil Arora | Management | For | For |
| 1b | Elect Director Thomas "Tony" K. Brown | Management | For | For |
| 1c | Elect Director Emanuel "Manny" Chirico | Management | For | For |
| 1d | Elect Director Sean M. Connolly | Management | For | For |
| 1e | Elect Director George Dowdie | Management | For | For |
| 1f | Elect Director Fran Horowitz | Management | For | For |
| 1g | Elect Director Richard H. Lenny | Management | For | For |
| 1h | Elect Director Melissa Lora | Management | For | For |
| 1i | Elect Director Ruth Ann Marshall | Management | For | For |
| 1j | Elect Director Denise A. Paulonis | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| CONCENTRIX CORPORATION Meeting Date: MAR 23, 2023 Record Date: JAN 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CNXC Security ID: 20602D101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Chris Caldwell | Management | For | For |
| 1b | Elect Director Teh-Chien Chou | Management | For | For |
| 1c | Elect Director LaVerne H. Council | Management | For | For |
| 1d | Elect Director Jennifer Deason | Management | For | For |
| 1e | Elect Director Kathryn Hayley | Management | For | For |
| 1f | Elect Director Kathryn Marinello | Management | For | For |
| 1g | Elect Director Dennis Polk | Management | For | For |
| 1h | Elect Director Ann Vezina | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| CONOCOPHILLIPS Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: COP Security ID: 20825C104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 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 | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | For |
| 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 |
| CONOCOPHILLIPS Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: COP Security ID: 20825C104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dennis V. Arriola | Management | For | For |
| 1b | Elect Director Jody Freeman | Management | For | For |
| 1c | Elect Director Gay Huey Evans | Management | For | For |
| 1d | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1e | Elect Director Ryan M. Lance | Management | For | For |
| 1f | Elect Director Timothy A. Leach | Management | For | For |
| 1g | Elect Director William H. McRaven | Management | For | For |
| 1h | Elect Director Sharmila Mulligan | Management | For | For |
| 1i | Elect Director Eric D. Mullins | Management | For | For |
| 1j | Elect Director Arjun N. Murti | Management | For | For |
| 1k | Elect Director Robert A. Niblock | Management | For | For |
| 1l | Elect Director David T. Seaton | Management | For | For |
| 1m | Elect Director R.A. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Approve Omnibus Stock Plan | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | For |
| 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 BRANDS, INC. Meeting Date: JUL 19, 2022 Record Date: MAY 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: STZ Security ID: 21036P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer M. Daniels | Management | For | Withhold |
| 1.2 | Elect Director Jeremy S. G. Fowden | Management | For | Withhold |
| 1.3 | Elect Director Jose Manuel Madero Garza | Management | For | Withhold |
| 1.4 | Elect Director Daniel J. McCarthy | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| CONSTELLATION BRANDS, INC. Meeting Date: JUL 19, 2022 Record Date: MAY 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: STZ Security ID: 21036P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer M. Daniels | Management | For | For |
| 1.2 | Elect Director Jeremy S. G. Fowden | Management | For | 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 | Against |
| CONSTELLATION BRANDS, INC. Meeting Date: NOV 09, 2022 Record Date: SEP 20, 2022 Meeting Type: SPECIAL | ||||
| Ticker: STZ Security ID: 21036P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Charter | Management | For | Against |
| 2 | Adjourn Meeting | Management | For | Against |
| CONSTELLATION BRANDS, INC. Meeting Date: NOV 09, 2022 Record Date: SEP 20, 2022 Meeting Type: SPECIAL | ||||
| Ticker: STZ Security ID: 21036P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Charter | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| CONSTELLATION ENERGY CORPORATION Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CEG Security ID: 21037T109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph Dominguez | Management | For | For |
| 1.2 | Elect Director Julie Holzrichter | Management | For | For |
| 1.3 | Elect Director Ashish Khandpur | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| CORTEVA, INC. Meeting Date: APR 21, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CTVA Security ID: 22052L104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lamberto Andreotti | Management | For | For |
| 1b | Elect Director Klaus A. Engel | Management | For | For |
| 1c | Elect Director David C. Everitt | Management | For | For |
| 1d | Elect Director Janet P. Giesselman | Management | For | For |
| 1e | Elect Director Karen H. Grimes | Management | For | For |
| 1f | Elect Director Michael O. Johanns | Management | For | For |
| 1g | Elect Director Rebecca B. Liebert | Management | For | For |
| 1h | Elect Director Marcos M. Lutz | Management | For | For |
| 1i | Elect Director Charles V. Magro | Management | For | For |
| 1j | Elect Director Nayaki R. Nayyar | Management | For | For |
| 1k | Elect Director Gregory R. Page | Management | For | For |
| 1l | Elect Director Kerry J. Preete | Management | For | For |
| 1m | Elect Director Patrick J. Ward | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| COUPANG, INC. Meeting Date: JUN 15, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CPNG Security ID: 22266T109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bom Kim | Management | For | For |
| 1b | Elect Director Neil Mehta | Management | For | Against |
| 1c | Elect Director Jason Child | Management | For | For |
| 1d | Elect Director Pedro Franceschi | Management | For | For |
| 1e | Elect Director Benjamin Sun | Management | For | For |
| 1f | Elect Director Ambereen Toubassy | Management | For | For |
| 1g | Elect Director Kevin Warsh | Management | For | For |
| 2 | Ratify Samil PricewaterhouseCoopers as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| CRANE NXT CO. Meeting Date: JUN 05, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| 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 CASTLE INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CCI Security ID: 22822V101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director P. Robert Bartolo | Management | For | For |
| 1b | Elect Director Jay A. Brown | Management | For | For |
| 1c | Elect Director Cindy Christy | Management | For | For |
| 1d | Elect Director Ari Q. Fitzgerald | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Tammy K. Jones | Management | For | For |
| 1g | Elect Director Anthony J. Melone | Management | For | For |
| 1h | Elect Director W. Benjamin Moreland | Management | For | For |
| 1i | Elect Director Kevin A. Stephens | Management | For | For |
| 1j | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Charter to Allow Exculpation of Certain Officers | Management | For | For |
| CROWN HOLDINGS, INC. Meeting Date: APR 27, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CCK Security ID: 228368106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Timothy J. Donahue | Management | For | For |
| 1.2 | Elect Director Richard H. Fearon | Management | For | For |
| 1.3 | Elect Director Andrea J. Funk | Management | For | For |
| 1.4 | Elect Director Stephen J. Hagge | Management | For | For |
| 1.5 | Elect Director Jesse A. Lynn | Management | For | For |
| 1.6 | Elect Director James H. Miller | Management | For | For |
| 1.7 | Elect Director Josef M. Miller | Management | For | For |
| 1.8 | Elect Director B. Craig Owens | Management | For | For |
| 1.9 | Elect Director Angela M. Snyder | Management | For | For |
| 1.10 | Elect Director Caesar F. Sweizer | Management | For | For |
| 1.11 | Elect Director Andrew J. Teno | Management | For | For |
| 1.12 | Elect Director Marsha C. Williams | Management | For | For |
| 1.13 | Elect Director Dwayne A. Wilson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| CSX CORPORATION Meeting Date: MAY 10, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CSX Security ID: 126408103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donna M. Alvarado | Management | For | For |
| 1b | Elect Director Thomas P. Bostick | Management | For | For |
| 1c | Elect Director Steven T. Halverson | Management | For | For |
| 1d | Elect Director Paul C. Hilal | Management | For | For |
| 1e | Elect Director Joseph R. Hinrichs | Management | For | For |
| 1f | Elect Director David M. Moffett | Management | For | For |
| 1g | Elect Director Linda H. Riefler | Management | For | For |
| 1h | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 1i | Elect Director James L. Wainscott | Management | For | For |
| 1j | Elect Director J. Steven Whisler | Management | For | For |
| 1k | Elect Director John J. Zillmer | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CVS HEALTH CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CVS Security ID: 126650100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fernando Aguirre | Management | For | For |
| 1b | Elect Director Jeffrey R. Balser | Management | For | For |
| 1c | Elect Director C. David Brown, II | Management | For | For |
| 1d | Elect Director Alecia A. DeCoudreaux | Management | For | For |
| 1e | Elect Director Nancy-Ann M. DeParle | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Anne M. Finucane | Management | For | For |
| 1h | Elect Director Edward J. Ludwig | Management | For | For |
| 1i | Elect Director Karen S. Lynch | Management | For | For |
| 1j | Elect Director Jean-Pierre Millon | Management | For | For |
| 1k | Elect Director Mary L. Schapiro | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt a Paid Sick Leave Policy | Shareholder | Against | Against |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | Against |
| 9 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| D.R. HORTON, INC. Meeting Date: JAN 18, 2023 Record Date: NOV 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DHI Security ID: 23331A109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald R. Horton | Management | For | For |
| 1b | Elect Director Barbara K. Allen | Management | For | For |
| 1c | Elect Director Brad S. Anderson | Management | For | For |
| 1d | Elect Director Michael R. Buchanan | Management | For | For |
| 1e | Elect Director Benjamin S. Carson, Sr. | Management | For | For |
| 1f | Elect Director Maribess L. Miller | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| DANAHER CORPORATION Meeting Date: MAY 09, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DHR Security ID: 235851102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rainer M. Blair | Management | For | For |
| 1b | Elect Director Feroz Dewan | Management | For | For |
| 1c | Elect Director Linda Filler | Management | For | For |
| 1d | Elect Director Teri List | Management | For | 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 | Against |
| 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 | For |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| DARDEN RESTAURANTS, INC. Meeting Date: SEP 21, 2022 Record Date: JUL 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DRI Security ID: 237194105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Margaret Shan Atkins | Management | For | For |
| 1.2 | Elect Director Ricardo 'Rick' Cardenas | Management | For | For |
| 1.3 | Elect Director Juliana L. Chugg | Management | For | For |
| 1.4 | Elect Director James P. Fogarty | Management | For | For |
| 1.5 | Elect Director Cynthia T. Jamison | Management | For | For |
| 1.6 | Elect Director Eugene I. Lee, Jr. | Management | For | For |
| 1.7 | Elect Director Nana Mensah | Management | For | For |
| 1.8 | Elect Director William S. Simon | Management | For | For |
| 1.9 | Elect Director Charles M. Sonsteby | Management | For | For |
| 1.10 | Elect Director Timothy J. Wilmott | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| DEERE & COMPANY Meeting Date: FEB 22, 2023 Record Date: DEC 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DE Security ID: 244199105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leanne G. Caret | Management | For | For |
| 1b | Elect Director Tamra A. Erwin | Management | For | For |
| 1c | Elect Director Alan C. Heuberger | Management | For | For |
| 1d | Elect Director Charles O. Holliday, Jr. | Management | For | For |
| 1e | Elect Director Michael O. Johanns | Management | For | For |
| 1f | Elect Director Clayton M. Jones | Management | For | For |
| 1g | Elect Director John C. May | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Sherry M. Smith | Management | For | For |
| 1j | Elect Director Dmitri L. Stockton | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| DISCOVER FINANCIAL SERVICES Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DFS Security ID: 254709108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Aronin | Management | For | For |
| 1.2 | Elect Director Mary K. Bush | Management | For | For |
| 1.3 | Elect Director Gregory C. Case | Management | For | For |
| 1.4 | Elect Director Candace H. Duncan | Management | For | For |
| 1.5 | Elect Director Joseph F. Eazor | Management | For | For |
| 1.6 | Elect Director Roger C. Hochschild | Management | For | For |
| 1.7 | Elect Director Thomas G. Maheras | Management | For | For |
| 1.8 | Elect Director John B. Owen | Management | For | For |
| 1.9 | Elect Director David L. Rawlinson, II | Management | For | For |
| 1.10 | Elect Director Beverley A. Sibblies | Management | For | For |
| 1.11 | Elect Director Mark A. Thierer | Management | For | For |
| 1.12 | Elect Director Jennifer L. Wong | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DOCUSIGN, INC. Meeting Date: MAY 31, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DOCU Security ID: 256163106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James Beer | Management | For | For |
| 1.2 | Elect Director Cain A. Hayes | Management | For | For |
| 1.3 | Elect Director Allan Thygesen | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| DOLLAR GENERAL CORPORATION Meeting Date: MAY 31, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DG Security ID: 256677105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warren F. Bryant | Management | For | For |
| 1b | Elect Director Michael M. Calbert | Management | For | For |
| 1c | Elect Director Ana M. Chadwick | Management | For | For |
| 1d | Elect Director Patricia D. Fili-Krushel | Management | For | For |
| 1e | Elect Director Timothy I. McGuire | Management | For | For |
| 1f | Elect Director Jeffery C. Owen | Management | For | For |
| 1g | Elect Director Debra A. Sandler | Management | For | For |
| 1h | Elect Director Ralph E. Santana | Management | For | For |
| 1i | Elect Director Todd J. Vasos | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | Against |
| 6 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 7 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | For |
| DOLLAR TREE, INC. Meeting Date: JUN 13, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DLTR Security ID: 256746108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard W. Dreiling | Management | For | For |
| 1b | Elect Director Cheryl W. Grise | Management | For | For |
| 1c | Elect Director Daniel J. Heinrich | Management | For | For |
| 1d | Elect Director Paul C. Hilal | Management | For | For |
| 1e | Elect Director Edward J. Kelly, III | Management | For | For |
| 1f | Elect Director Mary A. Laschinger | Management | For | For |
| 1g | Elect Director Jeffrey G. Naylor | Management | For | For |
| 1h | Elect Director Winnie Y. Park | Management | For | For |
| 1i | Elect Director Bertram L. Scott | Management | For | For |
| 1j | Elect Director Stephanie P. Stahl | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | 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 |
| DOMINO'S PIZZA, INC. Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DPZ Security ID: 25754A201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David A. Brandon | Management | For | For |
| 1.2 | Elect Director C. Andrew Ballard | Management | For | For |
| 1.3 | Elect Director Andrew B. Balson | Management | For | For |
| 1.4 | Elect Director Corie S. Barry | Management | For | For |
| 1.5 | Elect Director Diana F. Cantor | Management | For | For |
| 1.6 | Elect Director Richard L. Federico | Management | For | For |
| 1.7 | Elect Director James A. Goldman | Management | For | For |
| 1.8 | Elect Director Patricia E. Lopez | Management | For | For |
| 1.9 | Elect Director Russell J. Weiner | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DSV A/S Meeting Date: NOV 22, 2022 Record Date: NOV 15, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: DSV Security ID: K31864117 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve DKK 15 Million Reduction in Share Capital; Amend Articles Accordingly | Management | For | For |
| 2 | Authorize Share Repurchase Program | Management | For | For |
| DSV A/S Meeting Date: MAR 16, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DSV Security ID: K31864117 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Report of Board | Management | None | None |
| 2 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of DKK 6.50 Per Share | Management | For | For |
| 4 | Approve Remuneration of Directors | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6.1 | Reelect Thomas Plenborg as Director | Management | For | For |
| 6.2 | Reelect Jorgen Moller as Director | Management | For | For |
| 6.3 | Reelect Marie-Louise Aamund as Director | Management | For | For |
| 6.4 | Reelect Beat Walti as Director | Management | For | For |
| 6.5 | Reelect Niels Smedegaard as Director | Management | For | For |
| 6.6 | Reelect Tarek Sultan Al-Essa as Director | Management | For | For |
| 6.7 | Reelect Benedikte Leroy as Director | Management | For | For |
| 6.8 | Elect Helle Ostergaard Kristiansen as Director | Management | For | For |
| 7 | Ratify PricewaterhouseCoopers as Auditor | Management | For | For |
| 8 | Authorize Share Repurchase Program | Management | For | For |
| 9 | Other Business | Management | None | None |
| DUN & BRADSTREET HOLDINGS, INC. Meeting Date: JUN 15, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DNB Security ID: 26484T106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ellen R. Alemany | Management | For | For |
| 1.2 | Elect Director Douglas K. Ammerman | Management | For | For |
| 1.3 | Elect Director Chinh E. Chu | Management | For | For |
| 1.4 | Elect Director William P. Foley, II | Management | For | For |
| 1.5 | Elect Director Thomas M. Hagerty | Management | For | For |
| 1.6 | Elect Director Anthony M. Jabbour | Management | For | For |
| 1.7 | Elect Director Keith J. Jackson | Management | For | For |
| 1.8 | Elect Director Richard N. Massey | Management | For | For |
| 1.9 | Elect Director James A. Quella | Management | For | For |
| 1.10 | Elect Director Ganesh B. Rao | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| EDENRED SA Meeting Date: MAY 11, 2023 Record Date: MAY 09, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: EDEN Security ID: F3192L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1 per Share | Management | For | For |
| 4 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 5 | Approve Remuneration Policy of Directors | Management | For | For |
| 6 | Approve Remuneration of Directors in the Aggregate Amount of EUR 840,000 | Management | For | For |
| 7 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 8 | Approve Compensation of Bertrand Dumazy, Chairman and CEO | Management | For | For |
| 9 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 10 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 11 | Authorize up to 1.5 Percent of Issued Capital for Use in Restricted Stock Plans Under Performance Conditions | Management | For | For |
| 12 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| EDISON INTERNATIONAL Meeting Date: APR 27, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EIX Security ID: 281020107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeanne Beliveau-Dunn | Management | For | For |
| 1b | Elect Director Michael C. Camunez | Management | For | For |
| 1c | Elect Director Vanessa C.L. Chang | Management | For | For |
| 1d | Elect Director James T. Morris | Management | For | For |
| 1e | Elect Director Timothy T. O'Toole | Management | For | For |
| 1f | Elect Director Pedro J. Pizarro | Management | For | For |
| 1g | Elect Director Marcy L. Reed | Management | For | For |
| 1h | Elect Director Carey A. Smith | Management | For | For |
| 1i | Elect Director Linda G. Stuntz | Management | For | For |
| 1j | Elect Director Peter J. Taylor | Management | For | For |
| 1k | Elect Director Keith Trent | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EDWARDS LIFESCIENCES CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EW Security ID: 28176E108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kieran T. Gallahue | Management | For | For |
| 1.2 | Elect Director Leslie S. Heisz | Management | For | For |
| 1.3 | Elect Director Paul A. LaViolette | Management | For | For |
| 1.4 | Elect Director Steven R. Loranger | Management | For | For |
| 1.5 | Elect Director Martha H. Marsh | Management | For | For |
| 1.6 | Elect Director Michael A. Mussallem | Management | For | For |
| 1.7 | Elect Director Ramona Sequeira | Management | For | For |
| 1.8 | Elect Director Nicholas J. Valeriani | Management | For | For |
| 1.9 | Elect Director Bernard J. Zovighian | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| ELECTRONIC ARTS INC. Meeting Date: AUG 11, 2022 Record Date: JUN 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EA Security ID: 285512109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kofi A. Bruce | Management | For | For |
| 1b | Elect Director Rachel A. Gonzalez | Management | For | For |
| 1c | Elect Director Jeffrey T. Huber | Management | For | For |
| 1d | Elect Director Talbott Roche | Management | For | For |
| 1e | Elect Director Richard A. Simonson | Management | For | For |
| 1f | Elect Director Luis A. Ubinas | Management | For | For |
| 1g | Elect Director Heidi J. Ueberroth | Management | For | For |
| 1h | Elect Director Andrew Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meetings to 15% | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| ELEVANCE HEALTH, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ELV Security ID: 036752103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gail K. Boudreaux | Management | For | For |
| 1.2 | Elect Director R. Kerry Clark | Management | For | For |
| 1.3 | Elect Director Robert L. Dixon, Jr. | Management | For | For |
| 1.4 | Elect Director Deanna D. Strable | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Annually Report Third Party Political Contributions | Shareholder | Against | Against |
| ELI LILLY AND COMPANY Meeting Date: MAY 01, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LLY Security ID: 532457108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | 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 | Against |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| EMERSON ELECTRIC CO. Meeting Date: FEB 07, 2023 Record Date: NOV 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EMR Security ID: 291011104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin S. Craighead | Management | For | For |
| 1b | Elect Director Gloria A. Flach | Management | For | For |
| 1c | Elect Director Matthew S. Levatich | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ENTAIN PLC Meeting Date: APR 25, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ENT Security ID: G3167C109 | ||||
| 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 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 6 | Re-elect Barry Gibson as Director | Management | For | For |
| 7 | Re-elect Pierre Bouchut as Director | Management | For | For |
| 8 | Re-elect Stella David as Director | Management | For | For |
| 9 | Re-elect Robert Hoskin as Director | Management | For | For |
| 10 | Re-elect Virginia McDowell as Director | Management | For | For |
| 11 | Re-elect Jette Nygaard-Andersen as Director | Management | For | For |
| 12 | Re-elect David Satz as Director | Management | For | For |
| 13 | Re-elect Rob Wood as Director | Management | For | For |
| 14 | Elect Rahul Welde as Director | Management | For | For |
| 15 | Amend Long Term Incentive Plan | Management | For | For |
| 16 | Authorise Issue of Equity | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 19 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Adopt New Articles of Association | Management | For | For |
| EOG RESOURCES, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EOG Security ID: 26875P101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janet F. Clark | Management | For | For |
| 1b | Elect Director Charles R. Crisp | Management | For | For |
| 1c | Elect Director Robert P. Daniels | Management | For | For |
| 1d | Elect Director Lynn A. Dugle | Management | For | For |
| 1e | Elect Director C. Christopher Gaut | Management | For | For |
| 1f | Elect Director Michael T. Kerr | Management | For | For |
| 1g | Elect Director Julie J. Robertson | Management | For | For |
| 1h | Elect Director Donald F. Textor | Management | For | For |
| 1i | Elect Director Ezra Y. Yacob | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EPAM SYSTEMS, INC. Meeting Date: JUN 02, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EPAM Security ID: 29414B104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eugene Roman | Management | For | For |
| 1.2 | Elect Director Jill B. Smart | Management | For | For |
| 1.3 | Elect Director Ronald Vargo | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EQT CORPORATION Meeting Date: APR 19, 2023 Record Date: FEB 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EQT Security ID: 26884L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lydia I. Beebe | Management | For | For |
| 1.2 | Elect Director Lee M. Canaan | Management | For | For |
| 1.3 | Elect Director Janet L. Carrig | Management | For | For |
| 1.4 | Elect Director Frank C. Hu | Management | For | For |
| 1.5 | Elect Director Kathryn J. Jackson | Management | For | For |
| 1.6 | Elect Director John F. McCartney | Management | For | For |
| 1.7 | Elect Director James T. McManus, II | Management | For | For |
| 1.8 | Elect Director Anita M. Powers | Management | For | For |
| 1.9 | Elect Director Daniel J. Rice, IV | Management | For | For |
| 1.10 | Elect Director Toby Z. Rice | Management | For | For |
| 1.11 | Elect Director Hallie A. Vanderhider | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EQUIFAX INC. Meeting Date: MAY 04, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EFX Security ID: 294429105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark W. Begor | Management | For | For |
| 1b | Elect Director Mark L. Feidler | Management | For | For |
| 1c | Elect Director Karen L. Fichuk | Management | For | For |
| 1d | Elect Director G. Thomas Hough | Management | For | For |
| 1e | Elect Director Robert D. Marcus | Management | For | For |
| 1f | Elect Director Scott A. McGregor | Management | For | For |
| 1g | Elect Director John A. McKinley | Management | For | For |
| 1h | Elect Director Melissa D. Smith | Management | For | For |
| 1i | Elect Director Audrey Boone Tillman | Management | For | For |
| 1j | Elect Director Heather H. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Oversee and Report a Racial Equity Audit | Shareholder | Against | For |
| EQUINIX, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EQIX Security ID: 29444U700 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 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 | Against |
| 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 |
| EQUITRANS MIDSTREAM CORPORATION Meeting Date: APR 25, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ETRN Security ID: 294600101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicky A. Bailey | Management | For | For |
| 1b | Elect Director Sarah M. Barpoulis | Management | For | For |
| 1c | Elect Director Kenneth M. Burke | Management | For | For |
| 1d | Elect Director Diana M. Charletta | Management | For | For |
| 1e | Elect Director Thomas F. Karam | Management | For | For |
| 1f | Elect Director D. Mark Leland | Management | For | For |
| 1g | Elect Director Norman J. Szydlowski | Management | For | For |
| 1h | Elect Director Robert F. Vagt | 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 |
| EVERGY, INC. Meeting Date: MAY 02, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EVRG Security ID: 30034W106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David A. Campbell | Management | For | For |
| 1b | Elect Director Thomas D. Hyde | Management | For | For |
| 1c | Elect Director B. Anthony Isaac | Management | For | For |
| 1d | Elect Director Paul M. Keglevic | Management | For | For |
| 1e | Elect Director Mary L. Landrieu | Management | For | For |
| 1f | Elect Director Sandra A.J. Lawrence | Management | For | For |
| 1g | Elect Director Ann D. Murtlow | Management | For | For |
| 1h | Elect Director Sandra J. Price | Management | For | For |
| 1i | Elect Director Mark A. Ruelle | Management | For | For |
| 1j | Elect Director James Scarola | Management | For | For |
| 1k | Elect Director C. John Wilder | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EVOLUTION AB Meeting Date: APR 04, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EVO Security ID: W3287P115 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Chairman of Meeting | Management | For | For |
| 3 | Prepare and Approve List of Shareholders | Management | For | For |
| 4 | Approve Agenda of Meeting | Management | For | For |
| 5 | Designate Inspector(s) of Minutes of Meeting | Management | For | For |
| 6 | Acknowledge Proper Convening of Meeting | Management | For | For |
| 7.a | Accept Financial Statements and Statutory Reports | Management | For | For |
| 7.b | Approve Allocation of Income and Dividends of EUR 2.00 Per Share | Management | For | For |
| 7.c1 | Approve Discharge of Jens von Bahr | Management | For | For |
| 7.c2 | Approve Discharge of Fredrik Osterberg | Management | For | For |
| 7.c3 | Approve Discharge of Ian Livingstone | Management | For | For |
| 7.c4 | Approve Discharge of Joel Citron | Management | For | For |
| 7.c5 | Approve Discharge of Jonas Engwall | Management | For | For |
| 7.c6 | Approve Discharge of Mimi Drake | Management | For | For |
| 7.c7 | Approve Discharge of Sandra Urie | Management | For | For |
| 7.c8 | Approve Discharge of Martin Carlesund | Management | For | For |
| 8 | Determine Number of Members (7) and Deputy Members (0) of Board | Management | For | For |
| 9 | Approve Remuneration of Directors in the Amount of EUR 400,000 to Chairman and EUR 100,000 for Other Directors | Management | For | For |
| 10.1 | Reelect Jens von Bahr (Chair) as Director | Management | For | For |
| 10.2 | Reelect Fredrik Osterberg as Director | Management | For | For |
| 10.3 | Reelect Ian Livingstone as Director | Management | For | For |
| 10.4 | Reelect Joel Citron as Director | Management | For | For |
| 10.5 | Reelect Jonas Engwall as Director | Management | For | For |
| 10.6 | Reelect Mimi Drake as Director | Management | For | For |
| 10.7 | Reelect Sandra Urie as Director | Management | For | For |
| 11 | Approve Remuneration of Auditors | Management | For | For |
| 12 | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 13 | Approve Nomination Committee Procedures | Management | For | For |
| 14 | Approve Remuneration Report | Management | For | For |
| 15 | Authorize Share Repurchase Program | Management | For | For |
| 16 | Authorize Reissuance of Repurchased Shares | Management | For | For |
| 17 | Approve Creation of Pool of Capital without Preemptive Rights | Management | For | For |
| 18 | Authorize the Board to Repurchase Warrants from Participants in Warrants Plan 2021/2024 | Management | For | For |
| 19 | Approve Transaction with Big Time Gaming Pty Ltd | Management | For | For |
| 20 | Close Meeting | Management | None | None |
| EVOLUTION AB Meeting Date: JUN 16, 2023 Record Date: JUN 08, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: EVO Security ID: W3287P115 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Chairman of Meeting | Management | For | For |
| 3 | Prepare and Approve List of Shareholders | Management | For | For |
| 4 | Approve Agenda of Meeting | Management | For | For |
| 5 | Designate Inspector(s) of Minutes of Meeting | Management | For | For |
| 6 | Acknowledge Proper Convening of Meeting | Management | For | For |
| 7 | Approve Performance Share Plan for Key Employees | Management | For | For |
| 8 | Close Meeting | Management | None | None |
| EXACT SCIENCES CORPORATION Meeting Date: JUN 08, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: EXAS Security ID: 30063P105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director D. Scott Coward | Management | For | For |
| 1b | Elect Director James Doyle | Management | For | For |
| 1c | Elect Director Freda Lewis-Hall | Management | For | For |
| 1d | Elect Director Kathleen Sebelius | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Amend Omnibus Stock Plan | Management | For | For |
| EXXON MOBIL CORPORATION Meeting Date: MAY 31, 2023 Record Date: APR 05, 2023 Meeting Type: ANNUAL | ||||
| Ticker: XOM Security ID: 30231G102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | For |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | 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 |
| EXXON MOBIL CORPORATION Meeting Date: MAY 31, 2023 Record Date: APR 05, 2023 Meeting Type: ANNUAL | ||||
| Ticker: XOM Security ID: 30231G102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 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 |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FIS Security ID: 31620M106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lee Adrean | Management | For | For |
| 1b | Elect Director Ellen R. Alemany | Management | For | For |
| 1c | Elect Director Mark D. Benjamin | Management | For | For |
| 1d | Elect Director Vijay G. D'Silva | Management | For | For |
| 1e | Elect Director Stephanie L. Ferris | Management | For | For |
| 1f | Elect Director Jeffrey A. Goldstein | Management | For | For |
| 1g | Elect Director Lisa A. Hook | Management | For | For |
| 1h | Elect Director Kenneth T. Lamneck | Management | For | For |
| 1i | Elect Director Gary L. Lauer | Management | For | For |
| 1j | Elect Director Louise M. Parent | Management | For | For |
| 1k | Elect Director Brian T. Shea | Management | For | For |
| 1l | Elect Director James B. Stallings, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| FIRST QUANTUM MINERALS LTD. Meeting Date: MAY 04, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FM Security ID: 335934105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Ten | Management | For | For |
| 2.1 | Elect Director Andrew B. Adams | Management | For | For |
| 2.2 | Elect Director Alison C. Beckett | Management | For | For |
| 2.3 | Elect Director Robert J. Harding | Management | For | For |
| 2.4 | Elect Director Kathleen A. Hogenson | Management | For | For |
| 2.5 | Elect Director Charles Kevin McArthur | Management | For | For |
| 2.6 | Elect Director Philip K. R. Pascall | Management | For | For |
| 2.7 | Elect Director Anthony Tristan Pascall | Management | For | For |
| 2.8 | Elect Director Simon J. Scott | Management | For | For |
| 2.9 | Elect Director Joanne K. Warner | Management | For | For |
| 2.10 | Elect Director Geoff Chater | Management | For | For |
| 3 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 5 | Re-approve Shareholder Rights Plan | Management | For | For |
| FIRSTENERGY CORPORATION Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FE Security ID: 337932107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jana T. Croom | Management | For | For |
| 1.2 | Elect Director Steven J. Demetriou | Management | For | For |
| 1.3 | Elect Director Lisa Winston Hicks | Management | For | For |
| 1.4 | Elect Director Paul Kaleta | Management | For | For |
| 1.5 | Elect Director Sean T. Klimczak | Management | For | For |
| 1.6 | Elect Director Jesse A. Lynn | Management | For | For |
| 1.7 | Elect Director James F. O'Neil, III | Management | For | For |
| 1.8 | Elect Director John W. Somerhalder, II | Management | For | For |
| 1.9 | Elect Director Andrew Teno | Management | For | For |
| 1.10 | Elect Director Leslie M. Turner | Management | For | For |
| 1.11 | Elect Director Melvin Williams | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting to 20% | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 7 | Establish a New Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| FISERV, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FISV Security ID: 337738108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank J. Bisignano | Management | For | For |
| 1.2 | Elect Director Henrique de Castro | Management | For | For |
| 1.3 | Elect Director Harry F. DiSimone | Management | For | For |
| 1.4 | Elect Director Dylan G. Haggart | Management | For | For |
| 1.5 | Elect Director Wafaa Mamilli | Management | For | For |
| 1.6 | Elect Director Heidi G. Miller | Management | For | For |
| 1.7 | Elect Director Doyle R. Simons | Management | For | For |
| 1.8 | Elect Director Kevin M. Warren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | For |
| FIVE BELOW, INC. Meeting Date: JUN 13, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FIVE Security ID: 33829M101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joel D. Anderson | Management | For | For |
| 1b | Elect Director Kathleen S. Barclay | Management | For | For |
| 1c | Elect Director Thomas M. Ryan | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Bylaws to Limit the Liability of Officers | Management | For | For |
| 5 | Amend Bylaws to Amend the Limitation of Liability of Directors Provision | Management | For | For |
| FLOOR & DECOR HOLDINGS, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FND Security ID: 339750101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dwight L. James | Management | For | For |
| 1b | Elect Director Melissa Kersey | Management | For | For |
| 1c | Elect Director Peter M. Starrett | Management | For | For |
| 1d | Elect Director Thomas V. Taylor | Management | For | For |
| 1e | Elect Director George Vincent West | Management | For | For |
| 1f | Elect Director Charles D. Young | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| FLUTTER ENTERTAINMENT PLC Meeting Date: APR 27, 2023 Record Date: APR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FLTR Security ID: G3643J108 | ||||
| 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 |
| 4A | Elect Paul Edgecliffe-Johnson as Director | Management | For | For |
| 4B | Elect Carolan Lennon as Director | Management | For | For |
| 5A | Re-elect Nancy Cruickshank as Director | Management | For | For |
| 5B | Re-elect Nancy Dubuc as Director | Management | For | For |
| 5C | Re-elect Richard Flint as Director | Management | For | For |
| 5D | Re-elect Alfred Hurley Jr as Director | Management | For | For |
| 5E | Re-elect Peter Jackson as Director | Management | For | For |
| 5F | Re-elect Holly Koeppel as Director | Management | For | For |
| 5G | Re-elect David Lazzarato as Director | Management | For | For |
| 5H | Re-elect Gary McGann as Director | Management | For | For |
| 5I | Re-elect Atif Rafiq as Director | Management | For | For |
| 5J | Re-elect Mary Turner as Director | Management | For | For |
| 6 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 7 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 8 | Authorise Issue of Equity | Management | For | For |
| 9A | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 9B | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Specified Capital Investment | Management | For | For |
| 10 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 11 | Authorise the Company to Determine the Price Range at which Treasury Shares may be Re-issued Off-Market | Management | For | For |
| 12 | Approve Long Term Incentive Plan | Management | For | For |
| 13 | Amend Restricted Share Plan | Management | For | For |
| 14 | Adopt New Articles of Association | Management | For | For |
| FRANCO-NEVADA CORPORATION Meeting Date: MAY 02, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: FNV Security ID: 351858105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Harquail | Management | For | For |
| 1.2 | Elect Director Paul Brink | Management | For | For |
| 1.3 | Elect Director Tom Albanese | Management | For | For |
| 1.4 | Elect Director Derek W. Evans | Management | For | For |
| 1.5 | Elect Director Catharine Farrow | Management | For | For |
| 1.6 | Elect Director Maureen Jensen | Management | For | For |
| 1.7 | Elect Director Jennifer Maki | Management | For | For |
| 1.8 | Elect Director Randall Oliphant | Management | For | For |
| 1.9 | Elect Director Jacques Perron | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| FREEPORT-MCMORAN, INC. Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: FCX Security ID: 35671D857 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David P. Abney | Management | For | For |
| 1.2 | Elect Director Richard C. Adkerson | Management | For | For |
| 1.3 | Elect Director Marcela E. Donadio | Management | For | For |
| 1.4 | Elect Director Robert W. Dudley | Management | For | For |
| 1.5 | Elect Director Hugh Grant | Management | For | For |
| 1.6 | Elect Director Lydia H. Kennard | Management | For | For |
| 1.7 | Elect Director Ryan M. Lance | Management | For | For |
| 1.8 | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1.9 | Elect Director Dustan E. McCoy | Management | For | For |
| 1.10 | Elect Director Kathleen L. Quirk | Management | For | For |
| 1.11 | Elect Director John J. Stephens | Management | For | For |
| 1.12 | Elect Director Frances Fragos Townsend | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GALAXY ENTERTAINMENT GROUP LIMITED Meeting Date: MAY 22, 2023 Record Date: MAY 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 27 Security ID: Y2679D118 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Elect Joseph Chee Ying Keung as Director | Management | For | For |
| 3 | Elect William Yip Shue Lam as Director | Management | For | Against |
| 4 | Elect Patrick Wong Lung Tak as Director | Management | For | Against |
| 5 | Authorize Board to Fix Remuneration of Directors | Management | For | For |
| 6 | Approve PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7.1 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 7.2 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 7.3 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 8 | Adopt New Share Award Scheme and New Share Option Scheme and the Mandate Limit Shall Not Exceed 10% of Issued Shares | Management | For | For |
| 9 | Approve Service Provider Sub-limit | Management | For | For |
| 10 | Approve Suspension of 2021 Share Award Scheme and Termination of 2021 Share Option Scheme | Management | For | For |
| GE HEALTHCARE TECHNOLOGIES, INC. Meeting Date: MAY 23, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GEHC Security ID: 36266G107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Arduini | Management | For | For |
| 1b | Elect Director H. Lawrence Culp, Jr. | Management | For | For |
| 1c | Elect Director Rodney F. Hochman | Management | For | For |
| 1d | Elect Director Lloyd W. Howell, Jr. | Management | For | For |
| 1e | Elect Director Risa Lavizzo-Mourey | Management | For | For |
| 1f | Elect Director Catherine Lesjak | Management | For | For |
| 1g | Elect Director Anne T. Madden | Management | For | For |
| 1h | Elect Director Tomislav Mihaljevic | Management | For | For |
| 1i | Elect Director William J. Stromberg | Management | For | For |
| 1j | Elect Director Phoebe L. Yang | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| GENERAL ELECTRIC COMPANY Meeting Date: MAY 03, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GE Security ID: 369604301 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen Angel | Management | For | For |
| 1b | Elect Director Sebastien Bazin | Management | For | For |
| 1c | Elect Director H. Lawrence Culp, Jr. | Management | For | For |
| 1d | Elect Director Edward Garden | Management | For | For |
| 1e | Elect Director Isabella Goren | Management | For | For |
| 1f | Elect Director Thomas Horton | Management | For | For |
| 1g | Elect Director Catherine Lesjak | Management | For | For |
| 1h | Elect Director Darren McDew | Management | For | For |
| 1i | Elect Director Paula Rosput Reynolds | Management | For | For |
| 1j | Elect Director Jessica Uhl | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | For |
| 6 | Hire Investment Bank to Explore Sale of Company | Shareholder | Against | Against |
| 7 | Issue Audited Report on Fiduciary Relevance of Decarbonization Goal | Shareholder | Against | Against |
| 8 | Issue Audited Report on Impact of IEA Net-Zero Emissions by 2050 Scenario | Shareholder | Against | Against |
| GENERAL MILLS, INC. Meeting Date: SEP 27, 2022 Record Date: JUL 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: GIS Security ID: 370334104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director R. Kerry Clark | Management | For | For |
| 1b | Elect Director David M. Cordani | Management | For | For |
| 1c | Elect Director C. Kim Goodwin | Management | For | For |
| 1d | Elect Director Jeffrey L. Harmening | Management | For | For |
| 1e | Elect Director Maria G. Henry | Management | For | For |
| 1f | Elect Director Jo Ann Jenkins | Management | For | For |
| 1g | Elect Director Elizabeth C. Lempres | Management | For | For |
| 1h | Elect Director Diane L. Neal | Management | For | For |
| 1i | Elect Director Steve Odland | Management | For | For |
| 1j | Elect Director Maria A. Sastre | Management | For | For |
| 1k | Elect Director Eric D. Sprunk | Management | For | For |
| 1l | Elect Director Jorge A. Uribe | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Report on Absolute Plastic Packaging Use Reduction | Shareholder | Against | For |
| GENERAL MOTORS COMPANY Meeting Date: JUN 20, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GM Security ID: 37045V100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Aneel Bhusri | Management | For | For |
| 1c | Elect Director Wesley G. Bush | Management | For | For |
| 1d | Elect Director Joanne C. Crevoiserat | Management | For | For |
| 1e | Elect Director Linda R. Gooden | Management | For | For |
| 1f | Elect Director Joseph Jimenez | Management | For | For |
| 1g | Elect Director Jonathan McNeill | Management | For | For |
| 1h | Elect Director Judith A. Miscik | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Thomas M. Schoewe | Management | For | For |
| 1k | Elect Director Mark A. Tatum | Management | For | For |
| 1l | Elect Director Jan E. Tighe | Management | For | For |
| 1m | Elect Director Devin N. Wenig | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| 7 | Report on Setting Sustainable Sourcing Targets | Shareholder | Against | Against |
| GILEAD SCIENCES, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GILD Security ID: 375558103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 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 |
| GLENCORE PLC Meeting Date: MAY 26, 2023 Record Date: MAY 24, 2023 Meeting Type: ANNUAL | ||||
| 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 | Against |
| 17 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | Against |
| 18 | Authorise Market Purchase of Ordinary Shares | Management | For | Against |
| 19 | Resolution in Respect of the Next Climate Action Transition Plan | Shareholder | Against | Against |
| GRUPO MEXICO S.A.B. DE C.V. Meeting Date: APR 28, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GMEXICOB Security ID: P49538112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Present Report on Compliance with Fiscal Obligations | Management | For | For |
| 3 | Approve Allocation of Income | Management | For | For |
| 4 | Approve Policy Related to Acquisition of Own Shares; Set Aggregate Nominal Amount of Share Repurchase Reserve | Management | For | For |
| 5 | Approve Discharge of Board of Directors, Executive Chairman and Board Committees | Management | For | For |
| 6 | Ratify Auditors | Management | For | For |
| 7 | Elect and/or Ratify Directors; Verify Independence of Board Members; Elect or Ratify Chairmen and Members of Board Committees | Management | For | Against |
| 8 | Approve Granting/Withdrawal of Powers | Management | For | Against |
| 9 | Approve Remuneration of Directors and Members of Board Committees | Management | For | Against |
| 10 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| GSK PLC Meeting Date: JUL 06, 2022 Record Date: JUL 04, 2022 Meeting Type: SPECIAL | ||||
| Ticker: GSK Security ID: G3910J112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Matters Relating to the Demerger of Haleon Group from the GSK Group | Management | For | For |
| 2 | Approve the Related Party Transaction Arrangements | Management | For | For |
| GUARDANT HEALTH, INC. Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GH Security ID: 40131M109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ian Clark | Management | For | For |
| 1b | Elect Director Meghan Joyce | Management | For | For |
| 1c | Elect Director Samir Kaul | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| HDFC BANK LIMITED Meeting Date: JUL 16, 2022 Record Date: JUL 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 500180 Security ID: Y3119P190 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Standalone Financial Statements and Statutory Reports | Management | For | For |
| 2 | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Dividend | Management | For | For |
| 4 | Reelect Renu Karnad as Director | Management | For | For |
| 5 | Approve Price Waterhouse LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Approve Payment of Additional Audit Fees to MSKA & Associates, Chartered Accountants and M.M. Nissim & Co. LLP, Chartered Accountants | Management | For | For |
| 7 | Approve Reappointment and Remuneration of Renu Karnad as Non-Executive Director | Management | For | For |
| 8 | Authorize Issuance of Unsecured Perpetual Debt Instruments, Tier II Capital Bonds and Long Term Bonds on Private Placement Basis | Management | For | For |
| HDFC BANK LIMITED Meeting Date: NOV 25, 2022 Record Date: NOV 18, 2022 Meeting Type: COURT | ||||
| Ticker: 500180 Security ID: Y3119P190 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Amalgamation | Management | For | For |
| HDFC BANK LIMITED Meeting Date: MAR 25, 2023 Record Date: FEB 17, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 500180 Security ID: Y3119P190 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Material Related Party Transactions with Housing Development Finance Corporation Limited | Management | For | For |
| 2 | Approve Material Related Party Transactions with HDB Financial Services Limited | Management | For | For |
| 3 | Approve Material Related Party Transactions with HDFC Securities Limited | Management | For | For |
| 4 | Approve Material Related Party Transactions with HDFC Life Insurance Company Limited | Management | For | For |
| 5 | Approve Material Related Party Transactions with HDFC ERGO General Insurance Company Limited | Management | For | For |
| 6 | Approve Material Related Party Transactions with HDFC Credila Financial Services Limited | Management | For | For |
| HDFC BANK LIMITED Meeting Date: JUN 11, 2023 Record Date: MAY 05, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 500180 Security ID: Y3119P190 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Appointment and Remuneration of Kaizad Bharucha as Whole-Time Deputy Managing Director | Management | For | For |
| 2 | Approve Appointment and Remuneration of Bhavesh Zaveri as Executive Director | Management | For | For |
| HF SINCLAIR CORPORATION Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: DINO Security ID: 403949100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anne-Marie N. Ainsworth | Management | For | For |
| 1b | Elect Director Anna C. Catalano | Management | For | For |
| 1c | Elect Director Leldon E. Echols | Management | For | For |
| 1d | Elect Director Manuel J. Fernandez | Management | For | For |
| 1e | Elect Director Timothy Go | Management | For | For |
| 1f | Elect Director Rhoman J. Hardy | Management | For | For |
| 1g | Elect Director R. Craig Knocke | Management | For | For |
| 1h | Elect Director Robert J. Kostelnik | Management | For | For |
| 1i | Elect Director James H. Lee | Management | For | For |
| 1j | Elect Director Ross B. Matthews | Management | For | For |
| 1k | Elect Director Franklin Myers | Management | For | For |
| 1l | Elect Director Norman J. Szydlowski | Management | For | For |
| 2 | Advisory Vote 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 |
| HILTON WORLDWIDE HOLDINGS INC. Meeting Date: MAY 18, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HLT Security ID: 43300A203 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher J. Nassetta | Management | For | For |
| 1b | Elect Director Jonathan D. Gray | Management | For | For |
| 1c | Elect Director Charlene T. Begley | Management | For | For |
| 1d | Elect Director Chris Carr | Management | For | For |
| 1e | Elect Director Melanie L. Healey | Management | For | For |
| 1f | Elect Director Raymond E. Mabus, Jr. | Management | For | For |
| 1g | Elect Director Judith A. McHale | Management | For | For |
| 1h | Elect Director Elizabeth A. Smith | Management | For | For |
| 1i | Elect Director Douglas M. Steenland | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HONEYWELL INTERNATIONAL INC. Meeting Date: MAY 19, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HON Security ID: 438516106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Darius Adamczyk | Management | For | For |
| 1B | Elect Director Duncan Angove | Management | For | For |
| 1C | Elect Director William S. Ayer | Management | For | For |
| 1D | Elect Director Kevin Burke | Management | For | For |
| 1E | Elect Director D. Scott Davis | Management | For | For |
| 1F | Elect Director Deborah Flint | Management | For | For |
| 1G | Elect Director Vimal Kapur | Management | For | For |
| 1H | Elect Director Rose Lee | Management | For | For |
| 1I | Elect Director Grace Lieblein | Management | For | For |
| 1J | Elect Director Robin L. Washington | Management | For | For |
| 1K | Elect Director Robin Watson | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Issue Environmental Justice Report | Shareholder | Against | Against |
| HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY Meeting Date: FEB 24, 2023 Record Date: JAN 19, 2023 Meeting Type: COURT | ||||
| Ticker: HZNP Security ID: G46188111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY Meeting Date: FEB 24, 2023 Record Date: JAN 19, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: HZNP Security ID: G46188101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| HUBSPOT, INC. Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HUBS Security ID: 443573100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nick Caldwell | Management | For | For |
| 1b | Elect Director Claire Hughes Johnson | Management | For | For |
| 1c | Elect Director Jay Simons | Management | For | For |
| 1d | Elect Director Yamini Rangan | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HUMANA INC. Meeting Date: APR 20, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HUM Security ID: 444859102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Raquel C. Bono | Management | For | For |
| 1b | Elect Director Bruce D. Broussard | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director David T. Feinberg | Management | For | For |
| 1e | Elect Director Wayne A. I. Frederick | Management | For | For |
| 1f | Elect Director John W. Garratt | Management | For | For |
| 1g | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1h | Elect Director Karen W. Katz | Management | For | For |
| 1i | Elect Director Marcy S. Klevorn | Management | For | For |
| 1j | Elect Director William J. McDonald | Management | For | For |
| 1k | Elect Director Jorge S. Mesquita | Management | For | For |
| 1l | Elect Director Brad D. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HUNTINGTON INGALLS INDUSTRIES, INC. Meeting Date: MAY 02, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HII Security ID: 446413106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Augustus L. Collins | Management | For | For |
| 1.2 | Elect Director Leo P. Denault | Management | For | For |
| 1.3 | Elect Director Kirkland H. Donald | Management | For | For |
| 1.4 | Elect Director Victoria D. Harker | Management | For | For |
| 1.5 | Elect Director Frank R. Jimenez | Management | For | For |
| 1.6 | Elect Director Christopher D. Kastner | Management | For | For |
| 1.7 | Elect Director Anastasia D. Kelly | Management | For | For |
| 1.8 | Elect Director Tracy B. McKibben | Management | For | For |
| 1.9 | Elect Director Stephanie L. O'Sullivan | Management | For | For |
| 1.10 | Elect Director Thomas C. Schievelbein | Management | For | For |
| 1.11 | Elect Director John K. Welch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| IBERDROLA SA Meeting Date: APR 28, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IBE Security ID: E6165F166 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated and Standalone Financial Statements | Management | For | For |
| 2 | Approve Consolidated and Standalone Management Reports | Management | For | For |
| 3 | Approve Non-Financial Information Statement | Management | For | For |
| 4 | Approve Discharge of Board | Management | For | For |
| 5 | Amend Preamble and Heading of the Preliminary Title of the Bylaws | Management | For | For |
| 6 | Amend Articles Re: Corporate Structure of the Iberdola Group | Management | For | For |
| 7 | Amend Article 8 Re: Internal Regulations and Compliance System | Management | For | For |
| 8 | Approve Engagement Dividend | Management | For | For |
| 9 | Approve Allocation of Income and Dividends | Management | For | For |
| 10 | Approve Scrip Dividends | Management | For | For |
| 11 | Approve Scrip Dividends | Management | For | For |
| 12 | Approve Reduction in Share Capital via Amortization of Treasury Shares | Management | For | For |
| 13 | Advisory Vote on Remuneration Report | Management | For | For |
| 14 | Approve Restricted Stock Plan | Management | For | For |
| 15 | Reelect Maria Helena Antolin Raybaud as Director | Management | For | For |
| 16 | Ratify Appointment of and Elect Armando Martinez Martinez as Director | Management | For | For |
| 17 | Reelect Manuel Moreu Munaiz as Director | Management | For | For |
| 18 | Reelect Sara de la Rica Goiricelaya as Director | Management | For | For |
| 19 | Reelect Xabier Sagredo Ormaza as Director | Management | For | For |
| 20 | Reelect Jose Ignacio Sanchez Galan as Director | Management | For | For |
| 21 | Fix Number of Directors at 14 | Management | For | For |
| 22 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| IMCD NV Meeting Date: APR 26, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IMCD Security ID: N4447S106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.a | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 2.b | Approve Remuneration Report | Management | For | For |
| 3.a | Receive Auditor's Report (Non-Voting) | Management | None | None |
| 3.b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3.c | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 3.d | Approve Dividends of EUR 6.78 Per Share | Management | For | For |
| 4.a | Approve Discharge of Management Board | Management | For | For |
| 4.b | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Elect Valerie Diele-Braun to Management Board | Management | For | For |
| 6 | Ratify Deloitte Accountants B.V. as Auditors for the Financial Year 2024 | Management | For | For |
| 7 | Ratify Ernst & Young Accountants LLP as Auditors for the Financial Year 2025-2027 | Management | For | For |
| 8.a | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 8.b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 9 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 10 | Close Meeting | Management | None | None |
| IMPERIAL BRANDS PLC Meeting Date: FEB 01, 2023 Record Date: JAN 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: IMB Security ID: G4720C107 | ||||
| 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 Stefan Bomhard as Director | Management | For | For |
| 5 | Re-elect Susan Clark as Director | Management | For | For |
| 6 | Re-elect Ngozi Edozien as Director | Management | For | For |
| 7 | Re-elect Therese Esperdy as Director | Management | For | For |
| 8 | Re-elect Alan Johnson as Director | Management | For | For |
| 9 | Re-elect Robert Kunze-Concewitz as Director | Management | For | For |
| 10 | Re-elect Lukas Paravicini as Director | Management | For | For |
| 11 | Re-elect Diane de Saint Victor as Director | Management | For | For |
| 12 | Re-elect Jonathan Stanton as Director | Management | For | For |
| 13 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 14 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 15 | Approve Share Matching Scheme | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | 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 |
| INDUSTRIA DE DISENO TEXTIL SA Meeting Date: JUL 12, 2022 Record Date: JUL 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ITX Security ID: E6282J125 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Standalone Financial Statements and Discharge of Board | Management | For | For |
| 2 | Approve Consolidated Financial Statements | Management | For | For |
| 3 | Approve Non-Financial Information Statement | Management | For | For |
| 4 | Approve Allocation of Income and Dividends | Management | For | For |
| 5.a | Ratify Appointment of and Elect Marta Ortega Perez as Director | Management | For | For |
| 5.b | Ratify Appointment of and Elect Oscar Garcia Maceiras as Director | Management | For | For |
| 5.c | Reelect Pilar Lopez Alvarez as Director | Management | For | For |
| 5.d | Reelect Rodrigo Echenique Gordillo as Director | Management | For | For |
| 6 | Appoint Ernst & Young as Auditor | Management | For | For |
| 7 | Approve Novation of the Former Executive Chairman's Post-Contractual Non-Compete Agreement | Management | For | For |
| 8 | Amend Remuneration Policy | Management | For | For |
| 9 | Advisory Vote on Remuneration Report | Management | For | For |
| 10 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| 11 | Receive Amendments to Board of Directors Regulations | Management | None | None |
| INTERCONTINENTAL EXCHANGE, INC. Meeting Date: MAY 19, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ICE Security ID: 45866F104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon Y. Bowen | Management | For | For |
| 1b | Elect Director Shantella E. Cooper | Management | For | For |
| 1c | Elect Director Duriya M. Farooqui | Management | For | For |
| 1d | Elect Director The Right Hon. the Lord Hague of Richmond | Management | For | For |
| 1e | Elect Director Mark F. Mulhern | Management | For | For |
| 1f | Elect Director Thomas E. Noonan | Management | For | For |
| 1g | Elect Director Caroline L. Silver | Management | For | For |
| 1h | Elect Director Jeffrey C. Sprecher | Management | For | For |
| 1i | Elect Director Judith A. Sprieser | Management | For | For |
| 1j | Elect Director Martha A. Tirinnanzi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| ITT INC. Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| 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 |
| JACOBS SOLUTIONS, INC. Meeting Date: JAN 24, 2023 Record Date: NOV 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: J Security ID: 46982L108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven J. Demetriou | Management | For | For |
| 1b | Elect Director Christopher M.T. Thompson | Management | For | For |
| 1c | Elect Director Priya Abani | Management | For | For |
| 1d | Elect Director Vincent K. Brooks | Management | For | For |
| 1e | Elect Director Ralph E. ("Ed") Eberhart | Management | For | For |
| 1f | Elect Director Manny Fernandez | Management | For | For |
| 1g | Elect Director Georgette D. Kiser | Management | For | For |
| 1h | Elect Director Barbara L. Loughran | Management | For | For |
| 1i | Elect Director Robert A. McNamara | Management | For | For |
| 1j | Elect Director Robert V. Pragada | Management | For | For |
| 1k | Elect Director Peter J. Robertson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| JPMORGAN CHASE & CO. Meeting Date: MAY 16, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: JPM Security ID: 46625H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director Alicia Boler Davis | Management | For | For |
| 1f | Elect Director James Dimon | Management | For | For |
| 1g | Elect Director Timothy P. Flynn | Management | For | For |
| 1h | Elect Director Alex Gorsky | Management | For | For |
| 1i | Elect Director Mellody Hobson | Management | For | For |
| 1j | Elect Director Michael A. Neal | Management | For | For |
| 1k | Elect Director Phebe N. Novakovic | Management | For | For |
| 1l | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 7 | Amend Public Responsibility Committee Charter to Include Animal Welfare | Shareholder | Against | Against |
| 8 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | 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 |
| JPMORGAN CHASE & CO. Meeting Date: MAY 16, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: JPM Security ID: 46625H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director Alicia Boler Davis | Management | For | For |
| 1f | Elect Director James Dimon | Management | For | For |
| 1g | Elect Director Timothy P. Flynn | Management | For | For |
| 1h | Elect Director Alex Gorsky | Management | For | For |
| 1i | Elect Director Mellody Hobson | Management | For | For |
| 1j | Elect Director Michael A. Neal | Management | For | For |
| 1k | Elect Director Phebe N. Novakovic | Management | For | For |
| 1l | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | 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 | For |
| 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 |
| KARUNA THERAPEUTICS, INC. Meeting Date: JUN 20, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KRTX Security ID: 48576A100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bill Meury | Management | For | For |
| 1b | Elect Director Laurie Olson | Management | For | For |
| 1c | Elect Director David Wheadon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| KERING SA Meeting Date: APR 27, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: KER Security ID: F5433L103 | ||||
| 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 14 per Share | Management | For | For |
| 4 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 5 | Approve Compensation of Francois-Henri Pinault, Chairman and CEO | Management | For | For |
| 6 | Approve Compensation of Jean-Francois Palus, Vice-CEO | Management | For | For |
| 7 | Approve Remuneration Policy of Executive Corporate Officers | Management | For | For |
| 8 | Approve Remuneration Policy of Directors | Management | For | For |
| 9 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 10 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 11 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 200 Million | Management | For | For |
| 12 | Authorize Capitalization of Reserves of Up to EUR 200 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 13 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 50 Million | Management | For | For |
| 14 | Approve Issuance of Equity or Equity-Linked Securities Reserved for Qualified Investors or Restricted Number of Investors, up to Aggregate Nominal Amount of EUR 50 Million | Management | For | For |
| 15 | Authorize Board to Set Issue Price for 5 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights Under Items 13 and 14 | Management | For | For |
| 16 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 11, 13 and 14 | Management | For | For |
| 17 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 18 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 19 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees and Corporate Officers of International Subsidiaries | Management | For | For |
| 20 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| KEURIG DR PEPPER INC. Meeting Date: JUN 12, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KDP Security ID: 49271V100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Robert Gamgort | Management | For | For |
| 1B | Elect Director Oray Boston | Management | For | For |
| 1C | Elect Director Olivier Goudet | Management | For | For |
| 1D | Elect Director Peter Harf | Management | For | For |
| 1E | Elect Director Juliette Hickman | Management | For | For |
| 1F | Elect Director Paul Michaels | Management | For | For |
| 1G | Elect Director Pamela Patsley | Management | For | For |
| 1H | Elect Director Lubomira Rochet | Management | For | For |
| 1I | Elect Director Debra Sandler | Management | For | For |
| 1J | Elect Director Robert Singer | Management | For | For |
| 1K | Elect Director Larry Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KEYENCE CORP. Meeting Date: JUN 14, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 6861 Security ID: J32491102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 150 | Management | For | Against |
| 2.1 | Elect Director Takizaki, Takemitsu | Management | For | Against |
| 2.2 | Elect Director Nakata, Yu | Management | For | Against |
| 2.3 | Elect Director Yamaguchi, Akiji | Management | For | For |
| 2.4 | Elect Director Yamamoto, Hiroaki | Management | For | For |
| 2.5 | Elect Director Nakano, Tetsuya | Management | For | For |
| 2.6 | Elect Director Yamamoto, Akinori | Management | For | For |
| 2.7 | Elect Director Taniguchi, Seiichi | Management | For | For |
| 2.8 | Elect Director Suenaga, Kumiko | Management | For | For |
| 2.9 | Elect Director Yoshioka, Michifumi | Management | For | For |
| 3 | Appoint Statutory Auditor Komura, Koichiro | Management | For | For |
| 4 | Appoint Alternate Statutory Auditor Yamamoto, Masaharu | Management | For | For |
| KLA CORPORATION Meeting Date: NOV 02, 2022 Record Date: SEP 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KLAC Security ID: 482480100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert Calderoni | Management | For | For |
| 1.2 | Elect Director Jeneanne Hanley | Management | For | For |
| 1.3 | Elect Director Emiko Higashi | Management | For | For |
| 1.4 | Elect Director Kevin Kennedy | Management | For | For |
| 1.5 | Elect Director Gary Moore | Management | For | For |
| 1.6 | Elect Director Marie Myers | Management | For | For |
| 1.7 | Elect Director Kiran Patel | Management | For | For |
| 1.8 | Elect Director Victor Peng | Management | For | For |
| 1.9 | Elect Director Robert Rango | Management | For | For |
| 1.10 | Elect Director Richard Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| KOTAK MAHINDRA BANK LIMITED Meeting Date: AUG 27, 2022 Record Date: AUG 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 500247 Security ID: Y4964H150 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Standalone Financial Statements and Statutory Reports | Management | For | For |
| 2 | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Confirm Interim Dividend on Preference Shares | Management | For | For |
| 4 | Approve Dividend | Management | For | For |
| 5 | Reelect KVS Manian as Director | Management | For | For |
| 6 | Reelect Gaurang Shah as Director | Management | For | For |
| 7 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 8 | Approve KKC & Associates LLP, Chartered Accountants as Joint Statutory Auditors | Management | For | For |
| 9 | Authorize Board to Fix Remuneration of Auditors For The Financial Year 2022-23 | Management | For | For |
| 10 | Approve Reappointment and Remuneration of KVS Manian as Whole Time Director | Management | For | For |
| 11 | Elect Shanti Ekambaram as Director and Approve Appointment and Remuneration of Shanti Ekambaram as Whole Time Director | Management | For | For |
| 12 | Approve Material Related Party Transaction with Infina Finance Private Limited | Management | For | For |
| 13 | Approve Material Related Party Transaction with Uday Kotak | Management | For | For |
| KOTAK MAHINDRA BANK LIMITED Meeting Date: DEC 07, 2022 Record Date: NOV 04, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 500247 Security ID: Y4964H150 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect C S Rajan as Director | Management | For | For |
| KOTAK MAHINDRA BANK LIMITED Meeting Date: APR 20, 2023 Record Date: MAR 17, 2023 Meeting Type: SPECIAL | ||||
| Ticker: 500247 Security ID: Y4964H150 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Issuance of Unsecured, Redeemable, Non-Convertible Debentures / Bonds / Other Debt Securities on a Private Placement Basis | Management | For | For |
| 2 | Elect Uday Suresh Kotak as Director | Management | For | For |
| 3 | Approve Material Related Party Transactions with Uday Kotak for FY 2023-24 | Management | For | For |
| 4 | Approve Material Related Party Transactions with Infina Finance Private Limited for FY 2023-24 | Management | For | For |
| L3HARRIS TECHNOLOGIES, INC. Meeting Date: APR 21, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LHX Security ID: 502431109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sallie B. Bailey | Management | For | For |
| 1b | Elect Director Peter W. Chiarelli | Management | For | For |
| 1c | Elect Director Thomas A. Dattilo | Management | For | For |
| 1d | Elect Director Roger B. Fradin | Management | For | For |
| 1e | Elect Director Joanna L. Geraghty | Management | For | For |
| 1f | Elect Director Harry B. Harris, Jr. | Management | For | For |
| 1g | Elect Director Lewis Hay, III | Management | For | For |
| 1h | Elect Director Christopher E. Kubasik | Management | For | For |
| 1i | Elect Director Rita S. Lane | Management | For | For |
| 1j | Elect Director Robert B. Millard | Management | For | For |
| 1k | Elect Director Edward A. Rice, Jr. | Management | For | For |
| 1l | Elect Director Christina L. Zamarro | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| LAM RESEARCH CORPORATION Meeting Date: NOV 08, 2022 Record Date: SEP 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LRCX Security ID: 512807108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohail U. Ahmed | Management | For | For |
| 1b | Elect Director Timothy M. Archer | Management | For | For |
| 1c | Elect Director Eric K. Brandt | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Bethany J. Mayer | Management | For | For |
| 1f | Elect Director Jyoti K. Mehra | Management | For | For |
| 1g | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1h | Elect Director Lih Shyng (Rick L.) Tsai | Management | For | For |
| 1i | Elect Director Leslie F. Varon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LEAR CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LEA Security ID: 521865204 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mei-Wei Cheng | Management | For | For |
| 1b | Elect Director Jonathan F. Foster | Management | For | For |
| 1c | Elect Director Bradley M. Halverson | Management | For | For |
| 1d | Elect Director Mary Lou Jepsen | Management | For | For |
| 1e | Elect Director Roger A. Krone | Management | For | For |
| 1f | Elect Director Patricia L. Lewis | Management | For | For |
| 1g | Elect Director Kathleen A. Ligocki | Management | For | For |
| 1h | Elect Director Conrad L. Mallett, Jr. | Management | For | For |
| 1i | Elect Director Raymond E. Scott | Management | For | For |
| 1j | Elect Director Gregory C. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| LENNAR CORPORATION Meeting Date: APR 12, 2023 Record Date: FEB 15, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LEN Security ID: 526057104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | Against |
| 1b | Elect Director Rick Beckwitt | Management | For | For |
| 1c | Elect Director Tig Gilliam | Management | For | For |
| 1d | Elect Director Sherrill W. Hudson | Management | For | Against |
| 1e | Elect Director Jonathan M. Jaffe | Management | For | For |
| 1f | Elect Director Sidney Lapidus | Management | For | Against |
| 1g | Elect Director Teri P. McClure | Management | For | Against |
| 1h | Elect Director Stuart Miller | Management | For | For |
| 1i | Elect Director Armando Olivera | Management | For | For |
| 1j | Elect Director Jeffrey Sonnenfeld | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 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 |
| LIFCO AB Meeting Date: APR 28, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LIFCO.B Security ID: W5321L166 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Chairman of Meeting | Management | For | For |
| 3 | Prepare and Approve List of Shareholders | Management | For | For |
| 4 | Approve Agenda of Meeting | Management | For | For |
| 5 | Designate Inspector(s) of Minutes of Meeting | Management | For | For |
| 6 | Acknowledge Proper Convening of Meeting | Management | For | For |
| 7.a | Receive Financial Statements and Statutory Reports | Management | None | None |
| 7.b | Receive Group Consolidated Financial Statements and Statutory Reports | Management | None | None |
| 7.c | Receive Auditor's Report on Application of Guidelines for Remuneration for Executive Management | Management | None | None |
| 7.d | Receive Board's Dividend Proposal | Management | None | None |
| 8 | Receive Report of Board and Committees | Management | None | None |
| 9 | Receive President's Report | Management | None | None |
| 10 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 11 | Approve Allocation of Income and Dividends of SEK 1.80 Per Share | Management | For | For |
| 12 | Approve Discharge of Board and President | Management | For | For |
| 13 | Determine Number of Directors (9) and Deputy Directors (0) of Board; Determine Number of Auditors (1) and Deputy Auditors (0) | Management | For | For |
| 14 | Approve Remuneration of Directors in the Amount of SEK 1.4 Million for Chair and SEK 699,660 for Other Directors; Approve Remuneration of Auditors | Management | For | For |
| 15.a | Reelect Carl Bennet as Director | Management | For | For |
| 15.b | Reelect Ulrika Dellby as Director | Management | For | For |
| 15.c | Reelect Annika Espander as Director | Management | For | For |
| 15.d | Reelect Dan Frohm as Director | Management | For | For |
| 15.e | Reelect Erik Gabrielson as Director | Management | For | For |
| 15.f | Reelect Ulf Grunander as Director | Management | For | For |
| 15.g | Reelect Caroline af Ugglas as Director | Management | For | For |
| 15.h | Reelect Axel Wachtmeister as Director | Management | For | For |
| 15.i | Reelect Per Waldemarson as Director | Management | For | For |
| 15.j | Reelect Carl Bennet as Board Chair | Management | For | For |
| 16 | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 17 | Approve Instructions for Nominating Committee | Management | For | For |
| 18 | Approve Remuneration Report | Management | For | For |
| 19 | Amend Articles Re: Postal Voting | Management | For | For |
| 20 | Close Meeting | Management | None | None |
| LINCOLN ELECTRIC HOLDINGS, INC. Meeting Date: APR 19, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LECO Security ID: 533900106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brian D. Chambers | Management | For | For |
| 1.2 | Elect Director Curtis E. Espeland | Management | For | For |
| 1.3 | Elect Director Patrick P. Goris | Management | For | For |
| 1.4 | Elect Director Michael F. Hilton | Management | For | For |
| 1.5 | Elect Director Kathryn Jo Lincoln | Management | For | For |
| 1.6 | Elect Director Christopher L. Mapes | Management | For | For |
| 1.7 | Elect Director Phillip J. Mason | Management | For | For |
| 1.8 | Elect Director Ben P. Patel | Management | For | For |
| 1.9 | Elect Director Hellene S. Runtagh | Management | For | For |
| 1.10 | Elect Director Kellye L. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Approve Non-Employee Director Omnibus Stock Plan | Management | For | For |
| LINDE PLC Meeting Date: JUL 25, 2022 Record Date: JUL 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LIN Security ID: G5494J103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen F. Angel | Management | For | For |
| 1b | Elect Director Sanjiv Lamba | Management | For | For |
| 1c | Elect Director Ann-Kristin Achleitner | Management | For | For |
| 1d | Elect Director Thomas Enders | Management | For | For |
| 1e | Elect Director Edward G. Galante | Management | For | For |
| 1f | Elect Director Joe Kaeser | Management | For | For |
| 1g | Elect Director Victoria E. Ossadnik | Management | For | For |
| 1h | Elect Director Martin H. Richenhagen | Management | For | For |
| 1i | Elect Director Alberto Weisser | Management | For | For |
| 1j | Elect Director Robert L. Wood | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 2b | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Remuneration Report | Management | For | For |
| 5 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | Against |
| LINDE PLC Meeting Date: JAN 18, 2023 Record Date: JAN 16, 2023 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: LIN Security ID: G5494J103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Approve Common Draft Terms of Merger | Management | For | For |
| LINDE PLC Meeting Date: JAN 18, 2023 Record Date: JAN 16, 2023 Meeting Type: COURT | ||||
| Ticker: LIN Security ID: G5494J111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| LIVERAMP HOLDINGS, INC. Meeting Date: AUG 09, 2022 Record Date: JUN 13, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RAMP Security ID: 53815P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Clark M. Kokich | Management | For | For |
| 1b | Elect Director Kamakshi Sivaramakrishnan | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| LIXIL CORP. Meeting Date: JUN 21, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 5938 Security ID: J3893W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Seto, Kinya | Management | For | For |
| 1.2 | Elect Director Matsumoto, Sachio | Management | For | For |
| 1.3 | Elect Director Hwa Jin Song Montesano | Management | For | For |
| 1.4 | Elect Director Aoki, Jun | Management | For | For |
| 1.5 | Elect Director Ishizuka, Shigeki | Management | For | For |
| 1.6 | Elect Director Konno, Shiho | Management | For | For |
| 1.7 | Elect Director Tamura, Mayumi | Management | For | For |
| 1.8 | Elect Director Nishiura, Yuji | Management | For | For |
| 1.9 | Elect Director Hamaguchi, Daisuke | Management | For | For |
| 1.10 | Elect Director Matsuzaki, Masatoshi | Management | For | For |
| 1.11 | Elect Director Watahiki, Mariko | Management | For | For |
| LOCKHEED MARTIN CORPORATION Meeting Date: APR 27, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LMT Security ID: 539830109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel F. Akerson | Management | For | For |
| 1.2 | Elect Director David B. Burritt | Management | For | For |
| 1.3 | Elect Director Bruce A. Carlson | Management | For | For |
| 1.4 | Elect Director John M. Donovan | Management | For | For |
| 1.5 | Elect Director Joseph F. Dunford, Jr. | Management | For | For |
| 1.6 | Elect Director James O. Ellis, Jr. | Management | For | For |
| 1.7 | Elect Director Thomas J. Falk | Management | For | For |
| 1.8 | Elect Director Ilene S. Gordon | Management | For | For |
| 1.9 | Elect Director Vicki A. Hollub | Management | For | For |
| 1.10 | Elect Director Jeh C. Johnson | Management | For | For |
| 1.11 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.12 | Elect Director James D. Taiclet | Management | For | For |
| 1.13 | Elect Director Patricia E. Yarrington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 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 |
| LONDON STOCK EXCHANGE GROUP PLC Meeting Date: APR 27, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL | ||||
| Ticker: LSEG Security ID: G5689U103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Remuneration Policy | Management | For | For |
| 5 | Re-elect Dominic Blakemore as Director | Management | For | For |
| 6 | Re-elect Martin Brand as Director | Management | For | For |
| 7 | Re-elect Kathleen DeRose as Director | Management | For | For |
| 8 | Re-elect Tsega Gebreyes as Director | Management | For | For |
| 9 | Re-elect Cressida Hogg as Director | Management | For | For |
| 10 | Re-elect Anna Manz as Director | Management | For | For |
| 11 | Re-elect Val Rahmani as Director | Management | For | For |
| 12 | Re-elect Don Robert as Director | Management | For | For |
| 13 | Re-elect David Schwimmer as Director | Management | For | For |
| 14 | Re-elect Douglas Steenland as Director | Management | For | For |
| 15 | Re-elect Ashok Vaswani as Director | Management | For | For |
| 16 | Elect Scott Guthrie as Director | Management | For | For |
| 17 | Elect William Vereker as Director | Management | For | For |
| 18 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 19 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 20 | Authorise Issue of Equity | Management | For | For |
| 21 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 22 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | Against |
| 23 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | Against |
| 24 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 25 | Authorise Off-Market Purchase of Shares from Consortium Shareholders | Management | For | For |
| 26 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| LUNDIN MINING CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| 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 |
| LVMH MOET HENNESSY LOUIS VUITTON SE Meeting Date: APR 20, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: MC Security ID: F58485115 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 12.00 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions | Management | For | For |
| 5 | Reelect Delphine Arnault as Director | Management | For | For |
| 6 | Reelect Antonio Belloni as Director | Management | For | For |
| 7 | Reelect Marie-Josee Kravis as Director | Management | For | For |
| 8 | Reelect Marie-Laure Sauty de Chalon as Director | Management | For | For |
| 9 | Reelect Natacha Valla as Director | Management | For | For |
| 10 | Elect Laurent Mignon as Director | Management | For | For |
| 11 | Renew Appointment of Lord Powell of Bayswater as Censor | Management | For | For |
| 12 | Appoint Diego Della Valle as Censor | Management | For | For |
| 13 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 14 | Approve Compensation of Bernard Arnault, Chairman and CEO | Management | For | For |
| 15 | Approve Compensation of Antonio Belloni, Vice-CEO | Management | For | For |
| 16 | Approve Remuneration Policy of Directors | Management | For | For |
| 17 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 18 | Approve Remuneration Policy of Vice-CEO | Management | For | For |
| 19 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 20 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 21 | Authorize Capitalization of Reserves of Up to EUR 20 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 22 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 20 Million | Management | For | For |
| 23 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights With Binding Priority Right up to Aggregate Nominal Amount of EUR 20 Million | Management | For | Against |
| 24 | Approve Issuance of Equity or Equity-Linked Securities for Qualified Investors, up to Aggregate Nominal Amount of EUR 20 Million | Management | For | Against |
| 25 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above | Management | For | Against |
| 26 | Authorize Capital Increase of Up to EUR 20 Million for Future Exchange Offers | Management | For | Against |
| 27 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 28 | Authorize up to 1 Percent of Issued Capital for Use in Stock Option Plans Reserved for Employees and Corporate Officers | Management | For | For |
| 29 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 30 | Set Total Limit for Capital Increase to Result from All Issuance Requests at EUR 20 Million | Management | For | Against |
| MARSH & MCLENNAN COMPANIES, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MMC Security ID: 571748102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony K. Anderson | Management | For | For |
| 1b | Elect Director John Q. Doyle | Management | For | For |
| 1c | Elect Director Hafize Gaye Erkan | Management | For | For |
| 1d | Elect Director Oscar Fanjul | Management | For | For |
| 1e | Elect Director H. Edward Hanway | Management | For | For |
| 1f | Elect Director Judith Hartmann | Management | For | For |
| 1g | Elect Director Deborah C. Hopkins | Management | For | For |
| 1h | Elect Director Tamara Ingram | Management | For | For |
| 1i | Elect Director Jane H. Lute | Management | For | For |
| 1j | Elect Director Steven A. Mills | Management | For | For |
| 1k | Elect Director Bruce P. Nolop | Management | For | For |
| 1l | Elect Director Morton O. Schapiro | Management | For | For |
| 1m | Elect Director Lloyd M. Yates | Management | For | For |
| 1n | Elect Director Ray G. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MASTERCARD INCORPORATED Meeting Date: JUN 27, 2023 Record Date: APR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MA Security ID: 57636Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| MATTEL, INC. Meeting Date: MAY 15, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MAT Security ID: 577081102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director R. Todd Bradley | Management | For | For |
| 1b | Elect Director Adriana Cisneros | Management | For | For |
| 1c | Elect Director Michael Dolan | Management | For | For |
| 1d | Elect Director Diana Ferguson | Management | For | For |
| 1e | Elect Director Noreena Hertz | Management | For | For |
| 1f | Elect Director Ynon Kreiz | Management | For | For |
| 1g | Elect Director Soren Laursen | Management | For | For |
| 1h | Elect Director Ann Lewnes | Management | For | For |
| 1i | Elect Director Roger Lynch | Management | For | For |
| 1j | Elect Director Dominic Ng | Management | For | For |
| 1k | Elect Director Judy Olian | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| MERCADOLIBRE, INC. Meeting Date: JUN 07, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MELI Security ID: 58733R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Susan Segal | Management | For | For |
| 1.2 | Elect Director Mario Eduardo Vazquez | Management | For | For |
| 1.3 | Elect Director Alejandro Nicolas Aguzin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Pistrelli, Henry Martin y Asociados S.R.L., as Auditors | Management | For | For |
| META PLATFORMS, INC. Meeting Date: MAY 31, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: META Security ID: 30303M102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect 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 | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Data Privacy regarding Reproductive Healthcare | Shareholder | Against | Against |
| 10 | Report on Enforcement of Community Standards and User Content | Shareholder | Against | Against |
| 11 | Report on Child Safety and Harm Reduction | Shareholder | Against | For |
| 12 | Report on Executive Pay Calibration to Externalized Costs | Shareholder | Against | Against |
| 13 | Commission Independent Review of Audit & Risk Oversight Committee | Shareholder | Against | Against |
| METTLER-TOLEDO INTERNATIONAL INC. Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MTD Security ID: 592688105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert F. Spoerry | Management | For | Against |
| 1.2 | Elect Director Roland Diggelmann | Management | For | For |
| 1.3 | Elect Director Domitille Doat-Le Bigot | Management | For | For |
| 1.4 | Elect Director Elisha W. Finney | Management | For | For |
| 1.5 | Elect Director Richard Francis | Management | For | For |
| 1.6 | Elect Director Michael A. Kelly | Management | For | For |
| 1.7 | Elect Director Thomas P. Salice | Management | For | For |
| 1.8 | Elect Director Ingrid Zhang | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MICROCHIP TECHNOLOGY INCORPORATED Meeting Date: AUG 23, 2022 Record Date: JUN 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MCHP Security ID: 595017104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew W. Chapman | Management | For | For |
| 1.2 | Elect Director Esther L. Johnson | Management | For | For |
| 1.3 | Elect Director Karlton D. Johnson | Management | For | For |
| 1.4 | Elect Director Wade F. Meyercord | Management | For | For |
| 1.5 | Elect Director Ganesh Moorthy | Management | For | For |
| 1.6 | Elect Director Karen M. Rapp | Management | For | For |
| 1.7 | Elect Director Steve Sanghi | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MICRON TECHNOLOGY, INC. Meeting Date: JAN 12, 2023 Record Date: NOV 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MU Security ID: 595112103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard M. Beyer | Management | For | For |
| 1b | Elect Director Lynn A. Dugle | Management | For | For |
| 1c | Elect Director Steven J. Gomo | Management | For | For |
| 1d | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1e | Elect Director Mary Pat McCarthy | Management | For | For |
| 1f | Elect Director Sanjay Mehrotra | Management | For | For |
| 1g | Elect Director Robert E. Switz | Management | For | For |
| 1h | Elect Director MaryAnn Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MICROSOFT CORPORATION Meeting Date: DEC 13, 2022 Record Date: OCT 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MSFT Security ID: 594918104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MICROSTRATEGY INCORPORATED Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MSTR Security ID: 594972408 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Saylor | Management | For | For |
| 1.2 | Elect Director Phong Q. Le | Management | For | For |
| 1.3 | Elect Director Stephen X. Graham | Management | For | For |
| 1.4 | Elect Director Jarrod M. Patten | Management | For | For |
| 1.5 | Elect Director Leslie J. Rechan | Management | For | For |
| 1.6 | Elect Director Carl J. Rickertsen | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| MOLINA HEALTHCARE, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MOH Security ID: 60855R100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Barbara L. Brasier | Management | For | For |
| 1b | Elect Director Daniel Cooperman | Management | For | For |
| 1c | Elect Director Stephen H. Lockhart | Management | For | For |
| 1d | Elect Director Steven J. Orlando | Management | For | For |
| 1e | Elect Director Ronna E. Romney | Management | For | For |
| 1f | Elect Director Richard M. Schapiro | Management | For | For |
| 1g | Elect Director Dale B. Wolf | Management | For | For |
| 1h | Elect Director Richard C. Zoretic | Management | For | For |
| 1i | Elect Director Joseph M. Zubretsky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MONDELEZ INTERNATIONAL, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MDLZ Security ID: 609207105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lewis W.K. Booth | Management | For | For |
| 1b | Elect Director Charles E. Bunch | Management | For | For |
| 1c | Elect Director Ertharin Cousin | Management | For | For |
| 1d | Elect Director Jorge S. Mesquita | Management | For | For |
| 1e | Elect Director Anindita Mukherjee | Management | For | For |
| 1f | Elect Director Jane Hamilton Nielsen | Management | For | For |
| 1g | Elect Director Patrick T. Siewert | Management | For | For |
| 1h | Elect Director Michael A. Todman | Management | For | For |
| 1i | Elect Director Dirk Van de Put | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | Against |
| 7 | Report on Targets to Eradicate Child Labor in Cocoa Supply Chain | Shareholder | Against | Against |
| MONGODB, INC. Meeting Date: JUN 27, 2023 Record Date: APR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MDB Security ID: 60937P106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Archana Agrawal | Management | For | For |
| 1.2 | Elect Director Hope Cochran | Management | For | For |
| 1.3 | Elect Director Dwight Merriman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MONSTER BEVERAGE CORPORATION Meeting Date: JUN 22, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MNST Security ID: 61174X109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rodney C. Sacks | Management | For | For |
| 1.2 | Elect Director Hilton H. Schlosberg | Management | For | For |
| 1.3 | Elect Director Mark J. Hall | Management | For | For |
| 1.4 | Elect Director Ana Demel | Management | For | For |
| 1.5 | Elect Director James L. Dinkins | Management | For | For |
| 1.6 | Elect Director Gary P. Fayard | Management | For | For |
| 1.7 | Elect Director Tiffany M. Hall | Management | For | For |
| 1.8 | Elect Director Jeanne P. Jackson | Management | For | For |
| 1.9 | Elect Director Steven G. Pizula | Management | For | For |
| 1.10 | Elect Director Mark S. Vidergauz | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| MOODY'S CORPORATION Meeting Date: APR 18, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MCO Security ID: 615369105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jorge A. Bermudez | Management | For | For |
| 1b | Elect Director Therese Esperdy | Management | For | For |
| 1c | Elect Director Robert Fauber | Management | For | For |
| 1d | Elect Director Vincent A. Forlenza | Management | For | For |
| 1e | Elect Director Kathryn M. Hill | Management | For | For |
| 1f | Elect Director Lloyd W. Howell, Jr. | Management | For | For |
| 1g | Elect Director Jose M. Minaya | Management | For | For |
| 1h | Elect Director Leslie F. Seidman | Management | For | For |
| 1i | Elect Director Zig Serafin | Management | For | For |
| 1j | Elect Director Bruce Van Saun | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MORGAN STANLEY Meeting Date: MAY 19, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MS Security ID: 617446448 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alistair Darling | Management | For | For |
| 1b | Elect Director Thomas H. Glocer | Management | For | For |
| 1c | Elect Director James P. Gorman | Management | For | For |
| 1d | Elect Director Robert H. Herz | Management | For | For |
| 1e | Elect Director Erika H. James | Management | For | For |
| 1f | Elect Director Hironori Kamezawa | Management | For | For |
| 1g | Elect Director Shelley B. Leibowitz | Management | For | For |
| 1h | Elect Director Stephen J. Luczo | Management | For | For |
| 1i | Elect Director Jami Miscik | Management | For | For |
| 1j | Elect Director Masato Miyachi | Management | For | For |
| 1k | Elect Director Dennis M. Nally | Management | For | For |
| 1l | Elect Director Mary L. Schapiro | Management | For | For |
| 1m | Elect Director Perry M. Traquina | Management | For | For |
| 1n | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| MOTOROLA SOLUTIONS, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MSI Security ID: 620076307 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gregory Q. Brown | Management | For | For |
| 1b | Elect Director Kenneth D. Denman | Management | For | For |
| 1c | Elect Director Egon P. Durban | Management | For | For |
| 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 |
| MSCI INC. Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MSCI Security ID: 55354G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Henry A. Fernandez | Management | For | For |
| 1b | Elect Director Robert G. Ashe | Management | For | For |
| 1c | Elect Director Wayne Edmunds | Management | For | For |
| 1d | Elect Director Catherine R. Kinney | Management | For | For |
| 1e | Elect Director Robin L. Matlock | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director C.D. Baer Pettit | Management | For | For |
| 1h | Elect Director Sandy C. Rattray | Management | For | For |
| 1i | Elect Director Linda H. Riefler | Management | For | For |
| 1j | Elect Director Marcus L. Smith | Management | For | For |
| 1k | Elect Director Rajat Taneja | Management | For | For |
| 1l | Elect Director Paula Volent | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NATIONAL GRID PLC Meeting Date: JUL 11, 2022 Record Date: JUL 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NG Security ID: G6S9A7120 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Re-elect Paula Reynolds as Director | Management | For | For |
| 4 | Re-elect John Pettigrew as Director | Management | For | For |
| 5 | Re-elect Andy Agg as Director | Management | For | For |
| 6 | Re-elect Therese Esperdy as Director | Management | For | For |
| 7 | Re-elect Liz Hewitt as Director | Management | For | For |
| 8 | Elect Ian Livingston as Director | Management | For | For |
| 9 | Elect Iain Mackay as Director | Management | For | For |
| 10 | Elect Anne Robinson as Director | Management | For | For |
| 11 | Re-elect Earl Shipp as Director | Management | For | For |
| 12 | Re-elect Jonathan Silver as Director | Management | For | For |
| 13 | Elect Tony Wood as Director | Management | For | For |
| 14 | Elect Martha Wyrsch as Director | Management | For | For |
| 15 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 16 | Authorise the Audit and Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 17 | Approve Remuneration Policy | Management | For | For |
| 18 | Approve Remuneration Report | Management | For | For |
| 19 | Approve Climate Transition Plan | Management | For | For |
| 20 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 21 | Authorise Issue of Equity | Management | For | For |
| 22 | Approve Scrip Dividend Scheme | Management | For | For |
| 23 | Authorise Directors to Capitalise the Appropriate Nominal Amounts of New Shares of the Company Allotted Pursuant to the Company's Scrip Dividend Scheme | Management | For | For |
| 24 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 25 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 26 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 27 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| NESTLE SA Meeting Date: APR 20, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: NESN Security ID: H57312649 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 1.2 | Approve Remuneration Report | Management | For | For |
| 2 | Approve Discharge of Board and Senior Management | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of CHF 2.95 per Share | Management | For | For |
| 4.1.a | Reelect Paul Bulcke as Director and Board Chair | Management | For | For |
| 4.1.b | Reelect Ulf Schneider as Director | Management | For | For |
| 4.1.c | Reelect Henri de Castries as Director | Management | For | For |
| 4.1.d | Reelect Renato Fassbind as Director | Management | For | For |
| 4.1.e | Reelect Pablo Isla as Director | Management | For | For |
| 4.1.f | Reelect Patrick Aebischer as Director | Management | For | For |
| 4.1.g | Reelect Kimberly Ross as Director | Management | For | For |
| 4.1.h | Reelect Dick Boer as Director | Management | For | For |
| 4.1.i | Reelect Dinesh Paliwal as Director | Management | For | For |
| 4.1.j | Reelect Hanne Jimenez de Mora as Director | Management | For | For |
| 4.1.k | Reelect Lindiwe Sibanda as Director | Management | For | For |
| 4.1.l | Reelect Chris Leong as Director | Management | For | For |
| 4.1.m | Reelect Luca Maestri as Director | Management | For | For |
| 4.2.1 | Elect Rainer Blair as Director | Management | For | For |
| 4.2.2 | Elect Marie-Gabrielle Ineichen-Fleisch as Director | Management | For | For |
| 4.3.1 | Reappoint Pablo Isla as Member of the Compensation Committee | Management | For | For |
| 4.3.2 | Reappoint Patrick Aebischer as Member of the Compensation Committee | Management | For | For |
| 4.3.3 | Reappoint Dick Boer as Member of the Compensation Committee | Management | For | For |
| 4.3.4 | Reappoint Dinesh Paliwal as Member of the Compensation Committee | Management | For | For |
| 4.4 | Ratify Ernst & Young AG as Auditors | Management | For | For |
| 4.5 | Designate Hartmann Dreyer as Independent Proxy | Management | For | For |
| 5.1 | Approve Remuneration of Directors in the Amount of CHF 10.5 Million | Management | For | For |
| 5.2 | Approve Remuneration of Executive Committee in the Amount of CHF 72 Million | Management | For | For |
| 6 | Approve CHF 8 Million Reduction in Share Capital as Part of the Share Buyback Program via Cancellation of Repurchased Shares | Management | For | For |
| 7.1 | Amend Articles Re: General Meeting (Incl. Virtual-Only or Hybrid Shareholder Meetings) | Management | For | For |
| 7.2 | Amend Articles of Association | Management | For | For |
| 8 | Transact Other Business (Voting) | Management | Against | Against |
| NETAPP, INC. Meeting Date: SEP 09, 2022 Record Date: JUL 13, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NTAP Security ID: 64110D104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director T. Michael Nevens | Management | For | For |
| 1b | Elect Director Deepak Ahuja | Management | For | For |
| 1c | Elect Director Gerald Held | Management | For | For |
| 1d | Elect Director Kathryn M. Hill | Management | For | For |
| 1e | Elect Director Deborah L. Kerr | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Carrie Palin | Management | For | For |
| 1h | Elect Director Scott F. Schenkel | Management | For | For |
| 1i | Elect Director George T. Shaheen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| NETFLIX, INC. Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NFLX Security ID: 64110L106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mathias Dopfner | Management | For | For |
| 1b | Elect Director Reed Hastings | Management | For | For |
| 1c | Elect Director Jay C. Hoag | Management | For | For |
| 1d | Elect Director Ted Sarandos | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | For |
| 6 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| 7 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 8 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | Against |
| NIKE, INC. Meeting Date: SEP 09, 2022 Record Date: JUL 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NKE Security ID: 654106103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1b | Elect Director Peter B. Henry | Management | For | For |
| 1c | Elect Director Michelle A. Peluso | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Adopt a Policy on China Sourcing | Shareholder | Against | Against |
| NORFOLK SOUTHERN CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NSC Security ID: 655844108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas D. Bell, Jr. | Management | For | For |
| 1b | Elect Director Mitchell E. Daniels, Jr. | Management | For | For |
| 1c | Elect Director Marcela E. Donadio | Management | For | For |
| 1d | Elect Director John C. Huffard, Jr. | Management | For | For |
| 1e | Elect Director Christopher T. Jones | Management | For | For |
| 1f | Elect Director Thomas C. Kelleher | Management | For | For |
| 1g | Elect Director Steven F. Leer | Management | For | For |
| 1h | Elect Director Michael D. Lockhart | Management | For | For |
| 1i | Elect Director Amy E. Miles | Management | For | For |
| 1j | Elect Director Claude Mongeau | Management | For | For |
| 1k | Elect Director Jennifer F. Scanlon | Management | For | For |
| 1l | Elect Director Alan H. Shaw | Management | For | For |
| 1m | Elect Director John R. Thompson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| NORTHROP GRUMMAN CORPORATION Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NOC Security ID: 666807102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kathy J. Warden | Management | For | For |
| 1.2 | Elect Director David P. Abney | Management | For | For |
| 1.3 | Elect Director Marianne C. Brown | Management | For | For |
| 1.4 | Elect Director Ann M. Fudge | Management | For | For |
| 1.5 | Elect Director Madeleine A. Kleiner | Management | For | For |
| 1.6 | Elect Director Arvind Krishna | Management | For | For |
| 1.7 | Elect Director Graham N. Robinson | Management | For | For |
| 1.8 | Elect Director Kimberly A. Ross | Management | For | For |
| 1.9 | Elect Director Gary Roughead | Management | For | For |
| 1.10 | Elect Director Thomas M. Schoewe | Management | For | For |
| 1.11 | Elect Director James S. Turley | Management | For | For |
| 1.12 | Elect Director Mark A. Welsh, III | Management | For | For |
| 1.13 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 6 | Report on Congruency of Political Spending with Company Stated Values on Human Rights | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | For |
| NORTONLIFELOCK INC. Meeting Date: SEP 13, 2022 Record Date: JUL 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NLOK Security ID: 668771108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan P. Barsamian | Management | For | For |
| 1b | Elect Director Eric K. Brandt | Management | For | Against |
| 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 | Against |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| NORWEGIAN CRUISE LINE HOLDINGS LTD. Meeting Date: JUN 15, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NCLH Security ID: G66721104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Abrams | Management | For | For |
| 1b | Elect Director Zillah Byng-Thorne | Management | For | For |
| 1c | Elect Director Russell W. Galbut | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| NOVO NORDISK A/S Meeting Date: MAR 23, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NOVO.B Security ID: K72807132 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Report of Board | Management | None | None |
| 2 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of DKK 8.15 Per Share | Management | For | For |
| 4 | Approve Remuneration Report (Advisory Vote) | Management | For | For |
| 5.1 | Approve Remuneration of Directors in the Aggregate Amount of DKK 20.2 Million | Management | For | For |
| 5.2 | Approve Remuneration of Directors in the Amount of DKK 3.1 Million for the Chairman, DKK 1.56 Million for the Vice Chairman, and DKK 784,000 for Other Directors; Approve Remuneration for Committee Work | Management | For | For |
| 5.3 | Amendment to Remuneration Policy for Board of Directors and Executive Management | Management | For | For |
| 6.1 | Reelect Helge Lund as Board Chairman | Management | For | For |
| 6.2 | Reelect Henrik Poulsen as Vice Chairman | Management | For | For |
| 6.3a | Reelect Laurence Debroux as Director | Management | For | For |
| 6.3b | Reelect Andreas Fibig as Director | Management | For | For |
| 6.3c | Reelect Sylvie Gregoire as Director | Management | For | For |
| 6.3d | Reelect Kasim Kutay as Director | Management | For | For |
| 6.3e | Reelect Christina Law as Director | Management | For | For |
| 6.3f | Reelect Martin Mackay as Director | Management | For | For |
| 7 | Ratify Deloitte as Auditor | Management | For | For |
| 8.1 | Approve DKK 5 Million Reduction in Share Capital via Share Cancellation of B Shares | Management | For | For |
| 8.2 | Authorize Share Repurchase Program | Management | For | For |
| 8.3 | Approve Creation of DKK 45.1 Million Pool of Capital with Preemptive Rights; Approve Creation of DKK 45.1 Million Pool of Capital without Preemptive Rights; Maximum Increase in Share Capital under Both Authorizations up to DKK 45.1 Million | Management | For | For |
| 8.4 | Product Pricing Proposal | Shareholder | Against | Against |
| 9 | Other Business | Management | None | None |
| NOVOCURE LIMITED Meeting Date: JUN 07, 2023 Record Date: APR 04, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NVCR Security ID: G6674U108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Asaf Danziger | Management | For | For |
| 1b | Elect Director William Doyle | Management | For | For |
| 1c | Elect Director Jeryl Hilleman | Management | For | For |
| 1d | Elect Director David Hung | Management | For | For |
| 1e | Elect Director Kinyip Gabriel Leung | Management | For | For |
| 1f | Elect Director Martin Madden | Management | For | For |
| 1g | Elect Director Allyson Ocean | Management | For | For |
| 1h | Elect Director Timothy Scannell | Management | For | For |
| 1i | Elect Director Kristin Stafford | Management | For | For |
| 1j | Elect Director William Vernon | Management | For | For |
| 2 | Ratify Kost Forer Gabbay & Kasierer as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| NUTRIEN LTD. Meeting Date: MAY 10, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NTR Security ID: 67077M108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Christopher M. Burley | Management | For | For |
| 1.2 | Elect Director Maura J. Clark | Management | For | For |
| 1.3 | Elect Director Russell K. Girling | Management | For | For |
| 1.4 | Elect Director Michael J. Hennigan | Management | For | For |
| 1.5 | Elect Director Miranda C. Hubbs | Management | For | For |
| 1.6 | Elect Director Raj S. Kushwaha | Management | For | For |
| 1.7 | Elect Director Alice D. Laberge | Management | For | For |
| 1.8 | Elect Director Consuelo E. Madere | Management | For | For |
| 1.9 | Elect Director Keith G. Martell | Management | For | For |
| 1.10 | Elect Director Aaron W. Regent | Management | For | For |
| 1.11 | Elect Director Ken A. Seitz | Management | For | For |
| 1.12 | Elect Director Nelson L. C. Silva | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| NVIDIA CORPORATION Meeting Date: JUN 22, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NVDA Security ID: 67066G104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ONEMAIN HOLDINGS, INC. Meeting Date: JUN 13, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| 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 |
| PAYCHEX, INC. Meeting Date: OCT 13, 2022 Record Date: AUG 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PAYX Security ID: 704326107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin Mucci | Management | For | For |
| 1b | Elect Director Thomas F. Bonadio | Management | For | For |
| 1c | Elect Director Joseph G. Doody | Management | For | For |
| 1d | Elect Director David J.S. Flaschen | Management | For | For |
| 1e | Elect Director B. Thomas Golisano | Management | For | For |
| 1f | Elect Director Pamela A. Joseph | Management | For | For |
| 1g | Elect Director Kevin A. Price | Management | For | For |
| 1h | Elect Director Joseph M. Tucci | Management | For | For |
| 1i | Elect Director Joseph M. Velli | Management | For | For |
| 1j | Elect Director Kara Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PFIZER INC. Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PFE Security ID: 717081103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald E. Blaylock | Management | For | For |
| 1.2 | Elect Director Albert Bourla | Management | For | For |
| 1.3 | Elect Director Susan Desmond-Hellmann | Management | For | For |
| 1.4 | Elect Director Joseph J. Echevarria | Management | For | For |
| 1.5 | Elect Director Scott Gottlieb | Management | For | For |
| 1.6 | Elect Director Helen H. Hobbs | Management | For | For |
| 1.7 | Elect Director Susan Hockfield | Management | For | For |
| 1.8 | Elect Director Dan R. Littman | Management | For | For |
| 1.9 | Elect Director Shantanu Narayen | Management | For | For |
| 1.10 | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director James C. Smith | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 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 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PCG Security ID: 69331C108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl F. Campbell | Management | For | For |
| 1b | Elect Director Kerry W. Cooper | Management | For | For |
| 1c | Elect Director Arno L. Harris | Management | For | For |
| 1d | Elect Director Carlos M. Hernandez | Management | For | For |
| 1e | Elect Director Michael R. Niggli | Management | For | For |
| 1f | Elect Director Benjamin F. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | 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 Record Date: MAR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PM Security ID: 718172109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brant Bonin Bough | Management | For | For |
| 1b | Elect Director Andre Calantzopoulos | Management | For | For |
| 1c | Elect Director Michel Combes | Management | For | For |
| 1d | Elect Director Juan Jose Daboub | Management | For | For |
| 1e | Elect Director Werner Geissler | Management | For | For |
| 1f | Elect Director Lisa A. Hook | Management | For | For |
| 1g | Elect Director Jun Makihara | Management | For | For |
| 1h | Elect Director Kalpana Morparia | Management | For | For |
| 1i | Elect Director Jacek Olczak | Management | For | For |
| 1j | Elect Director Robert B. Polet | Management | For | For |
| 1k | Elect Director Dessislava Temperley | Management | For | For |
| 1l | Elect Director Shlomo Yanai | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | 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 |
| PIONEER NATURAL RESOURCES COMPANY Meeting Date: MAY 25, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PXD Security ID: 723787107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director A.R Alameddine | Management | For | For |
| 1b | Elect Director Lori G. Billingsley | Management | For | For |
| 1c | Elect Director Edison C. Buchanan | Management | For | For |
| 1d | Elect Director Richard P. Dealy | Management | For | For |
| 1e | Elect Director Maria S. Dreyfus | Management | For | For |
| 1f | Elect Director Matthew M. Gallagher | Management | For | For |
| 1g | Elect Director Phillip A. Gobe | Management | For | For |
| 1h | Elect Director Stacy P. Methvin | Management | For | For |
| 1i | Elect Director Royce W. Mitchell | Management | For | For |
| 1j | Elect Director Scott D. Sheffield | Management | For | For |
| 1k | Elect Director J. Kenneth Thompson | Management | For | Against |
| 1l | Elect Director Phoebe A. Wood | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PROSUS NV Meeting Date: AUG 24, 2022 Record Date: JUL 27, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PRX Security ID: N7163R103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 2 | Approve Remuneration Report | Management | For | Against |
| 3 | Adopt Financial Statements | Management | For | For |
| 4 | Approve Allocation of Income | Management | For | For |
| 5 | Approve Discharge of Executive Directors | Management | For | For |
| 6 | Approve Discharge of Non-Executive Directors | Management | For | For |
| 7 | Approve Remuneration Policy for Executive and Non-Executive Directors | Management | For | Against |
| 8 | Elect Sharmistha Dubey as Non-Executive Director | Management | For | For |
| 9.1 | Reelect JP Bekker as Non-Executive Director | Management | For | For |
| 9.2 | Reelect D Meyer as Non-Executive Director | Management | For | For |
| 9.3 | Reelect SJZ Pacak as Non-Executive Director | Management | For | For |
| 9.4 | Reelect JDT Stofberg as Non-Executive Director | Management | For | For |
| 10 | Ratify Deloitte Accountants B.V. as Auditors | Management | For | For |
| 11 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Restrict/Exclude Preemptive Rights | Management | For | For |
| 12 | Authorize Repurchase of Shares | Management | For | For |
| 13 | Approve Reduction in Share Capital Through Cancellation of Shares | Management | For | For |
| 14 | Discuss Voting Results | Management | None | None |
| 15 | Close Meeting | Management | None | None |
| PUBLICIS GROUPE SA Meeting Date: MAY 31, 2023 Record Date: MAY 29, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: PUB Security ID: F7607Z165 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2.90 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 5 | Reelect Suzan LeVine as Supervisory Board Member | Management | For | For |
| 6 | Reelect Antonella Mei-Pochtler as Supervisory Board Member | Management | For | For |
| 7 | Appoint KPMG S.A. as Auditor | Management | For | For |
| 8 | Approve Remuneration Policy of Chairman of Supervisory Board | Management | For | For |
| 9 | Approve Remuneration Policy of Supervisory Board Members | Management | For | For |
| 10 | Approve Remuneration Policy of Chairman of Management Board | Management | For | For |
| 11 | Approve Remuneration Policy of Management Board Members | Management | For | For |
| 12 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 13 | Approve Compensation of Maurice Levy, Chairman of Supervisory Board | Management | For | For |
| 14 | Approve Compensation of Arthur Sadoun, Chairman of the Management Board | Management | For | For |
| 15 | Approve Compensation of Anne-Gabrielle Heilbronner, Management Board Member | Management | For | For |
| 16 | Approve Compensation of Steve King, Management Board Member until September 14, 2022 | Management | For | For |
| 17 | Approve Compensation of Michel-Alain Proch, Management Board Member | Management | For | For |
| 18 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 19 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 20 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 21 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 22 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| QUANTA SERVICES, INC. Meeting Date: MAY 23, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PWR Security ID: 74762E102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Earl C. (Duke) Austin, Jr. | Management | For | For |
| 1.2 | Elect Director Doyle N. Beneby | Management | For | For |
| 1.3 | Elect Director Vincent D. Poster | Management | For | For |
| 1.4 | Elect Director Bernard Fried | Management | For | For |
| 1.5 | Elect Director Worthing F. Jackman | Management | For | For |
| 1.6 | Elect Director Holli C. Ladhani | Management | For | For |
| 1.7 | Elect Director David M. McClanahan | Management | For | For |
| 1.8 | Elect Director R. Scott Rowe | Management | For | For |
| 1.9 | Elect Director Margaret B. Shannon | Management | For | For |
| 1.10 | Elect Director Martha B. Wyrsch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| RANGE RESOURCES CORPORATION Meeting Date: MAY 10, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RRC Security ID: 75281A109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brenda A. Cline | Management | For | For |
| 1b | Elect Director Margaret K. Dorman | Management | For | For |
| 1c | Elect Director James M. Funk | Management | For | For |
| 1d | Elect Director Steve D. Gray | Management | For | For |
| 1e | Elect Director Greg G. Maxwell | Management | For | For |
| 1f | Elect Director Reginal W. Spiller | Management | For | For |
| 1g | Elect Director Dennis L. Degner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| RAYTHEON TECHNOLOGIES CORPORATION Meeting Date: MAY 02, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RTX Security ID: 75513E101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tracy A. Atkinson | Management | For | For |
| 1b | Elect Director Leanne G. Caret | Management | For | For |
| 1c | Elect Director Bernard A. Harris, Jr. | Management | For | For |
| 1d | Elect Director Gregory J. Hayes | Management | For | For |
| 1e | Elect Director George R. Oliver | Management | For | For |
| 1f | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1g | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1h | Elect Director Ellen M. Pawlikowski | Management | For | For |
| 1i | Elect Director Denise L. Ramos | Management | For | For |
| 1j | Elect Director Fredric G. Reynolds | Management | For | For |
| 1k | Elect Director Brian C. Rogers | Management | For | For |
| 1l | Elect Director James A. Winnefeld, Jr. | Management | For | For |
| 1m | Elect Director Robert O. Work | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Amend Certificate of Incorporation to Eliminate Personal Liability of Officers for Monetary Damages For Breach of Fiduciary Duty as an Officer | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | For |
| 8 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| REDE D'OR SAO LUIZ SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: RDOR3 Security ID: P79942101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 2 | Approve Allocation of Income and Dividends | Management | For | For |
| 3 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? | Management | None | For |
| 4 | Elect Fiscal Council Members | Management | For | For |
| 5 | In Case One of the Nominees Leaves the Fiscal Council Slate Due to a Separate Minority Election, as Allowed Under Articles 161 and 240 of the Brazilian Corporate Law, May Your Votes Still Be Counted for the Proposed Slate? | Management | None | For |
| 6 | Elect Rogerio da Silva Ribeiro as Fiscal Council Member and Piero Carbone as Alternate Appointed by Minority Shareholder | Shareholder | None | Abstain |
| 7 | Approve Remuneration of Company's Management | Management | For | Against |
| 8 | Approve Remuneration of Fiscal Council Members | Management | For | For |
| REDE D'OR SAO LUIZ SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: RDOR3 Security ID: P79942101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles 5 and 30 and Consolidate Bylaws | Management | For | For |
| REGAL REXNORD CORPORATION Meeting Date: APR 25, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RRX Security ID: 758750103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan A. Bertsch | Management | For | For |
| 1b | Elect Director Stephen M. Burt | Management | For | For |
| 1c | Elect Director Anesa T. Chaibi | Management | For | For |
| 1d | Elect Director Theodore D. Crandall | Management | For | For |
| 1e | Elect Director Michael P. Doss | Management | For | For |
| 1f | Elect Director Michael F. Hilton | Management | For | For |
| 1g | Elect Director Louis V. Pinkham | Management | For | For |
| 1h | Elect Director Rakesh Sachdev | Management | For | For |
| 1i | Elect Director Curtis W. Stoelting | Management | For | For |
| 1j | Elect Director Robin A. Walker-Lee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| REGENERON PHARMACEUTICALS, INC. Meeting Date: JUN 09, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL | ||||
| Ticker: REGN Security ID: 75886F107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph L. Goldstein | Management | For | 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 | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| RENAISSANCERE HOLDINGS LTD. Meeting Date: MAY 09, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RNR Security ID: G7496G103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David C. Bushnell | Management | For | For |
| 1b | Elect Director James L. Gibbons | Management | For | For |
| 1c | Elect Director Shyam Gidumal | Management | For | For |
| 1d | Elect Director Torsten Jeworrek | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve PricewaterhouseCoopers Ltd. as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| RESMED INC. Meeting Date: NOV 16, 2022 Record Date: SEP 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RMD Security ID: 761152107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Burt | Management | For | For |
| 1b | Elect Director Jan De Witte | Management | For | For |
| 1c | Elect Director Karen Drexler | Management | For | For |
| 1d | Elect Director Michael 'Mick' Farrell | Management | For | For |
| 1e | Elect Director Peter Farrell | Management | For | For |
| 1f | Elect Director Harjit Gill | Management | For | For |
| 1g | Elect Director John Hernandez | Management | For | For |
| 1h | Elect Director Richard Sulpizio | Management | For | For |
| 1i | Elect Director Desney Tan | Management | For | For |
| 1j | Elect Director Ronald Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RESTAURANT BRANDS INTERNATIONAL INC. Meeting Date: MAY 23, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: QSR Security ID: 76131D103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexandre Behring | Management | For | For |
| 1.2 | Elect Director Maximilien de Limburg Stirum | Management | For | For |
| 1.3 | Elect Director J. Patrick Doyle | Management | For | For |
| 1.4 | Elect Director Cristina Farjallat | Management | For | For |
| 1.5 | Elect Director Jordana Fribourg | Management | For | For |
| 1.6 | Elect Director Ali Hedayat | Management | For | For |
| 1.7 | Elect Director Marc Lemann | Management | For | For |
| 1.8 | Elect Director Jason Melbourne | Management | For | For |
| 1.9 | Elect Director Daniel S. Schwartz | Management | For | For |
| 1.10 | Elect Director Thecla Sweeney | 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 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Disclose Any Annual Benchmarks for Animal Welfare Goals | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Report on Risks to Business Due to Increased Labor Market Pressure | Shareholder | Against | Against |
| 8 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| RINGCENTRAL, INC. Meeting Date: DEC 15, 2022 Record Date: NOV 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RNG Security ID: 76680R206 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Vladimir Shmunis | Management | For | For |
| 1.2 | Elect Director Kenneth Goldman | Management | For | For |
| 1.3 | Elect Director Michelle McKenna | Management | For | For |
| 1.4 | Elect Director Robert Theis | Management | For | For |
| 1.5 | Elect Director Allan Thygesen | Management | For | For |
| 1.6 | Elect Director Neil Williams | Management | For | For |
| 1.7 | Elect Director Mignon Clyburn | Management | For | For |
| 1.8 | Elect Director Arne Duncan | Management | For | For |
| 1.9 | Elect Director Tarek Robbiati | Management | For | For |
| 1.10 | Elect Director Sridhar Srinivasan | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| RIO TINTO PLC Meeting Date: OCT 25, 2022 Record Date: OCT 23, 2022 Meeting Type: SPECIAL | ||||
| Ticker: RIO Security ID: G75754104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Proposed Joint Venture with China Baowu Steel Group Co., Ltd | Management | For | For |
| 2 | Approve Any Acquisition or Disposal of a Substantial Asset from or to China Baowu Steel Group Co., Ltd or its Associates Pursuant to a Future Transaction | Management | For | For |
| RIO TINTO PLC Meeting Date: APR 06, 2023 Record Date: APR 04, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RIO Security ID: G75754104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report for UK Law Purposes | Management | For | For |
| 3 | Approve Remuneration Report for Australian Law Purposes | Management | For | For |
| 4 | Approve the Potential Termination of Benefits for Australian Law Purposes | Management | For | For |
| 5 | Elect Kaisa Hietala as Director | Management | For | For |
| 6 | Re-elect Dominic Barton as Director | Management | For | For |
| 7 | Re-elect Megan Clark as Director | Management | For | For |
| 8 | Re-elect Peter Cunningham as Director | Management | For | For |
| 9 | Re-elect Simon Henry as Director | Management | For | For |
| 10 | Re-elect Sam Laidlaw as Director | Management | For | For |
| 11 | Re-elect Simon McKeon as Director | Management | For | For |
| 12 | Re-elect Jennifer Nason as Director | Management | For | For |
| 13 | Re-elect Jakob Stausholm as Director | Management | For | For |
| 14 | Re-elect Ngaire Woods as Director | Management | For | For |
| 15 | Re-elect Ben Wyatt as Director | Management | For | For |
| 16 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit and 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 Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| ROCKWELL AUTOMATION, INC. Meeting Date: FEB 07, 2023 Record Date: DEC 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ROK Security ID: 773903109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| A1 | Elect Director William P. Gipson | Management | For | For |
| A2 | Elect Director Pam Murphy | Management | For | For |
| A3 | Elect Director Donald R. Parfet | Management | For | For |
| A4 | Elect Director Robert W. Soderbery | Management | For | For |
| B | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| C | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| D | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ROYAL GOLD, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: RGLD Security ID: 780287108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fabiana Chubbs | Management | For | For |
| 1b | Elect Director Kevin McArthur | Management | For | For |
| 1c | Elect Director Sybil Veenman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| S&P GLOBAL INC. Meeting Date: MAY 03, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SPGI Security ID: 78409V104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marco Alvera | Management | For | For |
| 1.2 | Elect Director Jacques Esculier | Management | For | For |
| 1.3 | Elect Director Gay Huey Evans | Management | For | For |
| 1.4 | Elect Director William D. Green | Management | For | For |
| 1.5 | Elect Director Stephanie C. Hill | Management | For | For |
| 1.6 | Elect Director Rebecca Jacoby | Management | For | For |
| 1.7 | Elect Director Robert P. Kelly | Management | For | For |
| 1.8 | Elect Director Ian Paul Livingston | Management | For | For |
| 1.9 | Elect Director Deborah D. McWhinney | Management | For | For |
| 1.10 | Elect Director Maria R. Morris | Management | For | For |
| 1.11 | Elect Director Douglas L. Peterson | Management | For | For |
| 1.12 | Elect Director Richard E. Thornburgh | Management | For | For |
| 1.13 | Elect Director Gregory Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SAFRAN SA Meeting Date: MAY 25, 2023 Record Date: MAY 23, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: SAF Security ID: F4035A557 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1.35 per Share | Management | For | For |
| 4 | Approve Transaction with Airbus SE, Tikehau ACE Capital, AD Holding and the State | Management | For | For |
| 5 | Ratify Appointment of Alexandre Lahousse as Director | Management | For | For |
| 6 | Ratify Appointment of Robert Peugeot as Director | Management | For | For |
| 7 | Reelect Ross McInnes as Director | Management | For | For |
| 8 | Reelect Olivier Andries as Director | Management | For | For |
| 9 | Elect Fabrice Bregier as Director | Management | For | For |
| 10 | Reelect Laurent Guillot as Director | Management | For | For |
| 11 | Reelect Alexandre Lahousse as Director | Management | For | For |
| 12 | Approve Compensation of Ross McInnes, Chairman of the Board | Management | For | For |
| 13 | Approve Compensation of Olivier Andries, CEO | Management | For | For |
| 14 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 15 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 16 | Approve Remuneration Policy of CEO | Management | For | For |
| 17 | Approve Remuneration Policy of Directors | Management | For | For |
| 18 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 19 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 20 Million | Management | For | For |
| 20 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 8 Million | Management | For | For |
| 21 | Authorize Capital Increase of Up to EUR 8 Million for Future Exchange Offers | Management | For | For |
| 22 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 8 Million | Management | For | For |
| 23 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 19-22 | Management | For | For |
| 24 | Authorize Capitalization of Reserves of Up to EUR 12.5 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 25 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 26 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 27 | Authorize up to 0.4 Percent of Issued Capital for Use in Restricted Stock Plans With Performance Conditions Attached | Management | For | For |
| 28 | Authorize up to 0.3 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | For |
| 29 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SALESFORCE, INC. Meeting Date: JUN 08, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CRM Security ID: 79466L302 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc Benioff | Management | For | For |
| 1b | Elect Director Laura Alber | Management | For | For |
| 1c | Elect Director Craig Conway | Management | For | For |
| 1d | Elect Director Arnold Donald | Management | For | For |
| 1e | Elect Director Parker Harris | Management | For | For |
| 1f | Elect Director Neelie Kroes | Management | For | For |
| 1g | Elect Director Sachin Mehra | Management | For | For |
| 1h | Elect Director G. Mason Morfit | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director John V. Roos | Management | For | For |
| 1k | Elect Director Robin Washington | Management | For | For |
| 1l | Elect Director Maynard Webb | Management | For | For |
| 1m | Elect Director Susan Wojcicki | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| SAMSUNG ELECTRONICS CO., LTD. Meeting Date: NOV 03, 2022 Record Date: SEP 19, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 005930 Security ID: Y74718100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Heo Eun-nyeong as Outside Director | Management | For | For |
| 1.2 | Elect Yoo Myeong-hui as Outside Director | Management | For | For |
| SAMSUNG ELECTRONICS CO., LTD. Meeting Date: MAR 15, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 005930 Security ID: Y74718100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Elect Han Jong-hui as Inside Director | Management | For | For |
| 3 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| SANDVIK AKTIEBOLAG Meeting Date: APR 27, 2023 Record Date: APR 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SAND Security ID: W74857165 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Patrik Marcelius as Chairman of Meeting | Management | For | For |
| 3 | Prepare and Approve List of Shareholders | Management | For | For |
| 4 | Designate Inspector(s) of Minutes of Meeting | Management | None | None |
| 5 | Approve Agenda of Meeting | Management | For | For |
| 6 | Acknowledge Proper Convening of Meeting | Management | For | For |
| 7 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 8 | Receive President's Report | Management | None | None |
| 9 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 10.1 | Approve Discharge of Johan Molin | Management | For | For |
| 10.2 | Approve Discharge of Jennifer Allerton | Management | For | For |
| 10.3 | Approve Discharge of Claes Boustedt | Management | For | For |
| 10.4 | Approve Discharge of Marika Fredriksson | Management | For | For |
| 10.5 | Approve Discharge of Andreas Nordbrandt | Management | For | For |
| 10.6 | Approve Discharge of Helena Stjernholm | Management | For | For |
| 10.7 | Approve Discharge of Stefan Widing | Management | For | For |
| 10.8 | Approve Discharge of Kai Warn | Management | For | For |
| 10.9 | Approve Discharge of Thomas Andersson | Management | For | For |
| 10.10 | Approve Discharge of Thomas Lilja | Management | For | For |
| 10.11 | Approve Discharge of Fredrik Haf | Management | For | For |
| 10.12 | Approve Discharge of Erik Knebel | Management | For | For |
| 10.13 | Approve Discharge of Tomas Karnstrom | Management | For | For |
| 11 | Approve Allocation of Income and Dividends of SEK 5.00 Per Share | Management | For | For |
| 12 | Determine Number of Directors (8) and Deputy Directors (0) of Board; Determine Number of Auditors (1) and Deputy Auditors | Management | For | For |
| 13 | Approve Remuneration of Directors in the Amount of SEK 2.88 Million for Chairman and SEK 770,000 for Other Directors; Approve Remuneration for Committee Work; Approve Remuneration for Auditor | Management | For | For |
| 14.1 | Reelect Jennifer Allerton as Director | Management | For | For |
| 14.2 | Reelect Claes Boustedt as Director | Management | For | For |
| 14.3 | Reelect Marika Fredriksson as Director | Management | For | For |
| 14.4 | Reelect Johan Molin as Director | Management | For | For |
| 14.5 | Reelect Andreas Nordbrandt as Director | Management | For | For |
| 14.6 | Reelect Helena Stjernholm as Director | Management | For | For |
| 14.7 | Reelect Stefan Widing as Director | Management | For | For |
| 14.8 | Reelect Kai Warn as Director | Management | For | For |
| 15 | Reelect Johan Molin as Chair of the Board | Management | For | For |
| 16 | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 17 | Approve Remuneration Report | Management | For | For |
| 18 | Approve Performance Share Matching Plan LTIP 2023 for Key Employees | Management | For | For |
| 19 | Authorize Share Repurchase Program | Management | For | For |
| 20 | Close Meeting | Management | None | None |
| SAP SE Meeting Date: MAY 11, 2023 Record Date: APR 19, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SAP Security ID: D66992104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 2.05 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | Against |
| 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 |
| 8.1 | Elect Jennifer Xin-Zhe Li to the Supervisory Board | Management | For | For |
| 8.2 | Elect Qi Lu to the Supervisory Board | Management | For | For |
| 8.3 | Elect Punit Renjen to the Supervisory Board | Management | For | For |
| 9 | Approve Remuneration Policy for the Management Board | Management | For | For |
| 10 | Approve Remuneration Policy for the Supervisory Board | Management | For | For |
| 11.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 11.2 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| SCHLUMBERGER N.V. Meeting Date: APR 05, 2023 Record Date: FEB 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SLB Security ID: 806857108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter Coleman | Management | For | For |
| 1.2 | Elect Director Patrick de La Chevardiere | Management | For | For |
| 1.3 | Elect Director Miguel Galuccio | Management | For | For |
| 1.4 | Elect Director Olivier Le Peuch | Management | For | For |
| 1.5 | Elect Director Samuel Leupold | Management | For | For |
| 1.6 | Elect Director Tatiana Mitrova | Management | For | For |
| 1.7 | Elect Director Maria Moraeus Hanssen | Management | For | For |
| 1.8 | Elect Director Vanitha Narayanan | Management | For | For |
| 1.9 | Elect Director Mark Papa | Management | For | For |
| 1.10 | Elect Director Jeff Sheets | Management | For | For |
| 1.11 | Elect Director Ulrich Spiesshofer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt and Approve Financials and Dividends | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SCHNEIDER ELECTRIC SE Meeting Date: MAY 04, 2023 Record Date: MAY 02, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: SU Security ID: F86921107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Treatment of Losses and Dividends of EUR 3.15 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 Jean-Pascal Tricoire, Chairman and CEO | Management | For | For |
| 7 | Approve Remuneration Policy of Jean-Pascal Tricoire, Chairman and CEO fom January 1, 2023 until May 3, 2023 | Management | For | For |
| 8 | Approve Remuneration Policy of Peter Herweck, CEO since May 4, 2023 | Management | For | For |
| 9 | Approve Remuneration Policy of Jean-Pascal Tricoire, Chairman of the Board since May 4, 2023 | Management | For | For |
| 10 | Approve Remuneration of Directors in the Aggregate Amount of EUR 2.8 Million | Management | For | For |
| 11 | Approve Remuneration Policy of Directors | Management | For | For |
| 12 | Reelect Leo Apotheker as Director | Management | For | For |
| 13 | Reelect Gregory Spierkel as Director | Management | For | For |
| 14 | Reelect Lip-Bu Tan as Director | Management | For | For |
| 15 | Elect Abhay Parasnis as Director | Management | For | For |
| 16 | Elect Giulia Chierchia as Director | Management | For | For |
| 17 | Approve Company's Climate Transition Plan | Management | For | For |
| 18 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 19 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 800 Million | Management | For | For |
| 20 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 224 Million | Management | For | For |
| 21 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements up to Aggregate Nominal Amount of EUR 120 Million | Management | For | For |
| 22 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 19-21 | Management | For | Against |
| 23 | Authorize Capital Increase of up to 9.81 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 24 | Authorize Capitalization of Reserves of Up to EUR 800 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 25 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 26 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 27 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 28 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SEAGEN INC. Meeting Date: MAY 30, 2023 Record Date: APR 17, 2023 Meeting Type: SPECIAL | ||||
| Ticker: SGEN Security ID: 81181C104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| SEAGEN INC. Meeting Date: MAY 31, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SGEN Security ID: 81181C104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Gryska | Management | For | For |
| 1b | Elect Director John A. Orwin | Management | For | For |
| 1c | Elect Director Alpna H. Seth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SEAGEN INC. Meeting Date: MAY 31, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SGEN Security ID: 81181C104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Gryska | Management | For | For |
| 1b | Elect Director John A. Orwin | Management | For | For |
| 1c | Elect Director Alpna H. Seth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | 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 |
| SERVICENOW, INC. Meeting Date: JUN 01, 2023 Record Date: APR 04, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NOW Security ID: 81762P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan L. Bostrom | Management | For | For |
| 1b | Elect Director Teresa Briggs | Management | For | For |
| 1c | Elect Director Jonathan C. Chadwick | Management | For | For |
| 1d | Elect Director Paul E. Chamberlain | Management | For | For |
| 1e | Elect Director Lawrence J. Jackson, Jr. | Management | For | For |
| 1f | Elect Director Frederic B. Luddy | Management | For | For |
| 1g | Elect Director William R. McDermott | Management | For | For |
| 1h | Elect Director Jeffrey A. Miller | Management | For | For |
| 1i | Elect Director Joseph 'Larry' Quinlan | Management | For | For |
| 1j | Elect Director Anita M. Sands | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Elect Director Deborah Black | Management | For | For |
| SHOPIFY INC. Meeting Date: JUN 27, 2023 Record Date: MAY 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SHOP Security ID: 82509L107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Tobias Lutke | Management | For | For |
| 1B | Elect Director Robert Ashe | Management | For | For |
| 1C | Elect Director Gail Goodman | Management | For | For |
| 1D | Elect Director Colleen Johnston | Management | For | For |
| 1E | Elect Director Jeremy Levine | Management | For | For |
| 1F | Elect Director Toby Shannan | Management | For | For |
| 1G | Elect Director Fidji Simo | Management | For | For |
| 1H | Elect Director Bret Taylor | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| SHOPIFY INC. Meeting Date: JUN 27, 2023 Record Date: MAY 16, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SHOP Security ID: 82509L107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Tobias Lutke | Management | For | For |
| 1B | Elect Director Robert Ashe | Management | For | Against |
| 1C | Elect Director Gail Goodman | Management | For | For |
| 1D | Elect Director Colleen Johnston | Management | For | For |
| 1E | Elect Director Jeremy Levine | Management | For | For |
| 1F | Elect Director Toby Shannan | Management | For | For |
| 1G | Elect Director Fidji Simo | Management | For | For |
| 1H | Elect Director Bret Taylor | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| SK HYNIX, INC. Meeting Date: MAR 29, 2023 Record Date: DEC 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 000660 Security ID: Y8085F100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2.1 | Elect Han Ae-ra as Outside Director | Management | For | For |
| 2.2 | Elect Kim Jeong-won as Outside Director | Management | For | For |
| 2.3 | Elect Jeong Deok-gyun as Outside Director | Management | For | For |
| 3.1 | Elect Han Ae-ra as a Member of Audit Committee | Management | For | For |
| 3.2 | Elect Kim Jeong-won as a Member of Audit Committee | Management | For | For |
| 4 | Elect Park Seong-ha as Non-Independent Non-Executive Director | Management | For | For |
| 5 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| SS&C TECHNOLOGIES HOLDINGS, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| 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 | For |
| STARBUCKS CORPORATION Meeting Date: MAR 23, 2023 Record Date: JAN 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SBUX Security ID: 855244109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard E. Allison, Jr. | Management | For | For |
| 1b | Elect Director Andrew Campion | Management | For | For |
| 1c | Elect Director Beth Ford | Management | For | For |
| 1d | Elect Director Mellody Hobson | Management | For | For |
| 1e | Elect Director Jorgen Vig Knudstorp | Management | For | For |
| 1f | Elect Director Satya Nadella | Management | For | For |
| 1g | Elect Director Laxman Narasimhan | Management | For | For |
| 1h | Elect Director Howard Schultz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Plant-Based Milk Pricing | Shareholder | Against | Against |
| 6 | Adopt Policy on Succession Planning | Shareholder | Against | Against |
| 7 | Report on Operations in Communist China | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | Against |
| 9 | Establish Committee on Corporate Sustainability | Shareholder | Against | Against |
| STEEL DYNAMICS, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: STLD Security ID: 858119100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark D. Millett | Management | For | For |
| 1.2 | Elect Director Sheree L. Bargabos | Management | For | For |
| 1.3 | Elect Director Kenneth W. Cornew | Management | For | For |
| 1.4 | Elect Director Traci M. Dolan | Management | For | For |
| 1.5 | Elect Director James C. Marcuccilli | Management | For | For |
| 1.6 | Elect Director Bradley S. Seaman | Management | For | For |
| 1.7 | Elect Director Gabriel L. Shaheen | Management | For | For |
| 1.8 | Elect Director Luis M. Sierra | Management | For | For |
| 1.9 | Elect Director Steven A. Sonnenberg | Management | For | For |
| 1.10 | Elect Director Richard P. Teets, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| STMICROELECTRONICS NV Meeting Date: MAY 24, 2023 Record Date: APR 26, 2023 Meeting Type: ANNUAL | ||||
| Ticker: STMPA Security ID: N83574108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 2 | Receive Report of Supervisory Board (Non-Voting) | Management | None | None |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Dividends | Management | For | For |
| 6 | Approve Discharge of Management Board | Management | For | For |
| 7 | Approve Discharge of Supervisory Board | Management | For | For |
| 8 | Approve Grant of Unvested Stock Awards to Jean-Marc Chery as President and CEO | Management | For | For |
| 9 | Reelect Yann Delabriere to Supervisory Board | Management | For | For |
| 10 | Reelect Ana de Pro Gonzalo to Supervisory Board | Management | For | For |
| 11 | Reelect Frederic Sanchez to Supervisory Board | Management | For | For |
| 12 | Reelect Maurizio Tamagnini to Supervisory Board | Management | For | For |
| 13 | Elect Helene Vletter-van Dort to Supervisory Board | Management | For | For |
| 14 | Elect Paolo Visca to Supervisory Board | Management | For | For |
| 15 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 16 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights | Management | For | For |
| 17 | Allow Questions | Management | None | None |
| SYNCHRONY FINANCIAL Meeting Date: MAY 18, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SYF Security ID: 87165B103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian D. Doubles | Management | For | For |
| 1b | Elect Director Fernando Aguirre | Management | For | For |
| 1c | Elect Director Paget L. Alves | Management | For | For |
| 1d | Elect Director Kamila Chytil | Management | For | For |
| 1e | Elect Director Arthur W. Coviello, Jr. | Management | For | For |
| 1f | Elect Director Roy A. Guthrie | Management | For | For |
| 1g | Elect Director Jeffrey G. Naylor | Management | For | For |
| 1h | Elect Director P.W. "Bill" Parker | Management | For | For |
| 1i | Elect Director Laurel J. Richie | Management | For | For |
| 1j | Elect Director Ellen M. Zane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. Meeting Date: JUN 06, 2023 Record Date: APR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2330 Security ID: Y84629107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Issuance of Restricted Stocks | Management | For | For |
| 3 | Amend Procedures for Endorsement and Guarantees | Management | For | 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 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. Meeting Date: JUN 06, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: 2330 Security ID: 874039100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Issuance of Restricted Stocks | Management | For | For |
| 3 | Amend Procedures for Endorsement and Guarantees | Management | For | 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 |
| TAKE-TWO INTERACTIVE SOFTWARE, INC. Meeting Date: SEP 16, 2022 Record Date: JUL 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TTWO Security ID: 874054109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Strauss Zelnick | Management | For | For |
| 1b | Elect Director Michael Dornemann | Management | For | For |
| 1c | Elect Director J Moses | Management | For | For |
| 1d | Elect Director Michael Sheresky | Management | For | For |
| 1e | Elect Director LaVerne Srinivasan | Management | For | For |
| 1f | Elect Director Susan Tolson | Management | For | For |
| 1g | Elect Director Paul Viera | Management | For | For |
| 1h | Elect Director Roland Hernandez | Management | For | For |
| 1i | Elect Director William "Bing" Gordon | Management | For | For |
| 1j | Elect Director Ellen Siminoff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| TARGET CORPORATION Meeting Date: JUN 14, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TGT Security ID: 87612E106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David P. Abney | Management | For | For |
| 1b | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1c | Elect Director George S. Barrett | Management | For | For |
| 1d | Elect Director Gail K. Boudreaux | Management | For | For |
| 1e | Elect Director Brian C. Cornell | Management | For | For |
| 1f | Elect Director Robert L. Edwards | Management | For | For |
| 1g | Elect Director Donald R. Knauss | Management | For | For |
| 1h | Elect Director Christine A. Leahy | Management | For | For |
| 1i | Elect Director Monica C. Lozano | Management | For | For |
| 1j | Elect Director Grace Puma | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 1l | Elect Director Dmitri L. Stockton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| TC ENERGY CORPORATION Meeting Date: MAY 02, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TRP Security ID: 87807B107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cheryl F. Campbell | Management | For | For |
| 1.2 | Elect Director Michael R. Culbert | Management | For | For |
| 1.3 | Elect Director William D. Johnson | Management | For | For |
| 1.4 | Elect Director Susan C. Jones | Management | For | For |
| 1.5 | Elect Director John E. Lowe | Management | For | For |
| 1.6 | Elect Director David MacNaughton | Management | For | For |
| 1.7 | Elect Director Francois L. Poirier | Management | For | For |
| 1.8 | Elect Director Una Power | Management | For | For |
| 1.9 | Elect Director Mary Pat Salomone | Management | For | For |
| 1.10 | Elect Director Indira Samarasekera | Management | For | For |
| 1.11 | Elect Director Siim A. Vanaselja | Management | For | For |
| 1.12 | Elect Director Thierry Vandal | Management | For | For |
| 1.13 | Elect Director Dheeraj "D" Verma | Management | For | For |
| 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| TE CONNECTIVITY LTD. Meeting Date: MAR 15, 2023 Record Date: FEB 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TEL Security ID: H84989104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean-Pierre Clamadieu | Management | For | For |
| 1b | Elect Director Terrence R. Curtin | Management | For | For |
| 1c | Elect Director Carol A. (John) Davidson | Management | For | For |
| 1d | Elect Director Lynn A. Dugle | Management | For | For |
| 1e | Elect Director William A. Jeffrey | Management | For | For |
| 1f | Elect Director Syaru Shirley Lin | Management | For | For |
| 1g | Elect Director Thomas J. Lynch | Management | For | For |
| 1h | Elect Director Heath A. Mitts | Management | For | For |
| 1i | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1j | Elect Director Mark C. Trudeau | Management | For | For |
| 1k | Elect Director Dawn C. Willoughby | Management | For | For |
| 1l | Elect Director Laura H. Wright | Management | For | For |
| 2 | Elect Board Chairman Thomas J. Lynch | Management | For | For |
| 3a | Elect Abhijit Y. Talwalkar as Member of Management Development and Compensation Committee | Management | For | For |
| 3b | Elect Mark C. Trudeau as Member of Management Development and Compensation Committee | Management | For | For |
| 3c | Elect Dawn C. Willoughby as Member of Management Development and Compensation Committee | Management | For | For |
| 4 | Designate Rene Schwarzenbach as Independent Proxy | Management | For | For |
| 5.1 | Accept Annual Report for Fiscal Year Ended September 30, 2022 | Management | For | For |
| 5.2 | Accept Statutory Financial Statements for Fiscal Year Ended September 30, 2022 | Management | For | For |
| 5.3 | Approve Consolidated Financial Statements for Fiscal Year Ended September 30, 2022 | Management | For | For |
| 6 | Approve Discharge of Board and Senior Management | Management | For | For |
| 7.1 | Ratify Deloitte & Touche LLP as Independent Registered Public Accounting Firm for Fiscal Year 2023 | Management | For | For |
| 7.2 | Ratify Deloitte AG as Swiss Registered Auditors | Management | For | For |
| 7.3 | Ratify PricewaterhouseCoopers AG as Special Auditors | Management | For | For |
| 8 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 9 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 10 | Approve Remuneration Report | Management | For | For |
| 11 | Approve Remuneration of Executive Management in the Amount of USD 53.5 Million | Management | For | For |
| 12 | Approve Remuneration of Board of Directors in the Amount of USD 4.1 Million | Management | For | For |
| 13 | Approve Allocation of Available Earnings at September 30, 2022 | Management | For | For |
| 14 | Approve Declaration of Dividend | Management | For | For |
| 15 | Authorize Share Repurchase Program | Management | For | For |
| 16 | Approve Reduction in Share Capital via Cancelation of Shares | Management | For | For |
| 17 | Amend Articles to Reflect Changes in Capital | Management | For | For |
| TEVA PHARMACEUTICAL INDUSTRIES LIMITED Meeting Date: JUN 15, 2023 Record Date: MAY 08, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TEVA Security ID: 881624209 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Sol J. Barer | Management | For | For |
| 1B | Elect Director Michal Braverman-Blumenstyk *Withdrawn Resolution* | Management | None | None |
| 1C | Elect Director Janet S. Vergis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Kesselman & Kesselman as Auditors | Management | For | For |
| TFI INTERNATIONAL INC. Meeting Date: APR 26, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: TFII Security ID: 87241L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Leslie Abi-Karam | Management | For | For |
| 1.2 | Elect Director Alain Bedard | Management | For | For |
| 1.3 | Elect Director Andre Berard | Management | For | For |
| 1.4 | Elect Director William T. England | Management | For | For |
| 1.5 | Elect Director Diane Giard | Management | For | For |
| 1.6 | Elect Director Debra Kelly-Ennis | Management | For | For |
| 1.7 | Elect Director Neil D. Manning | Management | For | For |
| 1.8 | Elect Director John Pratt | Management | For | For |
| 1.9 | Elect Director Joey Saputo | Management | For | For |
| 1.10 | Elect Director Rosemary Turner | Management | For | For |
| 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| THE AES CORPORATION Meeting Date: APR 20, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: AES Security ID: 00130H105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Janet G. Davidson | Management | For | For |
| 1.2 | Elect Director Andres R. Gluski | Management | For | For |
| 1.3 | Elect Director Tarun Khanna | Management | For | For |
| 1.4 | Elect Director Holly K. Koeppel | Management | For | For |
| 1.5 | Elect Director Julia M. Laulis | Management | For | For |
| 1.6 | Elect Director Alain Monie | Management | For | For |
| 1.7 | Elect Director John B. Morse, Jr. | Management | For | For |
| 1.8 | Elect Director Moises Naim | Management | For | For |
| 1.9 | Elect Director Teresa M. Sebastian | Management | For | For |
| 1.10 | Elect Director Maura Shaughnessy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| THE BOEING COMPANY Meeting Date: APR 18, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: BA Security ID: 097023105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert A. Bradway | Management | For | For |
| 1b | Elect Director David L. Calhoun | Management | For | For |
| 1c | Elect Director Lynne M. Doughtie | Management | For | For |
| 1d | Elect Director David L. Gitlin | Management | For | For |
| 1e | Elect Director Lynn J. Good | Management | For | For |
| 1f | Elect Director Stayce D. Harris | Management | For | For |
| 1g | Elect Director Akhil Johri | Management | For | For |
| 1h | Elect Director David L. Joyce | Management | For | For |
| 1i | Elect Director Lawrence W. Kellner | Management | For | For |
| 1j | Elect Director Steven M. Mollenkopf | Management | For | For |
| 1k | Elect Director John M. Richardson | Management | For | For |
| 1l | Elect Director Sabrina Soussan | Management | For | For |
| 1m | Elect Director Ronald A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | 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 | For |
| THE CHARLES SCHWAB CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SCHW Security ID: 808513105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marianne C. Brown | Management | For | For |
| 1b | Elect Director Frank C. Herringer | Management | For | For |
| 1c | Elect Director Gerri K. Martin-Flickinger | Management | For | For |
| 1d | Elect Director Todd M. Ricketts | Management | For | For |
| 1e | Elect Director Carolyn Schwab-Pomerantz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| 6 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| THE CIGNA GROUP Meeting Date: APR 26, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: CI Security ID: 125523100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Cordani | Management | For | For |
| 1b | Elect Director William J. DeLaney | Management | For | For |
| 1c | Elect Director Eric J. Foss | Management | For | For |
| 1d | Elect Director Elder Granger | Management | For | For |
| 1e | Elect Director Neesha Hathi | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Kimberly A. Ross | Management | For | For |
| 1j | Elect Director Eric C. Wiseman | Management | For | For |
| 1k | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| THE GOLDMAN SACHS GROUP, INC. Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: GS Security ID: 38141G104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michele Burns | Management | For | For |
| 1b | Elect Director Mark Flaherty | Management | For | For |
| 1c | Elect Director Kimberley Harris | Management | For | For |
| 1d | Elect Director Kevin Johnson | Management | For | For |
| 1e | Elect Director Ellen Kullman | Management | For | For |
| 1f | Elect Director Lakshmi Mittal | Management | For | For |
| 1g | Elect Director Adebayo Ogunlesi | Management | For | For |
| 1h | Elect Director Peter Oppenheimer | Management | For | For |
| 1i | Elect Director David Solomon | Management | For | For |
| 1j | Elect Director Jan Tighe | Management | For | For |
| 1k | Elect Director Jessica Uhl | Management | For | For |
| 1l | Elect Director David Viniar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Publish Third-Party Review on Chinese Congruency of Certain ETFs | Shareholder | Against | Against |
| 8 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 11 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 12 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| THE HOME DEPOT, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: HD Security ID: 437076102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerard J. Arpey | Management | For | For |
| 1b | Elect Director Ari Bousbib | Management | For | For |
| 1c | Elect Director Jeffery H. Boyd | Management | For | For |
| 1d | Elect Director Gregory D. Brenneman | Management | For | For |
| 1e | Elect Director J. Frank Brown | Management | For | For |
| 1f | Elect Director Albert P. Carey | Management | For | For |
| 1g | Elect Director Edward P. Decker | Management | For | For |
| 1h | Elect Director Linda R. Gooden | Management | For | For |
| 1i | Elect Director Wayne M. Hewett | Management | For | For |
| 1j | Elect Director Manuel Kadre | Management | For | For |
| 1k | Elect Director Stephanie C. Linnartz | Management | For | For |
| 1l | Elect Director Paula Santilli | Management | For | For |
| 1m | Elect Director Caryn Seidman-Becker | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 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 KRAFT HEINZ COMPANY Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: KHC Security ID: 500754106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gregory E. Abel | Management | For | For |
| 1b | Elect Director Humberto P. Alfonso | Management | For | For |
| 1c | Elect Director John T. Cahill | Management | For | For |
| 1d | Elect Director Lori Dickerson Fouche | Management | For | For |
| 1e | Elect Director Diane Gherson | Management | For | For |
| 1f | Elect Director Timothy Kenesey | Management | For | For |
| 1g | Elect Director Alicia Knapp | Management | For | For |
| 1h | Elect Director Elio Leoni Sceti | Management | For | For |
| 1i | Elect Director Susan Mulder | Management | For | For |
| 1j | Elect Director James Park | Management | For | For |
| 1k | Elect Director Miguel Patricio | Management | For | For |
| 1l | Elect Director John C. Pope | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 5 | Report on Supply Chain Water Risk Exposure | Shareholder | Against | Against |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| THE MOSAIC COMPANY Meeting Date: MAY 25, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: MOS Security ID: 61945C103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl K. Beebe | Management | For | For |
| 1b | Elect Director Gregory L. Ebel | Management | For | For |
| 1c | Elect Director Timothy S. Gitzel | Management | For | For |
| 1d | Elect Director Denise C. Johnson | Management | For | For |
| 1e | Elect Director Emery N. Koenig | Management | For | For |
| 1f | Elect Director James (Joc) C. O'Rourke | Management | For | For |
| 1g | Elect Director David T. Seaton | Management | For | For |
| 1h | Elect Director Steven M. Seibert | Management | For | For |
| 1i | Elect Director Joao Roberto Goncalves Teixeira | Management | For | For |
| 1j | Elect Director Gretchen H. Watkins | Management | For | For |
| 1k | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 7 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| THE NEW YORK TIMES COMPANY Meeting Date: APR 26, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL | ||||
| Ticker: NYT Security ID: 650111107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Beth Brooke | Management | For | For |
| 1.2 | Elect Director Rachel Glaser | Management | For | For |
| 1.3 | Elect Director Brian P. McAndrews | Management | For | For |
| 1.4 | Elect Director John W. Rogers, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| THE PROCTER & GAMBLE COMPANY Meeting Date: OCT 11, 2022 Record Date: AUG 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PG Security ID: 742718109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Marc Allen | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Christopher Kempczinski | Management | For | For |
| 1f | Elect Director Debra L. Lee | Management | For | For |
| 1g | Elect Director Terry J. Lundgren | Management | For | For |
| 1h | Elect Director Christine M. McCarthy | Management | For | For |
| 1i | Elect Director Jon R. Moeller | Management | For | For |
| 1j | Elect Director Rajesh Subramaniam | Management | For | For |
| 1k | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE PROGRESSIVE CORPORATION Meeting Date: MAY 12, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: PGR Security ID: 743315103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Danelle M. Barrett | Management | For | For |
| 1b | Elect Director Philip Bleser | Management | For | For |
| 1c | Elect Director Stuart B. Burgdoerfer | Management | For | For |
| 1d | Elect Director Pamela J. Craig | Management | For | For |
| 1e | Elect Director Charles A. Davis | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Lawton W. Fitt | Management | For | For |
| 1h | Elect Director Susan Patricia Griffith | Management | For | For |
| 1i | Elect Director Devin C. Johnson | Management | For | For |
| 1j | Elect Director Jeffrey D. Kelly | Management | For | For |
| 1k | Elect Director Barbara R. Snyder | Management | For | For |
| 1l | Elect Director Kahina Van Dyke | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE SHERWIN-WILLIAMS COMPANY Meeting Date: APR 19, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: SHW Security ID: 824348106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kerrii B. Anderson | Management | For | For |
| 1b | Elect Director Arthur F. Anton | Management | For | For |
| 1c | Elect Director Jeff M. Fettig | Management | For | Against |
| 1d | Elect Director John G. Morikis | Management | For | For |
| 1e | Elect Director Christine A. Poon | Management | For | For |
| 1f | Elect Director Aaron M. Powell | Management | For | For |
| 1g | Elect Director Marta R. Stewart | Management | For | For |
| 1h | Elect Director Michael H. Thaman | Management | For | For |
| 1i | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| THE TJX COMPANIES, INC. Meeting Date: JUN 06, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TJX Security ID: 872540109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jose B. Alvarez | Management | For | For |
| 1b | Elect Director Alan M. Bennett | Management | For | For |
| 1c | Elect Director Rosemary T. Berkery | Management | For | For |
| 1d | Elect Director David T. Ching | Management | For | For |
| 1e | Elect Director C. Kim Goodwin | Management | For | For |
| 1f | Elect Director Ernie Herrman | Management | For | For |
| 1g | Elect Director Amy B. Lane | Management | For | For |
| 1h | Elect Director Carol Meyrowitz | Management | For | For |
| 1i | Elect Director Jackwyn L. Nemerov | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Third-Party Assessment of Human Rights Due Diligence in Supply Chain | Shareholder | Against | Against |
| 6 | Report on Risk from Supplier Misclassification of Supplier's Employees | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy for All Employees | Shareholder | Against | Against |
| THE TORONTO-DOMINION BANK Meeting Date: APR 20, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TD Security ID: 891160509 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cherie L. Brant | Management | For | For |
| 1.2 | Elect Director Amy W. Brinkley | Management | For | For |
| 1.3 | Elect Director Brian C. Ferguson | Management | For | For |
| 1.4 | Elect Director Colleen A. Goggins | Management | For | For |
| 1.5 | Elect Director David E. Kepler | Management | For | For |
| 1.6 | Elect Director Brian M. Levitt | Management | For | For |
| 1.7 | Elect Director Alan N. MacGibbon | Management | For | For |
| 1.8 | Elect Director Karen E. Maidment | Management | For | For |
| 1.9 | Elect Director Bharat B. Masrani | Management | For | For |
| 1.10 | Elect Director Claude Mongeau | Management | For | For |
| 1.11 | Elect Director S. Jane Rowe | Management | For | For |
| 1.12 | Elect Director Nancy G. Tower | Management | For | For |
| 1.13 | Elect Director Ajay K. Virmani | Management | For | For |
| 1.14 | Elect Director Mary A. Winston | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | SP 1: Disclose Assessment on Human Rights Risk in Connection with Clients Owning Canadian Multi-Family Rental REITs in Canada | Shareholder | Against | Against |
| 5 | SP 2: Amend the Bank's Policy Guidelines for Sensitive Sectors and Activities | Shareholder | Against | Against |
| 6 | SP 3: Advisory Vote on Environmental Policies | Shareholder | Against | Against |
| 7 | SP 4: Invest in and Finance the Canadian Oil and Gas Sector | Shareholder | Against | Against |
| 8 | SP 5: Disclose the CEO Compensation to Median Worker Pay Ratio on an Annual Basis | Shareholder | Against | Against |
| 9 | SP 6: Disclose Transition Plan Towards 2030 Emission Reduction Goals | Shareholder | Against | Against |
| THERMO FISHER SCIENTIFIC INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TMO Security ID: 883556102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc N. Casper | Management | For | For |
| 1b | Elect Director Nelson J. Chai | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director C. Martin Harris | Management | For | For |
| 1e | Elect Director Tyler Jacks | Management | For | For |
| 1f | Elect Director R. Alexandra Keith | Management | For | For |
| 1g | Elect Director James C. Mullen | Management | For | For |
| 1h | Elect Director Lars R. Sorensen | Management | For | For |
| 1i | Elect Director Debora L. Spar | Management | For | For |
| 1j | Elect Director Scott M. Sperling | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| TOLL BROTHERS, INC. Meeting Date: MAR 07, 2023 Record Date: JAN 12, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TOL Security ID: 889478103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Douglas C. Yearley, Jr. | Management | For | For |
| 1.2 | Elect Director Stephen F. East | Management | For | For |
| 1.3 | Elect Director Christine N. Garvey | Management | For | For |
| 1.4 | Elect Director Karen H. Grimes | Management | For | For |
| 1.5 | Elect Director Derek T. Kan | Management | For | For |
| 1.6 | Elect Director Carl B. Marbach | Management | For | For |
| 1.7 | Elect Director John A. McLean | Management | For | For |
| 1.8 | Elect Director Wendell E. Pritchett | Management | For | For |
| 1.9 | Elect Director Paul E. Shapiro | Management | For | For |
| 1.10 | Elect Director Scott D. Stowell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TOTALENERGIES SE Meeting Date: MAY 26, 2023 Record Date: MAY 24, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: TTE Security ID: F92124100 | ||||
| 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 3.81 per Share | Management | For | For |
| 4 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 5 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 6 | Reelect Marie-Christine Coisne-Roquette as Director | Management | For | For |
| 7 | Reelect Mark Cutifani as Director | Management | For | For |
| 8 | Elect Dierk Paskert as Director | Management | For | For |
| 9 | Elect Anelise Lara as Director | Management | For | For |
| 10 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 11 | Approve Remuneration Policy of Directors; Approve Remuneration of Directors in the Aggregate Amount of EUR 1.95 Million | Management | For | For |
| 12 | Approve Compensation of Patrick Pouyanne, Chairman and CEO | Management | For | For |
| 13 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 14 | Approve the Company's Sustainable Development and Energy Transition Plan | Management | For | For |
| 15 | Authorize up to 1 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | For |
| 16 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 17 | Remove Double-Voting Rights for Long-Term Registered Shareholders and Amend Article 18 of Bylaws Accordingly | Management | For | For |
| A | Align Targets for Indirect Scope 3 Emissions with the Paris Climate Agreement (Advisory) | Shareholder | Against | Against |
| TRACTOR SUPPLY COMPANY Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TSCO Security ID: 892356106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joy Brown | Management | For | For |
| 1.2 | Elect Director Ricardo Cardenas | Management | For | For |
| 1.3 | Elect Director Andre Hawaux | Management | For | For |
| 1.4 | Elect Director Denise L. Jackson | Management | For | For |
| 1.5 | Elect Director Ramkumar Krishnan | Management | For | For |
| 1.6 | Elect Director Edna K. Morris | Management | For | For |
| 1.7 | Elect Director Mark J. Weikel | Management | For | For |
| 1.8 | Elect Director Harry A. Lawton, III | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TRAINLINE PLC Meeting Date: JUN 29, 2023 Record Date: JUN 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TRN Security ID: G8992Y119 | ||||
| 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 Andy Phillipps as Director | Management | For | For |
| 4 | Re-elect Brian McBride as Director | Management | For | For |
| 5 | Re-elect Duncan Tatton-Brown as Director | Management | For | For |
| 6 | Re-elect Jennifer Duvalier as Director | Management | For | For |
| 7 | Re-elect Jody Ford as Director | Management | For | For |
| 8 | Elect Peter Wood as Director | Management | For | For |
| 9 | Elect Rakhi Goss-Custard as Director | Management | For | For |
| 10 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 11 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 12 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 13 | Authorise Issue of Equity | Management | For | For |
| 14 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 15 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 16 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 17 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| TRANSDIGM GROUP INCORPORATED Meeting Date: JUL 12, 2022 Record Date: MAY 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TDG Security ID: 893641100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Barr | Management | For | For |
| 1.2 | Elect Director Jane Cronin | Management | For | For |
| 1.3 | Elect Director Mervin Dunn | Management | For | For |
| 1.4 | Elect Director Michael Graff | Management | For | For |
| 1.5 | Elect Director Sean Hennessy | Management | For | For |
| 1.6 | Elect Director W. Nicholas Howley | Management | For | For |
| 1.7 | Elect Director Gary E. McCullough | Management | For | For |
| 1.8 | Elect Director Michele Santana | Management | For | For |
| 1.9 | Elect Director Robert Small | Management | For | For |
| 1.10 | Elect Director John Staer | Management | For | For |
| 1.11 | Elect Director Kevin Stein | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TRANSDIGM GROUP INCORPORATED Meeting Date: MAR 09, 2023 Record Date: JAN 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TDG Security ID: 893641100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Barr | Management | For | For |
| 1.2 | Elect Director Jane Cronin | Management | For | For |
| 1.3 | Elect Director Mervin Dunn | Management | For | For |
| 1.4 | Elect Director Michael Graff | Management | For | For |
| 1.5 | Elect Director Sean Hennessy | Management | For | For |
| 1.6 | Elect Director W. Nicholas Howley | Management | For | For |
| 1.7 | Elect Director Gary E. McCullough | Management | For | Withhold |
| 1.8 | Elect Director Michele Santana | Management | For | For |
| 1.9 | Elect Director Robert Small | Management | For | For |
| 1.10 | Elect Director John Staer | Management | For | For |
| 1.11 | Elect Director Kevin Stein | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| TRANSDIGM GROUP INCORPORATED Meeting Date: MAR 09, 2023 Record Date: JAN 13, 2023 Meeting Type: ANNUAL | ||||
| Ticker: TDG Security ID: 893641100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David Barr | Management | For | For |
| 1.2 | Elect Director Jane Cronin | Management | For | For |
| 1.3 | Elect Director Mervin Dunn | Management | For | For |
| 1.4 | Elect Director Michael Graff | Management | For | For |
| 1.5 | Elect Director Sean Hennessy | Management | For | For |
| 1.6 | Elect Director W. Nicholas Howley | Management | For | For |
| 1.7 | Elect Director Gary E. McCullough | Management | For | For |
| 1.8 | Elect Director Michele Santana | Management | For | For |
| 1.9 | Elect Director Robert Small | Management | For | For |
| 1.10 | Elect Director John Staer | Management | For | For |
| 1.11 | Elect Director Kevin Stein | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | None | One Year |
| UNION PACIFIC CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL | ||||
| Ticker: UNP Security ID: 907818108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William J. DeLaney | Management | For | For |
| 1b | Elect Director David B. Dillon | Management | For | For |
| 1c | Elect Director Sheri H. Edison | Management | For | For |
| 1d | Elect Director Teresa M. Finley | Management | For | For |
| 1e | Elect Director Lance M. Fritz | Management | For | For |
| 1f | Elect Director Deborah C. Hopkins | Management | For | For |
| 1g | Elect Director Jane H. Lute | Management | For | For |
| 1h | Elect Director Michael R. McCarthy | Management | For | For |
| 1i | Elect Director Jose H. Villarreal | Management | For | For |
| 1j | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy | Shareholder | Against | Against |
| UNITED AIRLINES HOLDINGS, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL | ||||
| Ticker: UAL Security ID: 910047109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carolyn Corvi | Management | For | For |
| 1b | Elect Director Matthew Friend | Management | For | For |
| 1c | Elect Director Barney Harford | Management | For | For |
| 1d | Elect Director Michele J. Hooper | Management | For | For |
| 1e | Elect Director Walter Isaacson | Management | For | For |
| 1f | Elect Director James A. C. Kennedy | Management | For | For |
| 1g | Elect Director J. Scott Kirby | Management | For | For |
| 1h | Elect Director Edward M. Philip | Management | For | For |
| 1i | Elect Director Edward L. Shapiro | Management | For | For |
| 1j | Elect Director Laysha Ward | Management | For | For |
| 1k | Elect Director James M. Whitehurst | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | For |
| UNITED PARCEL SERVICE, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL | ||||
| Ticker: UPS Security ID: 911312106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Tome | Management | For | For |
| 1b | Elect Director Rodney Adkins | Management | For | Against |
| 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 | Against |
| 7 | Report on Integrating GHG Emissions Reductions Targets into Executive Compensation | Shareholder | Against | Against |
| 8 | Report on Just Transition | Shareholder | Against | Against |
| 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 | Against |
| UNITED RENTALS, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL | ||||
| Ticker: URI Security ID: 911363109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jose B. Alvarez | Management | For | For |
| 1b | Elect Director Marc A. Bruno | Management | For | For |
| 1c | Elect Director Larry D. De Shon | Management | For | For |
| 1d | Elect Director Matthew J. Flannery | Management | For | For |
| 1e | Elect Director Bobby J. Griffin | Management | For | For |
| 1f | Elect Director Kim Harris Jones | Management | For | For |
| 1g | Elect Director Terri L. Kelly | Management | For | For |
| 1h | Elect Director Michael J. Kneeland | Management | For | For |
| 1i | Elect Director Francisco J. Lopez-Balboa | Management | For | For |
| 1j | Elect Director Gracia C. Martore | Management | For | For |
| 1k | Elect Director Shiv Singh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent to 15% | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent to 10% | Shareholder | Against | Against |
| UNITEDHEALTH GROUP INCORPORATED Meeting Date: JUN 05, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL | ||||
| Ticker: UNH Security ID: 91324P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| VALE SA Meeting Date: DEC 21, 2022 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: VALE3 Security ID: P9661Q155 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles Re: Wording Amendments | Management | For | For |
| 2 | Amend Articles Re: Changes in Board of Directors and Executive Board Meetings | Management | For | For |
| 3 | Amend Articles Re: Changes in the Authorities of the Board of Directors and the Executive Board | Management | For | For |
| 4 | Amend Articles Re: Provisions about the Advisory Committees to the Board of Directors | Management | For | For |
| 5 | Consolidate Bylaws | Management | For | For |
| VALE SA Meeting Date: DEC 21, 2022 Record Date: NOV 17, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: VALE3 Security ID: 91912E105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles Re: Wording Amendments | Management | For | For |
| 2 | Amend Articles Re: Changes in Board of Directors and Executive Board Meetings | Management | For | For |
| 3 | Amend Articles Re: Changes in the Authorities of the Board of Directors and the Executive Board | Management | For | For |
| 4 | Amend Articles Re: Provisions about the Advisory Committees to the Board of Directors | Management | For | For |
| 5 | Consolidate Bylaws | Management | For | For |
| VALE SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: VALE3 Security ID: P9661Q155 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Article 5 to Reflect Changes in Capital | Management | For | For |
| VALE SA Meeting Date: APR 28, 2023 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: VALE3 Security ID: P9661Q155 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 2 | Approve Capital Budget, Allocation of Income and Dividends | Management | For | For |
| 3 | Fix Number of Directors at 13 | Management | For | For |
| 4 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | Against | Against |
| 5.1 | Elect Daniel Andre Stieler as Director | Management | For | For |
| 5.2 | Elect Douglas James Upton as Independent Director | Management | For | For |
| 5.3 | Elect Fernando Jorge Buso Gomes as Director | Management | For | For |
| 5.4 | Elect Joao Luiz Fukunaga as Director | Management | For | For |
| 5.5 | Elect Jose Luciano Duarte Penido as Independent Director | Management | For | For |
| 5.6 | Elect Luis Henrique Cals de Beauclair Guimaraes as Independent Director | Management | For | For |
| 5.7 | Elect Manuel Lino Silva de Sousa Oliveira (Ollie) as Independent Director | Management | For | For |
| 5.8 | Elect Marcelo Gasparino da Silva as Independent Director | Management | For | For |
| 5.9 | Elect Paulo Hartung as Independent Director | Management | For | For |
| 5.10 | Elect Rachel de Oliveira Maia as Independent Director | Management | For | For |
| 5.11 | Elect Shunji Komai as Director | Management | For | For |
| 5.12 | Elect Vera Marie Inkster as Independent Director | Management | For | For |
| 6 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | For | For |
| 7.1 | Percentage of Votes to Be Assigned - Elect Daniel Andre Stieler as Director | Management | For | Against |
| 7.2 | Percentage of Votes to Be Assigned - Elect Douglas James Upton as Independent Director | Management | For | For |
| 7.3 | Percentage of Votes to Be Assigned - Elect Fernando Jorge Buso Gomes as Director | Management | For | Against |
| 7.4 | Percentage of Votes to Be Assigned - Elect Joao Luiz Fukunaga as Director | Management | For | Against |
| 7.5 | Percentage of Votes to Be Assigned - Elect Jose Luciano Duarte Penido as Independent Director | Management | For | For |
| 7.6 | Percentage of Votes to Be Assigned - Elect Luis Henrique Cals de Beauclair Guimaraes as Independent Director | Management | For | For |
| 7.7 | Percentage of Votes to Be Assigned - Elect Manuel Lino Silva de Sousa Oliveira (Ollie) as Independent Director | Management | For | For |
| 7.8 | Percentage of Votes to Be Assigned - Elect Marcelo Gasparino da Silva as Independent Director | Management | For | Against |
| 7.9 | Percentage of Votes to Be Assigned - Elect Paulo Hartung as Independent Director | Management | For | Against |
| 7.10 | Percentage of Votes to Be Assigned - Elect Rachel de Oliveira Maia as Independent Director | Management | For | Against |
| 7.11 | Percentage of Votes to Be Assigned - Elect Shunji Komai as Director | Management | For | Against |
| 7.12 | Percentage of Votes to Be Assigned - Elect Vera Marie Inkster as Independent Director | Management | For | For |
| 8 | Elect Daniel Andre Stieler as Board Chairman | Management | For | For |
| 9 | Elect Marcelo Gasparino da Silva as Vice-Chairman | Management | For | For |
| 10.1 | Elect Heloisa Belotti Bedicks as Fiscal Council Member and Jandaraci Ferreira de Araujo as Alternate Appointed by Geracao L. Par Fundo de Investimento em Acoes and Other Shareholders | Shareholder | None | Abstain |
| 10.2 | Elect Marcio de Souza as Fiscal Council Member and Ana Maria Loureiro Recart as Alternate Appointed by Caixa de Previdencia dos Funcionarios do Banco do Brasil - Previ | Shareholder | None | Against |
| 10.3 | Elect Paulo Clovis Ayres Filho as Fiscal Council Member and Guilherme Jose de Vasconcelos Cerqueira as Alternate Appointed by Cosan | Shareholder | None | For |
| 10.4 | Elect Raphael Manhaes Martins as Fiscal Council Member and Adriana de Andrade Sole as Alternate Appointed by Geracao L. Par Fundo de Investimento em Acoes and Other Shareholders | Shareholder | None | For |
| 11 | Approve Remuneration of Company's Management and Fiscal Council | Management | For | For |
| VALE SA Meeting Date: APR 28, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: VALE3 Security ID: 91912E105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 2 | Approve Capital Budget, Allocation of Income and Dividends | Management | For | For |
| 3 | Fix Number of Directors at 13 | Management | For | For |
| 4 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? | Management | Against | Against |
| 5.1 | Elect Daniel Andre Stieler as Director | Management | For | For |
| 5.2 | Elect Douglas James Upton as Independent Director | Management | For | For |
| 5.3 | Elect Fernando Jorge Buso Gomes as Director | Management | For | Against |
| 5.4 | Elect Joao Luiz Fukunaga as Director | Management | For | For |
| 5.5 | Elect Jose Luciano Duarte Penido as Independent Director | Management | For | Abstain |
| 5.6 | Elect Luis Henrique Cals de Beauclair Guimaraes as Independent Director | Management | For | Against |
| 5.7 | Elect Manuel Lino Silva de Sousa Oliveira (Ollie) as Independent Director | Management | For | For |
| 5.8 | Elect Marcelo Gasparino da Silva as Independent Director | Management | For | For |
| 5.9 | Elect Paulo Hartung as Independent Director | Management | For | For |
| 5.10 | Elect Rachel de Oliveira Maia as Independent Director | Management | For | For |
| 5.11 | Elect Shunji Komai as Director | Management | For | For |
| 5.12 | Elect Vera Marie Inkster as Independent Director | Management | For | For |
| 6 | In Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below? | Management | None | None |
| 7.1 | Percentage of Votes to Be Assigned - Elect Daniel Andre Stieler as Director | Management | For | For |
| 7.2 | Percentage of Votes to Be Assigned - Elect Douglas James Upton as Independent Director | Management | For | For |
| 7.3 | Percentage of Votes to Be Assigned - Elect Fernando Jorge Buso Gomes as Director | Management | For | Against |
| 7.4 | Percentage of Votes to Be Assigned - Elect Joao Luiz Fukunaga as Director | Management | For | For |
| 7.5 | Percentage of Votes to Be Assigned - Elect Jose Luciano Duarte Penido as Independent Director | Management | For | Against |
| 7.6 | Percentage of Votes to Be Assigned - Elect Luis Henrique Cals de Beauclair Guimaraes as Independent Director | Management | For | Against |
| 7.7 | Percentage of Votes to Be Assigned - Elect Manuel Lino Silva de Sousa Oliveira (Ollie) as Independent Director | Management | For | For |
| 7.8 | Percentage of Votes to Be Assigned - Elect Marcelo Gasparino da Silva as Independent Director | Management | For | For |
| 7.9 | Percentage of Votes to Be Assigned - Elect Paulo Hartung as Independent Director | Management | For | For |
| 7.10 | Percentage of Votes to Be Assigned - Elect Rachel de Oliveira Maia as Independent Director | Management | For | For |
| 7.11 | Percentage of Votes to Be Assigned - Elect Shunji Komai as Director | Management | For | For |
| 7.12 | Percentage of Votes to Be Assigned - Elect Vera Marie Inkster as Independent Director | Management | For | For |
| 8.1 | Elect Daniel Andre Stieler as Board Chairman | Management | For | For |
| 9.1 | Elect Marcelo Gasparino da Silva as Vice-Chairman | Management | For | For |
| 10.1 | Elect Heloisa Belotti Bedicks as Fiscal Council Member and Jandaraci Ferreira de Araujo as Alternate Appointed by Geracao L. Par Fundo de Investimento em Acoes and Other Shareholders | Shareholder | None | For |
| 10.2 | Elect Marcio de Souza as Fiscal Council Member and Ana Maria Loureiro Recart as Alternate Appointed by Caixa de Previdencia dos Funcionarios do Banco do Brasil - Previ | Shareholder | None | Against |
| 10.3 | Elect Paulo Clovis Ayres Filho as Fiscal Council Member and Guilherme Jose de Vasconcelos Cerqueira as Alternate Appointed by Cosan | Shareholder | None | For |
| 10.4 | Elect Raphael Manhaes Martins as Fiscal Council Member and Adriana de Andrade Sole as Alternate Appointed by Geracao L. Par Fundo de Investimento em Acoes and Other Shareholders | Shareholder | None | For |
| 11 | Approve Remuneration of Company's Management and Fiscal Council | Management | For | For |
| 1 | Amend Article 5 to Reflect Changes in Capital | Management | For | For |
| VERISIGN, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VRSN Security ID: 92343E102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director D. James Bidzos | Management | For | For |
| 1.2 | Elect Director Courtney D. Armstrong | Management | For | For |
| 1.3 | Elect Director Yehuda Ari Buchalter | Management | For | For |
| 1.4 | Elect Director Kathleen A. Cote | Management | For | For |
| 1.5 | Elect Director Thomas F. Frist, III | Management | For | For |
| 1.6 | Elect Director Jamie S. Gorelick | Management | For | For |
| 1.7 | Elect Director Roger H. Moore | Management | For | For |
| 1.8 | Elect Director Timothy Tomlinson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| VERTEX PHARMACEUTICALS INCORPORATED Meeting Date: MAY 17, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VRTX Security ID: 92532F100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sangeeta Bhatia | Management | For | For |
| 1.2 | Elect Director Lloyd Carney | Management | For | For |
| 1.3 | Elect Director Alan Garber | Management | For | For |
| 1.4 | Elect Director Terrence Kearney | Management | For | For |
| 1.5 | Elect Director Reshma Kewalramani | Management | For | For |
| 1.6 | Elect Director Jeffrey Leiden | Management | For | For |
| 1.7 | Elect Director Diana McKenzie | Management | For | For |
| 1.8 | Elect Director Bruce Sachs | Management | For | For |
| 1.9 | Elect Director Suketu Upadhyay | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VICI PROPERTIES INC. Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL | ||||
| Ticker: VICI Security ID: 925652109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Abrahamson | Management | For | For |
| 1b | Elect Director Diana F. Cantor | Management | For | For |
| 1c | Elect Director Monica H. Douglas | Management | For | For |
| 1d | Elect Director Elizabeth I. Holland | Management | For | For |
| 1e | Elect Director Craig Macnab | Management | For | For |
| 1f | Elect Director Edward B. Pitoniak | Management | For | For |
| 1g | Elect Director Michael D. Rumbolz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VISA INC. Meeting Date: JAN 24, 2023 Record Date: NOV 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: V Security ID: 92826C839 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| VODAFONE GROUP PLC Meeting Date: JUL 26, 2022 Record Date: JUN 13, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VOD Security ID: 92857W308 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Re-elect Jean-Francois van Boxmeer as Director | Management | For | For |
| 3 | Re-elect Nick Read as Director | Management | For | For |
| 4 | Re-elect Margherita Della Valle as Director | Management | For | For |
| 5 | Elect Stephen Carter as Director | Management | For | For |
| 6 | Re-elect Sir Crispin Davis as Director | Management | For | For |
| 7 | Re-elect Michel Demare as Director | Management | For | For |
| 8 | Elect Delphine Ernotte Cunci as Director | Management | For | For |
| 9 | Re-elect Dame Clara Furse as Director | Management | For | For |
| 10 | Re-elect Valerie Gooding as Director | Management | For | For |
| 11 | Elect Deborah Kerr as Director | Management | For | For |
| 12 | Re-elect Maria Amparo Moraleda Martinez as Director | Management | For | For |
| 13 | Re-elect David Nish as Director | Management | For | For |
| 14 | Elect Simon Segars as Director | Management | For | For |
| 15 | Approve Final Dividend | Management | For | For |
| 16 | Approve Remuneration Report | Management | For | For |
| 17 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 18 | Authorise the Audit and Risk Committee to Fix Remuneration of Auditors | 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 UK Political Donations and Expenditure | Management | For | For |
| 24 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| W. R. BERKLEY CORPORATION Meeting Date: JUN 14, 2023 Record Date: APR 18, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WRB Security ID: 084423102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Robert Berkley, Jr. | Management | For | For |
| 1b | Elect Director Maria Luisa Ferre | Management | For | For |
| 1c | Elect Director Daniel L. Mosley | Management | For | For |
| 1d | Elect Director Mark L. Shapiro | Management | For | For |
| 2 | Advisory Vote 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 |
| WARNER MUSIC GROUP CORP. Meeting Date: FEB 28, 2023 Record Date: JAN 06, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WMG Security ID: 934550203 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert Kyncl | Management | For | For |
| 1b | Elect Director Lincoln Benet | Management | For | For |
| 1c | Elect Director Alex Blavatnik | Management | For | For |
| 1d | Elect Director Len Blavatnik | Management | For | For |
| 1e | Elect Director Mathias Dopfner | Management | For | For |
| 1f | Elect Director Nancy Dubuc | Management | For | For |
| 1g | Elect Director Noreena Hertz | Management | For | For |
| 1h | Elect Director Ynon Kreiz | Management | For | For |
| 1i | Elect Director Ceci Kurzman | Management | For | For |
| 1j | Elect Director Michael Lynton | Management | For | For |
| 1k | Elect Director Donald A. Wagner | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| WASTE CONNECTIONS, INC. Meeting Date: MAY 19, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WCN Security ID: 94106B101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrea E. Bertone | Management | For | For |
| 1b | Elect Director Edward E. "Ned" Guillet | Management | For | For |
| 1c | Elect Director Michael W. Harlan | Management | For | For |
| 1d | Elect Director Larry S. Hughes | Management | For | For |
| 1e | Elect Director Worthing F. Jackman *Withdrawn Resolution* | Management | None | None |
| 1f | Elect Director Elise L. Jordan | Management | For | For |
| 1g | Elect Director Susan "Sue" Lee | Management | For | For |
| 1h | Elect Director Ronald J. Mittelstaedt | Management | For | For |
| 1i | Elect Director William J. Razzouk | Management | For | For |
| 2 | Advisory 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 Grant Thornton LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| WELLS FARGO & COMPANY Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WFC Security ID: 949746101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven D. Black | Management | For | For |
| 1b | Elect Director Mark A. Chancy | Management | For | For |
| 1c | Elect Director Celeste A. Clark | Management | For | For |
| 1d | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1e | Elect Director Richard K. Davis | Management | For | For |
| 1f | Elect Director Wayne M. Hewett | Management | For | For |
| 1g | Elect Director CeCelia (CeCe) G. Morken | Management | For | For |
| 1h | Elect Director Maria R. Morris | Management | For | For |
| 1i | Elect Director Felicia F. Norwood | Management | For | For |
| 1j | Elect Director Richard B. Payne, Jr. | Management | For | For |
| 1k | Elect Director Ronald L. Sargent | Management | For | For |
| 1l | Elect Director Charles W. Scharf | Management | For | For |
| 1m | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | Against |
| 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 | For |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| WELLTOWER INC. Meeting Date: MAY 23, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL | ||||
| Ticker: WELL Security ID: 95040Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth J. Bacon | Management | For | For |
| 1b | Elect Director Karen B. DeSalvo | Management | For | For |
| 1c | Elect Director Philip L. Hawkins | Management | For | For |
| 1d | Elect Director Dennis G. Lopez | Management | For | For |
| 1e | Elect Director Shankh Mitra | Management | For | For |
| 1f | Elect Director Ade J. Patton | Management | For | For |
| 1g | Elect Director Diana W. Reid | Management | For | For |
| 1h | Elect Director Sergio D. Rivera | Management | For | For |
| 1i | Elect Director Johnese M. Spisso | Management | For | For |
| 1j | Elect Director Kathryn M. Sullivan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WHEATON PRECIOUS METALS CORP. Meeting Date: MAY 12, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: WPM Security ID: 962879102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| a1 | Elect Director George L. Brack | Management | For | For |
| a2 | Elect Director John A. Brough | Management | For | For |
| a3 | Elect Director Jaimie Donovan | Management | For | For |
| a4 | Elect Director R. Peter Gillin | Management | For | For |
| a5 | Elect Director Chantal Gosselin | Management | For | For |
| a6 | Elect Director Jeane Hull | Management | For | For |
| a7 | Elect Director Glenn Antony Ives | Management | For | For |
| a8 | Elect Director Charles A. Jeannes | Management | For | For |
| a9 | Elect Director Marilyn Schonberner | Management | For | For |
| a10 | Elect Director Randy V.J. Smallwood | Management | For | For |
| b | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| c | Advisory Vote on Executive Compensation Approach | Management | For | For |
| WOLFSPEED, INC. Meeting Date: OCT 24, 2022 Record Date: SEP 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WOLF Security ID: 977852102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenda M. Dorchak | Management | For | For |
| 1.2 | Elect Director John C. Hodge | Management | For | For |
| 1.3 | Elect Director Clyde R. Hosein | Management | For | For |
| 1.4 | Elect Director Darren R. Jackson | Management | For | For |
| 1.5 | Elect Director Duy-Loan T. Le | Management | For | For |
| 1.6 | Elect Director Gregg A. Lowe | Management | For | For |
| 1.7 | Elect Director John B. Replogle | Management | For | For |
| 1.8 | Elect Director Marvin A. Riley | Management | For | For |
| 1.9 | Elect Director Thomas H. Werner | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| YUM! BRANDS, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL | ||||
| Ticker: YUM Security ID: 988498101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paget L. Alves | Management | For | For |
| 1b | Elect Director Keith Barr | Management | For | For |
| 1c | Elect Director Christopher M. Connor | Management | For | For |
| 1d | Elect Director Brian C. Cornell | Management | For | For |
| 1e | Elect Director Tanya L. Domier | Management | For | For |
| 1f | Elect Director David W. Gibbs | Management | For | For |
| 1g | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1h | Elect Director Thomas C. Nelson | Management | For | For |
| 1i | Elect Director P. Justin Skala | Management | For | For |
| 1j | Elect Director Annie Young-Scrivner | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 8 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 9 | Report on Paid Sick Leave | Shareholder | Against | Against |
| ZOETIS INC. Meeting Date: MAY 18, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ZTS Security ID: 98978V103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul M. Bisaro | Management | For | For |
| 1b | Elect Director Vanessa Broadhurst | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Michael B. McCallister | Management | For | For |
| 1e | Elect Director Gregory Norden | Management | For | For |
| 1f | Elect Director Louise M. Parent | Management | For | For |
| 1g | Elect Director Kristin C. Peck | Management | For | For |
| 1h | Elect Director Robert W. Scully | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | For |
| ZOOMINFO TECHNOLOGIES INC. Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL | ||||
| Ticker: ZI Security ID: 98980F104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Todd Crockett | Management | For | 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 | Against |
END NPX REPORT
SIGNATURE
Pursuant to the requirements of the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
AMERICAN FUNDS FUNDAMENTAL INVESTORS
(Registrant)
| By /s/ Walter R. Burkley |
| Walter R. Burkley, Principal Executive Officer |
| Date: August 28, 2023 |