| | | | | | | | |
| Registrant: | The George Putnam Fund of Boston | | | |
| Fund Name: | The George Putnam Fund of Boston* | | | |
| Date of fiscal year end: | 07/31/2011 | | | |
| | *As of October 1, 2010, this fund is doing business as George Putnam Balanced Fund | | | | |
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| 3M Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MMM | CUSIP 88579Y101 | | 05/08/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Linda Alvarado | | Mgmt | For | For | For |
| | 2 | Elect Vance Coffman | | Mgmt | For | For | For |
| | 3 | Elect Michael Eskew | | Mgmt | For | For | For |
| | 4 | Elect W. James Farrell | | Mgmt | For | For | For |
| | 5 | Elect Herbert Henkel | | Mgmt | For | For | For |
| | 6 | Elect Edward Liddy | | Mgmt | For | For | For |
| | 7 | Elect Robert Morrison | | Mgmt | For | For | For |
| | 8 | Elect Aulana Peters | | Mgmt | For | For | For |
| | 9 | Elect Inge Thulin | | Mgmt | For | For | For |
| | 10 | Elect Robert Ulrich | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Amendment to the General Employees Stock Purchase Plan | | Mgmt | For | For | For |
| | 14 | Amendment to the 2008 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Lobbying Report | | ShrHldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Prohibition on Political Spending | | ShrHldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Independent Board Chair | | ShrHldr | Against | For | Against |
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| Abbott Laboratories | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABT | CUSIP 002824100 | | 04/27/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Robert Alpern | | Mgmt | For | For | For |
| | 1.2 | Elect Roxanne Austin | | Mgmt | For | For | For |
| | 1.3 | Elect Sally Blount | | Mgmt | For | For | For |
| | 1.4 | Elect W. James Farrell | | Mgmt | For | For | For |
| | 1.5 | Elect Edward Liddy | | Mgmt | For | For | For |
| | 1.6 | Elect Nancy McKinstry | | Mgmt | For | For | For |
| | 1.7 | Elect Phebe Novakovic | | Mgmt | For | For | For |
| | 1.8 | Elect William Osborn | | Mgmt | For | For | For |
| | 1.9 | Elect Samuel Scott III | | Mgmt | For | For | For |
| | 1.10 | Elect Glenn Tilton | | Mgmt | For | For | For |
| | 1.11 | Elect Miles White | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Shareholder Proposal Regarding Animal Welfare | | ShrHldr | Against | Against | For |
| | 5 | Shareholder Proposal Regarding Lobbying Report | | ShrHldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Independent Board Chair | | ShrHldr | Against | For | Against |
| | 7 | Shareholder Proposal Regarding Tax Gross-Up Payments | | ShrHldr | Against | For | Against |
| | 8 | Shareholder Proposal Regarding Retention of Shares Until Retirement | | ShrHldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Excluding Excluding Compliance Costs for the Purposes of Executive Compensation | | ShrHldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Compensation in the Event of a Change of Control | | ShrHldr | Against | Against | For |
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| Adobe Systems Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ADBE | CUSIP 00724F101 | | 04/12/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Edward Barnholt | | Mgmt | For | For | For |
| | 2 | Elect Michael Cannon | | Mgmt | For | For | For |
| | 3 | Elect James Daley | | Mgmt | For | For | For |
| | 4 | Elect Charles Geschke | | Mgmt | For | For | For |
| | 5 | Elect Shantanu Narayen | | Mgmt | For | For | For |
| | 6 | Amendment to the 2003 Equity Incentive Plan | | Mgmt | For | Against | Against |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
| | 8 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
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| Aetna Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AET | CUSIP 00817Y108 | | 05/18/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Fernando Aguirre | | Mgmt | For | For | For |
| | 2 | Elect Mark Bertolini | | Mgmt | For | For | For |
| | 3 | Elect Frank Clark, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Betsy Cohen | | Mgmt | For | For | For |
| | 5 | Elect Molly Coye | | Mgmt | For | For | For |
| | 6 | Elect Roger Farah | | Mgmt | For | For | For |
| | 7 | Elect Barbara Franklin | | Mgmt | For | For | For |
| | 8 | Elect Jeffrey Garten | | Mgmt | For | For | For |
| | 9 | Elect Ellen Hancock | | Mgmt | For | For | For |
| | 10 | Elect Richard Harrington | | Mgmt | For | For | For |
| | 11 | Elect Edward Ludwig | | Mgmt | For | For | For |
| | 12 | Elect Joseph Newhouse | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Cumulative Voting | | ShrHldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHldr | Against | Against | For |
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| Aflac Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AFL | CUSIP 001055102 | | 05/07/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Daniel Amos | | Mgmt | For | For | For |
| | 2 | Elect John Shelby Amos II | | Mgmt | For | For | For |
| | 3 | Elect Paul Amos II | | Mgmt | For | For | For |
| | 4 | Elect Kriss Cloninger III | | Mgmt | For | For | For |
| | 5 | Elect Elizabeth Hudson | | Mgmt | For | For | For |
| | 6 | Elect Douglas Johnson | | Mgmt | For | For | For |
| | 7 | Elect Robert Johnson | | Mgmt | For | For | For |
| | 8 | Elect Charles Knapp | | Mgmt | For | For | For |
| | 9 | Elect E. Stephen Purdom | | Mgmt | For | For | For |
| | 10 | Elect Barbara Rimer | | Mgmt | For | For | For |
| | 11 | Elect Marvin Schuster | | Mgmt | For | For | For |
| | 12 | Elect Melvin Stith | | Mgmt | For | For | For |
| | 13 | Elect David Thompson | | Mgmt | For | For | For |
| | 14 | Elect Takuro Yoshida | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Amendment to the 2004 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 17 | Amendment to the 2013 Management Incentive Plan. | | Mgmt | For | For | For |
| | 18 | Ratification of Auditor | | Mgmt | For | For | For |
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| Alcoa Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AA | CUSIP 013817101 | | 05/04/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kathryn Fuller | | Mgmt | For | For | For |
| | 2 | Elect Judith Gueron | | Mgmt | For | For | For |
| | 3 | Elect Patricia Russo | | Mgmt | For | For | For |
| | 4 | Elect Ernesto Zedillo | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Elimination of Supermajority Requirement Relating to Fair Price Protection | | Mgmt | For | For | For |
| | 8 | Elimination of Supermajority Requirement Relating to Director Elections | | Mgmt | For | For | For |
| | 9 | Elimination of Supermajority Requirement Relating to Removal of Directors | | Mgmt | For | For | For |
| | 10 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 11 | Permit Written Consent | | Mgmt | For | For | For |
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| Ameren Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AEE | CUSIP 023608102 | | 04/24/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Stephen Brauer | | Mgmt | For | For | For |
| | 1.2 | Elect Cathrine Brune | | Mgmt | For | For | For |
| | 1.3 | Elect Ellen Fitzsimmons | | Mgmt | For | For | For |
| | 1.4 | Elect Walter Galvin | | Mgmt | For | For | For |
| | 1.5 | Elect Gayle Jackson | | Mgmt | For | For | For |
| | 1.6 | Elect James Johnson | | Mgmt | For | For | For |
| | 1.7 | Elect Steven Lipstein | | Mgmt | For | For | For |
| | 1.8 | Elect Patrick Stokes | | Mgmt | For | For | For |
| | 1.9 | Elect Thomas Voss | | Mgmt | For | For | For |
| | 1.10 | Elect Stephen Wilson | | Mgmt | For | For | For |
| | 1.11 | Elect Jack Woodard | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Shareholder Proposal Regarding Coal Combustion Waste | | ShrHldr | Against | Against | For |
| | 5 | Shareholder Proposal Regarding Coal Risk | | ShrHldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Energy Efficiency and Renewable Energy | | ShrHldr | Against | Against | For |
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| American Electric Power Company, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AEP | CUSIP 025537101 | | 04/24/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nicholas Atkins | | Mgmt | For | For | For |
| | 2 | Elect David Anderson | | Mgmt | For | For | For |
| | 3 | Elect James Cordes | | Mgmt | For | For | For |
| | 4 | Elect Ralph Crosby, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Linda Goodspeed | | Mgmt | For | For | For |
| | 6 | Elect Thomas Hoaglin | | Mgmt | For | For | For |
| | 7 | Elect Michael Morris | | Mgmt | For | For | For |
| | 8 | Elect Richard Notebaert | | Mgmt | For | For | For |
| | 9 | Elect Lionel Nowell III | | Mgmt | For | For | For |
| | 10 | Elect Richard Sandor | | Mgmt | For | For | For |
| | 11 | Elect Sara Tucker | | Mgmt | For | For | For |
| | 12 | Elect John Turner | | Mgmt | For | For | For |
| | 13 | Senior Officer Incentive Plan | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| American Express Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AXP | CUSIP 025816109 | | 04/30/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Charlene Barshefsky | | Mgmt | For | For | For |
| | 1.2 | Elect Ursula Burns | | Mgmt | For | For | For |
| | 1.3 | Elect Kenneth Chenault | | Mgmt | For | For | For |
| | 1.4 | Elect Peter Chernin | | Mgmt | For | For | For |
| | 1.5 | Elect Theodore Leonsis | | Mgmt | For | For | For |
| | 1.6 | Elect Jan Leschly | | Mgmt | For | For | For |
| | 1.7 | Elect Richard Levin | | Mgmt | For | For | For |
| | 1.8 | Elect Richard McGinn | | Mgmt | For | For | For |
| | 1.9 | Elect Edward Miller | | Mgmt | For | For | For |
| | 1.10 | Elect Steven Reinemund | | Mgmt | For | For | For |
| | 1.11 | Elect Robert Walter | | Mgmt | For | For | For |
| | 1.12 | Elect Ronald Williams | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Amendment to the 2007 Incentive Compensation Plan | | Mgmt | For | For | For |
| | 5 | Shareholder Proposal Regarding Cumulative Voting | | ShrHldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Independent Board Chair | | ShrHldr | Against | For | Against |
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| Anadarko Petroleum Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | APC | CUSIP 032511107 | | 05/15/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kevin Chilton | | Mgmt | For | For | For |
| | 2 | Elect Luke Corbett | | Mgmt | For | For | For |
| | 3 | Elect Paulett Eberhart | | Mgmt | For | For | For |
| | 4 | Elect Peter Fluor | | Mgmt | For | For | For |
| | 5 | Elect Richard George | | Mgmt | For | For | For |
| | 6 | Elect Preston Geren, III | | Mgmt | For | For | For |
| | 7 | Elect Charles Goodyear | | Mgmt | For | For | For |
| | 8 | Elect John Gordon | | Mgmt | For | For | For |
| | 9 | Elect James Hackett | | Mgmt | For | For | For |
| | 10 | Elect Eric Mullins | | Mgmt | For | For | For |
| | 11 | Elect Paula Rosput Reynolds | | Mgmt | For | For | For |
| | 12 | Elect R. Walker | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | 2012 Omnibus Incentive Compensation Plan | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Independent Board Chairman/Separation of Chair and CEO | | ShrHldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Adopting Sexual Orientation Anti-Bias Policy | | ShrHldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Compensation in the Event of a Change in Control | | ShrHldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHldr | Against | Against | For |
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| Aon Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AON | CUSIP G0408V102 | | 05/18/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Lester Knight | | Mgmt | For | For | For |
| | 2 | Elect Gregory Case | | Mgmt | For | For | For |
| | 3 | Elect Fulvio Conti | | Mgmt | For | For | For |
| | 4 | Elect Cheryl Francis | | Mgmt | For | For | For |
| | 5 | Elect Edgar Jannotta | | Mgmt | For | For | For |
| | 6 | Elect J. Michael Losh | | Mgmt | For | Against | Against |
| | 7 | Elect Robert Morrison | | Mgmt | For | For | For |
| | 8 | Elect Richard Myers | | Mgmt | For | For | For |
| | 9 | Elect Richard Notebaert | | Mgmt | For | For | For |
| | 10 | Elect Gloria Santona | | Mgmt | For | For | For |
| | 11 | Elect Carolyn Woo | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| Apple Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AAPL | CUSIP 037833100 | | 02/23/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect William Campbell | | Mgmt | For | For | For |
| | 1.2 | Elect Timothy Cook | | Mgmt | For | For | For |
| | 1.3 | Elect Millard Drexler | | Mgmt | For | For | For |
| | 1.4 | Elect Albert Gore, Jr. | | Mgmt | For | For | For |
| | 1.5 | Elect Robert Iger | | Mgmt | For | For | For |
| | 1.6 | Elect Andrea Jung | | Mgmt | For | For | For |
| | 1.7 | Elect Arthur Levinson | | Mgmt | For | For | For |
| | 1.8 | Elect Ronald Sugar | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Shareholder Proposal Regarding Conflict of Interest Report | | ShrHldr | Against | Against | For |
| | 5 | Shareholder Proposal Regarding Advisory Vote on Director Compensation | | ShrHldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Majority Vote for Election of Directors | | ShrHldr | Against | For | Against |
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| AT&T Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | T | CUSIP 00206R102 | | 04/27/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Randall Stephenson | | Mgmt | For | For | For |
| | 2 | Elect Gilbert Amelio | | Mgmt | For | For | For |
| | 3 | Elect Reuben Anderson | | Mgmt | For | For | For |
| | 4 | Elect James Blanchard | | Mgmt | For | For | For |
| | 5 | Elect Jaime Chico Pardo | | Mgmt | For | For | For |
| | 6 | Elect James Kelly | | Mgmt | For | For | For |
| | 7 | Elect Jon Madonna | | Mgmt | For | For | For |
| | 8 | Elect John McCoy | | Mgmt | For | For | For |
| | 9 | Elect Joyce Roche | | Mgmt | For | For | For |
| | 10 | Elect Matthew Rose | | Mgmt | For | For | For |
| | 11 | Elect Laura Tyson | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Restoration of Written Consent | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Network Neutrality | | ShrHldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Independent Board Chairman/Separation of Chair and CEO | | ShrHldr | Against | For | Against |
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| Avon Products, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AVP | CUSIP 054303102 | | 05/03/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Douglas Conant | | Mgmt | For | For | For |
| | 1.2 | Elect W. Don Cornwell | | Mgmt | For | For | For |
| | 1.3 | Elect V. Ann Hailey | | Mgmt | For | For | For |
| | 1.4 | Elect Fred Hassan | | Mgmt | For | For | For |
| | 1.5 | Elect Andrea Jung | | Mgmt | For | For | For |
| | 1.6 | Elect Maria Lagomasino | | Mgmt | For | For | For |
| | 1.7 | Elect Ann Moore | | Mgmt | For | For | For |
| | 1.8 | Elect Gary Rodkin | | Mgmt | For | For | For |
| | 1.9 | Elect Paula Stern | | Mgmt | For | For | For |
| | 1.10 | Elect Lawrence Weinbach | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
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| Bank of New York Mellon Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BK | CUSIP 064058100 | | 04/10/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ruth Bruch | | Mgmt | For | For | For |
| | 2 | Elect Nicholas Donofrio | | Mgmt | For | For | For |
| | 3 | Elect Gerald Hassell | | Mgmt | For | For | For |
| | 4 | Elect Edmund Kelly | | Mgmt | For | For | For |
| | 5 | Elect Richard Kogan | | Mgmt | For | For | For |
| | 6 | Elect Michael Kowalski | | Mgmt | For | For | For |
| | 7 | Elect John Luke, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Mark Nordenberg | | Mgmt | For | For | For |
| | 9 | Elect Catherine Rein | | Mgmt | For | For | For |
| | 10 | Elect William Richardson | | Mgmt | For | For | For |
| | 11 | Elect Samuel Scott III | | Mgmt | For | For | For |
| | 12 | Elect Wesley von Schack | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Independent Board Chairman | | ShrHldr | Against | For | Against |
| | 16 | Shareholder Proposal Regarding Cumulative Voting | | ShrHldr | Against | Against | For |
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| Baxter International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BAX | CUSIP 071813109 | | 05/08/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect James Gavin III | | Mgmt | For | For | For |
| | 2 | Elect Peter Hellman | | Mgmt | For | For | For |
| | 3 | Elect Kees Storm | | Mgmt | For | Against | Against |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Shareholder Proposal Regarding Declassification of the Board | | ShrHldr | For | For | For |
| | 7 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHldr | For | For | For |
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| BB&T Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BBT | CUSIP 054937107 | | 04/24/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect John Allison IV | | Mgmt | For | For | For |
| | 1.2 | Elect Jennifer Banner | | Mgmt | For | For | For |
| | 1.3 | Elect K. David Boyer, Jr. | | Mgmt | For | For | For |
| | 1.4 | Elect Anna Cablik | | Mgmt | For | For | For |
| | 1.5 | Elect Ronald Deal | | Mgmt | For | For | For |
| | 1.6 | Elect J. Littleton Glover, Jr. | | Mgmt | For | For | For |
| | 1.7 | Elect Jane Helm | | Mgmt | For | For | For |
| | 1.8 | Elect John Howe III | | Mgmt | For | For | For |
| | 1.9 | Elect Kelly King | | Mgmt | For | For | For |
| | 1.10 | Elect Valeria Lynch Lee | | Mgmt | For | For | For |
| | 1.11 | Elect Nido Qubein | | Mgmt | For | For | For |
| | 1.12 | Elect Thomas Skains | | Mgmt | For | For | For |
| | 1.13 | Elect Thomas Thompson | | Mgmt | For | For | For |
| | 1.14 | Elect Edwin Welch Ph.D. | | Mgmt | For | For | For |
| | 1.15 | Elect Stephen Williams | | Mgmt | For | For | For |
| | 2 | 2012 Incentive Plan | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Majority Vote for Election of Directors | | ShrHldr | Against | For | Against |
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| Bed Bath & Beyond Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BBBY | CUSIP 075896100 | | 06/22/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Warren Eisenberg | | Mgmt | For | For | For |
| | 2 | Elect Leonard Feinstein | | Mgmt | For | For | For |
| | 3 | Elect Steven Temares | | Mgmt | For | For | For |
| | 4 | Elect Dean Adler | | Mgmt | For | For | For |
| | 5 | Elect Stanley Barshay | | Mgmt | For | For | For |
| | 6 | Elect Klaus Eppler | | Mgmt | For | For | For |
| | 7 | Elect Patrick Gaston | | Mgmt | For | For | For |
| | 8 | Elect Jordan Heller | | Mgmt | For | For | For |
| | 9 | Elect Victoria Morrison | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | 2012 Incentive Compensation Plan | | Mgmt | For | For | For |
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| BMC Software, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BMC | CUSIP 055921100 | | 07/21/2011 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert Beauchamp | | Mgmt | For | For | For |
| | 2 | Elect Jon Barfield | | Mgmt | For | For | For |
| | 3 | Elect Gary Bloom | | Mgmt | For | For | For |
| | 4 | Elect Meldon Gafner | | Mgmt | For | For | For |
| | 5 | Elect Mark Hawkins | | Mgmt | For | For | For |
| | 6 | Elect Stephan James | | Mgmt | For | For | For |
| | 7 | Elect P. Thomas Jenkins | | Mgmt | For | For | For |
| | 8 | Elect Louis Lavigne, Jr. | | Mgmt | For | For | For |
| | 9 | Elect Kathleen O'Neil | | Mgmt | For | For | For |
| | 10 | Elect Tom Tinsley | | Mgmt | For | For | For |
| | 11 | Amendment to the 2007 Incentive Plan | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
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| Bristol-Myers Squibb Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BMY | CUSIP 110122108 | | 05/01/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Lamberto Andreotti | | Mgmt | For | For | For |
| | 2 | Elect Lewis Campbell | | Mgmt | For | For | For |
| | 3 | Elect James Cornelius | | Mgmt | For | For | For |
| | 4 | Elect Louis Freeh | | Mgmt | For | For | For |
| | 5 | Elect Laurie Glimcher | | Mgmt | For | For | For |
| | 6 | Elect Michael Grobstein | | Mgmt | For | For | For |
| | 7 | Elect Alan Lacy | | Mgmt | For | For | For |
| | 8 | Elect Vicki Sato | | Mgmt | For | For | For |
| | 9 | Elect Elliott Sigal | | Mgmt | For | For | For |
| | 10 | Elect Gerald Storch | | Mgmt | For | For | For |
| | 11 | Elect Togo West, Jr. | | Mgmt | For | For | For |
| | 12 | Elect R. Sanders Williams | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | 2012 Stock Award and Incentive Plan | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Cumulative Voting | | ShrHldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Animal Welfare | | ShrHldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHldr | Against | Against | For |
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| Carnival plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CCL | CUSIP 143658300 | | 04/11/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Micky Arison | | Mgmt | For | For | For |
| | 2 | Elect Sir Jonathon Band | | Mgmt | For | For | For |
| | 3 | Elect Robert Dickinson | | Mgmt | For | For | For |
| | 4 | Elect Arnold Donald | | Mgmt | For | For | For |
| | 5 | Elect Pier Foschi | | Mgmt | For | For | For |
| | 6 | Elect Howard Frank | | Mgmt | For | For | For |
| | 7 | Elect Richard Glasier | | Mgmt | For | For | For |
| | 8 | Elect Debra Kelly-Ennis | | Mgmt | For | For | For |
| | 9 | Elect Modesto Maidique | | Mgmt | For | For | For |
| | 10 | Elect John Parker | | Mgmt | For | For | For |
| | 11 | Elect Peter Ratcliffe | | Mgmt | For | For | For |
| | 12 | Elect Stuart Subotnick | | Mgmt | For | For | For |
| | 13 | Elect Laura Weil | | Mgmt | For | For | For |
| | 14 | Elect Randall Weisenburger | | Mgmt | For | For | For |
| | 15 | Appointment of Auditor | | Mgmt | For | For | For |
| | 16 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 17 | Accounts and Reports | | Mgmt | For | For | For |
| | 18 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 19 | Director's Remuneration Report | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 22 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 23 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHldr | Against | Against | For |
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| Chevron Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CVX | CUSIP 166764100 | | 05/30/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Linnet Deily | | Mgmt | For | Against | Against |
| | 2 | Elect Robert Denham | | Mgmt | For | Against | Against |
| | 3 | Elect Chuck Hagel | | Mgmt | For | Against | Against |
| | 4 | Elect Enrique Hernandez, Jr. | | Mgmt | For | Against | Against |
| | 5 | Elect George Kirkland | | Mgmt | For | Against | Against |
| | 6 | Elect Charles Moorman, IV | | Mgmt | For | Against | Against |
| | 7 | Elect Kevin Sharer | | Mgmt | For | Against | Against |
| | 8 | Elect John Stumpf | | Mgmt | For | Against | Against |
| | 9 | Elect Ronald Sugar | | Mgmt | For | Against | Against |
| | 10 | Elect Carl Ware | | Mgmt | For | Against | Against |
| | 11 | Elect John Watson | | Mgmt | For | Against | Against |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Exclusive Forum Provisions | | ShrHldr | Against | For | Against |
| | 15 | Shareholder Proposal Regarding Independent Board Chairman | | ShrHldr | Against | For | Against |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Country Selection Guidelines | | ShrHldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Hydraulic Fracturing | | ShrHldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Safety Report | | ShrHldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Right to Call a Special Meeting | | ShrHldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Environmental Expertise on Board | | ShrHldr | Against | Against | For |
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| CIGNA Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CI | CUSIP 125509109 | | 04/25/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect John Partridge | | Mgmt | For | For | For |
| | 2 | Elect James Rogers | | Mgmt | For | For | For |
| | 3 | Elect Joseph Sullivan | | Mgmt | For | For | For |
| | 4 | Elect Eric Wiseman | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Amendment to the Executive Incentive Plan | | Mgmt | For | For | For |
| | 8 | Repeal of Classified Board | | Mgmt | N/A | For | N/A |
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| Cisco Systems, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CSCO | CUSIP 17275R102 | | 12/07/2011 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Carol Bartz | | Mgmt | For | For | For |
| | 2 | Elect M. Michele Burns | | Mgmt | For | For | For |
| | 3 | Elect Michael Capellas | | Mgmt | For | For | For |
| | 4 | Elect Larry Carter | | Mgmt | For | For | For |
| | 5 | Elect John Chambers | | Mgmt | For | For | For |
| | 6 | Elect Brian Halla | | Mgmt | For | For | For |
| | 7 | Elect John Hennessy | | Mgmt | For | For | For |
| | 8 | Elect Richard Kovacevich | | Mgmt | For | For | For |
| | 9 | Elect Roderick McGeary | | Mgmt | For | For | For |
| | 10 | Elect Arun Sarin | | Mgmt | For | For | For |
| | 11 | Elect Steven West | | Mgmt | For | For | For |
| | 12 | Elect Jerry Yang | | Mgmt | For | For | For |
| | 13 | Amendment to the 2005 Stock Incentive Plan | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Formation of Environmental Sustainability Committee | | ShrHldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Internet Fragmentation | | ShrHldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding the Retention of Shares After Retirement | | ShrHldr | Against | Against | For |
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| Citigroup Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | C | CUSIP 172967424 | | 04/17/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Franz Humer | | Mgmt | For | For | For |
| | 2 | Elect Robert Joss | | Mgmt | For | For | For |
| | 3 | Elect Michael O'Neill | | Mgmt | For | For | For |
| | 4 | Elect Vikram Pandit | | Mgmt | For | For | For |
| | 5 | Elect Lawrence Ricciardi | | Mgmt | For | For | For |
| | 6 | Elect Judith Rodin | | Mgmt | For | For | For |
| | 7 | Elect Robert Ryan | | Mgmt | For | For | For |
| | 8 | Elect Anthony Santomero | | Mgmt | For | For | For |
| | 9 | Elect Joan Spero | | Mgmt | For | For | For |
| | 10 | Elect Diana Taylor | | Mgmt | For | For | For |
| | 11 | Elect William Thompson, Jr. | | Mgmt | For | For | For |
| | 12 | Elect Ernesto Zedillo | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Amendment to the 2009 Stock Incentive Plan | | Mgmt | For | Against | Against |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 16 | Shareholder Proposal Regarding Disclosure of Prior Government Service | | ShrHldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Retention of Shares After Retirement | | ShrHldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Independent Review of Controls Related to Loans, Foreclosures and Securitizations | | ShrHldr | Against | Against | For |
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| Coca-Cola Enterprises, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CCE | CUSIP 19122T109 | | 04/24/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Jan Bennink | | Mgmt | For | For | For |
| | 1.2 | Elect John Brock | | Mgmt | For | For | For |
| | 1.3 | Elect Calvin Darden | | Mgmt | For | For | For |
| | 1.4 | Elect L. Phillip Humann | | Mgmt | For | For | For |
| | 1.5 | Elect Orrin Ingram II | | Mgmt | For | For | For |
| | 1.6 | Elect Thomas Johnson | | Mgmt | For | For | For |
| | 1.7 | Elect Suzanne Labarge | | Mgmt | For | For | For |
| | 1.8 | Elect Veronique Morali | | Mgmt | For | For | For |
| | 1.9 | Elect Garry Watts | | Mgmt | For | For | For |
| | 1.10 | Elect Curtis Welling | | Mgmt | For | For | For |
| | 1.11 | Elect Phoebe Wood | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Amendment to the 2010 Incentive Award Plan | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
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| Colgate-Palmolive Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CL | CUSIP 194162103 | | 05/11/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nikesh Arora | | Mgmt | For | For | For |
| | 2 | Elect John Cahill | | Mgmt | For | For | For |
| | 3 | Elect Ian Cook | | Mgmt | For | For | For |
| | 4 | Elect Helene Gayle | | Mgmt | For | For | For |
| | 5 | Elect Ellen Hancock | | Mgmt | For | For | For |
| | 6 | Elect Joseph Jimenez | | Mgmt | For | For | For |
| | 7 | Elect Richard Kogan | | Mgmt | For | For | For |
| | 8 | Elect Delano Lewis | | Mgmt | For | For | For |
| | 9 | Elect J. Pedro Reinhard | | Mgmt | For | For | For |
| | 10 | Elect Stephen Sadove | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Independent Board Chair | | ShrHldr | Against | Against | For |
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| Comcast Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMCSA | CUSIP 20030N101 | | 05/31/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Kenneth Bacon | | Mgmt | For | For | For |
| | 1.2 | Elect Sheldon Bonovitz | | Mgmt | For | For | For |
| | 1.3 | Elect Joseph Collins | | Mgmt | For | For | For |
| | 1.4 | Elect J. Michael Cook | | Mgmt | For | For | For |
| | 1.5 | Elect Gerald Hassell | | Mgmt | For | For | For |
| | 1.6 | Elect Jeffrey Honickman | | Mgmt | For | For | For |
| | 1.7 | Elect Eduardo Mestre | | Mgmt | For | For | For |
| | 1.8 | Elect Brian Roberts | | Mgmt | For | For | For |
| | 1.9 | Elect Ralph Roberts | | Mgmt | For | For | For |
| | 1.10 | Elect Johnathan Rodgers | | Mgmt | For | For | For |
| | 1.11 | Elect Judith Rodin | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Amendment to the 2002 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 4 | Amendment to the 2011 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 5 | Shareholder Proposal Regarding Cumulative Voting | | ShrHldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Independent Board Chairman | | ShrHldr | Against | For | Against |
| | 7 | Shareholder Proposal Regarding Retention of Shares Until Retirement | | ShrHldr | Against | Against | For |
| | 8 | Shareholder Proposal Regarding Poison Pills | | ShrHldr | Against | For | Against |
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| Comerica Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMA | CUSIP 200340107 | | 04/24/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Richard Lindner | | Mgmt | For | For | For |
| | 2 | Elect Robert Taubman | | Mgmt | For | For | For |
| | 3 | Elect Reginald Turner | | Mgmt | For | For | For |
| | 4 | Elect Roger Cregg | | Mgmt | For | For | For |
| | 5 | Elect T. Kevin DeNicola | | Mgmt | For | For | For |
| | 6 | Elect Alfred Piergallini | | Mgmt | For | For | For |
| | 7 | Elect Nina Vaca | | Mgmt | For | For | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| ConocoPhillips | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COP | CUSIP 20825C104 | | 05/09/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Richard Armitage | | Mgmt | For | For | For |
| | 2 | Elect Richard Auchinleck | | Mgmt | For | For | For |
| | 3 | Elect James Copeland, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Kenneth Duberstein | | Mgmt | For | For | For |
| | 5 | Elect Ruth Harkin | | Mgmt | For | For | For |
| | 6 | Elect Ryan Lance | | Mgmt | For | For | For |
| | 7 | Elect Mohd Hassan Marican | | Mgmt | For | For | For |
| | 8 | Elect Harold McGraw III | | Mgmt | For | For | For |
| | 9 | Elect James Mulva | | Mgmt | For | For | For |
| | 10 | Elect Robert Niblock | | Mgmt | For | For | For |
| | 11 | Elect Harald Norvik | | Mgmt | For | For | For |
| | 12 | Elect William Reilly | | Mgmt | For | For | For |
| | 13 | Elect Victoria Tschinkel | | Mgmt | For | For | For |
| | 14 | Elect Kathryn Turner | | Mgmt | For | For | For |
| | 15 | Elect William Wade, Jr. | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | Against | Against |
| | 17 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Louisiana Wetlands | | ShrHldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Safety Report | | ShrHldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Lobbying Report | | ShrHldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Reporting and Reducing Greenhouse Gas Emissions | | ShrHldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Adopting Gender Identity and Expression Anti-Bias Policy | | ShrHldr | Against | Against | For |
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| Covidien Public Limited Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COV | CUSIP G2554F113 | | 03/13/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jose Almeida | | Mgmt | For | For | For |
| | 2 | Elect Craig Arnold | | Mgmt | For | For | For |
| | 3 | Elect Robert Brust | | Mgmt | For | For | For |
| | 4 | Elect John Connors, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Christopher Coughlin | | Mgmt | For | For | For |
| | 6 | Elect Timothy Donahue | | Mgmt | For | For | For |
| | 7 | Elect Randall Hogan, III | | Mgmt | For | For | For |
| | 8 | Elect Martin Madaus | | Mgmt | For | For | For |
| | 9 | Elect Dennis Reilley | | Mgmt | For | For | For |
| | 10 | Elect Joseph Zaccagnino | | Mgmt | For | For | For |
| | 11 | Appointment of Auditor and Authority to Set Remuneration | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 14 | Authority to Reissue Treasury Shares | | Mgmt | For | For | For |
| | 15 | Amendments to Articles to Provide for Escheatment | | Mgmt | For | For | For |
| | 16 | Amendment to Articles to Allow Non-Cash Dividends | | Mgmt | For | For | For |
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| CreXus Investment Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CXS | CUSIP 226553105 | | 05/24/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Ronald Kazel | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
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| CVS Caremark Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CVS | CUSIP 126650100 | | 05/10/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect C. David Brown II | | Mgmt | For | For | For |
| | 2 | Elect David Dorman | | Mgmt | For | For | For |
| | 3 | Elect Anne Finucane | | Mgmt | For | For | For |
| | 4 | Elect Kristen Gibney Williams | | Mgmt | For | For | For |
| | 5 | Elect Marian Heard | | Mgmt | For | For | For |
| | 6 | Elect Larry Merlo | | Mgmt | For | For | For |
| | 7 | Elect Jean-Pierre Millon | | Mgmt | For | For | For |
| | 8 | Elect C.A. Lance Piccolo | | Mgmt | For | For | For |
| | 9 | Elect Richard Swift | | Mgmt | For | For | For |
| | 10 | Elect Tony White | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Authorization of Written Consent by Less Than Unanimous Approval | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHldr | Against | Against | For |
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| Devon Energy Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DVN | CUSIP 25179M103 | | 06/06/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Robert Henry | | Mgmt | For | For | For |
| | 1.2 | Elect John Hill | | Mgmt | For | For | For |
| | 1.3 | Elect Michael Kanovsky | | Mgmt | For | For | For |
| | 1.4 | Elect Robert Mosbacher, Jr. | | Mgmt | For | For | For |
| | 1.5 | Elect J. Larry Nichols | | Mgmt | For | For | For |
| | 1.6 | Elect Duane Radtke | | Mgmt | For | For | For |
| | 1.7 | Elect Mary Ricciardello | | Mgmt | For | For | For |
| | 1.8 | Elect John Richels | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Right to Call a Special Meeting | | Mgmt | For | For | For |
| | 5 | 2012 Incentive Compensation Plan | | Mgmt | For | For | For |
| | 6 | Amendment to the 2009 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Lobbying Report | | ShrHldr | Against | Against | For |
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| DIRECTV | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DTV | CUSIP 25490A101 | | 05/03/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ralph Boyd, Jr. | | Mgmt | For | For | For |
| | 2 | Elect David Dillon | | Mgmt | For | For | For |
| | 3 | Elect Samuel DiPiazza, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Dixon Doll | | Mgmt | For | For | For |
| | 5 | Elect Peter Lund | | Mgmt | For | For | For |
| | 6 | Elect Nancy Newcomb | | Mgmt | For | For | For |
| | 7 | Elect Lorrie Norrington | | Mgmt | For | For | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
| | 9 | Elimination of Dual Class Stock | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Shareholder Proposal Regarding Compensation in the Event of a Change in Control | | ShrHldr | Against | Against | For |
|
|
|
| Dominion Resources Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | D | CUSIP 25746U109 | | 05/08/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William Barr | | Mgmt | For | For | For |
| | 2 | Elect Peter Brown | | Mgmt | For | For | For |
| | 3 | Elect Helen Dragas | | Mgmt | For | For | For |
| | 4 | Elect Thomas Farrell II | | Mgmt | For | For | For |
| | 5 | Elect John Harris | | Mgmt | For | For | For |
| | 6 | Elect Robert Jepson, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Mark Kington | | Mgmt | For | For | For |
| | 8 | Elect Frank Royal | | Mgmt | For | For | For |
| | 9 | Elect Robert Spilman, Jr. | | Mgmt | For | For | For |
| | 10 | Elect David Wollard | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Establishment of 15% Renewable Energy Goal | | ShrHldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Renewable Energy Policy Options | | ShrHldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Report on Impact of Plant Closures | | ShrHldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Mountaintop Removal Coal Mining | | ShrHldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Natural Gas | | ShrHldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Board Review of Nuclear Safety Policies | | ShrHldr | Against | Against | For |
|
|
|
| Dow Chemical Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DOW | CUSIP 260543103 | | 05/10/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Arnold Allemang | | Mgmt | For | For | For |
| | 2 | Elect Jacqueline Barton | | Mgmt | For | For | For |
| | 3 | Elect James Bell | | Mgmt | For | For | For |
| | 4 | Elect Jeff Fettig | | Mgmt | For | For | For |
| | 5 | Elect John Hess | | Mgmt | For | For | For |
| | 6 | Elect Andrew Liveris | | Mgmt | For | For | For |
| | 7 | Elect Paul Polman | | Mgmt | For | For | For |
| | 8 | Elect Dennis Reilley | | Mgmt | For | For | For |
| | 9 | Elect James Ringler | | Mgmt | For | Against | Against |
| | 10 | Elect Ruth Shaw | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | 2012 Stock Incentive Plan | | Mgmt | For | For | For |
| | 14 | 2012 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Independent Board Chair | | ShrHldr | Against | For | Against |
|
|
|
| Duke Energy Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DUK | CUSIP 26441C105 | | 05/03/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect William Barnet III | | Mgmt | For | For | For |
| | 1.2 | Elect G. Alex Bernhardt, Sr. | | Mgmt | For | For | For |
| | 1.3 | Elect Michael Browning | | Mgmt | For | For | For |
| | 1.4 | Elect Daniel DiMicco | | Mgmt | For | For | For |
| | 1.5 | Elect John Forsgren | | Mgmt | For | For | For |
| | 1.6 | Elect Ann Maynard Gray | | Mgmt | For | For | For |
| | 1.7 | Elect James Hance, Jr. | | Mgmt | For | For | For |
| | 1.8 | Elect E. James Reinsch | | Mgmt | For | For | For |
| | 1.9 | Elect James Rhodes | | Mgmt | For | For | For |
| | 1.10 | Elect James Rogers | | Mgmt | For | For | For |
| | 1.11 | Elect Philip Sharp | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Amendment to the Certificate of Incorporation to Reduce the Supermajority Requirement | | Mgmt | For | For | For |
| | 5 | Shareholder Proposal Regarding Coal Risk | | ShrHldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Majority Vote for Election of Directors | | ShrHldr | Against | For | Against |
|
|
|
| Duke Energy Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DUK | CUSIP 26441C105 | | 08/23/2011 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Reverse Stock Split | | Mgmt | For | For | For |
| | 2 | Merger | | Mgmt | For | For | For |
| | 3 | Right to Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| E.I. du Pont de Nemours and Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DD | CUSIP 263534109 | | 04/25/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Lamberto Andreotti | | Mgmt | For | For | For |
| | 2 | Elect Richard Brown | | Mgmt | For | For | For |
| | 3 | Elect Robert Brown | | Mgmt | For | For | For |
| | 4 | Elect Bertrand Collomb | | Mgmt | For | For | For |
| | 5 | Elect Curtis Crawford | | Mgmt | For | For | For |
| | 6 | Elect Alexander Cutler | | Mgmt | For | For | For |
| | 7 | Elect Eleuthere Du Pont | | Mgmt | For | For | For |
| | 8 | Elect Marillyn Hewson | | Mgmt | For | For | For |
| | 9 | Elect Lois Juliber | | Mgmt | For | For | For |
| | 10 | Elect Ellen Kullman | | Mgmt | For | For | For |
| | 11 | Elect Lee Thomas | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Independent Board Chair | | ShrHldr | Against | For | Against |
| | 15 | Shareholder Proposal Regarding Report on Executive Compensation | | ShrHldr | Against | Against | For |
|
|
|
| Eaton Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ETN | CUSIP 278058102 | | 04/25/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Alexander Cutler | | Mgmt | For | For | For |
| | 2 | Elect Arthur Johnson | | Mgmt | For | For | For |
| | 3 | Elect Deborah McCoy | | Mgmt | For | For | For |
| | 4 | 2012 Stock Plan | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Edison International | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EIX | CUSIP 281020107 | | 04/26/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jagjeet Bindra | | Mgmt | For | For | For |
| | 2 | Elect Vanessa Chang | | Mgmt | For | For | For |
| | 3 | Elect France Cordova | | Mgmt | For | For | For |
| | 4 | Elect Theodore Craver, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Charles Curtis | | Mgmt | For | For | For |
| | 6 | Elect Bradford Freeman | | Mgmt | For | For | For |
| | 7 | Elect Luis Nogales | | Mgmt | For | For | For |
| | 8 | Elect Ronald Olson | | Mgmt | For | For | For |
| | 9 | Elect Richard Schlosberg, III | | Mgmt | For | For | For |
| | 10 | Elect Thomas Sutton | | Mgmt | For | For | For |
| | 11 | Elect Peter Taylor | | Mgmt | For | For | For |
| | 12 | Elect Brett White | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Independent Board Chair | | ShrHldr | Against | For | Against |
|
|
|
| EMC Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EMC | CUSIP 268648102 | | 05/01/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael Brown | | Mgmt | For | For | For |
| | 2 | Elect Randolph Cowen | | Mgmt | For | For | For |
| | 3 | Elect Gail Deegan | | Mgmt | For | For | For |
| | 4 | Elect James DiStasio | | Mgmt | For | For | For |
| | 5 | Elect John Egan | | Mgmt | For | For | For |
| | 6 | Elect Edmund Kelly | | Mgmt | For | For | For |
| | 7 | Elect Windle Priem | | Mgmt | For | For | For |
| | 8 | Elect Paul Sagan | | Mgmt | For | For | For |
| | 9 | Elect David Strohm | | Mgmt | For | For | For |
| | 10 | Elect Joseph Tucci | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Emerson Electric Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EMR | CUSIP 291011104 | | 02/07/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Carlos Fernandez Gonzalez | | Mgmt | For | For | For |
| | 1.2 | Elect Arthur Golden | | Mgmt | For | For | For |
| | 1.3 | Elect William Johnson | | Mgmt | For | For | For |
| | 1.4 | Elect John Menzer | | Mgmt | For | For | For |
| | 1.5 | Elect August Busch III | | Mgmt | For | For | For |
| | 1.6 | Elect Rozanne Ridgway | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Shareholder Proposal Regarding Sustainability Report | | ShrHldr | Against | Against | For |
| | 5 | Shareholder Proposal Regarding Declassification of the Board | | ShrHldr | Against | For | Against |
|
|
|
| Entergy Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ETR | CUSIP 29364G103 | | 05/04/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Maureen Bateman | | Mgmt | For | For | For |
| | 2 | Elect Gary Edwards | | Mgmt | For | For | For |
| | 3 | Elect Alexis Herman | | Mgmt | For | For | For |
| | 4 | Elect Donald Hintz | | Mgmt | For | For | For |
| | 5 | Elect J. Wayne Leonard | | Mgmt | For | For | For |
| | 6 | Elect Stuart Levenick | | Mgmt | For | For | For |
| | 7 | Elect Blanche Lincoln | | Mgmt | For | For | For |
| | 8 | Elect Stewart Myers | | Mgmt | For | For | For |
| | 9 | Elect William Percy, II | | Mgmt | For | For | For |
| | 10 | Elect W.J. Tauzin | | Mgmt | For | For | For |
| | 11 | Elect Steven Wilkinson | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Equity Residential | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EQR | CUSIP 29476L107 | | 06/21/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect John Alexander | | Mgmt | For | For | For |
| | 1.2 | Elect Charles Atwood | | Mgmt | For | For | For |
| | 1.3 | Elect Linda Bynoe | | Mgmt | For | For | For |
| | 1.4 | Elect Mary Haben | | Mgmt | For | For | For |
| | 1.5 | Elect Bradley Keywell | | Mgmt | For | For | For |
| | 1.6 | Elect John Neal | | Mgmt | For | For | For |
| | 1.7 | Elect David Neithercut | | Mgmt | For | For | For |
| | 1.8 | Elect Mark Shapiro | | Mgmt | For | For | For |
| | 1.9 | Elect Gerald Spector | | Mgmt | For | For | For |
| | 1.10 | Elect B. Joseph White | | Mgmt | For | For | For |
| | 1.11 | Elect Samuel Zell | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Shareholder Proposal Regarding Sustainability Report | | ShrHldr | Against | Against | For |
|
|
|
| Exelon Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EXC | CUSIP 30161N101 | | 04/02/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect John Canning Jr. | | Mgmt | For | Against | Against |
| | 2 | Elect Christopher Crane | | Mgmt | For | Against | Against |
| | 3 | Elect M. Walter D'Alessio | | Mgmt | For | Against | Against |
| | 4 | Elect Nicholas DeBenedictis | | Mgmt | For | Against | Against |
| | 5 | Elect Nelson Diaz | | Mgmt | For | Against | Against |
| | 6 | Elect Sue Ling Gin | | Mgmt | For | Against | Against |
| | 7 | Elect Rosemarie Greco | | Mgmt | For | Against | Against |
| | 8 | Elect Paul Joskow | | Mgmt | For | Against | Against |
| | 9 | Elect Richard Mies | | Mgmt | For | Against | Against |
| | 10 | Elect John Palms | | Mgmt | For | Against | Against |
| | 11 | Elect William Richardson | | Mgmt | For | Against | Against |
| | 12 | Elect Thomas Ridge | | Mgmt | For | Against | Against |
| | 13 | Elect John Rogers, Jr. | | Mgmt | For | Against | Against |
| | 14 | Elect John Rowe | | Mgmt | For | Against | Against |
| | 15 | Elect Stephen Steinour | | Mgmt | For | Against | Against |
| | 16 | Elect Donald Thompson | | Mgmt | For | Against | Against |
| | 17 | Elect Ann Berzin | | Mgmt | For | Against | Against |
| | 18 | Elect Yves de Balmann | | Mgmt | For | Against | Against |
| | 19 | Elect Robert Lawless | | Mgmt | For | Against | Against |
| | 20 | Elect Mayo Shattuck III | | Mgmt | For | Against | Against |
| | 21 | Ratification of Auditor | | Mgmt | For | For | For |
| | 22 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Exelon Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EXC | CUSIP 30161N101 | | 11/17/2011 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Merger/Acquisition | | Mgmt | For | For | For |
| | 2 | Right to Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| Exxon Mobil Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | XOM | CUSIP 30231G102 | | 05/30/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Michael Boskin | | Mgmt | For | For | For |
| | 1.2 | Elect Peter Brabeck-Letmathe | | Mgmt | For | For | For |
| | 1.3 | Elect Larry Faulkner | | Mgmt | For | For | For |
| | 1.4 | Elect Jay Fishman | | Mgmt | For | For | For |
| | 1.5 | Elect Henrietta Fore | | Mgmt | For | For | For |
| | 1.6 | Elect Kenneth Frazier | | Mgmt | For | For | For |
| | 1.7 | Elect William George | | Mgmt | For | For | For |
| | 1.8 | Elect Samuel Palmisano | | Mgmt | For | For | For |
| | 1.9 | Elect Steven Reinemund | | Mgmt | For | For | For |
| | 1.10 | Elect Rex Tillerson | | Mgmt | For | For | For |
| | 1.11 | Elect Edward Whitacre, Jr. | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Shareholder Proposal Regarding Independent Board Chairman | | ShrHldr | Against | For | Against |
| | 5 | Shareholder Proposal Regarding Majority Vote for Election of Directors | | ShrHldr | Against | For | Against |
| | 6 | Shareholder Proposal Regarding Lobbying Report | | ShrHldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Adopting Sexual Orientation Anti-Bias Policy | | ShrHldr | Against | Against | For |
| | 8 | Shareholder Proposal Regarding Hydraulic Fracturing | | ShrHldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Reporting and Reducing Greenhouse Gas Emissions | | ShrHldr | Against | Against | For |
|
|
|
| FedEx Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FDX | CUSIP 31428X106 | | 09/26/2011 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect James Barksdale | | Mgmt | For | For | For |
| | 2 | Elect John Edwardson | | Mgmt | For | For | For |
| | 3 | Elect Shirley Jackson | | Mgmt | For | For | For |
| | 4 | Elect Steven Loranger | | Mgmt | For | For | For |
| | 5 | Elect Gary Loveman | | Mgmt | For | For | For |
| | 6 | Elect R. Brad Martin | | Mgmt | For | For | For |
| | 7 | Elect Joshua Ramo | | Mgmt | For | For | For |
| | 8 | Elect Susan Schwab | | Mgmt | For | For | For |
| | 9 | Elect Frederick Smith | | Mgmt | For | For | For |
| | 10 | Elect Joshua Smith | | Mgmt | For | For | For |
| | 11 | Elect David Steiner | | Mgmt | For | For | For |
| | 12 | Elect Paul Walsh | | Mgmt | For | For | For |
| | 13 | Amendment to the Certificate of Incorporation Regarding the Right to Call a Special Meeting | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Shareholder Proposal Regarding Independent Board Chairman | | ShrHldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Retention of Shares After Retirement | | ShrHldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Political Contributions and Expenditure Report | | ShrHldr | Against | Against | For |
|
|
|
| Fifth Third Bancorp | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FITB | CUSIP 316773100 | | 04/17/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Darryl Allen | | Mgmt | For | For | For |
| | 1.2 | Elect B. Evan Bayh III | | Mgmt | For | For | For |
| | 1.3 | Elect Ulysses Bridgeman, Jr. | | Mgmt | For | For | For |
| | 1.4 | Elect Emerson Brumback | | Mgmt | For | For | For |
| | 1.5 | Elect James Hackett | | Mgmt | For | For | For |
| | 1.6 | Elect Gary Heminger | | Mgmt | For | For | For |
| | 1.7 | Elect Jewell Hoover | | Mgmt | For | For | For |
| | 1.8 | Elect William Isaac | | Mgmt | For | For | For |
| | 1.9 | Elect Kevin Kabat | | Mgmt | For | For | For |
| | 1.10 | Elect Mitchel Livingston | | Mgmt | For | For | For |
| | 1.11 | Elect Michael McCallister | | Mgmt | For | For | For |
| | 1.12 | Elect Hendrick Meijer | | Mgmt | For | For | For |
| | 1.13 | Elect John Schiff, Jr. | | Mgmt | For | For | For |
| | 1.14 | Elect Marsha Williams | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Adoption of Majority Vote for Election of Directors | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Ford Motor Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | F | CUSIP 345370860 | | 05/10/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Stephen Butler | | Mgmt | For | For | For |
| | 2 | Elect Kimberly Casiano | | Mgmt | For | For | For |
| | 3 | Elect Anthony Earley, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Edsel Ford II | | Mgmt | For | For | For |
| | 5 | Elect William Ford, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Richard Gephardt | | Mgmt | For | For | For |
| | 7 | Elect James Hance, Jr. | | Mgmt | For | For | For |
| | 8 | Elect William Helman IV | | Mgmt | For | For | For |
| | 9 | Elect Irvine Hockaday, Jr. | | Mgmt | For | For | For |
| | 10 | Elect Jon Huntsman, Jr. | | Mgmt | For | For | For |
| | 11 | Elect Richard Manoogian | | Mgmt | For | For | For |
| | 12 | Elect Ellen Marram | | Mgmt | For | For | For |
| | 13 | Elect Alan Mulally | | Mgmt | For | For | For |
| | 14 | Elect Homer Neal | | Mgmt | For | For | For |
| | 15 | Elect Gerald Shaheen | | Mgmt | For | For | For |
| | 16 | Elect John Thornton | | Mgmt | For | For | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Cumulative Voting | | ShrHldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Recapitalization | | ShrHldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Right to Call a Special Meeting | | ShrHldr | Against | Against | For |
|
|
|
| Freeport-McMoran Copper & Gold Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FCX | CUSIP 35671D857 | | 06/14/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Richard Adkerson | | Mgmt | For | For | For |
| | 1.2 | Elect Robert Allison, Jr. | | Mgmt | For | For | For |
| | 1.3 | Elect Robert Day | | Mgmt | For | For | For |
| | 1.4 | Elect Gerald Ford | | Mgmt | For | Withhold | Against |
| | 1.5 | Elect H. Devon Graham, Jr. | | Mgmt | For | For | For |
| | 1.6 | Elect Charles Krulak | | Mgmt | For | For | For |
| | 1.7 | Elect Bobby Lackey | | Mgmt | For | For | For |
| | 1.8 | Elect Jon Madonna | | Mgmt | For | For | For |
| | 1.9 | Elect Dustan McCoy | | Mgmt | For | For | For |
| | 1.10 | Elect James Moffett | | Mgmt | For | For | For |
| | 1.11 | Elect B. M. Rankin, Jr. | | Mgmt | For | For | For |
| | 1.12 | Elect Stephen Siegele | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Shareholder Proposal Regarding Environmental Expertise on Board | | ShrHldr | Against | Against | For |
|
|
|
| General Electric Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GE | CUSIP 369604103 | | 04/25/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect W. Geoffrey Beattie | | Mgmt | For | For | For |
| | 2 | Elect James Cash, Jr. | | Mgmt | For | For | For |
| | 3 | Elect Ann Fudge | | Mgmt | For | For | For |
| | 4 | Elect Susan Hockfield | | Mgmt | For | For | For |
| | 5 | Elect Jeffrey Immelt | | Mgmt | For | For | For |
| | 6 | Elect Andrea Jung | | Mgmt | For | For | For |
| | 7 | Elect Alan Lafley | | Mgmt | For | For | For |
| | 8 | Elect Robert Lane | | Mgmt | For | For | For |
| | 9 | Elect Ralph Larsen | | Mgmt | For | For | For |
| | 10 | Elect Rochelle Lazarus | | Mgmt | For | For | For |
| | 11 | Elect James Mulva | | Mgmt | For | For | For |
| | 12 | Elect Sam Nunn | | Mgmt | For | For | For |
| | 13 | Elect Roger Penske | | Mgmt | For | For | For |
| | 14 | Elect Robert Swieringa | | Mgmt | For | For | For |
| | 15 | Elect James Tisch | | Mgmt | For | For | For |
| | 16 | Elect Douglas Warner III | | Mgmt | For | For | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 19 | Amendment to the 2007 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 20 | Approval of Material Terms of Senior Officer Performance Goals | | Mgmt | For | For | For |
| | 21 | Shareholder Proposal Regarding Cumulative Voting | | ShrHldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Nuclear Activities | | ShrHldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Independent Board Chair | | ShrHldr | Against | For | Against |
| | 24 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHldr | Against | Against | For |
|
|
|
| General Mills, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GIS | CUSIP 370334104 | | 09/26/2011 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Bradbury Anderson | | Mgmt | For | For | For |
| | 2 | Elect R. Kerry Clark | | Mgmt | For | For | For |
| | 3 | Elect Paul Danos | | Mgmt | For | For | For |
| | 4 | Elect William Esrey | | Mgmt | For | For | For |
| | 5 | Elect Raymond Gilmartin | | Mgmt | For | For | For |
| | 6 | Elect Judith Richards Hope | | Mgmt | For | For | For |
| | 7 | Elect Heidi Miller | | Mgmt | For | For | For |
| | 8 | Elect Hilda Ochoa-Brillembourg | | Mgmt | For | For | For |
| | 9 | Elect Steve Odland | | Mgmt | For | For | For |
| | 10 | Elect Kendall Powell | | Mgmt | For | For | For |
| | 11 | Elect Michael Rose | | Mgmt | For | For | For |
| | 12 | Elect Robert Ryan | | Mgmt | For | For | For |
| | 13 | Elect Dorothy Terrell | | Mgmt | For | For | For |
| | 14 | 2011 Stock Compensation Plan | | Mgmt | For | For | For |
| | 15 | 2011 Compensation Plan for Non-Employee Directors | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Hasbro, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HAS | CUSIP 418056107 | | 05/17/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Basil Anderson | | Mgmt | For | For | For |
| | 1.2 | Elect Alan Batkin | | Mgmt | For | For | For |
| | 1.3 | Elect Frank Biondi, Jr. | | Mgmt | For | For | For |
| | 1.4 | Elect Kenneth Bronfin | | Mgmt | For | For | For |
| | 1.5 | Elect John Connors, Jr. | | Mgmt | For | For | For |
| | 1.6 | Elect Michael Garrett | | Mgmt | For | For | For |
| | 1.7 | Elect Lisa Gersh | | Mgmt | For | For | For |
| | 1.8 | Elect Brian Goldner | | Mgmt | For | For | For |
| | 1.9 | Elect Jack Greenberg | | Mgmt | For | For | For |
| | 1.10 | Elect Alan Hassenfeld | | Mgmt | For | For | For |
| | 1.11 | Elect Tracy Leinbach | | Mgmt | For | For | For |
| | 1.12 | Elect Edward Philip | | Mgmt | For | For | For |
| | 1.13 | Elect Alfred Verrecchia | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Hertz Global Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HTZ | CUSIP 42805T105 | | 05/24/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Carl Berquist | | Mgmt | For | For | For |
| | 2 | Elect Michael Koehler | | Mgmt | For | For | For |
| | 3 | Elect Linda Fayne Levinson | | Mgmt | For | For | For |
| | 4 | Elect Angel Morales | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Hess Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HES | CUSIP 42809H107 | | 05/02/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect John Hess | | Mgmt | For | For | For |
| | 2 | Elect Samuel Bodman, III | | Mgmt | For | For | For |
| | 3 | Elect Risa Lavizzo-Mourey | | Mgmt | For | For | For |
| | 4 | Elect Craig Matthews | | Mgmt | For | For | For |
| | 5 | Elect Ernst von Metzsch | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Amendment to the 2008 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 9 | Shareholder Proposal Regarding Declassification of the Board | | ShrHldr | N/A | For | N/A |
|
|
|
| Hewlett-Packard Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HPQ | CUSIP 428236103 | | 03/21/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marc Andreessen | | Mgmt | For | For | For |
| | 2 | Elect Shumeet Banerji | | Mgmt | For | For | For |
| | 3 | Elect Rajiv Gupta | | Mgmt | For | For | For |
| | 4 | Elect John Hammergren | | Mgmt | For | For | For |
| | 5 | Elect Raymond Lane | | Mgmt | For | For | For |
| | 6 | Elect Ann Livermore | | Mgmt | For | For | For |
| | 7 | Elect Gary Reiner | | Mgmt | For | For | For |
| | 8 | Elect Patricia Russo | | Mgmt | For | For | For |
| | 9 | Elect G. Kennedy Thompson | | Mgmt | For | For | For |
| | 10 | Elect Margaret Whitman | | Mgmt | For | For | For |
| | 11 | Elect Ralph Whitworth | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 14 | Shareholder Proposal Regarding Retention of Shares After Retirement | | ShrHldr | Against | Against | For |
|
|
|
| Home Depot, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HD | CUSIP 437076102 | | 05/17/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect F. Duane Ackerman | | Mgmt | For | For | For |
| | 2 | Elect Francis Blake | | Mgmt | For | For | For |
| | 3 | Elect Ari Bousbib | | Mgmt | For | For | For |
| | 4 | Elect Gregory Brenneman | | Mgmt | For | For | For |
| | 5 | Elect J. Frank Brown | | Mgmt | For | For | For |
| | 6 | Elect Albert Carey | | Mgmt | For | For | For |
| | 7 | Elect Armando Codina | | Mgmt | For | For | For |
| | 8 | Elect Bonnie Hill | | Mgmt | For | For | For |
| | 9 | Elect Karen Katen | | Mgmt | For | For | For |
| | 10 | Elect Ronald Sargent | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Advisory Vote on Electioneering Expenditures | | ShrHldr | Against | Against | For |
| | 15 | SHAREHOLDER PROPOSAL REGARDING EMPLOYMENT DIVERSITY REPORT | | ShrHldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Right to Call a Special Meeting | | ShrHldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Charitable Contributions | | ShrHldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Stormwater Management Policy | | ShrHldr | Against | Against | For |
|
|
|
| Honeywell International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HON | CUSIP 438516106 | | 04/23/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gordon Bethune | | Mgmt | For | For | For |
| | 2 | Elect Kevin Burke | | Mgmt | For | For | For |
| | 3 | Elect Jaime Chico Pardo | | Mgmt | For | For | For |
| | 4 | Elect David Cote | | Mgmt | For | For | For |
| | 5 | Elect D. Scott Davis | | Mgmt | For | For | For |
| | 6 | Elect Linnet Deily | | Mgmt | For | For | For |
| | 7 | Elect Judd Gregg | | Mgmt | For | For | For |
| | 8 | Elect Lord Clive Hollick | | Mgmt | For | For | For |
| | 9 | Elect George Paz | | Mgmt | For | For | For |
| | 10 | Elect Bradley Sheares | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Independent Board Chair | | ShrHldr | Against | For | Against |
| | 14 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHldr | Against | Against | For |
|
|
|
| Illinois Tool Works Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ITW | CUSIP 452308109 | | 05/04/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Daniel Brutto | | Mgmt | For | For | For |
| | 2 | Elect Susan Crown | | Mgmt | For | For | For |
| | 3 | Elect Don Davis, Jr. | | Mgmt | For | For | For |
| | 4 | Elect James Griffith | | Mgmt | For | For | For |
| | 5 | Elect Robert McCormack | | Mgmt | For | For | For |
| | 6 | Elect Robert Morrison | | Mgmt | For | For | For |
| | 7 | Elect James Skinner | | Mgmt | For | For | For |
| | 8 | Elect David Smith, Jr. | | Mgmt | For | For | For |
| | 9 | Elect David Speer | | Mgmt | For | For | For |
| | 10 | Elect Pamela Strobel | | Mgmt | For | For | For |
| | 11 | Elect Kevin Warren | | Mgmt | For | For | For |
| | 12 | Elect Anre Williams | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Ingersoll-Rand Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IR | CUSIP G47791101 | | 06/07/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ann Berzin | | Mgmt | For | For | For |
| | 2 | Elect John Bruton | | Mgmt | For | For | For |
| | 3 | Elect Jared Cohon | | Mgmt | For | For | For |
| | 4 | Elect Gary Forsee | | Mgmt | For | For | For |
| | 5 | Elect Peter Godsoe | | Mgmt | For | For | For |
| | 6 | Elect Edward Hagenlocker | | Mgmt | For | For | For |
| | 7 | Elect Constance Horner | | Mgmt | For | For | For |
| | 8 | Elect Michael Lamach | | Mgmt | For | For | For |
| | 9 | Elect Theodore Martin | | Mgmt | For | For | For |
| | 10 | Elect Richard Swift | | Mgmt | For | For | For |
| | 11 | Elect Tony White | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Appointment of Auditor | | Mgmt | For | For | For |
|
|
|
| Intel Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INTC | CUSIP 458140100 | | 05/17/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Charlene Barshefsky | | Mgmt | For | Against | Against |
| | 2 | Elect Andy Bryant | | Mgmt | For | For | For |
| | 3 | Elect Susan Decker | | Mgmt | For | For | For |
| | 4 | Elect John Donahoe | | Mgmt | For | For | For |
| | 5 | Elect Reed Hundt | | Mgmt | For | For | For |
| | 6 | Elect Paul Otellini | | Mgmt | For | For | For |
| | 7 | Elect James Plummer | | Mgmt | For | For | For |
| | 8 | Elect David Pottruck | | Mgmt | For | For | For |
| | 9 | Elect Frank Yeary | | Mgmt | For | For | For |
| | 10 | Elect David Yoffie | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Advisory Vote on Electioneering Expenditures | | ShrHldr | Against | Against | For |
|
|
|
| International Business Machines Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IBM | CUSIP 459200101 | | 04/24/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Alain Belda | | Mgmt | For | For | For |
| | 2 | Elect William Brody | | Mgmt | For | For | For |
| | 3 | Elect Kenneth Chenault | | Mgmt | For | For | For |
| | 4 | Elect Michael Eskew | | Mgmt | For | For | For |
| | 5 | Elect David Farr | | Mgmt | For | For | For |
| | 6 | Elect Shirley Jackson | | Mgmt | For | For | For |
| | 7 | Elect Andrew Liveris | | Mgmt | For | For | For |
| | 8 | Elect W. James McNerney, Jr. | | Mgmt | For | For | For |
| | 9 | Elect James Owens | | Mgmt | For | For | For |
| | 10 | Elect Samuel Palmisano | | Mgmt | For | For | For |
| | 11 | Elect Virginia Rometty | | Mgmt | For | For | For |
| | 12 | Elect Joan Spero | | Mgmt | For | For | For |
| | 13 | Elect Sidney Taurel | | Mgmt | For | For | For |
| | 14 | Elect Lorenzo Hector Zambrano Trevino | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Cumulative Voting | | ShrHldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Lobbying Report | | ShrHldr | Against | Against | For |
|
|
|
| Johnson & Johnson | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JNJ | CUSIP 478160104 | | 04/26/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mary Coleman | | Mgmt | For | For | For |
| | 2 | Elect James Cullen | | Mgmt | For | For | For |
| | 3 | Elect Ian Davis | | Mgmt | For | For | For |
| | 4 | Elect Alex Gorsky | | Mgmt | For | For | For |
| | 5 | Elect Michael Johns | | Mgmt | For | For | For |
| | 6 | Elect Susan Lindquist | | Mgmt | For | For | For |
| | 7 | Elect Anne Mulcahy | | Mgmt | For | For | For |
| | 8 | Elect Leo Mullin | | Mgmt | For | For | For |
| | 9 | Elect William Perez | | Mgmt | For | For | For |
| | 10 | Elect Charles Prince | | Mgmt | For | For | For |
| | 11 | Elect David Satcher | | Mgmt | For | For | For |
| | 12 | Elect William Weldon | | Mgmt | For | For | For |
| | 13 | Elect Ronald Williams | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | 2012 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Independent Board Chair | | ShrHldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Binding Vote on Electioneering Expenditures | | ShrHldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Animal Welfare | | ShrHldr | Against | Against | For |
|
|
|
| JPMorgan Chase & Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JPM | CUSIP 46625H100 | | 05/15/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect James Bell | | Mgmt | For | For | For |
| | 2 | Elect Crandall Bowles | | Mgmt | For | For | For |
| | 3 | Elect Stephen Burke | | Mgmt | For | For | For |
| | 4 | Elect David Cote | | Mgmt | For | For | For |
| | 5 | Elect James Crown | | Mgmt | For | For | For |
| | 6 | Elect James Dimon | | Mgmt | For | For | For |
| | 7 | Elect Timothy Flynn | | Mgmt | For | For | For |
| | 8 | Elect Ellen Futter | | Mgmt | For | For | For |
| | 9 | Elect Laban Jackson, Jr. | | Mgmt | For | For | For |
| | 10 | Elect Lee Raymond | | Mgmt | For | For | For |
| | 11 | Elect William Weldon | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Affirmation of Political Nonpartisanship | | ShrHldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Independent Board Chairman | | ShrHldr | Against | For | Against |
| | 16 | Shareholder Proposal Regarding Mortgage Loan Servicing | | ShrHldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Genocide-Free Investing | | ShrHldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Retention of Shares After Retirement | | ShrHldr | Against | Against | For |
|
|
|
| Juniper Networks, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JNPR | CUSIP 48203R104 | | 05/22/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Mercedes Johnson | | Mgmt | For | For | For |
| | 1.2 | Elect Scott Kriens | | Mgmt | For | For | For |
| | 1.3 | Elect William Stensrud | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Amendment to the 2006 Equity Incentive Plan | | Mgmt | For | Against | Against |
| | 4 | Amendment to the 2008 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 5 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Kellogg Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | K | CUSIP 487836108 | | 04/20/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Benjamin Carson, Sr. | | Mgmt | For | For | For |
| | 1.2 | Elect John Dillon | | Mgmt | For | For | For |
| | 1.3 | Elect James Jenness | | Mgmt | For | For | For |
| | 1.4 | Elect Donald Knauss | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Shareholder Proposal Regarding Declassification of the Board | | ShrHldr | Against | For | Against |
| | 5 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHldr | Against | For | Against |
|
|
|
| Kimberly-Clark Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KMB | CUSIP 494368103 | | 05/03/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect John Alm | | Mgmt | For | For | For |
| | 2 | Elect John Bergstrom | | Mgmt | For | For | For |
| | 3 | Elect Abelardo Bru | | Mgmt | For | For | For |
| | 4 | Elect Robert Decherd | | Mgmt | For | For | For |
| | 5 | Elect Thomas Falk | | Mgmt | For | For | For |
| | 6 | Elect Fabian Garcia | | Mgmt | For | For | For |
| | 7 | Elect Mae Jemison | | Mgmt | For | For | For |
| | 8 | Elect James Jenness | | Mgmt | For | For | For |
| | 9 | Elect Nancy Karch | | Mgmt | For | For | For |
| | 10 | Elect Ian Read | | Mgmt | For | For | For |
| | 11 | Elect Linda Johnson Rice | | Mgmt | For | For | For |
| | 12 | Elect Marc Shapiro | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| KLA-Tencor Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KLAC | CUSIP 482480100 | | 11/03/2011 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Robert Calderoni | | Mgmt | For | For | For |
| | 1.2 | Elect John Dickson | | Mgmt | For | For | For |
| | 1.3 | Elect Kevin Kennedy | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Kraft Foods Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KFT | CUSIP 50075N104 | | 05/23/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Myra Hart | | Mgmt | For | For | For |
| | 2 | Elect Peter Henry | | Mgmt | For | For | For |
| | 3 | Elect Lois Juliber | | Mgmt | For | For | For |
| | 4 | Elect Mark Ketchum | | Mgmt | For | For | For |
| | 5 | Elect Terry Lundgren | | Mgmt | For | For | For |
| | 6 | Elect Mackey McDonald | | Mgmt | For | For | For |
| | 7 | Elect Jorge Mesquita | | Mgmt | For | For | For |
| | 8 | Elect John Pope | | Mgmt | For | For | For |
| | 9 | Elect Fedric Reynolds | | Mgmt | For | For | For |
| | 10 | Elect Irene Rosenfeld | | Mgmt | For | For | For |
| | 11 | Elect Jean-Francois van Boxmeer | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Company Name Change | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Sustainable Forestry Report | | ShrHldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Extended Producer Responsibility | | ShrHldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Lobbying Expenditures | | ShrHldr | Against | Against | For |
|
|
|
| Lockheed Martin Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LMT | CUSIP 539830109 | | 04/26/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nolan Archibald | | Mgmt | For | For | For |
| | 2 | Elect Rosalind Brewer | | Mgmt | For | For | For |
| | 3 | Elect David Burritt | | Mgmt | For | For | For |
| | 4 | Elect James Ellis, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Thomas Falk | | Mgmt | For | For | For |
| | 6 | Elect Gwendolyn King | | Mgmt | For | For | For |
| | 7 | Elect James Loy | | Mgmt | For | Against | Against |
| | 8 | Elect Douglas McCorkindale | | Mgmt | For | For | For |
| | 9 | Elect Joseph Ralston | | Mgmt | For | Against | Against |
| | 10 | Elect Anne Stevens | | Mgmt | For | For | For |
| | 11 | Elect Robert Stevens | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 14 | Shareholder Proposal Regarding Independent Board Chair | | ShrHldr | Against | For | Against |
|
|
|
| Lorillard, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LO | CUSIP 544147101 | | 05/17/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert Almon | | Mgmt | For | For | For |
| | 2 | Elect Kit Dietz | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Shareholder Proposal Regarding Declassification of the Board | | ShrHldr | N/A | For | N/A |
| | 7 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHldr | Against | Against | For |
|
|
|
| Marriott International, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MAR | CUSIP 571903202 | | 05/04/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect J.W. Marriott, Jr. | | Mgmt | For | For | For |
| | 2 | Elect John Marriott III | | Mgmt | For | For | For |
| | 3 | Elect Mary Bush | | Mgmt | For | For | For |
| | 4 | Elect Lawrence Kellner | | Mgmt | For | For | For |
| | 5 | Elect Debra Lee | | Mgmt | For | For | For |
| | 6 | Elect George Munoz | | Mgmt | For | For | For |
| | 7 | Elect Harry Pearce | | Mgmt | For | For | For |
| | 8 | Elect Steven Reinemund | | Mgmt | For | For | For |
| | 9 | Elect Lawrence Small | | Mgmt | For | For | For |
| | 10 | Elect Arne Sorenson | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Marsh & McLennan Companies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MMC | CUSIP 571748102 | | 05/17/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Zachary Carter | | Mgmt | For | For | For |
| | 2 | Elect Brian Duperreault | | Mgmt | For | For | For |
| | 3 | Elect Oscar Fanjul Martin | | Mgmt | For | For | For |
| | 4 | Elect H. Edward Hanway | | Mgmt | For | For | For |
| | 5 | Elect Lord Ian Lang | | Mgmt | For | For | For |
| | 6 | Elect Elaine La Roche | | Mgmt | For | For | For |
| | 7 | Elect Steven Mills | | Mgmt | For | For | For |
| | 8 | Elect Bruce Nolop | | Mgmt | For | For | For |
| | 9 | Elect Marc Oken | | Mgmt | For | For | For |
| | 10 | Elect Morton Schapiro | | Mgmt | For | For | For |
| | 11 | Elect Adele Simmons | | Mgmt | For | For | For |
| | 12 | Elect Lloyd Yates | | Mgmt | For | For | For |
| | 13 | Elect R. David Yost | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| McKesson Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MCK | CUSIP 58155Q103 | | 07/27/2011 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Andy Bryant | | Mgmt | For | For | For |
| | 2 | Elect Wayne Budd | | Mgmt | For | For | For |
| | 3 | Elect John Hammergren | | Mgmt | For | For | For |
| | 4 | Elect Alton Irby III | | Mgmt | For | For | For |
| | 5 | Elect M. Christine Jacobs | | Mgmt | For | For | For |
| | 6 | Elect Marie Knowles | | Mgmt | For | For | For |
| | 7 | Elect David Lawrence | | Mgmt | For | For | For |
| | 8 | Elect Edward Mueller | | Mgmt | For | For | For |
| | 9 | Elect Jane Shaw | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Reduction of Supermajority Requirement for Amendments to Series A Junior Participating Preferred Stock | | Mgmt | For | For | For |
| | 14 | Reduction of Supermajority Requirement to Alter By-Laws | | Mgmt | For | For | For |
| | 15 | Elimination of Supermajority Requirement and Fair Price Provision for Certain Business Combinations | | Mgmt | For | For | For |
| | 16 | Amendment to the Certificate of Incorporation to Remove Transitional Provision | | Mgmt | For | For | For |
| | 17 | Amendment to the Certificate of Incorporation Concerning Interested Transactions | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Retention of Shares After Retirement | | ShrHldr | Against | Against | For |
|
|
|
| Medtronic, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MDT | CUSIP 585055106 | | 08/25/2011 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Richard Anderson | | Mgmt | For | For | For |
| | 1.2 | Elect David Calhoun | | Mgmt | For | For | For |
| | 1.3 | Elect Victor Dzau | | Mgmt | For | For | For |
| | 1.4 | Elect Omar Ishrak | | Mgmt | For | For | For |
| | 1.5 | Elect Shirley Jackson | | Mgmt | For | For | For |
| | 1.6 | Elect James Lenehan | | Mgmt | For | For | For |
| | 1.7 | Elect Denise O'Leary | | Mgmt | For | For | For |
| | 1.8 | Elect Kendall Powell | | Mgmt | For | For | For |
| | 1.9 | Elect Robert Pozen | | Mgmt | For | For | For |
| | 1.10 | Elect Jean-Pierre Rosso | | Mgmt | For | For | For |
| | 1.11 | Elect Jack Schuler | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Merck & Co., Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MRK | CUSIP 58933Y105 | | 05/22/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Leslie Brun | | Mgmt | For | For | For |
| | 2 | Elect Thomas Cech | | Mgmt | For | For | For |
| | 3 | Elect Kenneth Frazier | | Mgmt | For | For | For |
| | 4 | Elect Thomas Glocer | | Mgmt | For | For | For |
| | 5 | Elect William Harrison, Jr. | | Mgmt | For | For | For |
| | 6 | Elect C. Robert Kidder | | Mgmt | For | For | For |
| | 7 | Elect Rochelle Lazarus | | Mgmt | For | For | For |
| | 8 | Elect Carlos Represas | | Mgmt | For | For | For |
| | 9 | Elect Patricia Russo | | Mgmt | For | For | For |
| | 10 | Elect Craig Thompson | | Mgmt | For | For | For |
| | 11 | Elect Wendell Weeks | | Mgmt | For | For | For |
| | 12 | Elect Peter Wendell | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Right to Call a Special Meeting | | ShrHldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Reviewing Political Spending or Lobbying | | ShrHldr | Against | Against | For |
|
|
|
| MetLife, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MET | CUSIP 59156R108 | | 04/24/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect John Keane | | Mgmt | For | For | For |
| | 1.2 | Elect Catherine Kinney | | Mgmt | For | For | For |
| | 1.3 | Elect Hugh Price | | Mgmt | For | For | For |
| | 1.4 | Elect Kenton Sicchitano | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Microsoft Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MSFT | CUSIP 594918104 | | 11/15/2011 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Steven Ballmer | | Mgmt | For | For | For |
| | 2 | Elect Dina Dublon | | Mgmt | For | For | For |
| | 3 | Elect William Gates III | | Mgmt | For | For | For |
| | 4 | Elect Raymond Gilmartin | | Mgmt | For | For | For |
| | 5 | Elect Reed Hastings | | Mgmt | For | For | For |
| | 6 | Elect Maria Klawe | | Mgmt | For | For | For |
| | 7 | Elect David Marquardt | | Mgmt | For | For | For |
| | 8 | Elect Charles Noski | | Mgmt | For | For | For |
| | 9 | Elect Helmut Panke | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Formation of Environmental Sustainability Committee | | ShrHldr | Against | Against | For |
|
|
|
| Morgan Stanley | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MS | CUSIP 617446448 | | 05/15/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Roy Bostock | | Mgmt | For | For | For |
| | 2 | Elect Erskine Bowles | | Mgmt | For | For | For |
| | 3 | Elect Howard Davies | | Mgmt | For | For | For |
| | 4 | Elect James Gorman | | Mgmt | For | For | For |
| | 5 | Elect C. Robert Kidder | | Mgmt | For | For | For |
| | 6 | Elect Klaus Kleinfield | | Mgmt | For | For | For |
| | 7 | Elect Donald Nicolaisen | | Mgmt | For | For | For |
| | 8 | Elect Hutham Olayan | | Mgmt | For | For | For |
| | 9 | Elect James Owens | | Mgmt | For | For | For |
| | 10 | Elect O. Griffith Sexton | | Mgmt | For | For | For |
| | 11 | Elect Ryosuke Tamakoshi | | Mgmt | For | For | For |
| | 12 | Elect Masaaki Tanaka | | Mgmt | For | For | For |
| | 13 | Elect Laura Tyson | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Amendment to the 2007 Equity Incentive Compensation Plan | | Mgmt | For | For | For |
| | 16 | Amendment to the Directors' Equity Capital Accumulation Plan | | Mgmt | For | For | For |
| | 17 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| National Oilwell Varco, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NOV | CUSIP 637071101 | | 05/16/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Merrill Miller, Jr. | | Mgmt | For | For | For |
| | 2 | Elect Greg Armstrong | | Mgmt | For | For | For |
| | 3 | Elect David Harrison | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Shareholder Proposal Regarding Political Contributions and Expenditure Report | | ShrHldr | Against | Against | For |
|
|
|
| Newell Rubbermaid Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NWL | CUSIP 651229106 | | 05/08/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Thomas Clarke | | Mgmt | For | For | For |
| | 2 | Elect Elizabeth Cuthbert-Millett | | Mgmt | For | For | For |
| | 3 | Elect Domenico De Sole | | Mgmt | For | For | For |
| | 4 | Elect Steven Strobel | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Amendment to Articles of Incorporation to Declassify Board | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
|
|
|
| Newfield Exploration Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NFX | CUSIP 651290108 | | 05/04/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Lee Boothby | | Mgmt | For | For | For |
| | 2 | Elect Philip Burguieres | | Mgmt | For | For | For |
| | 3 | Elect Pamela Gardner | | Mgmt | For | For | For |
| | 4 | Elect John Kemp III | | Mgmt | For | For | For |
| | 5 | Elect J. Michael Lacey | | Mgmt | For | For | For |
| | 6 | Elect Joseph Netherland | | Mgmt | For | For | For |
| | 7 | Elect Howard Newman | | Mgmt | For | For | For |
| | 8 | Elect Thomas Ricks | | Mgmt | For | For | For |
| | 9 | Elect Juanita Romans | | Mgmt | For | For | For |
| | 10 | Elect Charles Shultz | | Mgmt | For | For | For |
| | 11 | Elect J. Terry Strange | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Independent Board Chair | | ShrHldr | Against | For | Against |
|
|
|
| NextEra Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NEE | CUSIP 65339F101 | | 05/25/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Sherry Barrat | | Mgmt | For | For | For |
| | 2 | Elect Robert Beall II | | Mgmt | For | For | For |
| | 3 | Elect James Camaren | | Mgmt | For | For | For |
| | 4 | Elect Kenneth Dunn | | Mgmt | For | For | For |
| | 5 | Elect J. Brian Ferguson | | Mgmt | For | For | For |
| | 6 | Elect Lewis Hay, III | | Mgmt | For | For | For |
| | 7 | Elect Toni Jennings | | Mgmt | For | For | For |
| | 8 | Elect Oliver Kingsley, Jr. | | Mgmt | For | For | For |
| | 9 | Elect Rudy Schupp | | Mgmt | For | For | For |
| | 10 | Elect William Swanson | | Mgmt | For | For | For |
| | 11 | Elect Michael Thaman | | Mgmt | For | For | For |
| | 12 | Elect Hansel Tookes II | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Noble Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NE | CUSIP H5833N103 | | 04/27/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Board Size | | Mgmt | For | For | For |
| | 2.1 | Elect Julie Edwards | | Mgmt | For | For | For |
| | 2.2 | Elect David Williams | | Mgmt | For | For | For |
| | 3 | Accounts and Reports | | Mgmt | For | For | For |
| | 4 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 5 | Appointment of Auditor | | Mgmt | For | Against | Against |
| | 6 | Discharge of Directors & Officers for Fiscal Year 2011 | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | 1991 Stock Option and Restricted Stock Plan | | Mgmt | For | For | For |
|
|
|
| Northrop Grumman Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NOC | CUSIP 666807102 | | 05/16/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Wesley Bush | | Mgmt | For | For | For |
| | 2 | Elect Lewis Coleman | | Mgmt | For | For | For |
| | 3 | Elect Victor Fazio | | Mgmt | For | For | For |
| | 4 | Elect Donald Felsinger | | Mgmt | For | For | For |
| | 5 | Elect Stephen Frank | | Mgmt | For | For | For |
| | 6 | Elect Bruce Gordon | | Mgmt | For | For | For |
| | 7 | Elect Madeleine Kleiner | | Mgmt | For | For | For |
| | 8 | Elect Karl Krapek | | Mgmt | For | For | For |
| | 9 | Elect Richard Myers | | Mgmt | For | For | For |
| | 10 | Elect Aulana Peters | | Mgmt | For | For | For |
| | 11 | Elect Gary Roughead | | Mgmt | For | For | For |
| | 12 | Elect Thomas Schoewe | | Mgmt | For | For | For |
| | 13 | Elect Kevin Sharer | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Amendment to Remove Requirement of Shareholder Approval for Significant Actions | | Mgmt | For | For | For |
| | 17 | Additional Rights of Action by Written Consent | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Independent Board Chairman | | ShrHldr | Against | For | Against |
|
|
|
| Novartis AG | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NOVN | CUSIP 66987V109 | | 02/23/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Ratification of Board and Management Acts | | Mgmt | For | For | For |
| | 3 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 4 | Cancellation of Shares and Reduction in Share Capital | | Mgmt | For | For | For |
| | 5 | Elect William Brody | | Mgmt | For | For | For |
| | 6 | Elect Srikant Datar | | Mgmt | For | For | For |
| | 7 | Elect Andreas von Planta | | Mgmt | For | For | For |
| | 8 | Elect Wendelin Wiedeking | | Mgmt | For | For | For |
| | 9 | Elect Rolf Zinkernagel | | Mgmt | For | For | For |
| | 10 | Elect Dimitri Azar | | Mgmt | For | For | For |
| | 11 | Appointment of Auditor | | Mgmt | For | For | For |
| | 12 | Miscellaneous Shareholder Proposals or Countermotions | | Mgmt | For | For | For |
|
|
|
| Nucor Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NUE | CUSIP 670346105 | | 05/10/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Clayton Daley, Jr. | | Mgmt | For | For | For |
| | 1.2 | Elect John Ferriola | | Mgmt | For | For | For |
| | 1.3 | Elect Harvey Gantt | | Mgmt | For | For | For |
| | 1.4 | Elect Bernard Kasriel | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Shareholder Proposal Regarding Majority Vote for Election of Directors | | ShrHldr | Against | For | Against |
|
|
|
| Occidental Petroleum Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OXY | CUSIP 674599105 | | 05/04/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Spencer Abraham | | Mgmt | For | For | For |
| | 2 | Elect Howard Atkins | | Mgmt | For | For | For |
| | 3 | Elect Stephen Chazen | | Mgmt | For | For | For |
| | 4 | Elect Edward Djerejian | | Mgmt | For | For | For |
| | 5 | Elect John Feick | | Mgmt | For | For | For |
| | 6 | Elect Margaret Foran | | Mgmt | For | For | For |
| | 7 | Elect Carlos Gutierrez | | Mgmt | For | For | For |
| | 8 | Elect Ray Irani | | Mgmt | For | For | For |
| | 9 | Elect Avedick Poladian | | Mgmt | For | For | For |
| | 10 | Elect Aziz Syriani | | Mgmt | For | For | For |
| | 11 | Elect Rosemary Tomich | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Environmental Expertise on Board | | ShrHldr | Against | Against | For |
|
|
|
| Omnicom Group Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OMC | CUSIP 681919106 | | 05/22/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect John Wren | | Mgmt | For | For | For |
| | 2 | Elect Bruce Crawford | | Mgmt | For | For | For |
| | 3 | Elect Alan Batkin | | Mgmt | For | For | For |
| | 4 | Elect Mary Choksi | | Mgmt | For | For | For |
| | 5 | Elect Robert Clark | | Mgmt | For | For | For |
| | 6 | Elect Leonard Coleman, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Errol Cook | | Mgmt | For | For | For |
| | 8 | Elect Susan Denison | | Mgmt | For | For | For |
| | 9 | Elect Michael Henning | | Mgmt | For | For | For |
| | 10 | Elect John Murphy | | Mgmt | For | For | For |
| | 11 | Elect John Purcell | | Mgmt | For | For | For |
| | 12 | Elect Linda Johnson Rice | | Mgmt | For | For | For |
| | 13 | Elect Gary Roubos | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Right to Call a Special Meeting | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Employment Diversity Report | | ShrHldr | Against | Against | For |
|
|
|
| Oracle Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ORCL | CUSIP 68389X105 | | 10/12/2011 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Jeffrey Berg | | Mgmt | For | For | For |
| | 1.2 | Elect H. Raymond Bingham | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect Michael Boskin | | Mgmt | For | For | For |
| | 1.4 | Elect Safra Catz | | Mgmt | For | For | For |
| | 1.5 | Elect Bruce Chizen | | Mgmt | For | For | For |
| | 1.6 | Elect George Conrades | | Mgmt | For | For | For |
| | 1.7 | Elect Lawrence Ellison | | Mgmt | For | For | For |
| | 1.8 | Elect Hector Garcia-Molina | | Mgmt | For | For | For |
| | 1.9 | Elect Jeffrey Henley | | Mgmt | For | For | For |
| | 1.10 | Elect Mark Hurd | | Mgmt | For | For | For |
| | 1.11 | Elect Donald Lucas | | Mgmt | For | For | For |
| | 1.12 | Elect Naomi Seligman | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Shareholder Proposal Regarding Retention of Shares After Retirement | | ShrHldr | Against | Against | For |
|
|
|
| Parker-Hannifin Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PH | CUSIP 701094104 | | 10/26/2011 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Robert Bohn | | Mgmt | For | For | For |
| | 1.2 | Elect Linda Harty | | Mgmt | For | For | For |
| | 1.3 | Elect William Kassling | | Mgmt | For | For | For |
| | 1.4 | Elect Robert Kohlhepp | | Mgmt | For | For | For |
| | 1.5 | Elect Klaus-Peter Muller | | Mgmt | For | For | For |
| | 1.6 | Elect Candy Obourn | | Mgmt | For | For | For |
| | 1.7 | Elect Joseph Scaminace | | Mgmt | For | For | For |
| | 1.8 | Elect Wolfgang Schmitt | | Mgmt | For | For | For |
| | 1.9 | Elect Ake Svensson | | Mgmt | For | For | For |
| | 1.10 | Elect James Wainscott | | Mgmt | For | For | For |
| | 1.11 | Elect Donald Washkewicz | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Shareholder Proposal Regarding Independent Chairman | | ShrHldr | Against | For | Against |
|
|
|
| PepsiCo, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PEP | CUSIP 713448108 | | 05/02/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Shona Brown | | Mgmt | For | For | For |
| | 2 | Elect Ian Cook | | Mgmt | For | For | For |
| | 3 | Elect Dina Dublon | | Mgmt | For | For | For |
| | 4 | Elect Victor Dzau | | Mgmt | For | For | For |
| | 5 | Elect Ray Hunt | | Mgmt | For | For | For |
| | 6 | Elect Alberto Ibarguen | | Mgmt | For | For | For |
| | 7 | Elect Indra Nooyi | | Mgmt | For | For | For |
| | 8 | Elect Sharon Rockefeller | | Mgmt | For | For | For |
| | 9 | Elect James Schiro | | Mgmt | For | For | For |
| | 10 | Elect Lloyd Trotter | | Mgmt | For | For | For |
| | 11 | Elect Daniel Vasella | | Mgmt | For | For | For |
| | 12 | Elect Alberto Weisser | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Reapproval of the 2007 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Risk Oversight Committee | | ShrHldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Independent Board Chair | | ShrHldr | Against | For | Against |
|
|
|
| Pfizer Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PFE | CUSIP 717081103 | | 04/26/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Dennis Ausiello | | Mgmt | For | For | For |
| | 2 | Elect M. Anthony Burns | | Mgmt | For | For | For |
| | 3 | Elect W. Don Cornwell | | Mgmt | For | For | For |
| | 4 | Elect Frances Fergusson | | Mgmt | For | For | For |
| | 5 | Elect William Gray, III | | Mgmt | For | For | For |
| | 6 | Elect Helen Hobbs | | Mgmt | For | For | For |
| | 7 | Elect Constance Horner | | Mgmt | For | For | For |
| | 8 | Elect James Kilts | | Mgmt | For | For | For |
| | 9 | Elect George Lorch | | Mgmt | For | For | For |
| | 10 | Elect John Mascotte | | Mgmt | For | For | For |
| | 11 | Elect Suzanne Nora Johnson | | Mgmt | For | For | For |
| | 12 | Elect Ian Read | | Mgmt | For | For | For |
| | 13 | Elect Stephen Sanger | | Mgmt | For | For | For |
| | 14 | Elect Marc Tessier-Lavigne | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Political Contributions and Expenditure in Newspapers | | ShrHldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Right to Call a Special Meeting | | ShrHldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Advisory Vote on Director Compensation | | ShrHldr | Against | Against | For |
|
|
|
| PG&E Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PCG | CUSIP 69331C108 | | 05/14/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David Andrews | | Mgmt | For | For | For |
| | 2 | Elect Lewis Chew | | Mgmt | For | For | For |
| | 3 | Elect C. Lee Cox | | Mgmt | For | For | For |
| | 4 | Elect Anthony Earley, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Fred Fowler | | Mgmt | For | For | For |
| | 6 | Elect Maryellen Herringer | | Mgmt | For | For | For |
| | 7 | Elect Roger Kimmel | | Mgmt | For | For | For |
| | 8 | Elect Richard Meserve | | Mgmt | For | For | For |
| | 9 | Elect Forrest Miller | | Mgmt | For | For | For |
| | 10 | Elect Rosendo Parra | | Mgmt | For | For | For |
| | 11 | Elect Barbara Rambo | | Mgmt | For | For | For |
| | 12 | Elect Barry Williams | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 15 | Shareholder Proposal Regarding Removing Sexual Orientation from Anti-Bias Policy | | ShrHldr | Against | Against | For |
|
|
|
| Philip Morris International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PM | CUSIP 718172109 | | 05/09/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Harold Brown | | Mgmt | For | For | For |
| | 2 | Elect Mathis Cabiallavetta | | Mgmt | For | For | For |
| | 3 | Elect Louis Camilleri | | Mgmt | For | For | For |
| | 4 | Elect J. Dudley Fishburn | | Mgmt | For | For | For |
| | 5 | Elect Jennifer Li | | Mgmt | For | For | For |
| | 6 | Elect Graham Mackay | | Mgmt | For | For | For |
| | 7 | Elect Sergio Marchionne | | Mgmt | For | For | For |
| | 8 | Elect Kalpana Morparia | | Mgmt | For | For | For |
| | 9 | Elect Lucio Noto | | Mgmt | For | For | For |
| | 10 | Elect Robert Polet | | Mgmt | For | For | For |
| | 11 | Elect Carlos Slim Helu | | Mgmt | For | For | For |
| | 12 | Elect Stephen Wolf | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | 2012 Performance Incentive Plan | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Independent Board Chair | | ShrHldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Formation of Ethics Committee | | ShrHldr | Against | Against | For |
|
|
|
| PNC Financial Services Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PNC | CUSIP 693475105 | | 04/24/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Richard Berndt | | Mgmt | For | For | For |
| | 2 | Elect Charles Bunch | | Mgmt | For | For | For |
| | 3 | Elect Paul Chellgren | | Mgmt | For | For | For |
| | 4 | Elect Kay James | | Mgmt | For | For | For |
| | 5 | Elect Richard Kelson | | Mgmt | For | For | For |
| | 6 | Elect Bruce Lindsay | | Mgmt | For | For | For |
| | 7 | Elect Anthony Massaro | | Mgmt | For | For | For |
| | 8 | Elect Jane Pepper | | Mgmt | For | For | For |
| | 9 | Elect James Rohr | | Mgmt | For | For | For |
| | 10 | Elect Donald Shepard | | Mgmt | For | For | For |
| | 11 | Elect Lorene Steffes | | Mgmt | For | For | For |
| | 12 | Elect Dennis Strigl | | Mgmt | For | For | For |
| | 13 | Elect Thomas Usher | | Mgmt | For | For | For |
| | 14 | Elect George Walls, Jr. | | Mgmt | For | For | For |
| | 15 | Elect Helge Wehmeier | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| PPG Industries, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PPG | CUSIP 693506107 | | 04/19/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Charles Bunch | | Mgmt | For | For | For |
| | 1.2 | Elect Robert Ripp | | Mgmt | For | For | For |
| | 1.3 | Elect Thomas Usher | | Mgmt | For | For | For |
| | 1.4 | Elect David Whitwam | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Prologis, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PLD | CUSIP 74340W103 | | 05/03/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Hamid Moghadam | | Mgmt | For | For | For |
| | 2 | Elect Walter Rakowich | | Mgmt | For | For | For |
| | 3 | Elect George Fotiades | | Mgmt | For | For | For |
| | 4 | Elect Christine Garvey | | Mgmt | For | For | For |
| | 5 | Elect Lydia Kennard | | Mgmt | For | For | For |
| | 6 | Elect J. Michael Losh | | Mgmt | For | Against | Against |
| | 7 | Elect Irving Lyons III | | Mgmt | For | For | For |
| | 8 | Elect Jeffrey Skelton | | Mgmt | For | For | For |
| | 9 | Elect D. Michael Steuert | | Mgmt | For | For | For |
| | 10 | Elect Carl Webb | | Mgmt | For | For | For |
| | 11 | Elect William Zollars | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | 2012 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 15 | Increase of Authorized Common Stock | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Prudential Financial, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PRU | CUSIP 744320102 | | 05/08/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Thomas Baltimore Jr. | | Mgmt | For | For | For |
| | 2 | Elect Gordon Bethune | | Mgmt | For | For | For |
| | 3 | Elect Gaston Caperton | | Mgmt | For | For | For |
| | 4 | Elect Gilbert Casellas | | Mgmt | For | For | For |
| | 5 | Elect James Cullen | | Mgmt | For | For | For |
| | 6 | Elect William Gray, III | | Mgmt | For | For | For |
| | 7 | Elect Mark Grier | | Mgmt | For | For | For |
| | 8 | Elect Constance Horner | | Mgmt | For | For | For |
| | 9 | Elect Martina Hund-Mejean | | Mgmt | For | For | For |
| | 10 | Elect Karl Krapek | | Mgmt | For | For | For |
| | 11 | Elect Christine Poon | | Mgmt | For | For | For |
| | 12 | Elect John Strangfeld | | Mgmt | For | For | For |
| | 13 | Elect James Unruh | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Independent Board Chair | | ShrHldr | Against | For | Against |
|
|
|
| QUALCOMM Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | QCOM | CUSIP 747525103 | | 03/06/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Barbara Alexander | | Mgmt | For | For | For |
| | 1.2 | Elect Stephen Bennett | | Mgmt | For | For | For |
| | 1.3 | Elect Donald Cruickshank | | Mgmt | For | For | For |
| | 1.4 | Elect Raymond Dittamore | | Mgmt | For | For | For |
| | 1.5 | Elect Thomas Horton | | Mgmt | For | For | For |
| | 1.6 | Elect Paul Jacobs | | Mgmt | For | For | For |
| | 1.7 | Elect Robert Kahn | | Mgmt | For | For | For |
| | 1.8 | Elect Sherry Lansing | | Mgmt | For | For | For |
| | 1.9 | Elect Duane Nelles | | Mgmt | For | For | For |
| | 1.10 | Elect Francisco Ros | | Mgmt | For | For | For |
| | 1.11 | Elect Brent Scowcroft | | Mgmt | For | For | For |
| | 1.12 | Elect Marc Stern | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Elimination of Plurality Voting Standard for Election of Directors | | Mgmt | For | For | For |
|
|
|
| Quest Diagnostics Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DGX | CUSIP 74834L100 | | 05/11/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jenne Britell | | Mgmt | For | For | For |
| | 2 | Elect Gail Wilensky | | Mgmt | For | For | For |
| | 3 | Elect John Ziegler | | Mgmt | For | For | For |
| | 4 | Amendment to the Employee Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 7 | Shareholder Proposal Regarding Declassification of the Board | | ShrHldr | N/A | For | N/A |
|
|
|
| Raytheon Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RTN | CUSIP 755111507 | | 05/31/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect James Cartwright | | Mgmt | For | For | For |
| | 2 | Elect Vernon Clark | | Mgmt | For | For | For |
| | 3 | Elect John Deutch | | Mgmt | For | For | For |
| | 4 | Elect Stephen Hadley | | Mgmt | For | For | For |
| | 5 | Elect Frederic Poses | | Mgmt | For | For | For |
| | 6 | Elect Michael Ruettgers | | Mgmt | For | For | For |
| | 7 | Elect Ronald Skates | | Mgmt | For | For | For |
| | 8 | Elect William Spivey | | Mgmt | For | For | For |
| | 9 | Elect Linda Stuntz | | Mgmt | For | For | For |
| | 10 | Elect William Swanson | | Mgmt | For | For | For |
| | 11 | ADVISORY VOTE ON EXECUTIVE COMPENSATION | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Retention of Shares After Retirement | | ShrHldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Supplemental Executive Retirement Benefits | | ShrHldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHldr | Against | Against | For |
|
|
|
| RenaissanceRe Holdings Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RNR | CUSIP G7496G103 | | 05/22/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Thomas Cooper | | Mgmt | For | For | For |
| | 1.2 | Elect Neill Currie | | Mgmt | For | For | For |
| | 1.3 | Elect W. James MacGinnitie | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
|
|
|
| Rio Tinto plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RIO | CUSIP 767204100 | | 04/19/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Directors' Remuneration Report | | Mgmt | For | For | For |
| | 3 | Elect Chris Lynch | | Mgmt | For | For | For |
| | 4 | Elect John Varley | | Mgmt | For | For | For |
| | 5 | Elect Tom Albanese | | Mgmt | For | For | For |
| | 6 | Elect Robert Brown | | Mgmt | For | For | For |
| | 7 | Elect Vivienne Cox | | Mgmt | For | For | For |
| | 8 | Elect Jan du Plessis | | Mgmt | For | For | For |
| | 9 | Elect Guy Elliott | | Mgmt | For | For | For |
| | 10 | Elect Michael Fitzpatrick | | Mgmt | For | For | For |
| | 11 | Elect Ann Godbehere | | Mgmt | For | For | For |
| | 12 | Elect Richard Goodmanson | | Mgmt | For | For | For |
| | 13 | Elect Lord John Kerr of Kinlochard | | Mgmt | For | For | For |
| | 14 | Elect Paul Tellier | | Mgmt | For | For | For |
| | 15 | Elect Samuel Walsh | | Mgmt | For | For | For |
| | 16 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 17 | Global Employee Share Plan | | Mgmt | For | For | For |
| | 18 | Share Savings Plan Renewal | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 22 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
|
|
|
| Royal Dutch Shell plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RDSB | CUSIP 780259206 | | 05/22/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Directors' Remuneration Report | | Mgmt | For | For | For |
| | 3 | Elect Sir Nigel Sheinwald | | Mgmt | For | For | For |
| | 4 | Elect Josef Ackermann | | Mgmt | For | For | For |
| | 5 | Elect Guy Elliott | | Mgmt | For | For | For |
| | 6 | Elect Simon Henry | | Mgmt | For | For | For |
| | 7 | Elect Charles Holliday, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Gerard Kleisterlee | | Mgmt | For | For | For |
| | 9 | Elect Christine Morin-Postel | | Mgmt | For | For | For |
| | 10 | Elect Jorma Ollila | | Mgmt | For | For | For |
| | 11 | Elect Linda Stuntz | | Mgmt | For | For | For |
| | 12 | Elect Jeroen van der Veer | | Mgmt | For | For | For |
| | 13 | Elect Peter Voser | | Mgmt | For | For | For |
| | 14 | Elect Hans Wijers | | Mgmt | For | For | For |
| | 15 | Appointment of Auditor | | Mgmt | For | For | For |
| | 16 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 17 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 18 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 19 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 20 | Authorisation of Political Donations | | Mgmt | For | For | For |
|
|
|
| SanDisk Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SNDK | CUSIP 80004C101 | | 06/12/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael Marks | | Mgmt | For | For | For |
| | 2 | Elect Kevin DeNuccio | | Mgmt | For | For | For |
| | 3 | Elect Irwin Federman | | Mgmt | For | For | For |
| | 4 | Elect Steven Gomo | | Mgmt | For | For | For |
| | 5 | Elect Eddy Hartenstein | | Mgmt | For | For | For |
| | 6 | Elect Chenming Hu | | Mgmt | For | For | For |
| | 7 | Elect Catherine Lego | | Mgmt | For | For | For |
| | 8 | Elect Sanjay Mehrotra | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Schlumberger N.V. (Schlumberger Limited) | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SLB | CUSIP 806857108 | | 04/11/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter Currie | | Mgmt | For | For | For |
| | 2 | Elect Anthony Isaac | | Mgmt | For | For | For |
| | 3 | Elect K.V. Kamath | | Mgmt | For | For | For |
| | 4 | Elect Paal Kibsgaard | | Mgmt | For | For | For |
| | 5 | Elect Nikolay Kudryavtsev | | Mgmt | For | For | For |
| | 6 | Elect Adrian Lajous | | Mgmt | For | For | For |
| | 7 | Elect Michael Marks | | Mgmt | For | For | For |
| | 8 | Elect Elizabeth Moler | | Mgmt | For | For | For |
| | 9 | Elect Lubna Olayan | | Mgmt | For | For | For |
| | 10 | Elect Leo Reif | | Mgmt | For | For | For |
| | 11 | Elect Tore Sandvold | | Mgmt | For | For | For |
| | 12 | Elect Henri Seydoux | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Approval of Financial Statements and Dividends | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Amendment to the 2004 Stock and Deferral Plan for Non-Employee Directors | | Mgmt | For | For | For |
|
|
|
| Simon Property Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SPG | CUSIP 828806109 | | 05/17/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Melvyn Bergstein | | Mgmt | For | For | For |
| | 2 | Elect Larry Glasscock | | Mgmt | For | For | For |
| | 3 | Elect Karen Horn | | Mgmt | For | For | For |
| | 4 | Elect Allan Hubbard | | Mgmt | For | For | For |
| | 5 | Elect Reuben Leibowitz | | Mgmt | For | For | For |
| | 6 | Elect Daniel Smith | | Mgmt | For | For | For |
| | 7 | Elect J. Albert Smith, Jr. | | Mgmt | For | For | For |
| | 8 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Amendment to the 1998 Stock Incentive Plan | | Mgmt | For | For | For |
|
|
|
| St. Jude Medical, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | STJ | CUSIP 790849103 | | 05/03/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect John Brown | | Mgmt | For | For | For |
| | 2 | Elect Daniel Starks | | Mgmt | For | For | For |
| | 3 | Amendment to the 2007 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 4 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Stanley Black & Decker, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SWK | CUSIP 854502101 | | 04/17/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Patrick Campbell | | Mgmt | For | For | For |
| | 1.2 | Elect Benjamin Griswold, IV | | Mgmt | For | For | For |
| | 1.3 | Elect Eileen Kraus | | Mgmt | For | For | For |
| | 1.4 | Elect Robert Ryan | | Mgmt | For | For | For |
| | 2 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 3 | 2012 Management Incentive Compensation Plan | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Staples, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SPLS | CUSIP 855030102 | | 06/04/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Basil Anderson | | Mgmt | For | For | For |
| | 2 | Elect Arthur Blank | | Mgmt | For | For | For |
| | 3 | Elect David Faust | | Mgmt | For | For | For |
| | 4 | Elect Justin King | | Mgmt | For | For | For |
| | 5 | Elect Carol Meyrowitz | | Mgmt | For | For | For |
| | 6 | Elect Rowland Moriarty | | Mgmt | For | For | For |
| | 7 | Elect Robert Nakasone | | Mgmt | For | For | For |
| | 8 | Elect Ronald Sargent | | Mgmt | For | For | For |
| | 9 | Elect Elizabeth Smith | | Mgmt | For | For | For |
| | 10 | Elect Robert Sulentic | | Mgmt | For | For | For |
| | 11 | Elect Vijay Vishwanath | | Mgmt | For | For | For |
| | 12 | Elect Paul Walsh | | Mgmt | For | For | For |
| | 13 | Action by Written Consent | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Amendment to the 2010 Long Term Cash Incentive Plan | | Mgmt | For | For | For |
| | 16 | Amendment to the Executive Officer Incentive Plan | | Mgmt | For | For | For |
| | 17 | 2012 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 18 | Ratification of Auditor | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Retention of Shares Until Retirement | | ShrHldr | Against | Against | For |
|
|
|
| State Street Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | STT | CUSIP 857477103 | | 05/16/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kennett Burnes | | Mgmt | For | For | For |
| | 2 | Elect Peter Coym | | Mgmt | For | For | For |
| | 3 | Elect Patrick de Saint-Aignan | | Mgmt | For | For | For |
| | 4 | Elect Amelia Fawcett | | Mgmt | For | For | For |
| | 5 | Elect David Gruber | | Mgmt | For | For | For |
| | 6 | Elect Linda Hill | | Mgmt | For | For | For |
| | 7 | Elect Joseph Hooley | | Mgmt | For | For | For |
| | 8 | Elect Robert Kaplan | | Mgmt | For | For | For |
| | 9 | Elect Richard Sergel | | Mgmt | For | For | For |
| | 10 | Elect Ronald Skates | | Mgmt | For | For | For |
| | 11 | Elect Gregory Summe | | Mgmt | For | For | For |
| | 12 | Elect Robert Weissman | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Amendment to the 2006 Equity Incentive Plan | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Stryker Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SYK | CUSIP 863667101 | | 04/24/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Howard Cox, Jr. | | Mgmt | For | For | For |
| | 1.2 | Elect Srikant Datar | | Mgmt | For | For | For |
| | 1.3 | Elect Roch Doliveux | | Mgmt | For | For | For |
| | 1.4 | Elect Louis Francesconi | | Mgmt | For | For | For |
| | 1.5 | Elect Allan Golston | | Mgmt | For | For | For |
| | 1.6 | Elect Howard Lance | | Mgmt | For | For | For |
| | 1.7 | Elect William Parfet | | Mgmt | For | For | For |
| | 1.8 | Elect Ronda Stryker | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Adoption of Majority Vote for Election of Directors | | Mgmt | For | For | For |
| | 4 | Re-approval of the Executive Bonus Plan | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Sun Life Financial Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SLF | CUSIP 866796105 | | 05/10/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect William Anderson | | Mgmt | For | For | For |
| | 1.2 | Elect Richard Booth | | Mgmt | For | For | For |
| | 1.3 | Elect John Clappison | | Mgmt | For | For | For |
| | 1.4 | Elect Dean Connor | | Mgmt | For | For | For |
| | 1.5 | Elect David Ganong | | Mgmt | For | For | For |
| | 1.6 | Elect Martin Glynn | | Mgmt | For | For | For |
| | 1.7 | Elect Krystyna Hoeg | | Mgmt | For | For | For |
| | 1.8 | Elect David Kerr | | Mgmt | For | For | For |
| | 1.9 | Elect Idalene Kesner | | Mgmt | For | For | For |
| | 1.10 | Elect Mitchell Merin | | Mgmt | For | For | For |
| | 1.11 | Elect Hugh Segal | | Mgmt | For | For | For |
| | 1.12 | Elect Barbara Stymiest | | Mgmt | For | For | For |
| | 1.13 | Elect James Sutcliffe | | Mgmt | For | For | For |
| | 2 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 3 | Amendments to By-laws | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Sysco Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SYY | CUSIP 871829107 | | 11/16/2011 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Judith Craven | | Mgmt | For | For | For |
| | 2 | Elect William DeLaney | | Mgmt | For | For | For |
| | 3 | Elect Larry Glasscock | | Mgmt | For | For | For |
| | 4 | Elect Richard Tilghman | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Target Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TGT | CUSIP 87612E106 | | 06/13/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Roxanne Austin | | Mgmt | For | Against | Against |
| | 2 | Elect Calvin Darden | | Mgmt | For | Against | Against |
| | 3 | Elect Mary Dillon | | Mgmt | For | Against | Against |
| | 4 | Elect James Johnson | | Mgmt | For | Against | Against |
| | 5 | Elect Mary Minnick | | Mgmt | For | Against | Against |
| | 6 | Elect Anne Mulcahy | | Mgmt | For | Against | Against |
| | 7 | Elect Derica Rice | | Mgmt | For | Against | Against |
| | 8 | Elect Stephen Sanger | | Mgmt | For | Against | Against |
| | 9 | Elect Gregg Steinhafel | | Mgmt | For | Against | Against |
| | 10 | Elect John Stumpf | | Mgmt | For | Against | Against |
| | 11 | Elect Solomon Trujillo | | Mgmt | For | Against | Against |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Approval of the Short Term Incentive Plan | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Report on Electronic Waste | | ShrHldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Prohibition on Political Spending | | ShrHldr | Against | Against | For |
|
|
|
| Teva Pharmaceutical Industries Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TEVA | CUSIP 881624209 | | 09/19/2011 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 2 | Elect Chaim Hurvitz | | Mgmt | For | For | For |
| | 3 | Elect Ory Slonim | | Mgmt | For | For | For |
| | 4 | Elect Dan Suesskind | | Mgmt | For | For | For |
| | 5 | Elect Joseph Nitzani | | Mgmt | For | For | For |
| | 6 | Elect Dafna Schwartz | | Mgmt | For | For | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
| | 8 | Director & Officer Liability/Indemnification | | Mgmt | For | For | For |
| | 9 | Remuneration of Moshe Many | | Mgmt | For | For | For |
| | 10 | Reimbursement of Phillip Frost's Travel Expenses | | Mgmt | For | For | For |
|
|
|
| Texas Instruments Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TXN | CUSIP 882508104 | | 04/19/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ralph Babb, Jr. | | Mgmt | For | For | For |
| | 2 | Elect Daniel Carp | | Mgmt | For | For | For |
| | 3 | Elect Carrie Cox | | Mgmt | For | For | For |
| | 4 | Elect Pamela Patsley | | Mgmt | For | For | For |
| | 5 | Elect Robert Sanchez | | Mgmt | For | For | For |
| | 6 | Elect Wayne Sanders | | Mgmt | For | For | For |
| | 7 | Elect Ruth Simmons | | Mgmt | For | For | For |
| | 8 | Elect Richard Templeton | | Mgmt | For | For | For |
| | 9 | Elect Christine Whitman | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| The Allstate Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ALL | CUSIP 020002101 | | 05/22/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect F. Duane Ackerman | | Mgmt | For | For | For |
| | 2 | Elect Robert Beyer | | Mgmt | For | For | For |
| | 3 | Elect W. James Farrell | | Mgmt | For | For | For |
| | 4 | Elect Jack Greenberg | | Mgmt | For | For | For |
| | 5 | Elect Ronald LeMay | | Mgmt | For | For | For |
| | 6 | Elect Andrea Redmond | | Mgmt | For | For | For |
| | 7 | Elect H. John Riley, Jr. | | Mgmt | For | For | For |
| | 8 | Elect John Rowe | | Mgmt | For | For | For |
| | 9 | Elect Joshua Smith | | Mgmt | For | For | For |
| | 10 | Elect Judith Sprieser | | Mgmt | For | For | For |
| | 11 | Elect Mary Taylor | | Mgmt | For | For | For |
| | 12 | Elect Thomas Wilson | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Allow Shareholders to Act by Written Consent | | Mgmt | For | For | For |
| | 15 | Approve the Right to Call a Special Meeting | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHldr | Against | Against | For |
|
|
|
| The Charles Schwab Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SCHW | CUSIP 808513105 | | 05/17/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nancy Bechtle | | Mgmt | For | For | For |
| | 2 | Elect Walter Bettinger II | | Mgmt | For | For | For |
| | 3 | Elect C. Preston Butcher | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHldr | Against | Against | For |
| | 8 | Shareholder Proposal Regarding Proxy Access | | ShrHldr | Against | Against | For |
|
|
|
| The Chubb Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CB | CUSIP 171232101 | | 04/24/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Zoe Baird Budinger | | Mgmt | For | For | For |
| | 2 | Elect Sheila Burke | | Mgmt | For | For | For |
| | 3 | Elect James Cash, Jr. | | Mgmt | For | For | For |
| | 4 | Elect John Finnegan | | Mgmt | For | For | For |
| | 5 | Elect Lawrence Kellner | | Mgmt | For | For | For |
| | 6 | Elect Martin McGuinn | | Mgmt | For | For | For |
| | 7 | Elect Lawrence Small | | Mgmt | For | For | For |
| | 8 | Elect Jess Soderberg | | Mgmt | For | For | For |
| | 9 | Elect Daniel Somers | | Mgmt | For | For | For |
| | 10 | Elect James Zimmerman | | Mgmt | For | For | For |
| | 11 | Elect Alfred Zollar | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Advisory Vote on Electioneering Expenditures | | ShrHldr | Against | Against | For |
|
|
|
| The Clorox Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CLX | CUSIP 189054109 | | 11/16/2011 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Daniel Boggan, Jr. | | Mgmt | For | For | For |
| | 2 | Elect Richard Carmona | | Mgmt | For | For | For |
| | 3 | Elect Tully Friedman | | Mgmt | For | For | For |
| | 4 | Elect George Harad | | Mgmt | For | For | For |
| | 5 | Elect Donald Knauss | | Mgmt | For | For | For |
| | 6 | Elect Robert Matschullat | | Mgmt | For | For | For |
| | 7 | Elect Gary Michael | | Mgmt | For | For | For |
| | 8 | Elect Edward Mueller | | Mgmt | For | For | For |
| | 9 | Elect Pamela Thomas-Graham | | Mgmt | For | For | For |
| | 10 | Elect Carolyn Ticknor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Independent Board Chairman | | ShrHldr | Against | For | Against |
|
|
|
| The Coca-Cola Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KO | CUSIP 191216100 | | 04/25/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Herbert Allen | | Mgmt | For | For | For |
| | 2 | Elect Ronald Allen | | Mgmt | For | For | For |
| | 3 | Elect Howard Buffett | | Mgmt | For | For | For |
| | 4 | Elect Richard Daley | | Mgmt | For | For | For |
| | 5 | Elect Barry Diller | | Mgmt | For | For | For |
| | 6 | Elect Evan Greenberg | | Mgmt | For | For | For |
| | 7 | Elect Alexis Herman | | Mgmt | For | For | For |
| | 8 | Elect Muhtar Kent | | Mgmt | For | For | For |
| | 9 | Elect Donald Keough | | Mgmt | For | For | For |
| | 10 | Elect Robert Kotick | | Mgmt | For | For | For |
| | 11 | Elect Maria Lagomasino | | Mgmt | For | For | For |
| | 12 | Elect Donald McHenry | | Mgmt | For | For | For |
| | 13 | Elect Sam Nunn | | Mgmt | For | For | For |
| | 14 | Elect James Robinson III | | Mgmt | For | For | For |
| | 15 | Elect Peter Ueberroth | | Mgmt | For | For | For |
| | 16 | Elect Jacob Wallenberg | | Mgmt | For | Against | Against |
| | 17 | Elect James Williams | | Mgmt | For | For | For |
| | 18 | Ratification of Auditor | | Mgmt | For | For | For |
| | 19 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| The Goldman Sachs Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GS | CUSIP 38141G104 | | 05/24/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Lloyd Blankfein | | Mgmt | For | For | For |
| | 2 | Elect M. Michele Burns | | Mgmt | For | For | For |
| | 3 | Elect Gary Cohn | | Mgmt | For | For | For |
| | 4 | Elect Claes Dahlback | | Mgmt | For | For | For |
| | 5 | Elect Stephen Friedman | | Mgmt | For | For | For |
| | 6 | Elect William George | | Mgmt | For | For | For |
| | 7 | Elect James Johnson | | Mgmt | For | For | For |
| | 8 | Elect Lakshmi Mittal | | Mgmt | For | For | For |
| | 9 | Elect James Schiro | | Mgmt | For | For | For |
| | 10 | Elect Debra Spar | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Cumulative Voting | | ShrHldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Retention of Shares After Retirement | | ShrHldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Lobbying Report | | ShrHldr | Against | Against | For |
|
|
|
| The Procter & Gamble Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PG | CUSIP 742718109 | | 10/11/2011 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Angela Braly | | Mgmt | For | For | For |
| | 2 | Elect Kenneth Chenault | | Mgmt | For | For | For |
| | 3 | Elect Scott Cook | | Mgmt | For | For | For |
| | 4 | Elect Susan Desmond-Hellmann | | Mgmt | For | For | For |
| | 5 | Elect Robert McDonald | | Mgmt | For | For | For |
| | 6 | Elect W. James McNerney, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Johnathan Rodgers | | Mgmt | For | For | For |
| | 8 | Elect Margaret Whitman | | Mgmt | For | For | For |
| | 9 | Elect Mary Wilderotter | | Mgmt | For | For | For |
| | 10 | Elect Patricia Woertz | | Mgmt | For | For | For |
| | 11 | Elect Ernesto Zedillo | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Technical Amendments Regarding Preferred Stock | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Cumulative Voting | | ShrHldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Animal Welfare | | ShrHldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Advisory Vote on Electioneering Expenditure | | ShrHldr | Against | Against | For |
|
|
|
| The Progressive Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PGR | CUSIP 743315103 | | 04/20/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Roger Farah | | Mgmt | For | For | For |
| | 2 | Elect Stephen Hardis | | Mgmt | For | For | For |
| | 3 | Elect Heidi Miller | | Mgmt | For | For | For |
| | 4 | Elect Bradley Sheares | | Mgmt | For | For | For |
| | 5 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 6 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 7 | Change in Board Size | | Mgmt | For | For | For |
| | 8 | Authorization of Board to Set Board Size | | Mgmt | For | For | For |
| | 9 | Amendment to Code of Regulations | | Mgmt | For | Against | Against |
| | 10 | Set Date of Annual Meeting | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Re-approve Performance Criteria Set Forth in 2007 Executive Bonus Plan | | Mgmt | For | For | For |
| | 13 | Amendment to the 2010 Equity Incentive Plan | | Mgmt | For | For | For |
| | 14 | Amendment to the 2003 Directors Equity Incentive Plan | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| The TJX Companies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TJX | CUSIP 872540109 | | 06/13/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Zein Abdalla | | Mgmt | For | For | For |
| | 2 | Elect Jose Alvarez | | Mgmt | For | For | For |
| | 3 | Elect Alan Bennett | | Mgmt | For | For | For |
| | 4 | Elect Bernard Cammarata | | Mgmt | For | For | For |
| | 5 | Elect David Ching | | Mgmt | For | For | For |
| | 6 | Elect Michael Hines | | Mgmt | For | For | For |
| | 7 | Elect Amy Lane | | Mgmt | For | For | For |
| | 8 | Elect Carol Meyrowitz | | Mgmt | For | For | For |
| | 9 | Elect John O'Brien | | Mgmt | For | For | For |
| | 10 | Elect Willow Shire | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Approval of Material Terms of Executive Officer Performance Goals Under Cash Incentive Plans | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| The Travelers Companies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TRV | CUSIP 89417E109 | | 05/23/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Alan Beller | | Mgmt | For | For | For |
| | 2 | Elect John Dasburg | | Mgmt | For | For | For |
| | 3 | Elect Janet Dolan | | Mgmt | For | For | For |
| | 4 | Elect Kenneth Duberstein | | Mgmt | For | For | For |
| | 5 | Elect Jay Fishman | | Mgmt | For | For | For |
| | 6 | Elect Lawrence Graev | | Mgmt | For | For | For |
| | 7 | Elect Patricia Higgins | | Mgmt | For | For | For |
| | 8 | Elect Thomas Hodgson | | Mgmt | For | For | For |
| | 9 | Elect William Kane | | Mgmt | For | For | For |
| | 10 | Elect Cleve Killingsworth, Jr. | | Mgmt | For | For | For |
| | 11 | Elect Donald Shepard | | Mgmt | For | For | For |
| | 12 | Elect Laurie Thomsen | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Political Contributions and Expenditures Report | | ShrHldr | Against | Against | For |
|
|
|
| The Walt Disney Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DIS | CUSIP 254687106 | | 03/13/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Susan Arnold | | Mgmt | For | For | For |
| | 2 | Elect John Chen | | Mgmt | For | For | For |
| | 3 | Elect Judith Estrin | | Mgmt | For | For | For |
| | 4 | Elect Robert Iger | | Mgmt | For | For | For |
| | 5 | Elect Fred Langhammer | | Mgmt | For | For | For |
| | 6 | Elect Aylwin Lewis | | Mgmt | For | For | For |
| | 7 | Elect Monica Lozano | | Mgmt | For | For | For |
| | 8 | Elect Robert Matschullat | | Mgmt | For | For | For |
| | 9 | Elect Sheryl Sandberg | | Mgmt | For | For | For |
| | 10 | Elect Orin Smith | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Amendment to the 2011 Stock Incentive Plan | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Thermo Fisher Scientific Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TMO | CUSIP 883556102 | | 05/23/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect C. Martin Harris | | Mgmt | For | For | For |
| | 2 | Elect Judy Lewent | | Mgmt | For | For | For |
| | 3 | Elect Jim Manzi | | Mgmt | For | For | For |
| | 4 | Elect Lars Sorenson | | Mgmt | For | For | For |
| | 5 | Elect Elaine Ullian | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Time Warner Cable Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TWC | CUSIP 88732J207 | | 05/17/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Carole Black | | Mgmt | For | For | For |
| | 2 | Elect Glenn Britt | | Mgmt | For | For | For |
| | 3 | Elect Thomas Castro | | Mgmt | For | For | For |
| | 4 | Elect David Chang | | Mgmt | For | For | For |
| | 5 | Elect James Copeland, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Peter Haje | | Mgmt | For | For | For |
| | 7 | Elect Donna James | | Mgmt | For | For | For |
| | 8 | Elect Don Logan | | Mgmt | For | For | For |
| | 9 | Elect N.J. Nicholas, Jr. | | Mgmt | For | For | For |
| | 10 | Elect Wayne Pace | | Mgmt | For | For | For |
| | 11 | Elect Edward Shirley | | Mgmt | For | For | For |
| | 12 | Elect John Sununu | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | 2012 Annual Bonus Plan | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Right to Call a Special Meeting | | ShrHldr | Against | Against | For |
|
|
|
| Time Warner Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TWX | CUSIP 887317303 | | 05/15/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect James Barksdale | | Mgmt | For | For | For |
| | 2 | Elect William Barr | | Mgmt | For | For | For |
| | 3 | Elect Jeffrey Bewkes | | Mgmt | For | For | For |
| | 4 | Elect Stephen Bollenbach | | Mgmt | For | For | For |
| | 5 | Elect Robert Clark | | Mgmt | For | For | For |
| | 6 | Elect Mathias Dopfner | | Mgmt | For | For | For |
| | 7 | Elect Jessica Einhorn | | Mgmt | For | For | For |
| | 8 | Elect Fred Hassan | | Mgmt | For | For | For |
| | 9 | Elect Kenneth Novack | | Mgmt | For | For | For |
| | 10 | Elect Paul Wachter | | Mgmt | For | For | For |
| | 11 | Elect Deborah Wright | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHldr | Against | Against | For |
|
|
|
| Total SA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FP | CUSIP 89151E109 | | 05/11/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 4 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 5 | Elect Christophe de Margerie | | Mgmt | For | Against | Against |
| | 6 | Elect Patrick Artus | | Mgmt | For | Against | Against |
| | 7 | Elect Bertrand Collomb | | Mgmt | For | Against | Against |
| | 8 | Elect Anne Lauvergeon | | Mgmt | For | Against | Against |
| | 9 | Elect Michel Pebereau | | Mgmt | For | Against | Against |
| | 10 | Ratification of the Co-option of Gerard Lamarche | | Mgmt | For | Against | Against |
| | 11 | Elect Anne-Marie Idrac | | Mgmt | For | Against | Against |
| | 12 | Supplementary Retirement, Pension and Severance Agreements for Christophe de Margerie | | Mgmt | For | For | For |
| | 13 | Authority to Issue Shares and/or Convertible Securities w/ Preemptive Rights; Through Capitalizations | | Mgmt | For | For | For |
| | 14 | Authority to Issue Shares and/or Convertible Securities w/o Preemptive Rights | | Mgmt | For | For | For |
| | 15 | Authority to Increase Share Issuance Limit | | Mgmt | For | For | For |
| | 16 | Authority to Increase Capital in Consideration for Contributions in Kind | | Mgmt | For | For | For |
| | 17 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 18 | Employee Stock Purchase Plan for Overseas Employees | | Mgmt | For | For | For |
| | 19 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 20 | Shareholder Proposal Regarding Comparison of Executive Compensation (Resolution A) | | ShrHldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Loyalty Dividend (Resolution B) | | ShrHldr | Against | Against | For |
|
|
|
| Tyco International Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TYC | CUSIP H89128104 | | 03/07/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Ratification of Board Acts | | Mgmt | For | For | For |
| | 3.1 | Elect Edward Breen | | Mgmt | For | For | For |
| | 3.2 | Elect Michael Daniels | | Mgmt | For | For | For |
| | 3.3 | Elect Timothy Donahue | | Mgmt | For | For | For |
| | 3.4 | Elect Brian Duperreault | | Mgmt | For | For | For |
| | 3.5 | Elect Bruce Gordon | | Mgmt | For | For | For |
| | 3.6 | Elect Rajiv Gupta | | Mgmt | For | For | For |
| | 3.7 | Elect John Krol | | Mgmt | For | For | For |
| | 3.8 | Elect Brendan O'Neill | | Mgmt | For | For | For |
| | 3.9 | Elect Dinesh Paliwal | | Mgmt | For | For | For |
| | 3.10 | Elect William Stavropoulos | | Mgmt | For | For | For |
| | 3.11 | Elect Sandra Wijnberg | | Mgmt | For | For | For |
| | 3.12 | Elect R. David Yost | | Mgmt | For | For | For |
| | 4 | Appointment of Auditor | | Mgmt | For | For | For |
| | 5 | Appointment of Auditor | | Mgmt | For | For | For |
| | 6 | Appointment of Auditor | | Mgmt | For | For | For |
| | 7 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 8 | Consolidation of Reserves | | Mgmt | For | For | For |
| | 9 | Approval of Ordinary Cash Dividend | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Amendments to Articles of Association | | Mgmt | For | For | For |
|
|
|
| U.S. Bancorp | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | USB | CUSIP 902973304 | | 04/17/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Douglas Baker, Jr. | | Mgmt | For | For | For |
| | 2 | Elect Y. Marc Belton | | Mgmt | For | For | For |
| | 3 | Elect Victoria Buyniski Gluckman | | Mgmt | For | For | For |
| | 4 | Elect Arthur Collins, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Richard Davis | | Mgmt | For | For | For |
| | 6 | Elect Roland Hernandez | | Mgmt | For | For | For |
| | 7 | Elect Joel Johnson | | Mgmt | For | For | For |
| | 8 | Elect Olivia Kirtley | | Mgmt | For | For | For |
| | 9 | Elect Jerry Levin | | Mgmt | For | For | For |
| | 10 | Elect David O'Maley | | Mgmt | For | For | For |
| | 11 | Elect O'Dell Owens | | Mgmt | For | For | For |
| | 12 | Elect Craig Schnuck | | Mgmt | For | For | For |
| | 13 | Elect Patrick Stokes | | Mgmt | For | For | For |
| | 14 | Elect Doreen Woo Ho | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| United Parcel Service, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UPS | CUSIP 911312106 | | 05/03/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect F. Duane Ackerman | | Mgmt | For | For | For |
| | 2 | Elect Michael Burns | | Mgmt | For | For | For |
| | 3 | Elect D. Scott Davis | | Mgmt | For | For | For |
| | 4 | Elect Stuart Eizenstat | | Mgmt | For | For | For |
| | 5 | Elect Michael Eskew | | Mgmt | For | For | For |
| | 6 | Elect William Johnson | | Mgmt | For | For | For |
| | 7 | Elect Candace Kendle | | Mgmt | For | For | For |
| | 8 | Elect Ann Livermore | | Mgmt | For | For | For |
| | 9 | Elect Rudy Markham | | Mgmt | For | For | For |
| | 10 | Elect Clark Randt, Jr. | | Mgmt | For | For | For |
| | 11 | Elect John Thompson | | Mgmt | For | For | For |
| | 12 | Elect Carol Tome | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | 2012 Omnibus Incentive Compensation Plan | | Mgmt | For | For | For |
| | 15 | Amendment to the Discounted Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHldr | Against | Against | For |
|
|
|
| United Technologies Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UTX | CUSIP 913017109 | | 04/11/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Louis Chenevert | | Mgmt | For | For | For |
| | 2 | Elect John Faraci | | Mgmt | For | For | For |
| | 3 | Elect Jean-Pierre Garnier | | Mgmt | For | For | For |
| | 4 | Elect Jamie Gorelick | | Mgmt | For | For | For |
| | 5 | Elect Edward Kangas | | Mgmt | For | For | For |
| | 6 | Elect Ellen Kullman | | Mgmt | For | For | For |
| | 7 | Elect Richard McCormick | | Mgmt | For | For | For |
| | 8 | Elect Harold McGraw III | | Mgmt | For | For | For |
| | 9 | Elect Richard Myers | | Mgmt | For | For | For |
| | 10 | Elect H. Patrick Swygert | | Mgmt | For | For | For |
| | 11 | Elect Andre Villeneuve | | Mgmt | For | For | For |
| | 12 | Elect Christine Whitman | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Valero Energy Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VLO | CUSIP 91913Y100 | | 05/03/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ronald Calgaard | | Mgmt | For | For | For |
| | 2 | Elect Jerry Choate | | Mgmt | For | For | For |
| | 3 | Elect Ruben Escobedo | | Mgmt | For | For | For |
| | 4 | Elect William Klesse | | Mgmt | For | For | For |
| | 5 | Elect Bob Marbut | | Mgmt | For | For | For |
| | 6 | Elect Donald Nickles | | Mgmt | For | For | For |
| | 7 | Elect Phillip Pfeiffer | | Mgmt | For | For | For |
| | 8 | Elect Robert Profusek | | Mgmt | For | For | For |
| | 9 | Elect Susan Purcell | | Mgmt | For | For | For |
| | 10 | Elect Stephen Waters | | Mgmt | For | For | For |
| | 11 | Elect Randall Weisenburger | | Mgmt | For | For | For |
| | 12 | Elect Rayford Wilkins Jr. | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 15 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Safety Report | | ShrHldr | Against | Against | For |
|
|
|
| Verizon Communications Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VZ | CUSIP 92343V104 | | 05/03/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Richard Carrion | | Mgmt | For | For | For |
| | 2 | Elect Melanie Healey | | Mgmt | For | For | For |
| | 3 | Elect M. Frances Keeth | | Mgmt | For | For | For |
| | 4 | Elect Robert Lane | | Mgmt | For | For | For |
| | 5 | Elect Lowell McAdam | | Mgmt | For | For | For |
| | 6 | Elect Sandra Moose | | Mgmt | For | For | For |
| | 7 | Elect Joseph Neubauer | | Mgmt | For | For | For |
| | 8 | Elect Donald Nicolaisen | | Mgmt | For | For | For |
| | 9 | Elect Clarence Otis, Jr. | | Mgmt | For | For | For |
| | 10 | Elect Hugh Price | | Mgmt | For | For | For |
| | 11 | Elect Rodney Slater | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Disclosure of Prior Government Service | | ShrHldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Lobbying Report | | ShrHldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Performance-Based Equity Compensation | | ShrHldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Right to Call a Special Meeting | | ShrHldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Network Neutrality | | ShrHldr | Against | Against | For |
|
|
|
| Vodafone Group plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VOD | CUSIP 92857W209 | | 07/26/2011 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Elect Gerard Kleisterlee | | Mgmt | For | For | For |
| | 3 | Elect John Buchanan | | Mgmt | For | For | For |
| | 4 | Elect Vittorio Colao | | Mgmt | For | For | For |
| | 5 | Elect Michel Combes | | Mgmt | For | For | For |
| | 6 | Elect Andy Halford | | Mgmt | For | For | For |
| | 7 | Elect Steve Pusey | | Mgmt | For | For | For |
| | 8 | Elect Renee James | | Mgmt | For | For | For |
| | 9 | Elect Alan Jebson | | Mgmt | For | For | For |
| | 10 | Elect Samuel Jonah | | Mgmt | For | For | For |
| | 11 | Elect Nick Land | | Mgmt | For | For | For |
| | 12 | Elect Anne Lauvergeon | | Mgmt | For | For | For |
| | 13 | Elect Luc Vandevelde | | Mgmt | For | For | For |
| | 14 | Elect Anthony Watson | | Mgmt | For | For | For |
| | 15 | Elect Philip Yea | | Mgmt | For | For | For |
| | 16 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 17 | Directors' Remuneration Report | | Mgmt | For | For | For |
| | 18 | Appointment of Auditor | | Mgmt | For | For | For |
| | 19 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 22 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 23 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
|
|
|
| Wal-Mart Stores, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WMT | CUSIP 931142103 | | 06/01/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Aida Alvarez | | Mgmt | For | For | For |
| | 2 | Elect James Breyer | | Mgmt | For | For | For |
| | 3 | Elect M. Michele Burns | | Mgmt | For | For | For |
| | 4 | Elect James Cash, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Roger Corbett | | Mgmt | For | For | For |
| | 6 | Elect Douglas Daft | | Mgmt | For | For | For |
| | 7 | Elect Michael Duke | | Mgmt | For | For | For |
| | 8 | Elect Marissa Mayer | | Mgmt | For | For | For |
| | 9 | Elect Gregory Penner | | Mgmt | For | For | For |
| | 10 | Elect Steven Reinemund | | Mgmt | For | For | For |
| | 11 | Elect H. Lee Scott, Jr. | | Mgmt | For | For | For |
| | 12 | Elect Arne Sorenson | | Mgmt | For | For | For |
| | 13 | Elect Jim Walton | | Mgmt | For | For | For |
| | 14 | Elect S. Robson Walton | | Mgmt | For | For | For |
| | 15 | Elect Christopher Williams | | Mgmt | For | For | For |
| | 16 | Elect Linda Wolf | | Mgmt | For | For | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Director Qualifications | | ShrHldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding an Incentive Compensation Report | | ShrHldr | Against | Against | For |
|
|
|
| Wells Fargo & Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WFC | CUSIP 949746101 | | 04/24/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect John Baker II | | Mgmt | For | For | For |
| | 2 | Elect Elaine Chao | | Mgmt | For | For | For |
| | 3 | Elect John Chen | | Mgmt | For | For | For |
| | 4 | Elect Lloyd Dean | | Mgmt | For | For | For |
| | 5 | Elect Susan Engel | | Mgmt | For | For | For |
| | 6 | Elect Enrique Hernandez, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Donald James | | Mgmt | For | For | For |
| | 8 | Elect Cynthia Milligan | | Mgmt | For | For | For |
| | 9 | Elect Nicholas Moore | | Mgmt | For | For | For |
| | 10 | Elect Federico Pena | | Mgmt | For | For | For |
| | 11 | Elect Philip Quigley | | Mgmt | For | For | For |
| | 12 | Elect Judith Runstad | | Mgmt | For | For | For |
| | 13 | Elect Stephen Sanger | | Mgmt | For | For | For |
| | 14 | Elect John Stumpf | | Mgmt | For | For | For |
| | 15 | Elect Susan Swenson | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Independent Board Chair | | ShrHldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Cumulative Voting in Contested Elections | | ShrHldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Proxy Access | | ShrHldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Independent Review of Controls Related to Loans, Foreclosures and Securitizations | | ShrHldr | Against | Against | For |
|
|
|
| Weyerhaeuser Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WY | CUSIP 962166104 | | 04/12/2012 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Debra Cafaro | | Mgmt | For | For | For |
| | 2 | Elect Mark Emmert | | Mgmt | For | Against | Against |
| | 3 | Elect Daniel Fulton | | Mgmt | For | For | For |
| | 4 | Elect John Kieckhefer | | Mgmt | For | For | For |
| | 5 | Elect Wayne Murdy | | Mgmt | For | For | For |
| | 6 | Elect Nicole Piasecki | | Mgmt | For | For | For |
| | 7 | Elect Charles Williamson | | Mgmt | For | For | For |
| | 8 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| |
